Customer Service Representative - State Farm Agent Team Member
Finance service representative job in Longview, TX
Job DescriptionBenefits:
Licensing Paid
Hourly Plus Commission
Simple IRA
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Position Overview:
Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products.
Responsibilities:
Establish customer relationships and follow up with customers, as needed.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Develop leads, schedule appointments, identify customer needs, and market appropriate products and services.
Requirements:
Interest in marketing products and services based on customer needs
Excellent communication skills - written, verbal and listening
People-oriented
Detail oriented
Proactive in problem solving
Able to learn computer functions
Ability to work in a team environment
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
Licensed Insurance Customer Service Representative
Finance service representative job in Tyler, TX
Job Description
Our agency is seeking a motivated and coachable Insurance Customer Service Representative to join our team.
At The Melissa Workman Agency, customer service is more than a priorityits our passion. For 9 years, weve been a premier Allstate agency specializing in Home, Life, and Auto insurance. We tailor our clients policies to meet their unique needs, building strong relationships along the way. Our dedicated team works hard to ensure our clients are completely satisfied, and were proud of the fun, supportive, and collaborative work environment weve built.
We are seeking a motivated Licensed Insurance Customer Service Representative to join our team and play a key role in delivering the exceptional service our clients deserve. This position offers a base salary ranging from $35,000 to $45,000 annually, depending on experience, plus opportunities for additional compensation through performance bonuses.
We believe in rewarding hard work and fostering a positive work-life balance. Our team enjoys
a fun, engaging work environment, opportunities for team-building activities, paid lunches and extra commission or days off for meeting/exceeding goals.
Apply today and start building a career in a supportive and motivating environment where your contributions truly matter.
Benefits
Annual Base Salary Based on Experience
Paid Time Off (PTO)
Hands on Training
Mon-Fri Schedule
Career Growth Opportunities
Retirement Plan
Evenings Off
Weekends Off
Work-Life Balance
401k
Responsibilities
Resolve customer concerns promptly and effectively
Provide valuable product information to assist clients in making informed decisions
Deliver outstanding customer service that exceeds expectations
Build genuine, lasting relationships with clients
Collaborate with team members to ensure seamless client experiences
Requirements
Property and Casualty General Lines License a plus but will provide comprehensive training and licensing support for the right candidate
Communication Skills: Excellent verbal and written communication skills
Problem-Solving: Strong ability to resolve complex customer issues effectively and efficiently
Customer Focus: A dedication to providing exceptional service and ensuring customer satisfaction
Teamwork: Ability to work collaboratively with team members and other departments
Customer Service Representative - State Farm Agent Team Member
Finance service representative job in Gilmer, TX
Job DescriptionBenefits:
Simple IRA
License reimbursement
Bonus based on performance
Competitive salary
Flexible schedule
Opportunity for advancement
Paid time off
Training & development
ROLE DESCRIPTION:
As a Customer Service Representative - State Farm Agent Team Member with Paul Herndon - State Farm Agent, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support.
We look forward to connecting with you if you are the customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates.
RESPONSIBILITIES:
Answer customer inquiries and provide policy information.
Assist customers with policy changes and updates.
Process insurance claims and follow up with customers.
Maintain accurate records of customer interactions.
QUALIFICATIONS:
Communication and interpersonal skills.
Detail-oriented and able to multitask.
Previous customer service experience preferred.
Commercial Relationship Banker II
Finance service representative job in Longview, TX
Summary This mid-level level position requires a critical skill-set and level experience in areas that are not easily duplicated in the market. Proactively executes integrated sales, service and relationship strategies to support growth and retention of commercial clients that have borrowing needs for complex commercial, consumer and/or mortgage loans. Develops new-to-bank business relationships, as well as cross-marketing/needs fulfillment for existing clients, through segment-based sales plans to achieve revenue growth targets and maximize operating capabilities and profitability.
Duties and Responsibilities include the following.
Leads the formulation and implementation of long and short-term strategic plans and objectives to increase market share/penetration and maximize opportunities for growth throughout the marketplace.
Provides strong, compassionate and visible leadership, which fosters positive attitudes and trust among employees, clients and prospects.
Provides product specialists with qualified referrals for cross-sell. Assists in closing deals across all products.
Judges potential qualified clients/deals, structuring deals to balance risk and reward, recognizing early warning signs and closely monitoring clients to anticipate changes in risk rating. Proactively identifies issues and restructures relationship to mitigate potential future risk.
Monitors loan repayment activities and takes necessary action to collect from past due accounts.
Partners with other departments (i.e. Treasury, Retail, Mortgage, etc.) to ensure ongoing and appropriate communication to support overall client and franchise objectives.
Maintains frequent interaction with centers of influence, diverse industry segments, community leaders, regulators, and senior business contacts.
Through extensive involvement, leads local community awareness that the bank is critically focused on partnering in the community and on providing broad, multi-product banking solutions to the middle market companies housed in the marketplace.
Oversees and ensures safe and sound underwriting/credit practices and overall leadership of a sound lending activity.
Strictly adheres to internal control policies such as the account opening protocols of accurate collection, completion and updating of all required documentation.
Ensures that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations.
Supervisory Responsibilities
May supervise employees of the Lending Staff such as Loan Assistants. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities may include and training employees; planning, assigning, and directing work; appraising performance in conjunction with management; rewarding and disciplining employees; addressing complaints and resolving problems.
Competencies - To perform the job successfully, an individual should demonstrate the following competencies:
Analytical and Design - Synthesizes complex information; Collects and researches data; Demonstrates attention to detail.
Problem Solving - Identifies and resolves problems in a timely manner; Develops alternative solutions.
Interpersonal Skills/Customer Service - Maintains confidentiality; Responds promptly to customer needs; Meets commitments.
Oral and Written Communication - Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Writes clearly and informatively; Able to read and interpret written information.
Teamwork - Contributes to building a positive team spirit; Supports everyone's efforts to succeed.
Business Acumen - Demonstrates knowledge of market and competition.
Organizational Support - Follows policies and procedures; Supports organization's goals and values; Benefits organization through outside activities.
Judgment and Motivation - Exhibits sound and accurate judgment; Includes appropriate people in decision-making process; Demonstrates persistence and overcomes obstacles.
Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Sets goals and objectives.
Professionalism - Reacts well under pressure; Treats others with respect and consideration regardless of their status or position.
Adaptability and Innovation - Adapts to changes in the work environment; Manages competing demands; Develops innovative approaches and ideas.
Attendance/Punctuality and Dependability - Follows instructions, responds to management direction; Commits to long hours of work when necessary to reach goals.
Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
Bachelor's degree (B. A.) from four-year college or university; preferably in Finance, Business, Accounting or related field; minimum five to ten years strong performance in client relations in commercial banking with an emphasis on investments or sales arenas, preferably within roles of increasing responsibilities. Must have an in-depth knowledge of all aspects of commercial banking and an ability to quickly learn new products and services.
Computer Skills
To perform this job successfully, an individual should have knowledge of the Internet, Outlook, Microsoft Word and Excel. Ability to learn bank-specific software such as MPC, IBS, ADP, etc. Ability to use basic office machines.
Other Skills
Must have a sharp business development focus and demonstrative innovated approaches. Must be a self-starter, someone who demonstrates by getting out in the marketplace. Should be able to effectively interact with a variety of internal and external constituencies.
Bank Culture/Customer Service Skills
Ability and judgment to interact and communicate appropriately with other employees, customers and supervisor. Ability to serve customers, both internal and external, (community/public) in a manner that will reflect superior customer relations and enhance the overall marketing effort of Origin Bank.
Physical Demands While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.
Work Environment The noise level in the work environment is usually moderate.
This reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank's changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank's sole discretion.
Origin Bank is an equal opportunity employer and we do not discriminate in hiring or employment on the basis of race, color, sex, age, marital or veteran status, non-job related disability, religion, national origin, genetic information or any other basis protected by law.
Remote positions are intended to be filled in states within our footprint, which includes: Alabama, Florida, Louisiana, Mississippi, and Texas. Any exception to this policy requires further regulatory review and approval by management.
Auto-ApplyCustomer Service Representative - State Farm Agent Team Member
Finance service representative job in Mineola, TX
Job DescriptionBenefits:
Opportunity for advancement
Paid time off
Training & development
State Farm Insurance Agent located in Mineola, Texas is seeking an outgoing, career-oriented professional to join their team. As a State Farm team member for Monica Cook, you will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance.
Responsibilities
Establish customer relationships and follow up with customers, as needed.
Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Maintain a strong work ethic with a total commitment to success each and every day.
As an Agent Team Member, you will receive...
Hourly pay
Paid time off (vacation and personal/sick days)
Valuable experience
Growth potential/Opportunity for advancement within my agency
Requirements
Excellent communication skills - written, verbal and listening
People-oriented
Organizational skills
Self-motivated
Detail oriented
Proactive in problem solving
Dedicated to customer service
Experience in a variety of computer applications, particularly Windows
Pride in getting work done accurately and timely
Ability to work in a team environment
Ability to multi-task
Ability to effectively relate to a customer
Property and Casualty license (must be able to obtain)
Life and Health license (must be able to obtain)
If you are motivated to succeed and can see yourself in this role, please complete our application. We will follow up with you on the next steps in the interview process.
This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. By accepting this position, you are not guaranteed an agency position with State Farm Insurance Companies. As an agent team member, you will still need to go through the regular State Farm agent selection process when you are ready to pursue an agency opportunity. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
Customer Service Representative - State Farm Agent Team Member
Finance service representative job in Winnsboro, TX
Job DescriptionBenefits:
Bonus based on performance
Competitive salary
Paid time off
Training & development
401(k) matching
Health insurance
Opportunity for advancement
Signing bonus
ROLE DESCRIPTION:
As a Customer Service Representative with the Bo Rester Agency, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and recognizing customer needs.
We look forward to connecting with you if you are the customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven candidates with a positive attitude.
RESPONSIBILITIES:
Answer customer inquiries, provide policy information, and resolve issues.
Assist customers with policy changes and updates.
Process claims submissions and follow-up with customers.
Assist with customer retention strategies
Maintain accurate records of customer interactions.
QUALIFICATIONS:
Communication and interpersonal skills.
Detail-oriented and able to multitask.
Previous customer service experience preferred.
Must be willing to obtain Texas Insurance Licenses (Bonus paid when obtained)
Customer Service Representative - State Farm Agent Team Member
Finance service representative job in Tyler, TX
Job DescriptionBenefits:
License reimbursement
Bonus based on performance
Opportunity for advancement
Paid time off
Training & development
Competitive salary
Flexible schedule
ABOUT OUR AGENCY:
Our agency opened on November 1, 2017, and today we have a team of three. We value honesty, integrity, initiative, and an independent spiritqualities that make a big difference in how we work and how we serve our community.
Weve built a collaborative, positive culture where team members have the flexibility to grow. We offer opportunities for raises, bonuses, and enhanced commissions, along with a flexible work environment that supports personal and professional balance.
Community involvement is an important part of what we do. I volunteer with Carter BloodCare and Meals on Wheels, and I currently serve as president of the Tyler Referral Network. If youre looking to join a team that values integrity, service, and growth, this could be a great fit for you.
ROLE DESCRIPTION:
As a customer service representative with Taylor Berumen State Farm, you will generate the kind of exceptional customer experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support.
We look forward to connecting with you if you are the customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates.
RESPONSIBILITIES:
Answer customer inquiries and provide policy information.
Assist customers with policy changes and updates.
Process insurance claims and follow up with customers.
Maintain accurate records of customer interactions.
QUALIFICATIONS:
Communication and interpersonal skills.
Detail-oriented and able to multitask.
Previous customer service experience preferred.
Customer Service Representative - State Farm Agent Team Member
Finance service representative job in Tyler, TX
Job DescriptionBenefits:
401(k) matching
Bonus based on performance
Competitive salary
Flexible schedule
Health insurance
Opportunity for advancement
Paid time off
Training & development
Dental insurance
Vision insurance
OVERVIEW:
The Customer Care Representative is the face of the agency and the front line of the Retention Team. They are responsible for providing World-Class service in handling the daily needs of existing customers by being proactive problem solvers and educators.
THE BOTTOM LINE:
The Customer Care Representative keeps the whole ship afloat by engaging with our existing customers to provide World-Class service. We define World-Class service as going the extra mile, doing the inconvenient and unexpected things that put a smile on someones face, and taking pains to make every interaction personal in a way the customer can recognize and remember.
To grow as a business, we must protect and care for the ones who have put their trust in us. This is how we maintain positive public opinion and word-of-mouth and reduce policy lapses and cancellations. The Customer Care Representatives role is to turn any customer interaction into a positive experience, support current agency focus or promotions, and assist in daily business operations.
Most people see insurance as something they have to have and think all companies and policies are the same. We must provide personalized, World-Class experience to differentiate ourselves and earn the right to educate our customers on how to manage the risks of everyday life, recover from the unexpected, and realize their dreams.
We look forward to connecting with you if you are the ideal customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates.
RESPONSIBILITIES:
Answer customer inquiries and provide policy information.
Assist clients with policy changes and updates.
Process insurance claims and follow up with clients.
Maintain accurate records of customer interactions.
AREAS OF ACCOUNTABILITY:
Maintain a high level of activity we work in a fast-paced industry in a team-oriented environment. Accomplishing all tasks in the time given supports the overall success of each team member and the agency as a whole.
Achieve your goals office goals are set to be achievable when activity levels are met.
Helping you achieve YOUR personal goals (financial, professional, family goals, etc.) is our mission at Team Endres State Farm.
Provide a World-Class Experience the Customer Care Representative is the face of the agency and is responsible for creating a positive and personal experience for every customer, every time.
Commit to continuous learning State Farm offers a wide and ever-growing range of products and services, and frequently provides new tools or improvements to existing tools to succeed in our mission. We must always remain experts on our systems and processes to provide professional service experiences every time.
Improve the culture insurance is a high-pressure industry. You are responsible for doing your part to add to the team culture with a positive and cooperative attitude.
IDEAL CHARACTERISTICS:
Optimistic
Kind
Collaborative
Deadline-Motivated
Smart
Customer Service Rep / Pizza Maker Store (06962)
Finance service representative job in Tyler, TX
Responsibilities: ● Greeting customers and taking orders with a smile! ● Operating the cash register and collecting payment from customers. ● Making consistent products within Domino's Pizza guidelines. ● Maintaining a clean and organized work environment
● Maintain a professional appearance
Qualifications
● Minimum 16 years old
● Reliable transportation to and from work
● Comfortable engaging with customers over the phone and face-to-face
Additional Information
Pay & Benefits:
● Flexible schedule (Work as few as 4 hrs per week)
● Medical & Dental Insurance
● 401K
● Employee Discount
● Advancement opportunities
Relationship Banker - Gilmer Rd - Longview, TX
Finance service representative job in Longview, TX
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
Auto-ApplyRelationship Banker - Gilmer Rd - Longview, TX
Finance service representative job in Longview, TX
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
Auto-ApplyPersonal Banker
Finance service representative job in Longview, TX
What The Role Is As a Personal Banker you will provide best-in-class service by processing routine banking transactions while also developing deep customer relationships and a thoughtful understanding of their needs. Through relationship building, you will identify and offer the best and most appropriate personal business financial products and services along with educating your customers on alternative and convenient transaction channels. Personal Banker I/II team members will be cross-functional in a universal banking model to assist clients with a myriad of needs.
How You Will Make an Impact
* Support the transactional needs of the banking center and other lines of business, as well as identify opportunities to deepen customer relationships.
* Open and process moderate to complex and consumer and basic small business deposit accounts, providing appropriate solutions/services to businesses for managing their cash flow.
* Enjoy working in a team environment with frequent interactions with fellow teammates and customers.
* Limited origination of simple consumer lending products such as personal loans and credit cards.
* Educate customers on other bank channels including online and mobile banking, interactive (Video) tellers and full-service ATMs that provide convenience and value to customers.
* Meet or exceed individual sales/referrals and activity objectives - measured by an individual sales and referral scorecard.
* Cash handling and adherence to proper balancing procedures.
* Review and maintain knowledge of products, fees, policies and current offers to assist customers with consumer or business product suggestions.
* Explore the customer's financial needs and recommend other bank services and refer customers within the branch when appropriate or to other departments when appropriate.
* Demonstrate compliance with all bank regulations that apply to your position and stay current on regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position.
* Create a positive impact within the communities you serve by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives.
Who You Are
* High school diploma required; college coursework preferred.
* Previous banking or demonstrated sales experience in business, retail or other industries.
* 1-year cash handling experience in a banking or retail environment preferred. (2+ years if level II)
* Foundational knowledge of sales and service techniques with consumers and small businesses in a structured, goal-based environment preferred.
* Excellent written and verbal communication skills with the ability to solve problems and nurture client relationships even in contentious situations.
* This position does NOT require S.A.F.E. registration at the time of employment.
The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. Cadence Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary.
Cadence Bank is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability.
Code Services Officer
Finance service representative job in Tyler, TX
Performs a variety of routine and complex work in the interpretation and enforcement of adopted codes and related rules and regulations. This position reports to the Code Enforcement Field Supervisor. * Regularly patrols or inspects the City to monitor for violations of local codes. Regularly patrol, inspect and document substandard structures and monitor for violations of local codes. Drive each street of their zone and systematically work code violations throughout their entire assigned area.
* Responds to complaints of potential code violations relating to signing, building occupancy, nuisances, or other conditions; such as, housing conditions, construction, land use, zoning, illegal dumping, clearing of trees, overgrown weeds and brush lots, substandard structures, junked vehicles, parking on unimproved surfaces, or other code related matters.
* Conducts field investigations of potential violations; gathers evidence; questions or interrogates complainants, witnesses and suspects; compares facts to code requirements; makes findings; and issues warnings, correction notices, or citations. Monitors illegal dumping areas and deploys cameras as needed. Assist in obtaining, preparing, and presenting exhibits or other evidence during NRB meetings/hearings.
* Meets with citizens, owners, tenants, contractors, developers, businesses, etc. to review and explain code requirements and violations or potential violations; secures code compliance.
* Drafts and distributes a variety of correspondence, memoranda, notices, flyers, brochures, media releases, and reports relating to code enforcement issues and actions.
* Maintains a variety of logs and records related to inspection and enforcement activities; prepares recommendations for amendments and additions to codes or regulations, which relate to the position. Coordinates efforts with the police, planning, building and related departments, the prosecuting attorney, and other staff or agencies, as needed.
* Works with police and prosecutors to obtain written or tape-recorded statements, depositions, or admissions, as needed.
* Reviews cases being prepared for trial with emphasis on the evidentiary and legal issues crucial to successful prosecution. Prepares detailed reports of activities and investigations made; consults with prosecutors and prepares case report for court action; testifies in court.
* Assist in obtaining, enhancing, preparing, or presenting exhibits, or other evidence in court as required. Must be able to work alone, and be able to work well with department heads, citizens, employees, supervisors, and City Council. Must be able to work with a multitude of people and personalities.
* Must have knowledge of Code Enforcement principles, practices, and methods as applicable to a Municipal setting. Must be able to learn protocols, policies, and procedures.
* Must have knowledge of applicable laws (State and Local), standards and regulations relating to various land use, nuisance and public safety codes.
* Must have working knowledge of inspection techniques and construction/rehab principles.
* Must have ability to prepare, organize and maintain inspection field data and use sound judgment in drawing conclusions and making decisions. Must have ability to analyze complex situations and problems. Must have ability to comprehend and articulate complex facts and relationships in detail. Must have ability to summarize and write clearly, concisely, and legibly. Must have ability to communicate and testify in court in an objective, concise, and professional manner. Must have ability to follow verbal and written instructions, and handle stress for situations, and effectively deal with difficult or angry people.
OTHER JOB FUNCTIONS:
* Provides information to persons who request information or assistance in code enforcement related matters and educates the citizens through public speaking.
* Board up substandard structures.
* Perform light tests as needed.
* Ensure that all required certifications and continuing education is up to date.
* Performs other related duties as assigned.
SKILLS, KNOWLEDGE AND ABILITIES:
* Must have working knowledge of personal computers, accompanying software, and Word Processing and Data Base Software.
* Must be able to operate a motor vehicle, telephone, hand tools, mobile or portable radio, copy and FAX machine.
* Must be able to lift, carry, push, and pull 50-lbs. Must be able to sit and stand 4-hours daily. Must be able to bend, stoop, twist, turn, walk, climb, crouch, crawl run, kneel, balance, reach (high and low), grasp, jump, and throw. Must be able to feel and have good finger movement. Must have good speech, hearing, and sight (near, far, and depth perception. Must be able to tolerate climate and temperature changes, cold, heat, humidity, wetness, and dryness. Must be able to work in confined spaces, and with a variety of working conditions.
Education and Experience: High School Diploma or GED, plus one (1) year of experience in Code Inspection, Law Enforcement, Environmental Codes, or a related field required. Some college and supervisory experience preferred. Must be able to obtain Code Enforcement Certification within one (1) year of employment. Must possess a valid Texas Class "C" Driver's License, with a clear driving record.
It is the policy of the City to recruit, employ and to provide compensation, promotion, and other conditions of employment without regard to race, color, religion, sex, age, national origin, disability, genetic information or status as a Vietnam era or special disabled veteran, recently separated veteran, and other protected veteran. The City affirms that employment decisions shall be made only on the basis of a person's ability to perform the essential functions of the job. This position does require presence in the office to perform the essential functions of the job. The City shall continually review its employment practices and personnel procedures and take positive steps to assure that equality of employment opportunity in the City of Tyler, Texas is a fact as well as an ideal.
The City of Tyler will accept two years of relevant experience in place of each year of college required in the job description. Four years of relevant experience will be considered in place of an Associate's Degree, and eight years of relevant experience will be considered in place of a Bachelor's Degree. Any experience required in the Minimum qualifications is in addition to years of experience substituted for a degree.
The City of Tyler supports a policy of a drug and alcohol free workplace. All candidates are subject to pre-employment testing, which may include, but is not limited to, Drug and Alcohol Screenings, Work Fitness Evaluation, Criminal Background Check, and Consumer Report/Credit Check.
No person under eighteen (18) years of age will be employed in any regular full-time position.
Persons under eighteen (18) years of age may be employed in temporary or regular part-time positions, if they furnish the City with a minor's release (Form 2-2) and are approved by the City Manager.
No person under eighteen (18) years of age will be employed in any position requiring the operation of a City motorized vehicle.
This posting is subject to be removed at the discretion of the department providing the position.
Member Services Representative Weekend/Overnight Sub
Finance service representative job in Tyler, TX
Looking to pick up extra hours?
Join our team! As a Member Service Representative Sub, you will have flexibility in your schedule, as you provide the team added support when needed! We are Excel Fitness, a Planet Fitness franchise group based out of Austin, TX with 90+ clubs and growing! Since 2016, we have grown from 16 locations in TX to over 90 locations in 6 states in great markets like Austin, Dallas, Raleigh, Tulsa, and NW Arkansas. We are opening new clubs each year and with that kind of growth, you can build a great career here! In fact, most of our senior managers started at the front desk and worked their way up to now earning base salaries that begin at $42k as a GM, $60k as a Regional manager (responsible for 5-10 locations), and all the way up to over a $100k as a Regional Director overseeing 10+ locations!
But it all starts at the front desk - where all of our Team Players (what we call our employees) are responsible for creating a positive member experience through superior level of customer service and cleanliness.
Essential Duties and Responsibilities
- Provide an exceptional customer service experience by filling in for available shifts when needed.
-Responsibilities include:
Be on call to assist with shift coverage, as needed
Check members into the system.
Take prospective members on tours then assist them with the new account sign-up process
Facilitate needed updates to member's accounts.
Respond to member questions and concerns in a timely and professional manner and elevate to Assistant Manager or Manager as needed.
Detailed cleaning in all areas of the facility.
Qualifications/Requirements
Exceptional customer service skills; able to interact in a positive and professional way with members and co-workers, exceeding the member's expectations.
People with positive mental attitudes excel here!
Customer service background preferred.
Punctuality and reliability is a must.
Demonstrate diplomacy in all interactions while using appropriate behavior and language.
High School diploma/GED equivalent required.
Must be 18 years of age or older.
Physical Demands
Continual standing and walking during shift.
Continual talking in person or on the phone during shift.
Must be able to occasionally lift up to 50 lbs.
Will occasionally encounter commercial cleaning products during shift.
Our team players and members are our top priority! That's why we are following super-strict safety and cleaning protocols.
Mask up! All of our team players are required to wear masks at all times while in-club and members are required to follow all state & local mask mandates.
Squeaky Clean! We've always been known for our clean clubs, but we have kicked that up to ensure our equipment and facilities are effectively sanitized against COVID-19.
Social Fitnessing! We offer a touch-less check in for our members and promote keeping a safe distance between all.
Need a day off? Full time employees have paid leave to take a break!
Benefits & Perks
Make payday any day by taking advantage of our financial wellness benefit, MyFlexPay
Every Team Player receives a FREE Planet Fitness Black Card Membership
Our Employee Assistance Program (EAP) gives you free and confidential access to counseling resources
PLUS - Paid Time Off (PTO), Paid Parental Leave, and Health Insurance Benefits are offered to all eligible Team Players
What are you waiting for?
APPLY TODAY! Compensation: $11.00 per hour
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
JOIN THE CLUB.
Enhancing people's lives with an affordable, high-quality fitness experience requires a team of inspiring, motivated and fun-loving go-getters. As one of the largest and fastest-growing franchisors and operators of fitness centers in the United States, Planet Fitness is just getting warmed up. We're continuously seeking top talent to join us in cultivating the Judgement Free Zone and shaping the future of our brand. With more than 2,000 locations in all 50 states, the District of Columbia, Puerto Rico, Canada, the Dominican Republic, Panama, Mexico and Australia, there's plenty of opportunity on our Planet and we are always looking for talented individuals to join our team!
Our member mission says it best: our product is a tool, a means to an end; not a brand name or a mold maker, but a tool that can be used by anyone. To use our product, members need to feel inspired and motivated. That's where you come in. If you're looking for a place where you can make a difference in a customer's life, you've found it. Come to add your mojo to the Judgement Free Zone, but stay for the feeling that you're making a difference on our Planet.
TO FIND YOUR PERFECT FIT, SEARCH FOR A CLUB OPPORTUNITY NEAR YOU.
Employees at a franchise location are employed by the Franchisee and are not employees of PFHQ (the Franchisor). PFHQ neither dictates nor controls labor or employment matters for franchisees or their employees, and does not retain any reserved authority to control the terms and conditions of employment for franchisees or their employees. Each franchisee is responsible for ensuring compliance with local, state and federal law.
Auto-ApplyCustomer Service Rep
Finance service representative job in Jacksonville, TX
We are looking to add a customer service rep to our food service department. Pay - $15-$16 (weekly pay) Schedule - Rotates - 7am - 2:30pm & 10am - 6pm - Every other weekend. Responsibilities: - Provide nutritional care to patients by assisting in menu selection
- Providing patient meal delivery and patient set-up with direct patient contact.
- Receive and process phone orders.
- Identifying patients who have not ordered meals with the assistance of the tray tracking system.
- Make meal rounds and collect survey information.
- Attends work and shows for scheduled shift on time with satisfactory regularity.
- Other duties may be assigned and can differ among accounts, depending on business necessities and client requirements.
Requirements:
- Must have customer service experience.
- Must be familiar with EXCEL
- Must be able to pass a background check and drug screen.
Apply today! RESUME REQUIRED
Kyleigh, AWG ************
Relationship Banker - Gilmer Rd - Longview, TX
Finance service representative job in Longview, TX
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
**Job responsibilities**
+ Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
+ Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
+ Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
+ Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
+ Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
+ Adhere to policies, procedures, and regulatory banking requirements.
**Required qualifications, capabilities, and skills**
+ 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
+ Ability to create memorable experiences for our clients - elevate the client experience.
+ Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
+ Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
+ High school degree, GED, or foreign equivalent.
+ The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
+ Ability to work branch hours including weekends and some evenings.
**Preferred qualifications, capabilities, and skills**
+ College degree or military equivalent.
+ Experience adhering to banking policies, procedures, and regulatory requirements.
**Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Customer Service Rep(6972) - 2100 Victory Dr
Finance service representative job in Marshall, TX
ABOUT THE JOB
We are searching for qualified customer service reps with personality, exceptional people skills and a positive attitude
As a Domino's Pizza CSR, you are the first contact with every Customer who calls our stores. Your professionalism and optimism is vital to creating a pleasant experience for Customers.
As a CSR you will receive training on our computer system and will gain confidence through working with Customers. Plus, we offer flexible hours. Starting @ $10-$13 Based on experience.
General Job Duties involve operation of all equipment; stock and rotate ingredients from delivery to storage/work area/walk-in cooler; prepare products; receive and process telephone and internet orders; count inventory and complete paperwork; clean equipment and facility. Customer service skills involve the ability to comprehend and communicate verbally and written with customers/co-workers over the phone and in person.
Additional Information
All your information will be kept confidential according to EEO guidelines.
Commercial Relationship Banker II
Finance service representative job in Tyler, TX
Summary This mid-level level position requires a critical skill-set and level experience in areas that are not easily duplicated in the market. Proactively executes integrated sales, service and relationship strategies to support growth and retention of commercial clients that have borrowing needs for complex commercial, consumer and/or mortgage loans. Develops new-to-bank business relationships, as well as cross-marketing/needs fulfillment for existing clients, through segment-based sales plans to achieve revenue growth targets and maximize operating capabilities and profitability.
Duties and Responsibilities include the following.
* Leads the formulation and implementation of long and short-term strategic plans and objectives to increase market share/penetration and maximize opportunities for growth throughout the marketplace.
* Provides strong, compassionate and visible leadership, which fosters positive attitudes and trust among employees, clients and prospects.
* Provides product specialists with qualified referrals for cross-sell. Assists in closing deals across all products.
* Judges potential qualified clients/deals, structuring deals to balance risk and reward, recognizing early warning signs and closely monitoring clients to anticipate changes in risk rating. Proactively identifies issues and restructures relationship to mitigate potential future risk.
* Monitors loan repayment activities and takes necessary action to collect from past due accounts.
* Partners with other departments (i.e. Treasury, Retail, Mortgage, etc.) to ensure ongoing and appropriate communication to support overall client and franchise objectives.
* Maintains frequent interaction with centers of influence, diverse industry segments, community leaders, regulators, and senior business contacts.
* Through extensive involvement, leads local community awareness that the bank is critically focused on partnering in the community and on providing broad, multi-product banking solutions to the middle market companies housed in the marketplace.
* Oversees and ensures safe and sound underwriting/credit practices and overall leadership of a sound lending activity.
* Strictly adheres to internal control policies such as the account opening protocols of accurate collection, completion and updating of all required documentation.
* Ensures that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations.
Supervisory Responsibilities
May supervise employees of the Lending Staff such as Loan Assistants. Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities may include and training employees; planning, assigning, and directing work; appraising performance in conjunction with management; rewarding and disciplining employees; addressing complaints and resolving problems.
Competencies - To perform the job successfully, an individual should demonstrate the following competencies:
Analytical and Design - Synthesizes complex information; Collects and researches data; Demonstrates attention to detail.
Problem Solving - Identifies and resolves problems in a timely manner; Develops alternative solutions.
Interpersonal Skills/Customer Service - Maintains confidentiality; Responds promptly to customer needs; Meets commitments.
Oral and Written Communication - Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Writes clearly and informatively; Able to read and interpret written information.
Teamwork - Contributes to building a positive team spirit; Supports everyone's efforts to succeed.
Business Acumen - Demonstrates knowledge of market and competition.
Organizational Support - Follows policies and procedures; Supports organization's goals and values; Benefits organization through outside activities.
Judgment and Motivation - Exhibits sound and accurate judgment; Includes appropriate people in decision-making process; Demonstrates persistence and overcomes obstacles.
Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently; Sets goals and objectives.
Professionalism - Reacts well under pressure; Treats others with respect and consideration regardless of their status or position.
Adaptability and Innovation - Adapts to changes in the work environment; Manages competing demands; Develops innovative approaches and ideas.
Attendance/Punctuality and Dependability - Follows instructions, responds to management direction; Commits to long hours of work when necessary to reach goals.
Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience
Bachelor's degree (B. A.) from four-year college or university; preferably in Finance, Business, Accounting or related field; minimum five to ten years strong performance in client relations in commercial banking with an emphasis on investments or sales arenas, preferably within roles of increasing responsibilities. Must have an in-depth knowledge of all aspects of commercial banking and an ability to quickly learn new products and services.
Computer Skills
To perform this job successfully, an individual should have knowledge of the Internet, Outlook, Microsoft Word and Excel. Ability to learn bank-specific software such as MPC, IBS, ADP, etc. Ability to use basic office machines.
Other Skills
Must have a sharp business development focus and demonstrative innovated approaches. Must be a self-starter, someone who demonstrates by getting out in the marketplace. Should be able to effectively interact with a variety of internal and external constituencies.
Bank Culture/Customer Service Skills
Ability and judgment to interact and communicate appropriately with other employees, customers and supervisor. Ability to serve customers, both internal and external, (community/public) in a manner that will reflect superior customer relations and enhance the overall marketing effort of Origin Bank.
Physical Demands While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus.
Work Environment The noise level in the work environment is usually moderate.
This reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank's changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank's sole discretion.
Origin Bank is an equal opportunity employer and we do not discriminate in hiring or employment on the basis of race, color, sex, age, marital or veteran status, non-job related disability, religion, national origin, genetic information or any other basis protected by law.
Remote positions are intended to be filled in states within our footprint, which includes: Alabama, Florida, Louisiana, Mississippi, and Texas. Any exception to this policy requires further regulatory review and approval by management.
Auto-ApplyPrivate Client Banker - Lindale - Lindale, TX - New Build
Finance service representative job in Lindale, TX
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyRelationship Banker - Tyler - Tyler, TX
Finance service representative job in Tyler, TX
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
Auto-Apply