Executive Assistant
Metlife, Inc. job in Kansas City, MO
This Executive Assistant position is responsible for providing a high level of administrative support to the VP, Underwriting and assistance to other leadership roles within the organization. This position requires excellent organizational skills, attention to detail, flexibility and the ability to prioritize workload and multi-task in an environment that requires frequent change. This individual must be able to work independently with minimal supervision and demonstrate excellent interpersonal and communication skills, both verbal and written. The individual is expected to maintain confidentiality and exhibit a high level of discretion and professionalism.
Key Responsibilities:
* Manage Microsoft Outlook calendar, inbox, and address books
* Schedule and coordinate meetings / conference calls; prepare related materials / correspondence; print materials
* Manage travel, calendar management, expense reports, catering, meeting/town hall logistics, org charts, distribution list
* Respond to inquiries for information and provide follow-up on requests to ensure resolution
* Maintain and manage office vendor relationships
* Participate in the planning and logistics for office outings and events; Coordinate various on-site meetings with internal and external parties.
* Arrange and coordinate complex travel itineraries
* Assist in the preparation and/or coordination of presentations, reports and spreadsheets by preparing and editing text, slides and other materials
* Assist with supply ordering, moves, facilities request, security request, etc.
* Process expense reports and vendor invoices for reimbursement/payments and reconciliation
Essential Business Experience and Technical Skills:
* 5-7+ years of relevant experience
* Extensive knowledge of PC equipment, software programs
* Strong organizational and interpersonal skills
* Highly proficient/fluency in Microsoft Office programs
* Highly professional in presence and communication skills (oral and written)
* High School diploma required / Associates or Bachelor Degree preferred
Location Expectation: This is a hybrid role requiring a minimum of 3 days per week in office.
The expected salary range for this position is $53,100 - $70,900. This role may also be eligible for annual short-term incentive compensation. All incentives and benefits are subject to the applicable plan terms.
Benefits We Offer
Our U.S. benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability. We also provide company-paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with employer matching, group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, volunteer time off, tuition assistance and much more!
About MetLife
Recognized on Fortune magazine's list of the "World's Most Admired Companies", Fortune World's 25 Best Workplaces, as well as the Fortune 100 Best Companies to Work For, MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East.
Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by our core values - Win Together, Do the Right Thing, Deliver Impact Over Activity, and Think Ahead - we're inspired to transform the next century in financial services. At MetLife, it's #AllTogetherPossible. Join us!
MetLife is an Equal Opportunity Employer. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law ("protected characteristics").
If you need an accommodation due to a disability, please email us at accommodations@metlife.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application process.
MetLife maintains a drug-free workplace.
$53,100 - $70,900
Regional Director Kansas City St Louis
Metlife, Inc. job in Kansas City, MO
Title: Regional Sales Director - Kansas City/St. Louis - Group Benefits Alternate Location(s): Southern Illinois Work Arrangement: Hybrid Reports to title: Regional Vice President The Team You Will Join The Group Benefits organization is responsible for the strategic direction, growth and management of MetLife's industry leading U.S. employee benefits business. Our sales force works directly with customers or through brokers, exchanges, and other third parties to distribute our broad range of Group Life, Dental, Vision, Group Disability, Global Services, Total Absence Management, Accident, Hospital Indemnity, Critical Illness, Pet, HS&SA, and Legal Plan products and services. Group Benefits sells a broad portfolio of insurance solutions to employers and other eligible groups helping to make MetLife the largest provider of group employee benefits in the United States.
The Opportunity The Regional Director (RD) will be responsible for sales management within an assigned region for MetLife's Group, Voluntary and Worksite Benefits Sales organization. They will be responsible for a portfolio of 22 products and maintain a high level of product acumen as the portfolio evolves/grows. They must maintain a strong in-market presence and build a robust customer relationship with the broker/consultant community. The leader manages a sales team that distributes MetLife products directly to employers (2 - 5,000 lives) and/or through brokers and consultants. The overall objective of the RD is to build and lead a highly productive sales team that increases both top and bottom-line growth of the business. This role handles territory encompassing Kansas, Missouri and Southern Illinois.
How You'll Help Us Build a Confident Future (Key Responsibilities)
* Direct all sales and growth initiatives for MetLife within his/her region, working closely with the sales team and their brokers and customers along with internal partners
* Identify, prioritize and help manage key relationships with targeted clients and brokers to create measurable business results
* Oversee pipeline management within his/her sales team to deliver sales projections to senior leadership
* Support and oversee negotiations with product and underwriting partners to achieve sales growth while meeting persistency and margin expectations
* Collaborate with other Regional Directors and operations partners (including but not limited to product, service and underwriting) to coordinate and support all applicable products, marketing, client service, etc. initiatives
* Recruit, develop and lead a results-oriented sales team, setting objectives for each individual and helping him/her to develop and execute on sales strategies to meet/exceed their goals
* Serve as an effective leader ensuring that goals are aligned with the rest of the organization, and ongoing training and development initiatives become a key focus for the sales team
* Lead a team of approximately 10 Account Executives
What You Need to Succeed (Required Qualifications)
* 10+ years of successful sales experience within the Group Insurance Industry.
* Strong understanding of the Kansas City, Missouri and Southern Illinois preferred.
* Proven success generating top and bottom-line growth.
* Extensive experience in applying financial insights and strategic thinking to position group benefits solutions that align with client goals and deliver measurable value.
* Demonstrated success in developing salespeople, fostering innovation and building a team.
* Embraces and leads teams through change
* Strong background in sales management and leadership within respected competitors in the insurance industry where he/she developed and executed a successful business strategy that led to new business.
* Must have a player-coach profile with demonstrated excellence in managing and leading a successful sales group
* An undergraduate degree is required.
* FINRA Series 6 and 26 registrations along with appropriate state licenses including Life, Accident & Health along with Property & Casualty must be obtained (MetLife will support the attainment of licenses)
* High standards of ethics, integrity and trustworthiness
* Articulate: excellent presentation and communication skills
* Results oriented with the ability to overachieve business objectives
* An effective team member; highly collaborative.
* Broad thinking business acumen, highly analytical, works well with data and information to draw appropriate conclusions
* Strong management and human relations skills in a style that exhibits maturity, leadership, sensitivity and teamwork
* The ability to work effectively in a large company environment.
* Strong written and verbal skills
Leadership Competencies:
* Think Strategically - Set direction aligned to the company's strategy, applying external and global perspective to meet local and global needs.
* Create Partnerships - Authentically build trusted relationships and collaborate across global, diverse and multi-functional teams to successfully drive business objectives.
* Seize Opportunity - Seek new opportunities and ways to create balanced business growth while improving operational capabilities.
* Grow Talent - Inclusively and proactively develop talent, empower individuals and manages diverse teams to drive engagement and performance.
* Focus on Customers - Broker focused and Broker centricity, ensure focus on creating great customer and broker experiences.
* Drive Results - Set aggressive goals and is accountable for continuously driving improved performance, leading change and ensuring high standards.
The expected salary range for this position is 120,000. This role may also be eligible for annual short-term incentive compensation and stock-based long-term incentives. All incentives and benefits are subject to the applicable plan terms.
Benefits We Offer
Our U.S. benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability. We also provide company-paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with employer matching, group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, volunteer time off, tuition assistance and much more!
About MetLife
Recognized on Fortune magazine's list of the "World's Most Admired Companies", Fortune World's 25 Best Workplaces, as well as the Fortune 100 Best Companies to Work For, MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East.
Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by our core values - Win Together, Do the Right Thing, Deliver Impact Over Activity, and Think Ahead - we're inspired to transform the next century in financial services. At MetLife, it's #AllTogetherPossible. Join us!
MetLife is an Equal Opportunity Employer. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law ("protected characteristics").
If you need an accommodation due to a disability, please email us at accommodations@metlife.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application process.
MetLife maintains a drug-free workplace.
120,000
Senior Home Lending Advisor - Kansas City MO
Kansas City, MO job
**Job Profile:** Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
**Job responsibilities**
+ Coaches and mentors the branch team by providing training on products and services.
+ Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
+ Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
+ Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
+ Builds role as the internal and external mortgage expert and maintains good relationships with customers.
+ Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
**Required qualifications, capabilities, and skills**
+ Bachelor's degree or equivalent work experience in sales and/or real estate
+ 3+ years of mortgage lending and proven sales experience in retail banking
+ Knowledge of real estate market in local area
+ Excellent written and oral communication skills
+ Knowledge of FHA, VA, FNMA, and FHLMC guidelines
**Preferred qualifications, capabilities, and skills**
+ FHA/VA sales experience
+ Marketing, promoting, relationship building, and consulting skills
+ Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **********************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
J.P. Morgan Wealth Management - Private Client Advisor - Wichita, Missouri
Kansas City, MO job
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
Demonstrate a deep understanding of financial markets and sound business judgement
Exhibit unwavering integrity that points toward doing right by clients at every opportunity
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
Provide a holistic view of clients' needs and financial coaching beyond investments
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
Certified Financial Planning (CFP ) certification is preferred
Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Auto-ApplyAssociate Relationship Banker - Belton Branch - Belton, MO
Belton, MO job
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 an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required qualifications, capabilities, and skills
1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
Ability to create memorable experiences for our clients - elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
Auto-ApplySenior Associate, Agency Standards (Compliance) Manager
Independence, MO job
Job Title: Senior Associate, Agency Standards (Compliance) Manager
Dept/Sub Dept: Field Operations Value Stream/Field Supervision
** This role will be located in the Northern Ohio General Office (GO) and will support the following GOs - Northern Ohio, and Indiana General Offices. **
Role Overview:
As a key member of New York Life's Agency distribution system, you will assist the Managing Partner in maintaining and executing critical supervisory systems within the General Office. This role involves direct oversight of agents, Registered Representatives, and Investment Advisor Representatives through regular inspections, compliance training, and supervision programs. You will also serve as a primary compliance resource, ensuring adherence to regulatory requirements and helping to uphold the firm's high standards. Ideal candidates bring a solid foundation of industry knowledge, relevant licenses, and a proactive, detail-oriented approach to promoting operational excellence and regulatory integrity.
What You'll Do:
Assists the Managing Partner with Agent, Registered Rep and IAR Supervision and executing the Supervisory Systems within the General Office
Conducts Periodic Inspections and Supervisory Interviews with Agents, Registered Reps & IARs and handles all follow-up required
Handles the Seminar Supervision Program
Handles the Enhanced Supervision Programs for Agents and Registered Reps
Handles the Financial Supervision Program for Agents and Registered Reps
Conducts Incoming and Outgoing Correspondence Reviews and Resolution of Red Flag Items
Assists the Managing Partner in recommending and delivering Disciplinary Actions
Serves as the “point person” to field and answer Standards and Compliance related questions from Agents, Registered Reps, IARs and Field Managers
Conducts Site Inspections for General Offices, Sales Offices and Satellite Offices
Assists with Complaint Review Handling and Resolution
Conducts Standard and Compliance Related Training for Agents, Registered Reps, and IARs
Assists with follow up for all agent, Registered Rep and IAR regulatory year-end requirements
Required Skills:
Bachelor's Degree and/or equivalent experience
Minimum 2 years of industry experience
Comprehensive knowledge of registered and non-registered products
Must have Series 7 & Series 24 (Or obtain Series 24 within 90 days)
Series 65, 66 or ChFC (or obtain within 12 months)
Excellent communication skills (written and verbal)
Strong analytical skills required
Must be a self-starter, results-oriented, a team player and be able to prioritize responsibilities
Preferred Skills:
Preferred Series 51 or 53
Pay Transparency
Salary Range: $88,000-$125,500
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors but not limited to individual's experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
Company Overview
At New York Life, our 180-year legacy of purpose and integrity fuels our future. As we evolve into a more technology-, data-, and AI-enabled organization, we remain grounded in the values that drive lasting impact.
Our diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. Here, you'll find the rare balance of long-standing stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress.
As a Fortune 100 mutual company, we offer a place to grow your skills, contribute to meaningful work, and deliver solutions that matter. Your ideas drive what's next, and your growth powers it.
Our Benefits
We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work. Click here to discover more about our comprehensive benefit options or visit our NYL Benefits Site.
Our Commitment to Inclusion
At New York Life, fostering an inclusive workplace is fundamental to who we are and how we serve our communities. We have a longstanding commitment to creating an environment where individuals can contribute their best and succeed together. This foundation is rooted in our core values of humanity and integrity, ensuring that every employee feels valued and supported. By embracing a broad range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace of mind to families across all communities. Click here to learn more about New York Life's leadership in this space.
Recognized as one of
Fortune's
World's Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and volunteerism, supported by the Foundation. We're proud that due to our mutuality, we operate in the best interests of our policy owners. To learn more about career opportunities at New York Life, please visit the Careers page of ********************
Visit our LinkedIn to see how our employees and agents are leading the industry and impacting communities.
Visit our Newsroom to learn more about how our company is constantly evolving to meet our clients' and employees' needs.
Job Requisition ID: 92594
Part Time Associate Banker Fort Bend / Southwest (30 hours)
Missouri City, MO job
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 an Associate Banker within Chase, 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. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
Auto-ApplyExperienced Loan Officer - Consumer Direct
Kansas City, MO job
Job Description
Join the winning team, with the brand recognition of a Fortune 300 company that has been in business over 100 Years! Mutual of Omaha Mortgage is inspired by hometown values and committed to being responsible and caring for each other, we exist for the benefit of our customers. With this excellent reputation, you will find your customers more receptive because of our well branded name.
We specialize in affinity relationships, where very competitive pricing is offered!
Mutual of Omaha Mortgage is a full-service lending division offering a complete line of residential mortgage, refinancing, and specialty loans. We employ a knowledgeable staff of experienced Loan Officers with an operations team that is second to none. By constantly updating our loan programs and pricing based on market patterns, Mutual of Omaha Mortgage ensures that we deliver extremely competitive interest rates combined with optimal mortgage structuring.
Website: *******************************
The Work:
At Mutual of Omaha Mortgage, Loan Officers are trained to listen, build rapport, understand and analyze the full financial situations of our customers. Our goal is to provide the most appropriate financial solutions to meet each client's specific needs.
The Person:
Is energetic and outgoing, with excellent communication skills and who's able to be persuasive, has good character and integrity
Connects quickly with consumers and builds rapport with potential clients
Exceptional written and verbal communication skills, including excellent follow up capabilities
Comfortable taking inbound calls
Strong ability and passion for closing deals and negotiating
Possess the ability to quickly identify customer's goals and objectives
Is an ambitious professional who is motivated by the opportunity for advancement
Flexible and adaptable, learns and reacts quickly in a fast paced environment, able to multi-task
Strong sense of urgency and initiative to get things done
Ability to handle high volume of phone calls
Basic computer skills and data entry
Sales experience preferred
College degree preferred, but not mandatory
The Perks:
One of the best consumer direct compensation plans in the market
Unstoppable marketing machine with LEADS, LEADS, LEADS
Ongoing sales training, teaching the most innovative sale methods and daily sales coaching
Proud sponsor of our veterans and numerous military charities - We proudly serve our Veterans. We will donate $125 to veteran and active duty charities for every participating loan that we close
Incentive plans, competitions, company paid trips and contests
Continuous on-going training and internal growth
Extensive product line - products other lenders don't have
Being a part of a dynamic and collaborative corporate culture that drives you to succeed
This position is eligible for commissions, along with a base salary of $12 to $14 an hour
Average Income of a Senior Loan Officer is typically between $50,000 and $200,000 a year
Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We offer an extensive compensation package. Benefits include:
Paid Sick Time - 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed.
9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday)
Multiple PPO Medical Plans, as well as HDHP eligible plan.
Dental Coverage
Vision Coverage
Company Paid Life Insurance
Additional Benefits including - Optional Life, FSA, Pet Insurance etc.
401K with a generous employer match
Free Legal Services
Employee Loan Program
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Accounting Analyst
Metlife, Inc. job in Kansas City, MO
To be considered for this role, a top candidate will be virtual but commutable to one of the following MetLife offices with a presence in office 1x a month: St Louis MO, Tampa FL, Kansas City MO, Bridgewater NJ, NY NY, Oriskany NY, Southfield MI, Aurora IL
The Opportunity:
* Performs account reconciliation, troubleshoots discrepancies, investigates and resolves outstanding items. Traces transactions through both administrative and billing systems to determine root cause of out-of-balance condition.
* Maintains contacts outside of department for the purpose of analyzing and resolving account discrepancies and aged items.
* Analyzes, validates and processes transactions. Adjusts as needed to maintain integrity of ledgers
* Performs non-repetitive accounting duties requiring analysis and independent judgment in the calculation, validation and posting of premium entries.
* Assures adequate support or documentation for transactions and reports.
* Prepares various reports.
What You Need to Succeed:
* Knowledge of accounting and bookkeeping procedures.
* 3 - 5 years' experience in an accounting role.
* Analytical and problem-solving skills.
* Proficient Excel skills
* Must have good oral, written and interpersonal communication skills. High degree of professionalism and sound judgment when contacting others outside the organization.
* HS Diploma or equivalent required, bachelors preferred
The expected salary range for this position is $41,600-$65,000. This role may also be eligible for annual short-term incentive compensation. All incentives and benefits are subject to the applicable plan terms.
Benefits We Offer
Our U.S. benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability. We also provide company-paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with employer matching, group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, volunteer time off, tuition assistance and much more!
About MetLife
Recognized on Fortune magazine's list of the "World's Most Admired Companies", Fortune World's 25 Best Workplaces, as well as the Fortune 100 Best Companies to Work For, MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East.
Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by our core values - Win Together, Do the Right Thing, Deliver Impact Over Activity, and Think Ahead - we're inspired to transform the next century in financial services. At MetLife, it's #AllTogetherPossible. Join us!
MetLife is an Equal Opportunity Employer. All employment decisions are made without regards to race, color, national origin, religion, creed, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, age, disability, marital or domestic/civil partnership status, genetic information, citizenship status (although applicants and employees must be legally authorized to work in the United States), uniformed service member or veteran status, or any other characteristic protected by applicable federal, state, or local law ("protected characteristics").
If you need an accommodation due to a disability, please email us at accommodations@metlife.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application process.
MetLife maintains a drug-free workplace.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liabilities.
$41,600-$65,000
Senior Home Lending Advisor - Independence MO
Blue Springs, MO job
JobID: 210588941 JobSchedule: Full time JobShift: : Job Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **********************************************************************
Auto-ApplyRegional Director, Kansas City/St. Louis
Metlife job in Kansas City, MO
Title: Regional Sales Director - Kansas City/St. Louis - Group Benefits Alternate Location(s): Southern Illinois Work Arrangement: Hybrid Reports to title: Regional Vice President The Team You Will Join The Group Benefits organization is responsible for the strategic direction, growth and management of MetLife's industry leading U.S. employee benefits business. Our sales force works directly with customers or through brokers, exchanges, and other third parties to distribute our broad range of Group Life, Dental, Vision, Group Disability, Global Services, Total Absence Management, Accident, Hospital Indemnity, Critical Illness, Pet, HS&SA, and Legal Plan products and services. Group Benefits sells a broad portfolio of insurance solutions to employers and other eligible groups helping to make MetLife the largest provider of group employee benefits in the United States.
The Opportunity The Regional Director (RD) will be responsible for sales management within an assigned region for MetLife's Group, Voluntary and Worksite Benefits Sales organization. They will be responsible for a portfolio of 22 products and maintain a high level of product acumen as the portfolio evolves/grows. They must maintain a strong in-market presence and build a robust customer relationship with the broker/consultant community. The leader manages a sales team that distributes MetLife products directly to employers (2 - 5,000 lives) and/or through brokers and consultants. The overall objective of the RD is to build and lead a highly productive sales team that increases both top and bottom-line growth of the business. This role handles territory encompassing Kansas, Missouri and Southern Illinois.
How You'll Help Us Build a Confident Future (Key Responsibilities)
* Direct all sales and growth initiatives for MetLife within his/her region, working closely with the sales team and their brokers and customers along with internal partners
* Identify, prioritize and help manage key relationships with targeted clients and brokers to create measurable business results
* Oversee pipeline management within his/her sales team to deliver sales projections to senior leadership
* Support and oversee negotiations with product and underwriting partners to achieve sales growth while meeting persistency and margin expectations
* Collaborate with other Regional Directors and operations partners (including but not limited to product, service and underwriting) to coordinate and support all applicable products, marketing, client service, etc. initiatives
* Recruit, develop and lead a results-oriented sales team, setting objectives for each individual and helping him/her to develop and execute on sales strategies to meet/exceed their goals
* Serve as an effective leader ensuring that goals are aligned with the rest of the organization, and ongoing training and development initiatives become a key focus for the sales team
* Lead a team of approximately 10 Account Executives
What You Need to Succeed (Required Qualifications)
* 10+ years of successful sales experience within the Group Insurance Industry.
* Strong understanding of the Kansas City, Missouri and Southern Illinois preferred.
* Proven success generating top and bottom-line growth.
* Extensive experience in applying financial insights and strategic thinking to position group benefits solutions that align with client goals and deliver measurable value.
* Demonstrated success in developing salespeople, fostering innovation and building a team.
* Embraces and leads teams through change
* Strong background in sales management and leadership within respected competitors in the insurance industry where he/she developed and executed a successful business strategy that led to new business.
* Must have a player-coach profile with demonstrated excellence in managing and leading a successful sales group
* An undergraduate degree is required.
* FINRA Series 6 and 26 registrations along with appropriate state licenses including Life, Accident & Health along with Property & Casualty must be obtained (MetLife will support the attainment of licenses)
* High standards of ethics, integrity and trustworthiness
* Articulate: excellent presentation and communication skills
* Results oriented with the ability to overachieve business objectives
* An effective team member; highly collaborative.
* Broad thinking business acumen, highly analytical, works well with data and information to draw appropriate conclusions
* Strong management and human relations skills in a style that exhibits maturity, leadership, sensitivity and teamwork
* The ability to work effectively in a large company environment.
* Strong written and verbal skills
Leadership Competencies:
* Think Strategically - Set direction aligned to the company's strategy, applying external and global perspective to meet local and global needs.
* Create Partnerships - Authentically build trusted relationships and collaborate across global, diverse and multi-functional teams to successfully drive business objectives.
* Seize Opportunity - Seek new opportunities and ways to create balanced business growth while improving operational capabilities.
* Grow Talent - Inclusively and proactively develop talent, empower individuals and manages diverse teams to drive engagement and performance.
* Focus on Customers - Broker focused and Broker centricity, ensure focus on creating great customer and broker experiences.
* Drive Results - Set aggressive goals and is accountable for continuously driving improved performance, leading change and ensuring high standards.
Equal Employment Opportunity/Disability/Veterans
If you need an accommodation due to a disability, please email us at accommodations@metlife.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application process.
MetLife maintains a drug-free workplace.
Executive Assistant
Metlife job in Kansas City, MO
This Executive Assistant position is responsible for providing a high level of administrative support to the VP, Underwriting and assistance to other leadership roles within the organization. This position requires excellent organizational skills, attention to detail, flexibility and the ability to prioritize workload and multi-task in an environment that requires frequent change. This individual must be able to work independently with minimal supervision and demonstrate excellent interpersonal and communication skills, both verbal and written. The individual is expected to maintain confidentiality and exhibit a high level of discretion and professionalism.
Key Responsibilities:
* Manage Microsoft Outlook calendar, inbox, and address books
* Schedule and coordinate meetings / conference calls; prepare related materials / correspondence; print materials
* Manage travel, calendar management, expense reports, catering, meeting/town hall logistics, org charts, distribution list
* Respond to inquiries for information and provide follow-up on requests to ensure resolution
* Maintain and manage office vendor relationships
* Participate in the planning and logistics for office outings and events; Coordinate various on-site meetings with internal and external parties.
* Arrange and coordinate complex travel itineraries
* Assist in the preparation and/or coordination of presentations, reports and spreadsheets by preparing and editing text, slides and other materials
* Assist with supply ordering, moves, facilities request, security request, etc.
* Process expense reports and vendor invoices for reimbursement/payments and reconciliation
Essential Business Experience and Technical Skills:
* 5-7+ years of relevant experience
* Extensive knowledge of PC equipment, software programs
* Strong organizational and interpersonal skills
* Highly proficient/fluency in Microsoft Office programs
* Highly professional in presence and communication skills (oral and written)
* High School diploma required / Associates or Bachelor Degree preferred
Equal Employment Opportunity/Disability/Veterans
If you need an accommodation due to a disability, please email us at accommodations@metlife.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application process.
MetLife maintains a drug-free workplace.
Associate Relationship Banker - Belton Branch - Belton, MO
Belton, MO job
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 an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
**Job responsibilities**
+ Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
+ Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
+ Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
+ Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
+ Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
+ Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
**Required qualifications, capabilities, and skills**
+ 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
+ Ability to create memorable experiences for our clients - elevate the client experience.
+ Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
+ Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
+ Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
+ High school degree, GED, or foreign equivalent.
+ Ability to work branch hours including weekends and some evenings.
**Preferred qualifications, capabilities, and skills**
+ College degree or military equivalent.
+ Experience adhering to banking policies, procedures, and regulatory requirements.
**Dodd Frank/Truth in Lending Act**
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
J.P. Morgan Wealth Management - Private Client Advisor - Kansas City, Missouri
Kansas City, MO job
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
**Job responsibilities**
+ Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
+ Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
+ Demonstrate a deep understanding of financial markets and sound business judgement
+ Exhibit unwavering integrity that points toward doing right by clients at every opportunity
+ Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
+ Provide a holistic view of clients' needs and financial coaching beyond investments
+ Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
**Required qualifications, capabilities, and skills**
+ At least 2 years in a Financial Advisor role or equivalent financial services experience
+ Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
+ Demonstrated ability and commitment to goals-based planning and advice
+ A valid and active Series 7
+ A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
+ A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
**Preferred qualifications, capabilities, and skills**
+ Certified Financial Planning (CFP ) certification is preferred
+ Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
- NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES - SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Junior Loan Officer
Kansas City, MO job
Job Description
From your first day to your next promotion, Mutual of Omaha Mortgage invests in your career. We are looking for an ambitious and driven individual to grow with us. We operate in a fast-paced, dynamic environment where everyone on the team strives to be the "best of the best". Our work atmosphere is highly- entrepreneurial.
Mutual of Omaha Mortgage is a division of Mutual of Omaha Insurance. Inspired by hometown values and committed to being responsible and caring for each other, we exist for the benefit of our customers. With this excellent reputation, you will find your customers more receptive because of our well branded name.
Mutual of Omaha Mortgage is a full service lending division offering a complete line of residential mortgages, refinancing, and specialty loans. We employ a knowledgeable staff of experienced Loan Officers with an operations team that is second to none. By constantly updating our loan programs and pricing based on market patterns, Mutual of Omaha Mortgage ensures that we deliver extremely competitive interest rates combined with optimal mortgage structuring.
Job Summary
The Junior Loan Officer provides administrative support to the Loan Officers and a high level of service to our customers via email and phone, providing information about the loan process, supporting basic questions, and gathering information from customers as directed by the Loan Officers. Marketing via social media and outreach via phone to past customers will be an important part of the role. This position would open the opportunity to grow into other roles over time if interested.
Why Choose Mutual:
Work/Life Balance- We understand you have a life outside of work and support a healthy work/life balance with flexible schedules and robust benefits including Medical, Dental, Life Insurance, and 401K with match
Love What You Do -Play an integral role in helping clients with their financial solutions. Sell from the heart without the seedy sales tactics. Go to sleep at night with a smile knowing you made a positive impact in someone's life.
Awesome Culture -Whether it's participating in a variety of volunteer opportunities, enjoying company outings, or testing your skills in a Bubble Hockey competition, Mutual of Omaha Mortgage's family-like culture is second to none!
Growth and Advancement -Your hard works creates your future advancement opportunities.
Coaching and Continued Training- We understand you may not have Mortgage experience, or its your first time doing Inside Sales. We provide extensive call coaching so you can transition easily without the "sink or swim" fear.
Inbound Leads - Our leads are any sales person's dream. Our Loan Officers work with incoming leads of customers interested in Mutual of Omaha Mortgage.
The Person:
Previous Sales or Customer Service Experience (in any capacity whether full time or part time)
Mortgage experience preferred
Bachelor's degree preferred
Desire to Succeed
Motivated, Competitive, and Driven
Great Communicator and Relationship Builder
Microsoft Office Proficient required (utilization of Outlook a must)
The Perks:
Base $14 Hourly Pay plus Commission on Closed/Funded Loans
Work/Life Balance: 40 hours/week Monday - Friday
Paid Sick Time - 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed.
9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday)
Multiple PPO Medical Plans, as well as HDHP eligible plan.
Dental Coverage
Vision Coverage
Company Paid Life Insurance
Additional Benefits including - Optional Life, FSA, Pet Insurance etc.
401K with a generous employer match
Free Legal Services
Employee Loan Program
Growth Opportunities
Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We are highly respected in our industry and growing our office with long term employees who are striving for a career.
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Accounting Analyst
Metlife job in Kansas City, MO
To be considered for this role, a top candidate will be virtual but commutable to one of the following MetLife offices with a presence in office 1x a month: St Louis MO, Tampa FL, Kansas City MO, Bridgewater NJ, NY NY, Oriskany NY, Southfield MI, Aurora IL
The Opportunity:
- Performs account reconciliation, troubleshoots discrepancies, investigates and resolves outstanding items. Traces transactions through both administrative and billing systems to determine root cause of out-of-balance condition.
-Maintains contacts outside of department for the purpose of analyzing and resolving account discrepancies and aged items.
-Analyzes, validates and processes transactions. Adjusts as needed to maintain integrity of ledgers
-Performs non-repetitive accounting duties requiring analysis and independent judgment in the calculation, validation and posting of premium entries.
-Assures adequate support or documentation for transactions and reports.
-Prepares various reports.
What You Need to Succeed:
- Knowledge of accounting and bookkeeping procedures.
- 3 - 5 years' experience in an accounting role.
- Analytical and problem-solving skills.
- Proficient Excel skills
- Must have good oral, written and interpersonal communication skills. High degree of professionalism and sound judgment when contacting others outside the organization.
- HS Diploma or equivalent required, bachelors preferred
Equal Employment Opportunity/Disability/Veterans
If you need an accommodation due to a disability, please email us at accommodations@metlife.com. This information will be held in confidence and used only to determine an appropriate accommodation for the application process.
MetLife maintains a drug-free workplace.
Senior Home Lending Advisor - Independence MO
Independence, MO job
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
Coaches and mentors the branch team by providing training on products and services.
Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
Builds role as the internal and external mortgage expert and maintains good relationships with customers.
Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
Bachelor's degree or equivalent work experience in sales and/or real estate
3+ years of mortgage lending and proven sales experience in retail banking
Knowledge of real estate market in local area
Excellent written and oral communication skills
Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
FHA/VA sales experience
Marketing, promoting, relationship building, and consulting skills
Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **********************************************************************
Auto-ApplyAssociate Relationship Banker - Belton Branch - Belton, MO
Belton, MO job
JobID: 210686551 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 an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
* College degree or military equivalent.
* Experience adhering to banking policies, procedures, and regulatory requirements.
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ****************************************************************
Auto-ApplyJ.P. Morgan Wealth Management - Private Client Advisor - Wichita, Missouri
Kansas City, MO job
JobID: 210691307 JobSchedule: Full time JobShift: : At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
* NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Auto-ApplyPrivate Client Banker - Parkville Branch - Parkville, MO
Parkville, MO job
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-Apply