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Proprietary Equity Trader Position
T3 Trading Group 3.7
Investment banker job in Tempe, AZ
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 & SIE license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
$65k-113k yearly est. Easy Apply 60d+ ago
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Senior Investment Associate
Culdesac
Investment banker job in Phoenix, AZ
Who We Are Culdesac is a real estate developer and neighborhood manager of walkable, mixed-use communities designed to embrace a culture of belonging, transportation freedom, and thriving local businesses. We built Culdesac Tempe, the first car-free community built from scratch in the US. Located directly on the light rail in Tempe, Arizona, it is already home to over 350 residents and 23 local businesses, and it will have 1000+ residents at completion. Culdesac is the co-developer and tech-enabled property manager.
Learn more about our vision, our product, and how we are changing how people live, work, and move:
Watch An immersive look at life in our car-free neighborhood by Hard ResetRead Living Car-free in Arizona, on Purpose and Happily by The New York TimesRead America's "First Car-Free Neighborhood" by DwellWatch Blueprint for Environmentally Friendly, Car-Free Living on PBS NewsHourListen to the conversation about designed environments to improve healthspan, mobility, and positive habits - Ryan Johnson and hall-of-fame basketball player Steve Nash on the Good Traffic podcast
We're headquartered in Tempe, AZ, founded in 2018. CEO Ryan Johnson was on the founding team of Opendoor and has managed property since 2003. Our investors include Khosla Ventures (led OpenAI's seed round), Lennar (#2 U.S. homebuilder), Zigg Capital, and Y Combinator.
The Role
As a Senior Investment Associate at Culdesac, you will help drive data-driven decisions by maintaining and expanding our financial infrastructure and investment processes as we scale. You will play a key role in our real estate strategy, supporting the analysis of existing and potential locations, as well as related outreach, design, and planning. You will report to the Chief Investment Officer, while also working closely with our CEO, cross-functional teams, investment partners, lenders, and other key stakeholders.
The Requirements
While this list represents what we are ideally looking for, we encourage you to apply even if your resume includes strengths and experiences that don't match everything listed here. We expect most candidates will need at least 4-6 years of relevant experience to fulfill this position.
Investment Analysis & Deal StructuringConduct due diligence on land acquisition opportunities.Build and maintain custom pro forma underwriting models.Evaluate financing alternatives and understand what “makes a deal work.”Lead a deal from cradle to grave.
Financial Planning & ReportingOrganize the preparation and review of quarterly financial statements, annual budgets, and forecasts.Review market analyses, real estate tax forecasts, and disposition strategies.Prepare and review recurring investor, partner, and lender reports.Support the creation of quarterly board documents, presentations, and pitch decks for Culdesac projects and local stakeholders.
Operations & Asset ManagementMonitor cash flow, distributions, and returns of existing projects.Ensure adherence to operating and capital budgets, surface variances, and communicate risks.Ensure assets operate in line with management agreements, JV agreements, and loan documents.
Execution & Problem SolvingManage critical timelines and deadlines for transactions and capital raises.Identify and proactively resolve issues that could affect closing or capital flow.
Transactions & LegalReview legal documents.Work with counsel to negotiate key deal terms.Support transaction closings, including the title process.Build familiarity with zoning and entitlement processes.
Locations
We are headquartered in Tempe, AZ. We encourage employees to visit and work from our beautiful Tempe office. For this role, we prefer candidates based in Phoenix, AZ or Dallas, TX, though we will consider qualified U.S.-based remote applicants.
Benefits & Perks
🏥 Benefits Package - Options for medical, dental, and vision coverage.🥚 Family Planning Benefits - Support for family planning resources and services.🐣 Parental Leave - Up to 12 weeks paid time off for qualifying events.🏦 401K Savings Plan - Retirement savings plan available to employees.🖥️ Work From Home Stipend - Up to $500 for equipment paid by the company.🌎 Co-Working Stipend - $100 per month, paid by Culdesac, for space intended for work productivity directly related to Culdesac business (e.g., co-working day pass).
Remote employees only.
🚲 Mobility Stipend - Up to $500 to invest in your personal micro-mobility setup (e.g., e-bike, e-scooter, or accessories).🛴 Car-Free Commuter Benefit - $200 per month, paid by Culdesac.
Tempe employees only.
🏡 On-Site Living Discount - 25% discount on base rent for one unit at a Culdesac-managed property.
Our Values
As sprawl became commonplace in our cities, we grew less connected to each other. We normalized hour-long commutes, even as private vehicle ownership became the largest source of carbon pollution. Cars and roads began to dictate development decisions and shape urban life. At Culdesac, we blend technology, real estate, and culture to reimagine daily living. Come help us make our residents happier, healthier, and more productive - both in the years they spend with us and in the moments they share together.
At Culdesac, we:
Work as a team Be inclusive, drawing on the strengths of people who bring a different perspective.Find ways to work together that overcome disciplinary and geographic separations.
Act from ownership Be output oriented. When we see a problem, we roll up our sleeves and fix it.Don't let blockers stop you from seeing your work through to the end.
Rule 0, then iterate Don't start from scratch: learn from our own and others' previous attempts.Before mass private car ownership, all cities were models of walkability. We learn from the designs of the past and make them beautiful and relevant to today.Then, we learn from our own designs to continually improve.
Design for humans Ask people for feedback and observe behavior. Only users know if we're creating value for them.Human paradoxes and contradictions are our opportunity to create joy.Respect the limits of what we can know and plan. In the complex organism of a city, emergent behavior rules.
Create and capture value Focus on what our residents value: profitability is essential for sustainability and allows us to scale.Great places create positive externalities for ourselves and our neighbors, unlike the negative externalities of cars.We build value by executing on the fundamentals and excelling at mobility, community, and open space.
Next Steps
If you think Culdesac might be a good fit, we encourage you to apply!
Here's our typical hiring process:
1. Recruiter Call (20 min) - Introductory conversation to learn more about you, your background, and logistics.2. Take-Home Assignment (2.5 hrs) - A practical exercise to showcase your skills.3. Finance Interview (30 min) - Deep dive with our Finance Leader into your professional experience and approach.4. CIO Interview (30 min) - Scenario-based conversation with our Chief Investment Officer.5. Culture & People Interview (30 min) - A discussion with our Head of People focused on alignment with Culdesac's mission, vision, and culture.6. CEO Interview (30 min) - A strategic conversation with our CEO on Culdesac's future vision, challenges, and opportunities, and how you can help shape them.
We build in time for your questions at every stage because finding the right fit matters - for you and for us at Culdesac. We look forward to hearing from you!
Culdesac is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, citizenship or immigration status, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
$75k-136k yearly est. Auto-Apply 60d+ ago
Public Finance Investment Banking Intern - Hospitality
Piper Sandler Companies 4.8
Investment banker job in Phoenix, AZ
At Piper Sandler, we connect capital with opportunity to build a better future. We enable growth and success of our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Our mission is to recruit, develop, and retain high-performing people that are bright, committed, and who work in partnership with others to achieve at a high level.
About our Public Finance Group
We are a national public finance investment banking franchise with a diversified business focused on middle market issuers and specialty sector expertise. Our core business is partnering with not for profits, private developers, and state and local governments to raise capital for infrastructure projects through the issuance of tax exempt and taxable bonds. We finance a broad spectrum of projects across our regional footprint and our specialty sector coverage. We emphasize a "mentorship" culture where junior bankers get direct exposure to senior bankers and clients early on. Our employees are able to transition to more senior roles in the firm, corporate finance, or graduate school (MBA/MPP). Learn more about our public finance team here.
We are seeking a Public Finance Investment Banking Intern to join the Hospitality team in Phoenix, AZ.
About the Sector
The Hospitality Finance Group is a team of bankers and analysts dedicated to providing uniquely tailored strategies to assist clients in raising capital for their hospitality-related needs, including new development, redevelopment, refi, recap, acquisition, economic development support and enterprise level projects. Piper Sandler is the only investment banking firm with a group dedicated to this sector that serves our clients' needs in both the conventional debt and equity and the taxable/tax-exempt bond capital markets. The Hospitality Finance Group at Piper has been the leader in this market over the last twenty-eight years, having successfully completed over $20-billion and 60,000-rooms for our hospitality clients nationwide.
About the Role
Our Public Finance Investment Banking Intern-Analyst offers an opportunity to provide extensive analytical and quantitative support as well as other transaction support to assist senior bankers in providing investment banking services to our clients. In addition to strong analytical and communication skills, the most successful applicant will demonstrate a high degree of financial aptitude and will thrive in a fast-paced, highly collaborative team. Please note that this is a full-time (40 hours/week) internship. It is intended to become a full-time Analyst role soon after completion of the internship period. Consideration for a full-time position is dependent upon performance.
Responsibilities
* Developing comprehensive and dynamic quantitative financial models to structure and optimize public, public-private and private transactions
* Preparing presentations and RFP/RFQ responses for proposals and new business development
* Prepare marketing materials for conventional debt and equity capital raising processes
* Preparing analyses on client capital structure, debt capacity and credit profile and researching issuer financial information using public and internal resources
* Monitoring and tracking of activities of credit rating agencies in target sectors and keep database of relevant or potentially relevant credit reports for future access. Brief bankers on important, relevant, examples and overall trends
* Gathering and maintaining data and research on hospitality industry trends, supply and demand predictions and capital markets
* Interacting with internal and external financing team members in developing, executing and closing of transactions
* Assisting in the preparation of bond documents to include credit presentations and summaries, offering and placement memorandums, pricing materials, financing and legal documents, and closing instructions
Qualifications
Attracting only the very best professionals has been and will continue to be a key element of our success. We are focused on hiring candidates with genuine potential and interest for advancement within our firm. Piper Sandler seeks dedicated and motivated individuals possessing demonstrated academic achievement as well as leadership, organizational and teamwork skills. The ability to create innovative solutions, articulate complex ideas and adapt to a rapidly changing environment is essential. A successful candidate will possess the following characteristics:
* Minimum B.S. or B.A. with major(s) in finance, real estate, hospitality, business, or related fields is preferred
* 0-2 years of experience preferred. Experience in one or more of the following areas a plus: hospitality, real estate investment and underwriting; hospitality finance and underwriting; investment banking
* Proactive and analytical approach, ability to process information quickly and make sound decisions within firm time constraints
* Highly motivated, entrepreneurial mind-set with a high level of intellectual capacity, curiosity, integrity and eagerness to learn
* Ability to multi-task in a deadline-sensitive environment with strong attention to detail
* Excellent interpersonal, communication, presentation and project management skills with the ability to collaborate effectively and present ideas or positions in a clear and concise manner
* Advanced proficiency in Excel and other computer skills, able to utilize new systems or programs as necessary. Working knowledge of DBC Finance is not necessary but preferred
* Team-oriented, yet able to work independently to contribute towards the development and implementation of strategic initiatives
As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture.
Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here.
The anticipated starting hourly range is $25-30 hourly for individuals expressing interest in this internship. Placement within this range is dependent upon level of experience, location and other factors.
All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance.
* LI-AH1
$25-30 hourly Auto-Apply 22d ago
Virtual Banker III - Plano TX, Columbus OH, Tempe AZ - Bilingual English and Spanish Required
Jpmorgan Chase & Co 4.8
Investment banker job in Tempe, AZ
JobID: 210687005 JobSchedule: Full time JobShift: : 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 Virtual Banker III within Consumer Banking, 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 act as the main point of contact for a select group of Chase's clients, managing a diverse portfolio of client banking relationships. You will engage clients via both inbound and outbound communication through phone and video, providing strong customer service. Your responsibilities include offering advice and sharing products and services to help them meet their financial needs, connecting them to our team of experts to assist with specialized financial needs, all while making them feel appreciated and embodying our commitment to being the bank for all.
Job Responsibilities
* Manage assigned customers virtually, building lasting relationships and tailoring product and service recommendations based on financial needs.
* Guide and set up self-service options like the Chase Mobile App, Chase.com, and ATMs to enhance customers' banking experience.
* Partner with One Chase Partners to connect customers to experts for specialized financial needs.
* Demonstrate excellent communication skills, including written, phone, and video, to engage customers, tailor product features, and resolve issues promptly.
* Influence, educate, and connect customers to technology, delivering solutions that integrate One Chase products effectively.
* Adhere to policies, procedures, and regulatory requirements, operating within risk parameters and meeting compliance obligations.
* Achieve or exceed performance metrics related to client engagement and referrals, showing initiative in preventing problems.
* Foster a welcoming atmosphere, delivering attentive service, and cultivating relationships with affluent clients by tailoring features and benefits.
* Emphasize taking a lead role in delivering an outstanding experience to Chase customers and highlight contribution to the success of the Virtual Bank.
* Cultivate relationships with affluent clients, tailoring features and benefits of products and services to customers with differing needs.
Required Qualifications, Capabilities, and Skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
* 2+ years of Branch Banking or equivalent experience in financial services with success in new client acquisition and revenue generation.
* Demonstrated client-first attitude with the ability to create a hospitable and friendly experience.
* Strong relationship-building skills, showing genuine care and concern during client interactions.
* Excellent communication skills, with the ability to engage clients clearly and courteously over the phone, video, and via email.
* Proficiency in quickly and accurately learning products, services, and procedures.
* Ability to work collaboratively as a team to deliver seamless service with care and sincerity.
* Commitment to operating within established risk parameters and compliance obligations, completing required training efficiently.
* Proven client service experience or comparable experience.
* High school diploma, GED, or equivalent.
* Reading and speaking in both English and Spanish fluently is required for this role.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Experience adhering to banking policies, procedures, and regulatory requirements.
* Experienced in retail banking, financial services, or a consultative customer relationship role in related industries, such as hospitality service industries, with a proven track record of success in deepening client relationships and delivering results, including experience in cultivating relationships with affluent clients.
* College degree or military equivalent.
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: *********************************************************************
$58k-110k yearly est. Auto-Apply 5d ago
Financial Services Representative I - Revenue Management Division
Pima County, Az 3.5
Investment banker job in Tucson, AZ
OPEN UNTIL FILLED Job Type: Classified Salary Grade: 4 Pay Range Hiring Range: $19.16 - $22.51 Per Hour Pay Range: $19.16 - $25.86 Per Hour Range Explanation: * Hiring Range is an estimate of where you can receive an offer. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience, education, licenses, training, and internal equity.
* Pay Range is the entire compensation range for the position.
The first review of applications will be on 1/23/2026.
The Pima County Department of Finance & Risk Management is seeking a motivated and team-oriented individual to join its Revenue Management Division in the Customer Service section. This position is responsible for administrative support, answering phone calls, ensuring work unit policies, procedures, and activities comply with applicable County policies, maintaining databases using automated information systems to monitor and track information, and producing special reports. Other responsibilities include calculating debits and credits, posting accurately to customer accounts, and preparing paperwork for delinquent accounts for court processing. The ideal candidate would have experience utilizing utility billing systems. If you enjoy working collaboratively within a team of dedicated individuals and have a passion for learning, growing, and serving others, in a fast-paced business environment, then this may be the perfect opportunity for you to join our team.
Essential Functions:
As defined under the Americans with Disabilities Act, this classification may include any of the following tasks, knowledge, skills, and other characteristics. This list is ILLUSTRATIVE ONLY and is not a comprehensive listing of all functions and tasks performed by incumbents of this class. Work assignments may vary depending on the department's needs and will be communicated to the applicant or incumbent by the supervisor.
* Utilizes utility billing systems to respond, handle, and assist customer inquiries, both over the telephone and in person, in a utility billing call center environment; provides information or resolves problems that require explanation or application of County, departmental, or program rules and policies; refers questions to appropriate staff;
* Coordinates unit activity with other departmental sections, divisions, other County departments, or outside agencies directly or through assigned staff; acts as an internal departmental coordinator for support activities such as financial, court, or program-specific functions;
* Reviews and verifies specialized documentation and initiates action;
* Creates and maintains, or directs the maintenance of, specialized databases, including inputting and retrieving data and producing complex computer-based reports; monitors and tracks information in a database;
* Calculates debits and credits, accurately posts to customer accounts, and prepares legal paperwork for delinquent accounts for court processing;
* Researches, compiles, and performs initial, minor analysis of information; prepares routine, recurring, and special reports, correspondence, memoranda, operations manuals, and other documents for supervisory review and approval;
* Compiles and summarizes statistical and operational data; prepares periodic and special reports;
* Conducts and documents confidential or sensitive inquiries for management, and maintains appropriate security and confidentiality of information encountered or created;
* Establishes and maintains specialized reference files and materials;
* May train other department staff;
* May receive money and prepare receipt documentation.
Minimum Qualifications:
Two years of experience performing financial or administrative tasks, providing support and coordination for a division or program. (An associate's degree from an accredited college or university in public or business administration, finance, accounting, or a closely related field, as determined by human resources at the time of recruitment, may substitute for two years of required experience)
(Relevant experience and/or education from an accredited college or university may be substituted.)
OR:
Three years of experience with Pima County as an Administrative Assistant I or II or similar administrative classification within Pima County.
Qualifying education and experience must be clearly documented in the "Education" and "Work Experience" sections of the application. Do not substitute a resume for your application, or write "see resume" on your application.
Preferred Qualifications: (Be specific in describing your experience in your application. Ensure the descriptions provided illustrate your competencies, specifically addressing the required and preferred qualifications.):
* Minimum two (2) years of customer service experience, in-person and on the phone.
* Experience in database maintenance and reports.
* Experience in utility service and billing.
* Experience with Microsoft Excel.
Selection Procedure:
Pima County Human Resources Department reserves the right to admit to the selection process only those candidates that meet the minimum qualifications. All applications will be assessed based on an evaluation of the listed education and experience. Candidates meeting the minimum qualifications may be further evaluated/scored against any advertised Preferred Qualifications. The hiring authority will interview and select the successful candidate from a referral list provided by Human Resources. Additional assessments/testing may be required as part of the selection process.
Supplemental Information:
Licenses and Certificates: Some positions require a valid Arizona Class D driver license at the time of application. Failure to maintain the required licensure shall be grounds for termination.
Special Notice Items: The County requires pre-employment background checks. Successful candidates will receive a post-offer, pre-employment background screening to include verification of work history, education, and criminal conviction history. A prior criminal conviction will not automatically disqualify a candidate from employment with the County.
Physical/Sensory Requirements: Physical and sensory abilities will be determined by position.
Working Conditions: Working conditions will be determined by the position.
EEO Information: Pima County Government is an Equal Employment Opportunity employer. We are committed to an inclusive and diverse workforce and will not discriminate in employment opportunities or practices on the basis of race, color, religion, national origin, age, disability, gender, sexual orientation, kinship, political interest, or any other characteristic protected by law.
$19.2-25.9 hourly Auto-Apply 18d ago
Financial Representative Trainee (Sales) - Phoenix, AZ
Careers Mutual of Omaha
Investment banker job in Arizona
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We're seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative Trainee, you'll embark on a comprehensive program that equips you with the skills and competencies necessary to excel in selling Individual Insurance products and building a sustainable, holistic financial practice. Through a combination of self-study, hands-on projects, and experienced mentorship, you'll receive the training and support you need to run your own business and build a rewarding career.
WHAT WE CAN OFFER YOU:
Step into a career with earnings from $36,000-$75,000 in your first year, plus uncapped incentives once you complete training - where your effort determines your earnings!
$1000 bonus after successful completion of trainee period and promotion to a Financial Representative.
An education-based Accelerator Program designed to successfully transition you to an independent Financial Advisor.
401(k) plan with a 2% company contribution and 6% company match.
Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll gain valuable direct sales experience in marketing Individual Insurance products to clients and pass a sales process competency test.
You'll cultivate and sustain prospecting skills such as research, targeting, networking, communication and more through use of personal networks, community events, and social media.
You'll acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
Successfully meet all trainee program requirements, gaining the skills and knowledge needed to excel.
Obtain the required insurance licenses prior to starting the job, with up to two attempts allowed for the Life and Health exam.
Pass the CRD/FINRA background check at hire and ongoing, with securities licensing required within 24 months of entry into the program.
Be highly self-motivated and results-oriented, working both independently and as part of a team.
Be able to travel up to 50% of the time, hold and maintain a valid U.S. driver's license, and have access to reliable transportation for meetings and appointments.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at careers@mutualofomaha.com.
Fair Chance Notices
$36k-75k yearly 60d+ ago
Virtual Banker II - Tempe, AZ- Bilingual English and Spanish Required
JPMC
Investment banker job in Tempe, AZ
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. You'll have the opportunity to build lasting relationships with our customers and employees, manage a diverse portfolio of client banking relationships, and contribute to our commitment to diversity and inclusion. This role offers a chance for career growth and the opportunity to make a significant impact in our company.
As a Virtual Banker II in Consumer Banking, you will contribute significantly to the success of the Virtual Bank helping clients by providing strong customer service, offering advice and sharing products and services to help them meet their financial needs while partnering with Specialists including Private Client Advisors, Private Client Bankers, Mortgage Bankers and Business Relationship Managers, to connect customers to experts who can help them with specialized financial needs. You will engage clients over the phone and video both inbound and outbound providing strong customer service, offering advice, sharing products and services to help them meet their financial needs by making them feel appreciated and being their advocate. You will also show initiative and proactively prevent problems for our clients while being able to maintain success in an ever-changing environment making 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.
Job Responsibilities
Manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Demonstrates success using a value-added, relationship-oriented approach to acquire and deepen client relationships
Makes personal connections, engages and educates customers, asks open-ended questions and listens to establish trust and build lasting relationships
Partners with Specialists including Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect customers to experts who can help them with specialized financial needs
Required Qualifications, Capabilities, and Skills
1+ year of Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation
High school degree, GED, or foreign equivalent
Outstanding financial planning and use of financial planning tools while adhering to policies, procedures, and regulatory banking requirements
Strong team orientation with a commitment of long-term career with the firm
Excellent written and verbal communication skills
Reading and speaking in both Spanish and English fluently is required for this role
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: *********************************************************************
$31k-62k yearly est. Auto-Apply 60d+ ago
Bilingual Personal Banker
First National Bank Texas 4.5
Investment banker job in Cottonwood, AZ
* Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate customer relationships, new and existing account holders, to offer bank products and services
* Follow established policies in accordance with the bank and the supervisor s direction
* Accountable for the personal achievement of monthly new account production as assigned by upper management
* Participate in an active sales environment that may require in-store aisle prospecting
* Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations
* Receive cash and checks for deposit, verify amounts, and look for check endorsements
* Examine cash carefully to guard against acceptance of counterfeit checks and identification
* Enter transactions into computer and issue customer receipts
* Sell and prepare money orders, cashier's checks, bank-to-bank wires, and certificates of deposit
* Process western union wires and cash advances
* Cross-sell bank services and products
* Provide bank services to a diverse customer base, including a large Spanish speaking population
* Perform other tasks requested by supervisors as they relate to the bank and its functions
* Regular and predictable attendance and punctuality * Approval limits will be based upon established authority levels
Environmental and Physical Requirements:
* Required to stand or walk for extended periods of time dependent upon branch location
* Ability to work in a high volume, stressful and noisy environment
* Schedules are prepared based on business need and subject to change at any time
* Operate a computer and other office machinery
* Ability to lift up to 50 lbs.
FNBT is an equal opportunity employer.
$26k-30k yearly est. 1d ago
Investment Consultant II - Merrill Premium
Bank of America 4.7
Investment banker job in Chandler, AZ
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach.
Responsibilities:
Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships
Educates potential and existing clients about investment products, services, and trading strategies offered by the bank
Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts
Deliver exceptional service to clients by answering general account inquiries
Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients
Assist clients with brokerage consumer website usage and navigation
Educate potential and existing clients about investment products, services and trading strategies
Research and resolve client requests
Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations
Required Qualifications:
- Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
- Demonstrated passion and interest in financial markets
- Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy
- Strong analytical and organizational skills
- Detail oriented, with good follow-up skills
- Strong interpersonal skills
- Ability to multi-task in a dynamic environment
- Requires basic knowledge of the organization, products and/or services
- Requires knowledge of financial markets and trading strategies
- Excellent verbal and written communication skills
- Proven ability to meet and exceed productivity and performance goals
- Must be technologically savvy and able to quickly learn new systems
- Ability to adapt and seek solutions for customers in a fast-paced environment
- Must be flexible to work assigned shift within center hours of operation
- Strong desire for point of call resolution
- Focus on client satisfaction
Desired Qualifications:
- Call center experience is preferred but not required
- Previous Brokerage experience is a plus
- 1+ years of financial industry experience
Skills:
Account Management
Advisory
Client Experience Branding
Customer and Client Focus
Oral Communications
Active Listening
Attention to Detail
Client Solutions Advisory
Issue Management
Pipeline Management
Causation Analysis
Client Management
Policies, Procedures, and Guidelines
Risk Management
Trading
Shift:
1st shift (United States of America)
Hours Per Week:
40
At National Bank of Arizona, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each other with the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 40 years later, our approach hasn't changed. At NBAZ, the possibilities are endless - come for the job, stay for a career.
NBAZ is looking for an experienced **Branch Relationship Banker** to join Arizona's #1 Community Bank in our **Camp Verde** branch. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you!
**Essential Functions:**
+ Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues.
+ Resolve client concerns through direct personal action or by referring clients to an alternative bank department's resource.
+ Responsible for making appropriate referrals for other bank products and services, including commercial lending products.
+ Follows up with clients as needed.
+ May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans.
+ Responsible for resolving customer service issues.
+ Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer.
+ May be responsible for processing cash transactions and other customer service duties within the branch.
+ Other duties as assigned.
**Qualifications:**
+ High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications.
+ Previous experience in a financial sales representative-oriented role preferred.
+ Working knowledge of mathematical calculations and standard banking products, services and transactions.
+ Solid knowledge of all retail products and services. Basic knowledge of consumer lending applications.
+ Proven customer service, interpersonal and communication skills, both verbal and written.
+ Effective selling, cross-selling and referral skills.
+ Solid mathematical, problem-solving and negotiation skills.
+ Solid interpersonal & relationship building skills.
+ Strong attention to detail and time management.
+ Proficient in basic computer skills.
+ Bilingual proficiency in English and Spanish languages, is preferred.
+ This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act.
Schedule: Monday - Friday: 8:00 AM - 5:30 PM; 40 hours/week
**Benefits:**
+ Medical, Dental and Vision Insurance - START DAY ONE!
+ Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.
+ Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.
+ Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays.
+ 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience.
+ Mental health benefits include coaching and therapy sessions.
+ Tuition Reimbursement for qualifying employees.
+ Employee Ambassador preferred banking products.
**Req ID:** 069215
Equal Opportunity Employer
It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.
If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at **************, Mon.-Fri. between 9 a.m. - 5 p.m. MST.
Click here to view applicable Federal, State and/or local employment law posters.
At National Bank of Arizona, we're a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each other with the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 40 years later, our approach hasn't changed. At NBAZ, the possibilities are endless - come for the job, stay for a career.
NBAZ is looking for an experienced Branch Relationship Banker to join Arizona's #1 Community Bank in our Camp Verde branch. If you are passionate about being part of a community, being a team player, and helping others reach their financial goals, then we are interested in speaking with you!
Essential Functions:
* Performs full-service banking services to new and existing customers within the branch, with a primary focus on sales and service. Duties may include new accounts, consumer loans, and performing client services issues.
* Resolve client concerns through direct personal action or by referring clients to an alternative bank department's resource.
* Responsible for making appropriate referrals for other bank products and services, including commercial lending products.
* Follows up with clients as needed.
* May be responsible to perform cash transactions, open or update accounts, originate and close consumer or small business loans.
* Responsible for resolving customer service issues.
* Establishes, expands and maintains a strong customer relationship by providing extensive, personalized service focused on the specific needs of each banking customer.
* May be responsible for processing cash transactions and other customer service duties within the branch.
* Other duties as assigned.
Qualifications:
* High School diploma or equivalent and 1+ years' experience in sales, teller, new accounts or loan processing or other directly related experience. An equivalent combination of education and experience may meet qualifications.
* Previous experience in a financial sales representative-oriented role preferred.
* Working knowledge of mathematical calculations and standard banking products, services and transactions.
* Solid knowledge of all retail products and services. Basic knowledge of consumer lending applications.
* Proven customer service, interpersonal and communication skills, both verbal and written.
* Effective selling, cross-selling and referral skills.
* Solid mathematical, problem-solving and negotiation skills.
* Solid interpersonal & relationship building skills.
* Strong attention to detail and time management.
* Proficient in basic computer skills.
* Bilingual proficiency in English and Spanish languages, is preferred.
* This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act.
Schedule: Monday - Friday: 8:00 AM - 5:30 PM; 40 hours/week
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.
* Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays.
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience.
* Mental health benefits include coaching and therapy sessions.
* Tuition Reimbursement for qualifying employees.
* Employee Ambassador preferred banking products.
$25k-29k yearly est. 12d ago
Proprietary Equity Trader
T3 Trading Group 3.7
Investment banker job in Chandler, AZ
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street the heart of New York City's financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 & SIE license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
$65k-112k yearly est. Easy Apply 60d+ ago
Senior Investment Associate
Culdesac
Investment banker job in Phoenix, AZ
Job DescriptionWho We Are Culdesac is a real estate developer and neighborhood manager of walkable, mixed-use communities designed to embrace a culture of belonging, transportation freedom, and thriving local businesses. We built Culdesac Tempe, the first car-free community built from scratch in the US. Located directly on the light rail in Tempe, Arizona, it is already home to over 350 residents and 23 local businesses, and it will have 1000+ residents at completion. Culdesac is the co-developer and tech-enabled property manager.
Learn more about our vision, our product, and how we are changing how people live, work, and move:
Watch An immersive look at life in our car-free neighborhood by Hard ResetRead Living Car-free in Arizona, on Purpose and Happily by The New York TimesRead America's "First Car-Free Neighborhood" by DwellWatch Blueprint for Environmentally Friendly, Car-Free Living on PBS NewsHourListen to the conversation about designed environments to improve healthspan, mobility, and positive habits - Ryan Johnson and hall-of-fame basketball player Steve Nash on the Good Traffic podcast
We're headquartered in Tempe, AZ, founded in 2018. CEO Ryan Johnson was on the founding team of Opendoor and has managed property since 2003. Our investors include Khosla Ventures (led OpenAI's seed round), Lennar (#2 U.S. homebuilder), Zigg Capital, and Y Combinator.
The Role
As a Senior Investment Associate at Culdesac, you will help drive data-driven decisions by maintaining and expanding our financial infrastructure and investment processes as we scale. You will play a key role in our real estate strategy, supporting the analysis of existing and potential locations, as well as related outreach, design, and planning. You will report to the Chief Investment Officer, while also working closely with our CEO, cross-functional teams, investment partners, lenders, and other key stakeholders.
The Requirements
While this list represents what we are ideally looking for, we encourage you to apply even if your resume includes strengths and experiences that don't match everything listed here. We expect most candidates will need at least 4-6 years of relevant experience to fulfill this position.
Investment Analysis & Deal StructuringConduct due diligence on land acquisition opportunities.Build and maintain custom pro forma underwriting models.Evaluate financing alternatives and understand what “makes a deal work.”Lead a deal from cradle to grave.
Financial Planning & ReportingOrganize the preparation and review of quarterly financial statements, annual budgets, and forecasts.Review market analyses, real estate tax forecasts, and disposition strategies.Prepare and review recurring investor, partner, and lender reports.Support the creation of quarterly board documents, presentations, and pitch decks for Culdesac projects and local stakeholders.
Operations & Asset ManagementMonitor cash flow, distributions, and returns of existing projects.Ensure adherence to operating and capital budgets, surface variances, and communicate risks.Ensure assets operate in line with management agreements, JV agreements, and loan documents.
Execution & Problem SolvingManage critical timelines and deadlines for transactions and capital raises.Identify and proactively resolve issues that could affect closing or capital flow.
Transactions & LegalReview legal documents.Work with counsel to negotiate key deal terms.Support transaction closings, including the title process.Build familiarity with zoning and entitlement processes.
Locations
We are headquartered in Tempe, AZ. We encourage employees to visit and work from our beautiful Tempe office. For this role, we prefer candidates based in Phoenix, AZ or Dallas, TX, though we will consider qualified U.S.-based remote applicants.
Benefits & Perks
\uD83C\uDFE5 Benefits Package - Options for medical, dental, and vision coverage.\uD83E\uDD5A Family Planning Benefits - Support for family planning resources and services.\uD83D\uDC23 Parental Leave - Up to 12 weeks paid time off for qualifying events.\uD83C\uDFE6 401K Savings Plan - Retirement savings plan available to employees.\uD83D\uDDA5️ Work From Home Stipend - Up to $500 for equipment paid by the company.\uD83C\uDF0E Co-Working Stipend - $100 per month, paid by Culdesac, for space intended for work productivity directly related to Culdesac business (e.g., co-working day pass).
Remote employees only.
\uD83D\uDEB2 Mobility Stipend - Up to $500 to invest in your personal micro-mobility setup (e.g., e-bike, e-scooter, or accessories).\uD83D\uDEF4 Car-Free Commuter Benefit - $200 per month, paid by Culdesac.
Tempe employees only.
\uD83C\uDFE1 On-Site Living Discount - 25% discount on base rent for one unit at a Culdesac-managed property.
Our Values
As sprawl became commonplace in our cities, we grew less connected to each other. We normalized hour-long commutes, even as private vehicle ownership became the largest source of carbon pollution. Cars and roads began to dictate development decisions and shape urban life. At Culdesac, we blend technology, real estate, and culture to reimagine daily living. Come help us make our residents happier, healthier, and more productive - both in the years they spend with us and in the moments they share together.
At Culdesac, we:
Work as a team Be inclusive, drawing on the strengths of people who bring a different perspective.Find ways to work together that overcome disciplinary and geographic separations.
Act from ownership Be output oriented. When we see a problem, we roll up our sleeves and fix it.Don't let blockers stop you from seeing your work through to the end.
Rule 0, then iterate Don't start from scratch: learn from our own and others' previous attempts.Before mass private car ownership, all cities were models of walkability. We learn from the designs of the past and make them beautiful and relevant to today.Then, we learn from our own designs to continually improve.
Design for humans Ask people for feedback and observe behavior. Only users know if we're creating value for them.Human paradoxes and contradictions are our opportunity to create joy.Respect the limits of what we can know and plan. In the complex organism of a city, emergent behavior rules.
Create and capture value Focus on what our residents value: profitability is essential for sustainability and allows us to scale.Great places create positive externalities for ourselves and our neighbors, unlike the negative externalities of cars.We build value by executing on the fundamentals and excelling at mobility, community, and open space.
Next Steps
If you think Culdesac might be a good fit, we encourage you to apply!
Here's our typical hiring process:
1. Recruiter Call (20 min) - Introductory conversation to learn more about you, your background, and logistics.2. Take-Home Assignment (2.5 hrs) - A practical exercise to showcase your skills.3. Finance Interview (30 min) - Deep dive with our Finance Leader into your professional experience and approach.4. CIO Interview (30 min) - Scenario-based conversation with our Chief Investment Officer.5. Culture & People Interview (30 min) - A discussion with our Head of People focused on alignment with Culdesac's mission, vision, and culture.6. CEO Interview (30 min) - A strategic conversation with our CEO on Culdesac's future vision, challenges, and opportunities, and how you can help shape them.
We build in time for your questions at every stage because finding the right fit matters - for you and for us at Culdesac. We look forward to hearing from you!
Culdesac is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, citizenship or immigration status, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
$75k-136k yearly est. 15d ago
Virtual Banker III - Plano TX, Columbus OH, Tempe AZ
Jpmorgan Chase & Co 4.8
Investment banker job in Tempe, AZ
JobID: 210686991 JobSchedule: Full time JobShift: : 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 Virtual Banker III within Consumer Banking, 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 act as the main point of contact for a select group of Chase's clients, managing a diverse portfolio of client banking relationships. You will engage clients via both inbound and outbound communication through phone and video, providing strong customer service. Your responsibilities include offering advice and sharing products and services to help them meet their financial needs, connecting them to our team of experts to assist with specialized financial needs, all while making them feel appreciated and embodying our commitment to being the bank for all.
Job Responsibilities
* Manage assigned customers virtually, building lasting relationships and tailoring product and service recommendations based on financial needs.
* Guide and set up self-service options like the Chase Mobile App, Chase.com, and ATMs to enhance customers' banking experience.
* Partner with One Chase Partners to connect customers to experts for specialized financial needs.
* Demonstrate excellent communication skills, including written, phone, and video, to engage customers, tailor product features, and resolve issues promptly.
* Influence, educate, and connect customers to technology, delivering solutions that integrate One Chase products effectively.
* Adhere to policies, procedures, and regulatory requirements, operating within risk parameters and meeting compliance obligations.
* Achieve or exceed performance metrics related to client engagement and referrals, showing initiative in preventing problems.
* Foster a welcoming atmosphere, delivering attentive service, and cultivating relationships with affluent clients by tailoring features and benefits.
* Emphasize taking a lead role in delivering an outstanding experience to Chase customers and highlight contribution to the success of the Virtual Bank.
* Cultivate relationships with affluent clients, tailoring features and benefits of products and services to customers with differing needs.
Required Qualifications, Capabilities, and Skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
* 2+ years of Branch Banking or equivalent experience in financial services with success in new client acquisition and revenue generation.
* Demonstrated client-first attitude with the ability to create a hospitable and friendly experience.
* Strong relationship-building skills, showing genuine care and concern during client interactions.
* Excellent communication skills, with the ability to engage clients clearly and courteously over the phone, video, and via email.
* Proficiency in quickly and accurately learning products, services, and procedures.
* Ability to work collaboratively as a team to deliver seamless service with care and sincerity.
* Commitment to operating within established risk parameters and compliance obligations, completing required training efficiently.
* Proven client service experience or comparable experience.
* High school diploma, GED, or equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Experience adhering to banking policies, procedures, and regulatory requirements.
* Experienced in retail banking, financial services, or a consultative customer relationship role in related industries, such as hospitality service industries, with a proven track record of success in deepening client relationships and delivering results, including experience in cultivating relationships with affluent clients.
* College degree or military equivalent.
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: *********************************************************************
$58k-110k yearly est. Auto-Apply 16d ago
Financial Services Representative I - Revenue Management Division
Pima County 3.5
Investment banker job in Tucson, AZ
SummaryDepartment - Finance and Risk ManagementJob Description
OPEN UNTIL FILLED
Job Type: Classified
Salary Grade: 4
Pay Range
Hiring Range: $19.16 - $22.51 Per Hour
Pay Range: $19.16 - $25.86 Per Hour
Range Explanation:
Hiring Range is an estimate of where you can receive an offer. The actual salary offer will carefully consider a wide range of factors, including your skills, qualifications, experience, education, licenses, training, and internal equity.
Pay Range is the entire compensation range for the position.
The first review of applications will be on 1/23/2026
.
The Pima County Department of Finance & Risk Management is seeking a motivated and team-oriented individual to join its Revenue Management Division in the Customer Service section. This position is responsible for administrative support, answering phone calls, ensuring work unit policies, procedures, and activities comply with applicable County policies, maintaining databases using automated information systems to monitor and track information, and producing special reports. Other responsibilities include calculating debits and credits, posting accurately to customer accounts, and preparing paperwork for delinquent accounts for court processing. The ideal candidate would have experience utilizing utility billing systems. If you enjoy working collaboratively within a team of dedicated individuals and have a passion for learning, growing, and serving others, in a fast-paced business environment, then this may be the perfect opportunity for you to join our team.
Essential Functions:
As defined under the Americans with Disabilities Act, this classification may include any of the following tasks, knowledge, skills, and other characteristics. This list is ILLUSTRATIVE ONLY and is not a comprehensive listing of all functions and tasks performed by incumbents of this class. Work assignments may vary depending on the department's needs and will be communicated to the applicant or incumbent by the supervisor.
Utilizes utility billing systems to respond, handle, and assist customer inquiries, both over the telephone and in person, in a utility billing call center environment; provides information or resolves problems that require explanation or application of County, departmental, or program rules and policies; refers questions to appropriate staff;
Coordinates unit activity with other departmental sections, divisions, other County departments, or outside agencies directly or through assigned staff; acts as an internal departmental coordinator for support activities such as financial, court, or program-specific functions;
Reviews and verifies specialized documentation and initiates action;
Creates and maintains, or directs the maintenance of, specialized databases, including inputting and retrieving data and producing complex computer-based reports; monitors and tracks information in a database;
Calculates debits and credits, accurately posts to customer accounts, and prepares legal paperwork for delinquent accounts for court processing;
Researches, compiles, and performs initial, minor analysis of information; prepares routine, recurring, and special reports, correspondence, memoranda, operations manuals, and other documents for supervisory review and approval;
Compiles and summarizes statistical and operational data; prepares periodic and special reports;
Conducts and documents confidential or sensitive inquiries for management, and maintains appropriate security and confidentiality of information encountered or created;
Establishes and maintains specialized reference files and materials;
May train other department staff;
May receive money and prepare receipt documentation.
Minimum Qualifications:
Two years of experience performing financial or administrative tasks, providing support and coordination for a division or program. (An associate's degree from an accredited college or university in public or business administration, finance, accounting, or a closely related field, as determined by human resources at the time of recruitment, may substitute for two years of required experience)
(Relevant experience and/or education from an accredited college or university may be substituted.)
OR:
Three years of experience with Pima County as an Administrative Assistant I or II or similar administrative classification within Pima County.
Qualifying education and experience must be clearly documented in the "Education" and “Work Experience" sections of the application. Do not substitute a resume for your application, or write "see resume" on your application.
Preferred Qualifications: (Be specific in describing your experience in your application. Ensure the descriptions provided illustrate your competencies, specifically addressing the required and preferred qualifications.):
Minimum two (2) years of customer service experience, in-person and on the phone.
Experience in database maintenance and reports.
Experience in utility service and billing.
Experience with Microsoft Excel.
Selection Procedure:
Pima County Human Resources Department reserves the right to admit to the selection process only those candidates that meet the minimum qualifications. All applications will be assessed based on an evaluation of the listed education and experience. Candidates meeting the minimum qualifications may be further evaluated/scored against any advertised Preferred Qualifications. The hiring authority will interview and select the successful candidate from a referral list provided by Human Resources. Additional assessments/testing may be required as part of the selection process.
Supplemental Information:
Licenses and Certificates: Some positions require a valid Arizona Class D driver license at the time of application. Failure to maintain the required licensure shall be grounds for termination.
Special Notice Items: The County requires pre-employment background checks. Successful candidates will receive a post-offer, pre-employment background screening to include verification of work history, education, and criminal conviction history. A prior criminal conviction will not automatically disqualify a candidate from employment with the County.
Physical/Sensory Requirements: Physical and sensory abilities will be determined by position.
Working Conditions: Working conditions will be determined by the position.
EEO Information: Pima County Government is an Equal Employment Opportunity employer. We are committed to an inclusive and diverse workforce and will not discriminate in employment opportunities or practices on the basis of race, color, religion, national origin, age, disability, gender, sexual orientation, kinship, political interest, or any other characteristic protected by law.
$19.2-22.5 hourly Auto-Apply 20d ago
Virtual Banker II- Tempe, AZ
JPMC
Investment banker job in Tempe, AZ
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. You'll have the opportunity to build lasting relationships with our customers and employees, manage a diverse portfolio of client banking relationships, and contribute to our commitment to diversity and inclusion. This role offers a chance for career growth and the opportunity to make a significant impact in our company.
As a Virtual Banking Assistant II in Consumer Banking, you will contribute significantly to the success of the Virtual Branch helping clients by providing strong customer service, offering advice and sharing products and services to help them meet their financial needs while partnering with Specialists including Private Client Advisors, Private Client Bankers, Mortgage Bankers and Business Relationship Managers, to connect customers to experts who can help them with specialized financial needs. You will engage clients over the phone and video both inbound and outbound providing strong customer service, offering advice, sharing products and services to help them meet their financial needs by making them feel appreciated and being their advocate. You will also show initiative and proactively prevent problems for our clients while being able to maintain success in an ever-changing environment making 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.
Job responsibilities
Manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Demonstrates success using a value-added, relationship-oriented approach to acquire and deepen client relationships
Makes personal connections, engages and educates customers, asks open-ended questions and listens to establish trust and build lasting relationships
Partners with Specialists including Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
1+ year of Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation
High school degree, GED, or foreign equivalent
Outstanding financial planning and use of financial planning tools while adhering to policies, procedures, and regulatory banking requirements
Strong team orientation with a commitment of long-term career with the firm
Excellent written and verbal communication skills
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: **************************************************************************
$31k-62k yearly est. Auto-Apply 6d ago
Bilingual Personal Banker
First National Bank Texas 4.5
Investment banker job in Cottonwood, AZ
* Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate customer relationships, new and existing account holders, to offer bank products and services
* Follow established policies in accordance with the bank and the supervisor s direction
* Accountable for the personal achievement of monthly new account production as assigned by upper management
* Participate in an active sales environment that may require in-store aisle prospecting
* Process deposits and pay out funds in accordance with bank procedures, to record all transactions accurately and balance each day's operations
* Receive cash and checks for deposit, verify amounts, and look for check endorsements
* Examine cash carefully to guard against acceptance of counterfeit checks and identification
* Enter transactions into computer and issue customer receipts
* Sell and prepare money orders, cashier's checks, bank-to-bank wires, and certificates of deposit
* Process western union wires and cash advances
* Cross-sell bank services and products
* Provide bank services to a diverse customer base, including a large Spanish speaking population
* Perform other tasks requested by supervisors as they relate to the bank and its functions
* Regular and predictable attendance and punctuality
* Approval limits will be based upon established authority levels
Environmental and Physical Requirements:
* Required to stand or walk for extended periods of time dependent upon branch location
* Ability to work in a high volume, stressful and noisy environment
* Schedules are prepared based on business need and subject to change at any time
* Operate a computer and other office machinery
* Ability to lift up to 50 lbs.
FNBT is an equal opportunity employer.
* At least 18 years of age
* High school diploma, high school equivalency or currently attending high school
* Ability to communicate clearly and professionally in both Spanish and English
* Six months of work experience in a retail or customer service environment preferred
* Must be able to work a flexible schedule including evenings, weekends, and holidays
* Must successfully pass background investigation according to company policy
* Must be able to get along with co-workers and work effectively in a team environment
$26k-30k yearly est. 2d ago
Investment Consultant II - Merrill Premium
Bank of America 4.7
Investment banker job in Chandler, AZ
Chandler, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (***************************************************************************************************************
**:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
Job Description:
This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach.
Responsibilities:
Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships
Educates potential and existing clients about investment products, services, and trading strategies offered by the bank
Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts
Deliver exceptional service to clients by answering general account inquiries
Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients
Assist clients with brokerage consumer website usage and navigation
Educate potential and existing clients about investment products, services and trading strategies
Research and resolve client requests
Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations
**Required Qualifications:**
**-** Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
- Demonstrated passion and interest in financial markets
- Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy
- Strong analytical and organizational skills
- Detail oriented, with good follow-up skills
- Strong interpersonal skills
- Ability to multi-task in a dynamic environment
- Requires basic knowledge of the organization, products and/or services
- Requires knowledge of financial markets and trading strategies
- Excellent verbal and written communication skills
- Proven ability to meet and exceed productivity and performance goals
- Must be technologically savvy and able to quickly learn new systems
- Ability to adapt and seek solutions for customers in a fast-paced environment
- Must be flexible to work assigned shift within center hours of operation
- Strong desire for point of call resolution
- Focus on client satisfaction
**Desired Qualifications:**
- Call center experience is preferred but not required
- Previous Brokerage experience is a plus
- 1+ years of financial industry experience
Skills:
Account Management
Advisory
Client Experience Branding
Customer and Client Focus
Oral Communications
Active Listening
Attention to Detail
Client Solutions Advisory
Issue Management
Pipeline Management
Causation Analysis
Client Management
Policies, Procedures, and Guidelines
Risk Management
Trading
**Shift:**
1st shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights (************************************************************************************** "** poster.
**View the LA County Fair Chance Ordinance (************************************************************************************************** .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$47k-76k yearly est. 60d+ ago
Financial Representative Trainee -Phoenix, AZ
Careers Mutual of Omaha
Investment banker job in Arizona
As a Financial Representative Trainee, you will embark on a comprehensive program designed to equip you with the skills and competencies necessary to excel in selling Individual Insurance products. This dynamic program includes a combination of self-study and hands-on-experience projects, all tailored to a structured curriculum.
WHAT WE CAN OFFER YOU:
Hourly Wage: Trainee starting wage will be $16/hour for up to 30 days.
Promotion to a Financial Representative with a $36,000 annual base plus monthly sales incentive opportunity after successful completion of licensing and onboarding requirements.
An education-based Accelerator Program designed to successfully transition you into an independent Financial Advisor.
Benefits and Perks, 401(k) plan with a 2% company contribution and 6% company match.
Regular associates working 40 hours a week can earn up to 15 days of vacation each year.
Regular associates receive 11 paid holidays in 2024, which includes 2 floating holidays that are added to your prorated personal time to be used at your discretion.
Regular associates are provided sick leave through the use of personal time. Associates working 40 hours a week can receive up to 40 hours of personal time in 2024, which is prorated based on the start date. Additionally, you will receive two floating holidays in 2024 by way of personal time that may be used at your discretion.
Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.
WHAT YOU'LL DO:
You'll participate in a comprehensive program to develop the skills required to provide holistic financial advice to clients. You will actively contribute to classroom discussion, participate in goal setting sessions and progress evaluation meetings.
You'll demonstrate appropriate skills and pass a sales process competency test.
You'll gain invaluable direct sales experience in marketing Individual Insurance products to clients.
You'll cultivate and sustain strong relationships with internal business partners. Acquire an in-depth understanding of our product offerings, demonstrating expertise in their features and benefits.
You'll oversee completion of content, proposals and paperwork flow throughout the field and Home Office, ensuring a seamless application and underwriting process.
WHAT YOU'LL BRING:
Ability to successfully achieve criteria of Trainee Program.
Must pass and apply for appropriate insurance licenses within 14 days of entry into the job, max of 2 attempts at Life and Health exam.
Must pass the CRD/FINRA background check at hire and ongoing, as the training program criteria requires Financial Representatives to obtain securities licensing within 24 months of entry into the program.
Highly self-motivated and results-oriented with ability to work independently and as part of a team.
Access to reliable transportation in order to attend appointments and meetings.
Ability to travel up to 50% of the work period and maintain a valid driver's license.
You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
PREFERRED:
Knowledge of the Insurance/Financial Services industry, products and marketing practices.
Bachelor's degree or equivalent preferred but not required.
We value diverse experience, skills, and passion for innovation. If your experience aligns with the listed requirements, please apply!
After applying, for inquiries about your application or the hiring process please email our Talent Acquisition area at careers@mutualofomaha.com.
$36k yearly 60d+ ago
Private Client Banker - North Scottsdale market - Scottsdale, AZ
Jpmorgan Chase & Co 4.8
Investment banker job in Scottsdale, AZ
JobID: 210697344 JobSchedule: Full time JobShift: : 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: **************************************************************************
How much does an investment banker earn in Flagstaff, AZ?
The average investment banker in Flagstaff, AZ earns between $83,000 and $273,000 annually. This compares to the national average investment banker range of $95,000 to $276,000.