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Investment Banker Jobs in Elfers, FL

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  • Investment Banking Analyst

    Colonnade Advisors LLC

    Investment Banker Job 25 miles from Elfers

    Colonnade Advisors LLC: Founded in 1999, we are a boutique investment banking firm that focuses on mergers and acquisitions. We specialize in the financial services and business services sectors. Our deals range in size from $30 - $500 million. Over the years we have embraced the virtues of boutique investment banking - Focus on the client's needs above all other considerations, Expertise that comes from deep industry knowledge and years of transaction experience, and Results that bring positive change to the lives of our clients and greatly improve the prospects of the companies we serve. We have the flexibility and informality of a small company and the rigor and expectations of a world-class investment bank. Our team is the key to our success; made up of bright, highly motivated, hardworking people. Every team member interacts with senior bankers and Colonnade's clients on a daily basis to get the exposure and training needed to build a career in investment banking. Colonnade has moved to a hybrid work model and will remain so for the foreseeable future. We may be physically apart at times, but we are a cohesive team that spends significant time together via digital platforms and time in the office. We are looking for candidates either in Chicago or in the Tampa/Clearwater/St. Petersburg metro area. Investment Banking Analyst As an investment banking analyst, you will provide analytical support on mergers and acquisitions and capital raising transactions. Our small deal team size provides analysts the opportunity to work with senior investment bankers and key management from client companies on a daily basis. Compensation The salary range is $90,000 - $110,000 annually, dependent on several variables, including but not limited to education, experience, and skills. In addition, Colonnade offers a discretionary bonus program, which is based on individual performance. Unlike the majority of Investment Banks, Colonnade pays bonuses on quarterly basis. Please ask your recruiter for details. You will assume a broad range of responsibilities including: Developing company valuations and financial models Developing transaction marketing materials including selling memoranda, management presentations and pitch books Conducting industry and company research and analysis Acting as a point of contact throughout the transaction process Attending client meetings Managing due diligence processes Developing financial services industry and transaction expertise and staying current on industry developments Gaining an understanding of the interests and investment criteria of private equity firms Candidates for the program will possess the following qualifications: A strong work ethic, detail orientation and a passion for excellence At least one year of work experience in investment banking, corporate development, corporate finance, valuation or accounting The ability to excel in both team and self-directed settings A bachelor's degree with a minimum 3.5 GPA, preferably in applied mathematics, engineering, economics, or accounting Mastery of Excel and experience with Word and PowerPoint Things to Consider Before You Interview: You will be asked to prepare a case analysis including building a financial model in Excel You should be prepared to discuss the following during your interview: What do you know about the investment banking industry? Why are you interested in a career in this industry? What have you done to prepare yourself to be an investment banking analyst? Why is Colonnade the right place for you?
    $90k-110k yearly 2d ago
  • Financial Representative

    Northwestern Mutual 4.5company rating

    Investment Banker Job 25 miles from Elfers

    Northwestern Mutual is among the top financial services companies in the industry, helping clients achieve financial security for over 165 years. Northwestern Mutual Greater Tampa Bay (NMGTB) is the local company that attracts, trains, and develops financial advisor talent for five district offices. Our mission is to empower our advisors and clients to reach their dreams. In a company with such a long and storied history, this is an exciting time to be a part of our firm. We are growing, and we want you to grow with us! Lamar Edwards is a dedicated professional who has been making a positive impact in the financial industry for over seven years. In his current role as the Growth and Development Director at Northwestern Mutual, Lamar brings his wealth of experience and expertise to guide and mentor a team of talented advisors. He is passionate about fostering a collaborative and supportive environment, where every team member has the opportunity to grow both personally and professionally. Lamar's leadership style is rooted in his belief in the power of teamwork, hard work, and a shared commitment to excellence! Northwestern Mutual enjoys premiere national recognition including: · Ranks 111 on the FORTUNE 500 list · One of the "World's Most Admired" life insurance companies (FORTUNE , 2020) · One of the Top 10 U.S. Independent Broker-Dealers (Investment News, 2019) Position Overview We are actively seeking new Financial Representatives to join our growing practice in our Tampa Westshore office on Lamar Edward's Team. **No prior finance experience required, career changers welcome! As a Financial Representative, you will work with individuals, families, and small businesses to help them protect and grow their financial future so they can live more and worry less. As a business owner with unlimited earning potential, you will experience the power of independence and flexibility - with the freedom to craft a workday around your life. Ideal candidates are entrepreneurially minded and values-driven leaders who believe in the value of financial planning and have a desire to make an exponential impact in the community. Through a holistic planning approach that integrates insurance and investments inside a comprehensive financial plan, Northwestern Mutual Financial Representatives help their clients navigate their financial lives through a wide range of financial planning services including: · Asset and Income Protection / Insurance Planning · Retirement Planning · Education Funding · Investment Advisory Services · Fee-Based Financial Planning · Business Planning · Estate Planning Financial Representatives at Northwestern Mutual enjoy continued support through our best-in-class Advisor Support Platform: · A nationally recognized Training and Development program with a well-defined leadership path that integrates education and experiential learning · Ongoing development, mentors, joint work, and product specialists · Comprehensive personal and business planning analysis tools · Insurance and investment operations team · Product sales support and client servicing · Aggregated client account software · Financial support for professional designations and certifications Preferred qualifications We are interested in candidates with a wide variety of work experience, including but not limited to: financial services, business development, career changers, hospitality, banking, sales, marketing, management, educators, athletes, logistics, communications, real estate, entrepreneurs, military veterans, lawyers, attorney, brokers, and community influencers. · Bachelor's degree from a four-year institution · An entrepreneurial spirit and desire to create an impact in the community · Strong interpersonal and networking skills · Self-starter and highly motivated · History of high achievement demonstrated by rapid growth and consistent, measurable results · Prior sales and/or business experience preferred Benefits · Medical, Dental and Vision Insurance · Two company-funded retirement plans · Group Life Insurance · Group Disability Income Insurance · Flexible Spending Account (FSA) · Sponsorship and training for licenses and professional designations · Leadership Opportunities · Sponsorship of licenses and other professional designations (including Florida 2-15 Life, Health, and Variable Annuity Agent License and FINRA licenses) Additional Details Location: 1511 N West Shore Blvd, Suite 800, Tampa, FL 33607
    $42k-69k yearly est. 14d ago
  • Commercial & Investment Bank - Front Office - United States - 2025 ReEntry Program

    Jpmorgan Chase & Co 4.8company rating

    Investment Banker Job 25 miles from Elfers

    JobID: 210575358 JobSchedule: Full time JobShift: Base Pay/Salary: New York,NY $90,000.00-$90,000.00; Jersey City,NJ $90,000.00-$90,000.00; Newark,DE $90,000.00-$90,000.00; Palo Alto,CA $90,000.00-$90,000.00; Seattle,WA $90,000.00-$90,000.00; Chicago,IL $80,000.00-$80,000.00 About the Program At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least 2 years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 21, 2025 and ending July 31, 2025 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Commercial & Investment Bank The Commercial & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world. Group Overview: Payments combines our treasury services, trade, card and merchant services capabilities to help clients pay customers or employees, in different currencies, around the world. Focused on helping our clients navigate a challenging era of digital transformation and evolving customer expectations, JPMorgan Chase processes nearly $10 trillion payments daily, and is #1 in USD payments volume. Securities Services provides comprehensive solutions spanning the full investment cycle to help institutional investors succeed now and in the future. Our world-class suite of services includes custody, fund accounting and administration, middle office services, foreign exchange, liquidity management, securities financing, collateral management, data solutions and regulatory insights. Markets is comprised of the world's leading securities and derivatives sales, trading and research groups. Our professionals are at the center of the world's financial markets, providing liquidity, insights and analytics, competitive pricing across the full spectrum of asset classes - all focused on helping clients outperform their benchmarks. Quantitative Research is the modelling team for the CIB Markets group. CIB QR covers Risk Management Models as well as Data Analytics for the CIB Markets businesses, Custody and Fund Services, and Treasury Services. The work spans topics ranging from process optimization in Treasury Services, client sales analytics in markets, through electronic trading and market making to classic derivative and credit modelling. Investment Banking Supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise. Corporate Banking manages the firm's relationships with large corporations, financial institutions and public sector organizations globally to solve problems for clients and help them to grow. We help our clients meet their objectives and challenges in financing, risk management, working capital, cash management and investments. What We Look For: Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
    $90k-90k yearly 9d ago
  • Associate, Project Structuring & Investment

    Plenary Americas 4.3company rating

    Investment Banker Job 25 miles from Elfers

    Associate, Project Structuring and Investment The Company Plenary Americas is a leading specialized developer of, and equity investor in, long-term Public-Private Partnership (PPP) infrastructure projects. Since its inception in 2005, we have built a portfolio of 60 projects and more than USD $23.5 billion / CAD $30.3 billion in North American assets under management. We are determined in our approach to deliver first-class infrastructure, build the right delivery solutions for the projects we work on and inspire people with our vision for transformational spaces. Why work for Plenary? Recognized as a Great Place to Work in the US and Canada, we pride ourselves on our workplace culture. Our focus is on empowering our employees, driving results, building strong camaraderie, and celebrating our wins as a team. Our people and our workplace culture are our driving forces to bring infrastructure to life. Learn more about us by visiting *********************** The Role As an Associate in the Project Structuring and Investment (PSI) Group, you will be part of a team leading our pursuit of P3 projects across North America. Working closely with senior management, you will be responsible for helping to structure and deliver debt and equity financing solutions, assisting with negotiating commercial arrangements, managing technical delivery strategies, and supporting the entire PSI Group in its general business activities. The ideal candidate is a lateral thinker with the ability to identify solutions to complex problems and be interested in a career within the private equity environment. You must demonstrate strong attention to detail, time management, communication, ownership mentality, organization of data/information, self-initiative, work ethic, and integrity. Reporting to the Group Co-Head, Project Structuring and Investment, your primary responsibility will be to build and manage the financial model for P3 projects in the US and Canada and support the business in all activities including traditional and new P3 procurement processes, the development and implementation of new PSI business initiatives and general corporate initiatives. Responsibilities Financial modeling and analysis, including development and execution of detailed bank and capital markets funding solutions. Supporting finance workstream on pursuits including model auditor, lenders' technical advisor, lenders' insurance advisor and rating agencies. Review, understanding, and application of commercial structures for potential transactions. Assist bid lead in developing team's response to requests for qualifications and requests for proposals. Preparation of documents including research papers, executive reviews, investment summaries, ratings papers, client communications, presentations, project management plans, progress reports, bid forms and other bid deliverables. Internal communication and external communication with consortium partners, consultants and advisors. Support senior management in other PSI activities and corporate initiatives as required. Required Qualifications & Experience Minimum Bachelors degree preferably in Finance, Economics, Accounting, Mathematics or Engineering or equivalent combinations of education and experience will be considered. Minimum two (2) years' work experience in a structured transactional environment in investment banking, advisory, development, or accounting, together with a general understanding of project finance and related accounting and taxation principles. Prior experience in a P3 infrastructure development and investment environment will be highly regarded. Strong analytical skills with the ability to create, complete and manage complex Microsoft Excel financial models. Excellent organizational and coordination skills with the ability to effectively manage time, priorities, data, and multiple deliverables. Solid communication skills (both written and oral) with the ability to make and create bid submission documents, credit papers and contract reviews and explain them in a clear and concise manner. Ability to work independently with minimal direction, but also work cohesively in a small team environment. Ability to work in a fast-paced, iterative, entrepreneurial environment. Understanding of general business law with the ability to review and comprehend legal documents. Advanced Microsoft Excel skills and experience with other Microsoft Office tools. What we offer Competitive salary with annual bonus potential. Comprehensive benefits package including medical, dental and vision, and 401k/RRSP plan with employer contribution. Four weeks' vacation plus public holidays and other discretionary leave. Long-term development opportunities and ability to be part of an exciting and growing industry. Note: Only those applicants under consideration will be contacted. Please accept our utmost appreciation for your interest. We are committed to continuous improvement and a diverse and inclusive workplace for all. Plenary Americas is an Equal Employment Opportunity employer and employment decisions are based on merit and business needs only. Reasonable accommodation is available for qualified individuals with disabilities, upon request.
    $83k-141k yearly est. 60d+ ago
  • Investment Banking Outreach Analyst - Tampa

    Benchmark International Compan

    Investment Banker Job 25 miles from Elfers

    Benchmark International is now looking for business professionals to fill roles on its sell-side mergers and acquisitions teams. Our analysts begin learning negotiation skills, valuation metrics, and the entire M&A process from their first day on the job. They engage clients and potential acquirers on a daily basis; generating buyer interest in our clients, negotiating the terms of non-disclosure agreements, and initiating the response to the buyer's due diligence investigation into their team's portfolio of businesses for sale. This is a role requiring the ability to hold your own against business owners, private equity associates, and business development professionals from Fortune 500 companies. You will work on multiple files, across a variety of industries, every day. As an entry-level position, you will not be expected to have any particular M&A knowledge but must have a keen interest in growing your knowledge-base in this exciting field of business. All aspects of the company sale process will unfold on the trading floor within easy earshot of your workstation. As you gain experience, your involvement and responsibilities will progress further through the process. As there is more than enough work to go around on our teams, those with the interest and ability will be given additional responsibilities on a case-by-case basis after first proving their ability to go toe-to-toe with the various constituencies involved in the process and come out with favorable results for our clients. Our deal teams have been closing between one and two transactions per month over the last several years. They rely on their analysts to continually restock the pool of interested buyers in order to continue that success. Client origination, general firm marketing, and similar operational distractions are taken off the teams' plates, keeping to Benchmark International's model. This allows a more focused approach on operations and portfolio management. The teams' obligations regarding each client commence with a signed engagement letter and detailed file, prepared by the separate Deal Origination Department, and continue through every aspect of the transaction (other than legal and accounting services) to the closing and collection of the resulting success fee. Job Responsibilities Analysts will work together in pairs, under the direct supervision of an associate serving in the role of Senior Deal Associate. The role of the Senior Deal Associate serves as the next logical step in the analyst's advancement and they will thus have clear visibility into future potential career opportunities. Your specific duties as an analyst will include: Developing and building relationships with Benchmark International's clients (business owners pursuing the sale of their business) and pool of potential acquirers for those businesses. This is a front-line role involving frequent communication with seller-clients and buyers, primarily via phone and email. Managing early stages of each acquirer-seller relationship from introduction to preliminary negotiations including (i) performing research to uncover potential companies and individuals interested in acquiring businesses owned by Benchmark's clients, (ii) reaching out to potential acquirers via phone and email, (iii) managing client's profiles on third party and proprietary online portals and responding to inquiries on such portals, (iv) negotiating nondisclosure agreements (NDAs) with potential acquirers, (v) preparing executed NDAs and acquirer profiles for clients, (vi) obtaining clients' approval of NDA's and potential acquirers' access to client's marketing materials which contain sensitive business data, (vii) fielding approved potential acquirers' additional questions about clients, replying where possible and seeking additional data from clients where required, (vii) arranging meetings and conference calls between clients and acquirers, occasionally moderating such calls, (vii) following up on conference calls and on site visits, and (viii) driving approved potential acquirers to submit offers for clients' businesses. Developing relationships with private equity funds, venture capital funds, family offices, and active trade buyers. Assisting associates in preparation and revision of clients' marketing materials, primarily through requesting additional information from clients and assembling lists of potential acquirers. Filing and keeping Benchmark International's networked customer resource management system up-to-date for all of the above. Communicating effectively with clients by phone and electronic means to obtain client information and convey results of analysis. Researching industries and M&A market segments. Preparing reports of findings, illustrating data graphically, and translating complex findings into written text. Job Requirements As an analyst, you must be a highly energetic and passionate individual with a positive and highly motivated can-do attitude. You must have the strong desire and ambition to succeed in this rewarding industry. It is also vital for your role as an analyst that you possess excellent verbal and written communication, analytical, mathematical, and interpersonal skills, as well as presentation abilities. Our analysts deal only with existing clients. As a client-facing role, each analyst must be able to convey bad news and deal with clients' unique sensitivities while keeping each client moving through the company sales process at a steady pace. Specific qualifications for the Deal Analyst include: Experienced in professional business writing. Prioritization and organization skills. Proficiency in Word, Outlook, and Excel. Communication skills: written and verbal; delivering information in an empathetic, yet persuasive manner. Proficiency with online research including proprietary sources such as Hoovers, IBISWorld, DealNexus, PrivCo, Corpfin, Pitchbook, OneSource, and First Research. Commercial understanding and awareness of business. Possession of a valid and current driver license. Associate degree (A.A.) or higher preferred, one-year related experience and/or training; or equivalent combination of education and experience. Ability to consistently present yourself in a professional manner in keeping with Benchmark International's image (as shown, for example, on the company's web site). Availability and willingness to work outside normal business hours at times, whether early or late, as required by client schedules and expectations. Availability and willingness to travel for occasional overnight trips on short notice (rarely, if ever, longer than two days). Ability to obtain a Florida real-estate sales associate license within 90 days of employment (For employment in our Florida office). Ability to obtain a Texas real-estate sales associate license within 7 months of employment (For employment in our Texas office). Ability to obtain a Tennessee real-estate sales associate license within 90 days of employment (For employment in our Tennessee office). Ability to obtain a Colorado real-estate sales associate license (For employment in our Colorado office). Absence of any unfavorable history with FINRA, the SEC, or any state regulatory agency. Must be able to work in the office each and every day as this is not a remote or hybrid position. Compensation Analysts receive a bi-weekly salary in the range of $42,500 to $52,500 and commissions equal to a percentage of revenue obtained from closing transactions with an additional end-of-year bonus if the team's target is achieved. As a result, overall compensation can vary from year to year based on success and on target performance could result in total compensation in the range of $51,500 - $78,375. Benefits All Benchmark International positions offer paid time off, standard holidays, and community service days. Employees are eligible for highly competitive company-subsidized medical, dental, vision, and AD&D insurance; 401k with company matching; flexible spending accounts; and flexible dependent care assistance accounts. Quarterly team outings and standing desks are employee favorites at present. Social Responsibility Benchmark International is an active, contributing member of the communities in which we work. The company participates in significant charitable giving opportunities throughout the year. Many of the recipient charities have been identified by our individual employees as a result of their personal passions for supporting particular needs. In addition, each employee is encouraged to use two paid workdays per year to provide their labor and skills to the community. Company Overview Benchmark International is one of the world's leading merger and acquisitions firms, specializing in the sale of mid-market companies. We are looking to recruit some of the most talented and exceptional individuals. With offices throughout the world, we are in touch with all the major acquirers and consolidators who are constantly seeking both on and off market opportunities across all sectors. Our unique and dynamic international offering presents our clients with unparalleled global coverage, allowing them access through our exclusive databases and business intelligence facilities to both international markets and local representation. Our clients include entrepreneurs and owner managed businesses. Our US headquarters in Tampa opened in mid-2012 and we continue to grow as our domestic client base and international buyer-contacts expand. We offer our clients a unique business proposition that has resonated well with the US market as it has previously with markets in other countries. Recognizing that the US M&A markets are the most robust in the world, particularly in this coveted middle-market range, we are planning to continue to grow our US presence in the coming years. Coming on board now presents employees with the opportunity to ride this wave of growth. Benchmark International has always promoted from within and we look forward to bringing talent onboard as the next generation of Benchmark International's leaders. Unfortunately, Benchmark International is not in a position to sponsor work visas for candidates at this time. Benchmark International provides equal employment opportunities to all qualified individuals without regard to race, color, religion, sex, gender identity, sexual orientation, pregnancy, age, national origin, physical or mental disability, military or veteran status, genetic information, or any other protected classification. Equal employment opportunity includes, but is not limited to, hiring, training, promotion, demotion, transfer, leaves of absence, and termination. The company takes allegations of discrimination, harassment, and retaliation seriously, and will promptly investigate when such behavior is reported.
    $51.5k-78.4k yearly 25d ago
  • Bilingual Trader Trainee

    Tampa International Forest Products 4.3company rating

    Investment Banker Job 25 miles from Elfers

    About the job Tampa International Forest Products is a significant player in the wood products industry, and we have been recognized as one of the premier commodity trading companies to work for. We are currently seeking a highly driven and competitive individual to join our growth-oriented team as a trader trainee! As a trainee, you will start out in our trader trainee development program, which is designed to provide you with a deep understanding of our industry and equip you with the necessary tools that pave the way for a rewarding career at TIFP. As a lumber trader, you will play a pivotal role in buying and selling lumber, cultivating client relationships, managing risk and margin and actively engaging in a dynamic market. If you are a highly motivated, self-starting individual who has a passion for developing customer relationships and a desire to thrive in a competitive environment, we encourage you to apply for this exciting opportunity! **This is not a remote opportunity** Responsibilities: Start learning the ins and outs of the industry through our logistics department by growing our transportation network and negotiating freight rates Network, cold-call, and qualify prospects to start building your own book of business Continuously generate new trading ideas by identifying market trends and opportunities Build relationships with clients and provide value through market intelligence. Travel to visit with clients on a quarterly basis. Keep a constant up-to-date knowledge of the markets to ensure continuous real-time price discovery. To thrive in this role, you are: Bilingual in English and Spanish Willing to travel to Mexico. A natural salesman with 2-5 years B2B sales experience. High energy with an entrepreneur spirit Ambitious, driven and achievement-oriented Excellent problem solving, analytical and mathematical skills Possess strong interpersonal and communication skills Ability to prioritize and perform multiple activities A strong desire to succeed and manage your own business.
    $52k-95k yearly est. 60d+ ago
  • Intern - Commercial Banking - West Florida

    Valley National Bancorp 4.9company rating

    Investment Banker Job 25 miles from Elfers

    Responsibilities include but not limited to: * Learn about Salesforce/nCino. * Assist with loan portfolio management. * Assist and observe the commercial lending underwriting process. * Observe loan discussions and attend sales meetings. * Training on all deposit products offered by bank. * Learn about our treasury management process. * Assist Retail and Lending with analysis of new market. * Assist in identifying opportunities for sales in new market.
    $64k-87k yearly est. 9d ago
  • Private Client Banker - Ehrlich and Hutchison - Tampa. FL

    144780-Payments_Us

    Investment Banker Job 25 miles from Elfers

    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: ****************************************************************
    $33k-70k yearly est. 60d+ ago
  • Private Client Banker - Ehrlich and Hutchison - Tampa. FL

    224219-Core Engineering Us

    Investment Banker Job 25 miles from Elfers

    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: ****************************************************************
    $33k-70k yearly est. 7d ago
  • Private Client Banker - Riverview - Riverview, FL

    Jpmc Candidate Experience Page

    Investment Banker Job 34 miles from Elfers

    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: **************************************************************************
    $33k-70k yearly est. 7d ago
  • Private Client Banker - Northshore - St. Petersburg, FL

    241387-Comp & Ben Admin Prof Fees

    Investment Banker Job 32 miles from Elfers

    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: ****************************************************************
    $33k-71k yearly est. 7d ago
  • Patient Financial Services Rep Senior - Refunds - Full Time

    Watson Clinic 4.5company rating

    Investment Banker Job 48 miles from Elfers

    Summary/Objective: Sr. PFS Refund Representative assists in the operations of the Refund Department to ensure compliance and quality processing of credit balances. Essential Functions Monitoring the Refund Department staff to ensure accurate processing of credit balances. Trains and educates Refund staff to adhere to Standard Operating Procedures and provide accurate and timely refunds. Assists staff with in-depth research to ensure the accurate processing of accounts. Addresses staff concerns in relation to the processing of refunds. Processes all aspects necessary for the completion of compliance audits including research, charge corrections and processing of refunds. Analyzes escalated requests for patient and insurance refunds requiring in-depth research and processing of the refund. Assists with the processing of patient and insurance refund requests. Requirements Required Education and Experience: High School graduate with a minimum of 2 years' experience in a medical business office or a related field. Experience with the claim adjudication process for government and commercial insurance carriers. Basic medical terminology, CPT and ICD codes. Additional Eligibility Qualifications: Basic knowledge of Windows based computer applications. Be able to operate the following equipment: computer, copier, fax, and 10-key calculator. Accurate typing rate of 40 WPM. Aptitude to retain detailed information. Ability to be multi-tasked oriented, to prioritize and produce an acceptable volume of work. Knowledgeable concerning basic telephone etiquette. Has a good speaking voice, able to communicate ideas in a clear and concise manner. Must be able to conduct thorough interviews concerning financial matters in a relaxed and supportive manner. Ability to assess a situation and decide on the best course of action. Possesses good organizational skills. Professional appearance and manner.
    $24k-31k yearly est. 21d ago
  • Private Client Banker - Saint Petersburg North - Saint Petersburg, FL

    Jpmorgan Chase 4.8company rating

    Investment Banker Job 18 miles from Elfers

    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: ************************************************************************** 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
    $61k-126k yearly est. 20d ago
  • Intern - Middle Market Banking

    Valley National Bancorp 4.9company rating

    Investment Banker Job 25 miles from Elfers

    Responsibilities include but not limited to: * Learn about Salesforce/nCino. * Assist with loan portfolio management. * Assist and observe the commercial lending underwriting process. * Observe loan discussions and attend sales meetings. * Training on all deposit products offered by bank. * Learn about our treasury management process. * Assist Retail and Lending with analysis of new market. * Assist in identifying opportunities for sales in new market.
    $64k-87k yearly est. 9d ago
  • Private Client Banker - Saint Petersburg North - Saint Petersburg, FL

    Jpmc Candidate Experience Page

    Investment Banker Job 32 miles from Elfers

    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: **************************************************************************
    $33k-71k yearly est. 7d ago
  • Private Client Banker -Tyrone at 13th - St Petersburg FL

    224219-Core Engineering Us

    Investment Banker Job 32 miles from Elfers

    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: ****************************************************************
    $33k-71k yearly est. 7d ago
  • Patient Financial Services Rep Senior - Bo Counselor - Full Time

    Watson Clinic 4.5company rating

    Investment Banker Job 48 miles from Elfers

    Essential Functions Greets patients waiting for an appointment. Screens log to determine priority. Evaluates patient's inquiry to assess opportunities of request and how situation should be handled. Accesses information through use of billing system and interprets information. Advises patients of their financial responsibilities. Requests payment upon resolution of inquiry. Refers complex problems to appropriate individuals/areas. Documents patient inquiry and action taken in notes. Requirements Required Education and Experience: High school graduate with a minimum of two years experience part of which has been in a collection function. Ability to assess complex situations where multiple options are available and decide upon the best course of action. Has a good speaking voice and is able to communicate in a clear and concise manner. Able to conduct thorough interviews concerning financial matters in a relaxed and supportive manner. Ability to use CRT including data retrieval. Good public relation skills including effective handling of hostile behaviors. Possesses knowledge of basic telephone etiquette. Able to demonstrate the ability for creative or resourceful problem-solving. Is able to compose routine written business correspondence. Additional Eligibility Qualifications: Ability to use CRT including data retrieval. Good public relation skills including effective handling of hostile behaviors. Possesses knowledge of basic telephone etiquette. Able to demonstrate the ability for creative or resourceful problem-solving. Is able to compose routine written business correspondence.
    $24k-31k yearly est. 16d ago
  • Private Client Banker - Saint Petersburg North - Saint Petersburg, FL

    Jpmorgan Chase & Co 4.8company rating

    Investment Banker Job 18 miles from Elfers

    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: **************************************************************************
    $61k-126k yearly est. 7d ago
  • Intern - Commercial Banking - Professional and Executive

    Valley National Bancorp 4.9company rating

    Investment Banker Job 32 miles from Elfers

    Responsibilities include but not limited to: * Learn about Salesforce/nCino. * Assist with loan portfolio management. * Assist and observe the commercial lending underwriting process. * Observe loan discussions and attend sales meetings. * Training on all deposit products offered by bank. * Learn about our treasury management process. * Assist Retail and Lending with analysis of new market. * Assist in identifying opportunities for sales in new market.
    $64k-87k yearly est. 34d ago
  • Patient Financial Services Rep Senior - Bo Counselor - Full Time

    Watson Clinic 4.5company rating

    Investment Banker Job 48 miles from Elfers

    Full-time Description Essential Functions Greets patients waiting for an appointment. Screens log to determine priority. Evaluates patient's inquiry to assess opportunities of request and how situation should be handled. Accesses information through use of billing system and interprets information. Advises patients of their financial responsibilities. Requests payment upon resolution of inquiry. Refers complex problems to appropriate individuals/areas. Documents patient inquiry and action taken in notes. Requirements Required Education and Experience: High school graduate with a minimum of two years experience part of which has been in a collection function. Ability to assess complex situations where multiple options are available and decide upon the best course of action. Has a good speaking voice and is able to communicate in a clear and concise manner. Able to conduct thorough interviews concerning financial matters in a relaxed and supportive manner. Ability to use CRT including data retrieval. Good public relation skills including effective handling of hostile behaviors. Possesses knowledge of basic telephone etiquette. Able to demonstrate the ability for creative or resourceful problem-solving. Is able to compose routine written business correspondence. Additional Eligibility Qualifications: Ability to use CRT including data retrieval. Good public relation skills including effective handling of hostile behaviors. Possesses knowledge of basic telephone etiquette. Able to demonstrate the ability for creative or resourceful problem-solving. Is able to compose routine written business correspondence. 2922820-D
    $24k-31k yearly est. 20d ago

Learn More About Investment Banker Jobs

How much does an Investment Banker earn in Elfers, FL?

The average investment banker in Elfers, FL earns between $89,000 and $278,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.

Average Investment Banker Salary In Elfers, FL

$158,000
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