Universal Banker
Personal Banker Job 28 miles from Centereach
We're currently recruiting for an Universal Banker to join a community orientated bank based in the CT area. The Universal Banker supports the Branch in opening new accounts, ensuring high levels of customer service, and assisting with the management of the branch cash and vault. If you're looking to join a bank that cares about both their employees and their customer - please apply!
Requirements:
Minimum of 1-3 years relevant experience in consumer, business banking or retail services
Strong understanding of banking products, services, and operations.
Excellent customer service and interpersonal skills.
For more information please email Megan at *****************************
Proprietary Equity Traders Wanted
Personal Banker Job 31 miles from Centereach
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
Universal Banker
Personal Banker Job 21 miles from Centereach
Plainview, NY Salary Range: $21.98/hr - $32.97/hr The Universal Banker (UB) acts as a full service, single point of contact for Apple Bank clientele by providing prompt, courteous, and efficient service to new and existing customers through the processing of monetary and account related transactions. The UB position is a hybrid role that requires the incumbent to operate in the dual capacity of Customer Service Representative and Teller, providing branch leadership with the ability to deliver quality customer service at an enhanced level. The Universal Banker also provides sales and service support to the branch by acquiring new clients, offering suitable Bank products/services (that add value to the customer), performing branch/platform related functions and processing account maintenance transactions.
The successful candidate will open new accounts, resolve issues, and educate our customers on Bank products/services and may refer them to a licensed representative of ABS Associates of NY, Inc. when appropriate. The UB seeks to build mutually beneficial and long-term relationships based on trust and the offering of suitable solutions that meet the client's needs, exceeding expectations.
ESSENTIAL DUTIES & RESPONSIBILITIES
Provide exceptional customer service by engaging clients in a friendly and professional manner and also resolving service-related issues timely and efficiently.
Conduct business ethically, thoroughly communicating to current and prospective clients the facts/features of the various products, accounts, and services that Apple Bank has to offer.
Recognize opportunities to acquire new or additional banking relationships by engaging in discussions with both customers, as well as prospects, to understand their needs and offer suitable products and services that add value; make appropriate referrals to licensed representatives of ABS Associates of NY, Inc.
Establish, retain, and deepen relationships with existing and potential customers to achieve team sales and referral goals while providing quality customer service.
Handle all aspects of Teller operations by processing transactions in accordance with established policies and procedures; prove daily transactions within a reasonable timeframe and safeguard assigned cash and negotiable instruments.
Assist in the opening and closing of vault, safe, and ATM machine and ensure the customer area is kept orderly and properly supplied (deposit and withdrawal tickets, ATM envelopes, changing the rate boards, dates on writing desks, etc.).
Communicate all disclosures, rules, and regulations covering transactions, as well as FDIC protection to customers upon the opening of new accounts.
Ensure accurate new account record keeping practices and perform timely follow-up as needed.
Adhere to regulatory, compliance, security, and audit policies/procedures, as well as our code of conduct and operational controls to ensure the safety and security of the client, as well as Bank assets.
Protect Bank against loss by ensuring that all new account procedures including CIP and BSA requirements are adhered to.
Assist in training and mentoring of newly hired Tellers, Customer Service Representatives, and Universal Bankers.
Build and maintain technical and professional knowledge by attending educational workshops.
Perform additional duties as requested.
SKILLS, EDUCATION, & EXPERIENCE
High School Diploma or GED required.
Must have at least 1-2 years retail banking experience in the combined experience of Teller/ Customer Service Representative.
General understanding of banking operations (Risk, Compliance, Fraud, Loss, etc.) preferred.
Prior experience in fostering and developing strong customer relationships.
Ability to develop, as well as maintain a detailed level of knowledge of banking products and services.
Display willingness to be cross trained in other branch functions.
Excellent problem-solving skills with the ability to provide solutions to customer issues.
Must present a confident, professional, and positive demeanor to customers.
Excellent interpersonal and communication (verbal + written) skills; must have excellent phone skills.
Strong organizational skills and detailed oriented.
Basic knowledge of Microsoft Office suite of products (Word, Excel, & PowerPoint).
Display sound judgment and discretion when utilizing confidential information.
Weekend work and extended hours or filling in at neighboring branch locations may be required.
Visa sponsorship not available.
We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.
HF Independent Trader
Personal Banker Job 24 miles from Centereach
About: Our client is a fund management company specializing in algorithmic trading across global financial markets. Theirs is an independent pod-based structure, offering traders / PM's / trading teams access to advanced, low-latency trading technology platforms complemented by a deep bench of technological, operational and support services. They currently trade between 1% - 2% of the U.S. Equities markets, realizing top tiers across all major Exchanges and ATS's.
Job Description:
We are actively recruiting experienced Portfolio Managers / Traders across both U.S. equities quantitative trading businesses; high-frequency trading & statistical arbitrage trading. Ideal candidates should possess the following:
● Experienced U.S. equities quantitative traders / portfolio managers; HFT or Stat Arb
● Fully automated and proven algorithmic / quantitative trading strategies
● Minimum Sharpe of 3.0+
● Provide prior 2+ years of historical performance
● Ability to be self sufficient and work from anywhere (location agnostic)
Main Banker
Personal Banker Job 6 miles from Centereach
Balance the vault and accurately count and balance all cashier moneybags returned to vault as per New York State Gaming Commission regulations. Oversee all operations and ensure all regulations and policies are being followed.
Core Responsibilities:
Ensure all bank reconciliations, issue banks, receive banks, and assist with armored car transfers.
Ensure all New York State Gaming Commission regulations and procedures are being followed.
Verify vault daily.
Accurately count Vault funds.
Prepare cashier money bags for upcoming shifts.
Balance all proceeds on table at end of shift.
Deliver cash draws of money to cage Supervisors as needed.
Prepare bank for morning supervisors.
Maintain an accurate cash balance.
Train current and new associates with proper procedures and regulations.
Maintain a safe work and customer environment.
Treats each person, customer, or associate as an individual and in a professional manner.
Leads by example in the skills of Guest service and positive interaction with associates, guests, and supervisors by mutual respect for all people's needs.
Other duties as assigned.
Qualifications/Requirements:
High school diploma or GED required.
Must be able to obtain a New York State Gaming Commission license
Two years' experience in cash handling required (Bank and or Vault)
One- or two-year supervisory experience required.
Preferred Skills
Intermediate computer skills, including e-mail, word, excel spreadsheets, routine data input and recordkeeping.
Basic Math skills, addition, and subtraction.
Able to handle large money transactions.
Able to lift 30 pounds frequently.
Weekends, Holidays, and swing shifts may be required
Experienced Trader
Personal Banker Job 37 miles from Centereach
We are Gelber Group -- Passion for Trading. Powered by Technology. Headquartered in Chicago with offices across the United States and Europe, Gelber has set the bar as one of the industry's innovative and enduring proprietary trading firms for more than 40 years. Our success derives from a relentless pursuit of new trading ideas and careful attention to technology.
We have a culture of entrepreneurship, innovation, and collaboration. We empower each member of our team to have a meaningful impact from the start. We employ a flat organizational structure and focus on meritocracy.
If you flourish in a fast-paced environment, have a strong work ethic, a competitive attitude, and a proven record of trading profitability, Gelber is right for you.
What you'll need:
* Proven track record of profitability as a trader for at least two years
* Develop and implement trading strategies aimed at generating consistent profits while adhering to risk management guidelines and regulatory requirements
* The ability to create and support quantitative models
* Experience with data analysis programming languages (Python is a plus)
* An attentive, mindful, and focused demeanor
* Proven self-starter
* Ability to thrive in a fast-paced and dynamic trading environment, with a focus on teamwork, collaboration and continuous improvement
* Strong communicator who works well with others but also thrives in an entrepreneurial environment
The approximate annual base compensation range for this position in White Plains, New York is $72,000 to $120,000. The actual offer, reflecting the total compensation package plus benefits, will be determined by a number of factors which include but are not limited to the applicant's experience, knowledge, skills, and abilities; geographic location; and internal equity. In addition to your salary, our total rewards package includes health benefits, a 401(k) plan, PTO, parental leave, professional development, tuition reimbursement and discretionary bonus, enhancing your overall total rewards package.
Benefits and Culture:
* Medical, Dental and Vision Benefits
* Life insurance and long-term disability
* 401K
* Generous vacation time, paid holidays, and paid parental leave
* Social events including team dinners and holiday parties
* Employee referral bonus program
* Tuition Reimbursement
* Charitable giving and company match
* Casual, relaxed office environment
Private Client Banker - Westport Main St - Westport, CT
Personal Banker Job 24 miles from Centereach
JobID: 210605968 JobSchedule: Full time JobShift: Base Pay/Salary: Westport,CT $25.00-$30.29 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: **************************************************************************
Private Client Banker - New Haven Church St - New Haven, CT
Personal Banker Job 31 miles from Centereach
You have an obsession 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
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: *********************************************************************
Universal Banker - Hicksville
Personal Banker Job 24 miles from Centereach
Job Title: Universal Banker Job Classification: Sales Department: Retail Banking Status: Non-exempt Reports To: Branch Manager Hiring Range: $47,000 - $58,000 Serving Others is Our Passion: As a growing member of the community for more than 90 years, Flushing Bank is dedicated to supporting and serving the individuals, families, professionals, and businesses in Brooklyn, Queens, Manhattan, and on Long Island.
WE can offer YOU: Medical, Dental, & Vision Insurance, Short Term & Long Term Disability, Group Term Life, 401K Plus Employer Match, Paid Time Off, 11 Paid Holidays, Employee Referral Program, generous Incentive Programs, Volunteer Opportunities, and a Supportive Environment Focused on Learning and Advancement.
General Statement of Duties:
You will be part of a team of professional individuals with a shared focus on delivering world-class customer service. You will be engaged in all aspects of customer interaction involving sales, service and transaction processing, focusing on building full banking relationships with current clients and prospects.
Major Duties and Responsibilities:
* Proactively and professionally greet customers as they enter the branch and determine the best way to manage their experience.
* Engage with customers following established customer interaction model, to establish new customer relationships, retain and deepen existing customer relationships and provide highest customer service standards.
* Fulfill customer financial needs, both immediate and longer term, by utilizing needs-based selling to offer appropriate solutions and referring to business partners when necessary.
* Successfully and seamlessly accept and process deposits, payments, checks for cashing and other transactions.
* Recognize and cross-sell opportunities, including core deposit accounts as well as insurance and investment products. Refer to specialists as required.
* If properly licensed and certified to sell investments, perform required activities to achieve Investment sales goals. Establish effective partnership with the Financial Consultant.
* Engage in outbound calling and outreach activities to generate a consistent flow of qualified referrals and building a robust pipeline of sales opportunities.
* Establish proficiency of the Bank's systems needed to effectively service customers with the highest of service standards.
* Meet or exceed all financial objectives pertaining to individual goals and branch team goals.
* Ensure compliance with all regulations, policies and procedures. Perform additional accountabilities required.
* Perform operational responsibilities as designated by management.
* Other duties as assigned.
Requirements
* Bachelor's Degree in Business, Finance or related field, or comparable education and/or experience is required.
* A minimum of 2 years experience in a financial institution or comparable experience in a retail environment.
* The financial expertise and experience to offer product recommendations that will help customers with their immediate financial needs, as well as providing guidance to achieve their long term financial goals.
* Knowledge of financial institution operations, procedures and the ability to interpret and understand laws and regulations.
* Working knowledge of Windows, Microsoft Office, and multiple computer and software systems. Technology proficient for providing online and mobile banking demonstrations and understands how social media plays into today's financial world.
* Polished interpersonal communication and client service and sales skills.
* Ability to apply strong analytical skills in reviewing data received from business partners.
* Effective communication skills including oral and written skills.
* The ability to work with all levels of management and staff.
* A high level of trustworthiness, professionalism, confidentiality, teamwork, and honesty in dealing with colleagues and customers.
* Securities and Life & Health Licensing a plus, but not required.
This is a non-exempt position, eligible for overtime if hours worked are over 40 hours.
The actual compensation will be based on qualifications, experience and other factors permitted by law.
EOE, including disability/veterans.
Universal Banker (Great Neck Branch)
Personal Banker Job 34 miles from Centereach
Come work with us:
Metropolitan Commercial Bank (the “Bank”) is a New York City based full-service commercial bank that provides a broad range of business, commercial and personal banking products and services to individuals, small businesses, private and public middle-market and corporate enterprises and institutions, municipalities and local government entities. The Bank operates banking centers and private client offices in Manhattan and Boro Park, Brooklyn in New York City and Great Neck on Long Island in New York State.
The Bank is a New York State chartered commercial bank, a member of the Federal Reserve System and the Federal Deposit Insurance Corporation, and an equal housing lender. The parent company of Metropolitan Commercial Bank is Metropolitan Bank Holding Corp. (NYSE: MCB).
For more information, please visit the Bank's website at MCBankNY.com.
Metropolitan Commercial Bank was named one of Newsweek's Best Regional Banks and Credit Unions 2024. The Bank was ranked by Independent Community Bankers of America among the top ten successful loan producers for 2023 by loan category and asset size for commercial banks with more than $1 billion in assets. The Bank finished ninth in S&P Global Market Intelligence's annual ranking of the best-performing community banks with assets between $3 billion and $10 billion for 2022 and eighth among top-performing community banks in the Northeast region for 2022.
About the role:
As a Floating Universal Banker, you will engage closely with new and existing customers to understand their financial needs, recommending appropriate products and services related to spending and saving. The Floating Universal Banker is the financial liaison to every customer entering the branch. Your highest priority will be to ensure that customers are extremely satisfied with every interaction. You will develop deep and meaningful relationships with the customer to resolve issues, educate customers on the various ways they can bank with us, and process teller transactions as required. This role will support all of MCB Branch locations on a regular basis as resourcing needs at various locations are required.
Duties and responsibilities of the job include the following (but is not limited to):
Provide branch support across each MCB location on a daily/weekly basis.
Collaborates with the Market Sales Manager, to drive growth / generate leads, and referrals for new business, through prospecting, cold calling, and networking.
Engage with customers to develop a positive customer experience; strive to make each customer interaction the best experience of their day.
Develop new and existing customers by understanding their financial needs, providing products and solutions to help them spend and save.
Go above and beyond for customers to strengthen and retain long term relationships.
Grow new business and drive referrals to branch colleagues and partners to support the broader financial needs of customers.
Serve as the financial liaison to customers while providing world class customer service.
Open new accounts and assist with teller transactions as needed.
Bring a positive energy and confidence to Metropolitan Commercial Bank and its customers every day.
Present a professional appearance as the face of Metropolitan Commercial Bank.
Knowledge, Skills, and Abilities:
High School degree or GED required
Minimum of 2+ year cash handling experience strongly preferred
2+ years of sales and customer service experience
Ability to consistently travel to multiple branch locations and provide support to those branch locations on a daily and/or week to week basis.
Strong listening and customer service skills
Ability to effectively ask questions and identify needs to enhance the customer relationship
Commitment to building relationships through phone engagements
Ability to problem solve and provide solutions to customer issues
Ability to strengthen relationships with teammates, business partners and specialists through collaboration
Self-motivated, confident and ability to multitask effectively
Perform quality work within determined timeframes
Interact professionally with other employees, customers, vendors and shareholders
Work independently while understanding the necessity for communicating and coordinating work efforts with other employees, departments, divisions, etc.
Work on ad-hoc tasks, assignments and projects as needed
Potential Salary: $45,000 - $65,000 annually
This salary range only reflects base wages and does not include benefits, bonus, or incentive pay. Salary bands are purposefully wide ranging to encompass the different factors considered in determining where a candidate falls in the range, including but not limited to, seniority, performance, experience, education, and any other legitimate, non-discriminatory factor permitted by law.
Metropolitan Commercial Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Universal Banker (Great Neck Branch)
Personal Banker Job 34 miles from Centereach
Come work with us: Metropolitan Commercial Bank (the "Bank") is a New York City based full-service commercial bank that provides a broad range of business, commercial and personal banking products and services to individuals, small businesses, private and public middle-market and corporate enterprises and institutions, municipalities and local government entities. The Bank operates banking centers and private client offices in Manhattan and Boro Park, Brooklyn in New York City and Great Neck on Long Island in New York State.
The Bank is a New York State chartered commercial bank, a member of the Federal Reserve System and the Federal Deposit Insurance Corporation, and an equal housing lender. The parent company of Metropolitan Commercial Bank is Metropolitan Bank Holding Corp. (NYSE: MCB).
For more information, please visit the Bank's website at MCBankNY.com.
Metropolitan Commercial Bank was named one of Newsweek's Best Regional Banks and Credit Unions 2024. The Bank was ranked by Independent Community Bankers of America among the top ten successful loan producers for 2023 by loan category and asset size for commercial banks with more than $1 billion in assets. The Bank finished ninth in S&P Global Market Intelligence's annual ranking of the best-performing community banks with assets between $3 billion and $10 billion for 2022 and eighth among top-performing community banks in the Northeast region for 2022.
About the role:
As a Floating Universal Banker, you will engage closely with new and existing customers to understand their financial needs, recommending appropriate products and services related to spending and saving. The Floating Universal Banker is the financial liaison to every customer entering the branch. Your highest priority will be to ensure that customers are extremely satisfied with every interaction. You will develop deep and meaningful relationships with the customer to resolve issues, educate customers on the various ways they can bank with us, and process teller transactions as required. This role will support all of MCB Branch locations on a regular basis as resourcing needs at various locations are required.
Duties and responsibilities of the job include the following (but is not limited to):
* Provide branch support across each MCB location on a daily/weekly basis.
* Collaborates with the Market Sales Manager, to drive growth / generate leads, and referrals for new business, through prospecting, cold calling, and networking.
* Engage with customers to develop a positive customer experience; strive to make each customer interaction the best experience of their day.
* Develop new and existing customers by understanding their financial needs, providing products and solutions to help them spend and save.
* Go above and beyond for customers to strengthen and retain long term relationships.
* Grow new business and drive referrals to branch colleagues and partners to support the broader financial needs of customers.
* Serve as the financial liaison to customers while providing world class customer service.
* Open new accounts and assist with teller transactions as needed.
* Bring a positive energy and confidence to Metropolitan Commercial Bank and its customers every day.
* Present a professional appearance as the face of Metropolitan Commercial Bank.
Knowledge, Skills, and Abilities:
* High School degree or GED required
* Minimum of 2+ year cash handling experience strongly preferred
* 2+ years of sales and customer service experience
* Ability to consistently travel to multiple branch locations and provide support to those branch locations on a daily and/or week to week basis.
* Strong listening and customer service skills
* Ability to effectively ask questions and identify needs to enhance the customer relationship
* Commitment to building relationships through phone engagements
* Ability to problem solve and provide solutions to customer issues
* Ability to strengthen relationships with teammates, business partners and specialists through collaboration
* Self-motivated, confident and ability to multitask effectively
* Perform quality work within determined timeframes
* Interact professionally with other employees, customers, vendors and shareholders
* Work independently while understanding the necessity for communicating and coordinating work efforts with other employees, departments, divisions, etc.
* Work on ad-hoc tasks, assignments and projects as needed
Potential Salary: $45,000 - $65,000 annually
This salary range only reflects base wages and does not include benefits, bonus, or incentive pay. Salary bands are purposefully wide ranging to encompass the different factors considered in determining where a candidate falls in the range, including but not limited to, seniority, performance, experience, education, and any other legitimate, non-discriminatory factor permitted by law.
Metropolitan Commercial Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.
Universal Banker
Personal Banker Job 29 miles from Centereach
Purpose: Universal Banker (UB) is responsible for assisting all bank clients, opening new accounts, verifying the identity of account holders, assisting customers with transactions and conducting both teller and cash vault transactions in an accurate and timely manner. In addition, they are also responsible for the overall sales and servicing of all Bank products and services. The UB must maintain current knowledge of Bank's products, services and current promotions. They are accountable for providing operational support and exceptional customer service while maintaining essential controls and safeguards.
Essential Job Functions:
Maintain exceptional customer service standard, greet customers and facilitate a welcoming customer focused environment.
Accurately processes transactions and open new accounts in a timely and professional manner and request the required identification.
Communicate ideas on how to improve a customer's experience to Branch Management.
Maintain current knowledge of all Federal and State laws and regulations along with the Bank's policies and procedures.
Processes Teller transactions in an accurate and timely manner (e.g., deposits, withdrawals, payments, transfers, check cashing, negotiable purchasing, etc.)
Processes and validates accuracy of coin and currency amounts related to incoming and outgoing cash shipments.
Responsible for monitoring and maintaining Branch cash supply.
Process assigned reports and/or job duties in an accurate and timely manner.
Answer customer questions and concerns regarding banking products and services.
Maintains a current understanding of the Bank's new account opening procedures.
Keeps current information of the Bank's products and services
Equity Trader Position
Personal Banker Job 30 miles from Centereach
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
Universal Banker
Personal Banker Job 15 miles from Centereach
Greenlawn, New York Salary Range: $21.98/hr - $32.97/hr Hiring immediately. $2,000 new hire sign -on bonus! Wouldn't it be great to build your career at a bank that's known for putting the best interests of their customers first? That's exactly who we are, come grow with us at Apple Bank!
What we offer:
• $2,000 sign-on bonus payable after completing 6 months of employment
• Excellent starting salary plus incentives
• Comprehensive employee benefits package, including medical, dental,
vision, pre-tax transit, health and life and disability insurance
• Paid vacation time, sick time and 11 company paid holidays
• 401k (with up to 4% match)
• Up to $5,250 tuition reimbursement
The Universal Banker (UB) acts as a full service, single point of contact for Apple Bank clientele by providing prompt, courteous, and efficient service to new and existing customers through the processing of monetary and account related transactions. The UB position is a hybrid role that requires the incumbent to operate in the dual capacity of Customer Service Representative and Teller, providing branch leadership with the ability to deliver quality customer service at an enhanced level. The Universal Banker also provides sales and service support to the branch by acquiring new clients, offering suitable Bank products/services (that add value to the customer), performing branch/platform related functions and processing account maintenance transactions.
The successful candidate will open new accounts, resolve issues, and educate our customers on Bank products/services and may refer them to a licensed representative of ABS Associates of NY, Inc. when appropriate. The UB seeks to build mutually beneficial and long-term relationships based on trust and the offering of suitable solutions that meet the client's needs, exceeding expectations.
ESSENTIAL DUTIES & RESPONSIBILITIES
Provide exceptional customer service by engaging clients in a friendly and professional manner and also resolving service-related issues timely and efficientlyR
Conduct business ethically, thoroughly communicating to current and prospective clients the facts/features of the various products, accounts, and services that Apple Bank has to offer.
Recognize opportunities to acquire new or additional banking relationships by engaging in discussions with both customers, as well as prospects, to understand their needs and offer suitable products and services that add value; make appropriate referrals to licensed representatives of ABS Associates of NY, Inc.
Establish, retain, and deepen relationships with existing and potential customers to achieve team sales and referral goals while providing quality customer service.
Handle all aspects of Teller operations by processing transactions in accordance with established policies and procedures; prove daily transactions within a reasonable timeframe and safeguard assigned cash and negotiable instruments.
Assist in the opening and closing of vault, safe, and ATM machine and ensure the customer area is kept orderly and properly supplied (deposit and withdrawal tickets, ATM envelopes, changing the rate boards, dates on writing desks, etc.).
Communicate all disclosures, rules, and regulations covering transactions, as well as FDIC protection to customers upon the opening of new accounts.
Ensure accurate new account record keeping practices and perform timely follow-up as needed.
Adhere to regulatory, compliance, security, and audit policies/procedures, as well as our code of conduct and operational controls to ensure the safety and security of the client, as well as Bank assets.
Protect Bank against loss by ensuring that all new account procedures including CIP and BSA requirements are adhered to.
Assist in training and mentoring of newly hired Tellers, Customer Service Representatives, and Universal Bankers.
Build and maintain technical and professional knowledge by attending educational workshops.
Perform additional duties as requested.
SKILLS, EDUCATION, & EXPERIENCE
High School Diploma or GED required.
Must have at least 1-2 years retail banking experience in the combined experience of Teller/ Customer Service Representative.
General understanding of banking operations (Risk, Compliance, Fraud, Loss, etc.) preferred.
Prior experience in fostering and developing strong customer relationships.
Ability to develop, as well as maintain a detailed level of knowledge of banking products and services.
Display willingness to be cross trained in other branch functions.
Excellent problem-solving skills with the ability to provide solutions to customer issues.
Must present a confident, professional, and positive demeanor to customers.
Excellent interpersonal and communication (verbal + written) skills; must have excellent phone skills.
Strong organizational skills and detailed oriented.
Basic knowledge of Microsoft Office suite of products (Word, Excel, & PowerPoint).
Display sound judgment and discretion when utilizing confidential information.
Weekend work and extended hours or filling in at neighboring branch locations may be required.
Visa sponsorship not available.
We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.
Experienced Trader
Personal Banker Job 37 miles from Centereach
We are Gelber Group -- Passion for Trading. Powered by Technology.
Headquartered in Chicago with offices across the United States and Europe, Gelber has set the bar as one of the industry's innovative and enduring proprietary trading firms for more than 40 years. Our success derives from a relentless pursuit of new trading ideas and careful attention to technology.
We have a culture of entrepreneurship, innovation, and collaboration. We empower each member of our team to have a meaningful impact from the start. We employ a flat organizational structure and focus on meritocracy.
If you flourish in a fast-paced environment, have a strong work ethic, a competitive attitude, and a proven record of trading profitability, Gelber is right for you.
What you'll need:
Proven track record of profitability as a trader for at least two years
Develop and implement trading strategies aimed at generating consistent profits while adhering to risk management guidelines and regulatory requirements
The ability to create and support quantitative models
Experience with data analysis programming languages (Python is a plus)
An attentive, mindful, and focused demeanor
Proven self-starter
Ability to thrive in a fast-paced and dynamic trading environment, with a focus on teamwork, collaboration and continuous improvement
Strong communicator who works well with others but also thrives in an entrepreneurial environment
The approximate annual base compensation range for this position in White Plains, New York is $72,000 to $120,000. The actual offer, reflecting the total compensation package plus benefits, will be determined by a number of factors which include but are not limited to the applicant's experience, knowledge, skills, and abilities; geographic location; and internal equity. In addition to your salary, our total rewards package includes health benefits, a 401(k) plan, PTO, parental leave, professional development, tuition reimbursement and discretionary bonus, enhancing your overall total rewards package.
Benefits and Culture:
Medical, Dental and Vision Benefits
Life insurance and long-term disability
401K
Generous vacation time, paid holidays, and paid parental leave
Social events including team dinners and holiday parties
Employee referral bonus program
Tuition Reimbursement
Charitable giving and company match
Casual, relaxed office environment
If you are based in California, we encourage you to read the Gelber Privacy Notice for California Employees and Applicants, linked
here
.
Private Client Banker - Westport Main St - Westport, CT
Personal Banker Job 24 miles from Centereach
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: **************************************************************************
Universal Banker - Hauppauge
Personal Banker Job 8 miles from Centereach
Job Title: Universal Banker Job Classification: Sales Department: Retail Banking Status: Non-exempt Reports To: Branch Manager Hiring Range: $47,000 - $58,000 Serving Others is Our Passion: As a growing member of the community for more than 90 years, Flushing Bank is dedicated to supporting and serving the individuals, families, professionals, and businesses in Brooklyn, Queens, Manhattan, and on Long Island.
WE can offer YOU: Medical, Dental, & Vision Insurance, Short Term & Long Term Disability, Group Term Life, 401K Plus Employer Match, Paid Time Off, 11 Paid Holidays, Employee Referral Program, generous Incentive Programs, Volunteer Opportunities, and a Supportive Environment Focused on Learning and Advancement.
General Statement of Duties:
You will be part of a team of professional individuals with a shared focus on delivering world-class customer service. You will be engaged in all aspects of customer interaction involving sales, service and transaction processing, focusing on building full banking relationships with current clients and prospects.
Major Duties and Responsibilities:
* Proactively and professionally greet customers as they enter the branch and determine the best way to manage their experience.
* Engage with customers following established customer interaction model, to establish new customer relationships, retain and deepen existing customer relationships and provide highest customer service standards.
* Fulfill customer financial needs, both immediate and longer term, by utilizing needs-based selling to offer appropriate solutions and referring to business partners when necessary.
* Successfully and seamlessly accept and process deposits, payments, checks for cashing and other transactions.
* Recognize and cross-sell opportunities, including core deposit accounts as well as insurance and investment products. Refer to specialists as required.
* If properly licensed and certified to sell investments, perform required activities to achieve Investment sales goals. Establish effective partnership with the Financial Consultant.
* Engage in outbound calling and outreach activities to generate a consistent flow of qualified referrals and building a robust pipeline of sales opportunities.
* Establish proficiency of the Bank's systems needed to effectively service customers with the highest of service standards.
* Meet or exceed all financial objectives pertaining to individual goals and branch team goals.
* Ensure compliance with all regulations, policies and procedures. Perform additional accountabilities required.
* Perform operational responsibilities as designated by management.
* Other duties as assigned.
Requirements
* Bachelor's Degree in Business, Finance or related field, or comparable education and/or experience is required.
* A minimum of 2 years experience in a financial institution or comparable experience in a retail environment.
* The financial expertise and experience to offer product recommendations that will help customers with their immediate financial needs, as well as providing guidance to achieve their long term financial goals.
* Knowledge of financial institution operations, procedures and the ability to interpret and understand laws and regulations.
* Working knowledge of Windows, Microsoft Office, and multiple computer and software systems. Technology proficient for providing online and mobile banking demonstrations and understands how social media plays into today's financial world.
* Polished interpersonal communication and client service and sales skills.
* Ability to apply strong analytical skills in reviewing data received from business partners.
* Effective communication skills including oral and written skills.
* The ability to work with all levels of management and staff.
* A high level of trustworthiness, professionalism, confidentiality, teamwork, and honesty in dealing with colleagues and customers.
* Securities and Life & Health Licensing a plus, but not required.
This is a non-exempt position, eligible for overtime if hours worked are over 40 hours.
The actual compensation will be based on qualifications, experience and other factors permitted by law.
EOE, including disability/veterans.
Private Client Banker - Babylon, NY
Personal Banker Job 21 miles from Centereach
You have an obsession 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
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: *********************************************************************
Proprietary Equity Trader Position
Personal Banker Job 31 miles from Centereach
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
Private Client Banker - Westport Main St - Westport, CT
Personal Banker Job 24 miles from Centereach
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
**Job responsibilities**
+ Shares the value of Chase Private Client with clients that may be eligible
+ Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
+ Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
+ Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
+ Adheres to policies, procedures, and regulatory banking requirements
**Required qualifications, capabilities, and skills**
+ Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
+ 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
+ Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
+ Compliance with Dodd Frank/Truth in Lending Act*
+ High school degree, GED, or foreign equivalent
+ Adherence to policies, procedures, and regulatory banking requirements
+ Ability to work branch hours, including weekends and some evenings
**Preferred qualifications, capabilities, and skills**
+ Excellent communication skills
+ College degree or military equivalent
+ Experience cultivating relationships with affluent clients
+ Strong team orientation with a commitment of long-term career with the firm
**Dodd Frank/Truth in Lending Act**
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Westport,CT $25.00 - $30.29 / hour