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Senior MD, Investment Banking & M&A Growth
Portage Point Partners
Personal banker job in Atlanta, GA
A leading financial consultancy in the United States is seeking a Managing Director for its Investment Banking (IB) team. This role offers a unique opportunity to lead complex M&A transactions and manage client relationships. The ideal candidate has over 15 years of investment banking experience, strong leadership skills, and a proven ability to thrive in a high-performance environment. The position offers a competitive compensation package of $1.2M to $3M annually.
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$110k-210k yearly est. 3d ago
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Citi Private Bank - UHNW Private Banker - Director / MD
Citigroup Inc. 4.6
Personal banker job in Atlanta, GA
Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to clients by building and drawing upon a network of internal resources, often global, to achieve desired results. Successful Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into target market clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive fragmented market, taking fullest advantage of the Citi franchise while protecting the Bank and client/firm by complying with relevant policies, procedures, and country legal/regulatory requirements.
Job Requirements New Client and Business Development
Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending
Create sales and marketing strategies designed to generate revenue growth and to acquire new target clients within different sectors
Prospecting - generate leads and develop prospects, network to identify referrals to new clients/prospects
Profile, qualify, and convert prospects into CPB clients.
Identify and execute on new business opportunities with existing clients
Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients/prospects
Present and communicate to clients/prospects complex financial concepts and investment strategies in a way that is easily understood
Relationship Management
Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters
Create, organize, and implement a wealth management strategy designed to deepen relationships with existing clients
Manage client expectations regarding what can and cannot be executed on their behalf
Ensure financial strategies are kept current and appropriately aligned with client objectives
Understand and communicate the risk involved with financial and investment strategies
Ensure all client inquiries and problems are handled effectively and resolved
Help team members to acquire experience and establish credibility with clients
Compliance Oversight and Controls
Comply with all regulatory policies and control procedures regarding client transactions and suitability
Oversee and ensure compliance with the following processes: Investment Objective Setting (IOS), Client Risk Profile (CRF), Periodic Client Reviews
Oversee and ensure clients are on‑boarded appropriately including all required documentation is complete and accurate
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgement regarding personal behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Skills and Knowledge
Client facing experience, preferably in the financial services industry. Strong knowledge of investments, banking and credit products
Strong knowledge of financial industry and current market conditions
Strong verbal and written communication skills. Excellent interpersonal skills, problem solving, team work and analytical skills
Ability to establish relationships and partner effectively with various groups including sales, service, operations, compliance, and marketing
Ability to understand, utilise and learn computer and web based applications
Qualifications and Education
15+ years of experience
Licensing: Series 7 & 66 (or 63 & 65) & 31
Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling
Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities.
Job Family Group
Private Client Coverage
Job Family
Private Banker
Time Type
Full time
Primary Location
Atlanta Georgia United States
Primary Location Full Time Salary Range
$200,000.00 - $500,000.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date
Jul 15, 2025
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
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$121k-196k yearly est. 2d ago
SBA Banker III
Seacoast National Bank 4.9
Personal banker job in Atlanta, GA
The Small Business Administration (SBA) Banker III is responsible for leading business development with a primary focus on SBA lending while maintaining market leadership presence in the local community. The SBA Banker is responsible for soliciting and servicing prospective clients producing SBA 7a and 504 as well as generating and managing a portfolio of business and corresponding relationships, while seeking new accounts through calling efforts, marketing, and referrals. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Business Development
Quickly establish a consistent SBA business development cadence in the marketplace which includes but is not limited to:
Call Planning and Follow-Up
Client Retention Calls
New Client Prospecting
Outbound Telephone Calling Efforts
Networking Events
Maintain and expand a mature Center of Influence (COI) base of community and business leaders, leveraging them to gain additional business through referrals.
Responsible for sales, credit analysis, proper loan structuring (SBA loan packaging and submission), client interviewing and perceptive character judgment.
Source and build new business relationships.
Credit Acumen
Complete understanding of all business credit facilities including, but not limited to:
Structuring proper terms and product based on business need, useful life and business growth.
Basic understanding of business and personal financial statements and tax returns to identify credit worthiness and identifying risk potential.
Ability to identify short- and long-term credit facility needs based on business sales cycle, type of business, growth plans, and business strategy.
Educates prospective clients about the Bank's underwriting guidelines, SBA programs and all applicable government regulations.
Coordinates with attorney, loan closer and other involved staff to assure timely loan closing and funding activities.
Able to balance business needs with customer requests while managing potential risk to the bank.
Adheres to Seacoast Bank's Code of Conduct.
Acts as a mentor to junior level SBA Lenders within Seacoast Bank.
Adheres to policy & procedure of Seacoast Bank and must comply with BSA/AML/OFAC regulations and guidelines. Accept loan applications and the collection all required applicant information while following Fair Lending performance standards and ensuring fair and equal treatment to all applicants. Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the applicant and their credit needs. Proactively helps to resolve customer concerns in a timely, professional, and positive manner, escalating issues to the next level of authority as needed.
EDUCATION and/or EXPERIENCE:
High School Diploma or equivalent required.
College degree in a financial related discipline preferred.
5+ years of directly related SBA experience preferred.
10+ years in business development and/or financial services experience required.
Demonstrate excellent communication (written and verbal) and interpersonal skills.
PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software.
The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.
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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$48k-86k yearly est. 3d ago
Mortgage Banker
Renasant Bank 4.3
Personal banker job in Atlanta, GA
Job ID 2025-12944
The Mortgage Banker will be responsible for establishing and maintaining relationships with Renasant Bank Branch Managers, Realtors, and Builders throughout a designated service area for the purpose of generating production of all one to four family residential products (conforming, conventional, FHA, and VA, as well as other products as they become available). This individual will serve as the facilitator of the mortgage loan process and also must maintain productive relationship with mortgage operations staff.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
Originate all types of 1-4 family residential loans
Maintain written goals that are created in conjunction with the Mortgage Banking Department
Coordinate loan production throughout assigned service area
Maintain prescribed system status report of all loan cases in process
Report monthly on the calls made to banks, realtors, and builders
Communicate with the Mortgage Banking department in order to clarify program changes or updates to branch personnel throughout assigned service area
Counsel and communicate with the prospective borrower for the purpose of determining what loan products would be applicable
Schedule appointments to take applications at a location (home, branch office, or work location) convenient to the customer, and work with the customer in the completion of an accurate application and acquisition of supporting documentation
Gather additional information required for the closing of the mortgage which is requested by the Mortgage Banking Department in a timely manner and maintain a status report of all loans in process
Assist customer with closing contingencies
Prepare Good Faith Estimate and Truth-In-Lending within 72 hours from date of application on all applications taken
Provide the Realtor (if applicable) with a weekly written review on the progress of the loan
Educate and update branch personnel throughout immediate service area on identification of conforming loan requirements and how to answer customer inquiries
Establish rapport with the local real estate community and update regularly on programs available by calling on realtors, builders, and attorneys that have an existing relationship with Renasant Bank for the solicitation of the origination of mortgage loans and to determine product needs and coordinate these needs with supervisor
Survey local market areas regularly
Establish priority accounts (realtors, builders, title companies, etc.) and visit respective offices at least once a week
Conduct seminars for local realtors and new associates on different aspects of lending; i.e., conventional, FHA/VA, ARM's, CRA)
Become active in local affiliations relative to mortgage loan production; i.e., Board of Realtors, Home Builders Association
Perform all duties in compliance with state and federal regulations and internal policies and procedures as is applicable to the responsibilities of the position
Attend production meetings as designated by management
Maintain licenses and certifications, if applicable
Work independently in an outside sales setting which requires reliable transportation
Perform other related duties as assigned
The aforementioned duties are all essential job functions of this position.
Qualifications
High School diploma or equivalent required
Ability to originate 1-4 family residential mortgage products
Thorough knowledge of FHLMC/FNMA, FHA, VA, and other general mortgage banking lending procedures and requirements
Ability to communicate verbally and in writing and to deal cordially with the public
Ability to organize time effectively
Ability to learn and comprehend regulatory directives and procedures in a short period of time
Ability to represent Renasant Bank in a professional manner projecting the image of "Customer Focused Banking"
Ability to work independently and make decisions following state and federal regulatory guidelines
Must have a reliable means of transportation to facilitate responsibilities
Physical Demands
The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May".
This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
$20k-31k yearly est. 3d ago
Proprietary Equity Traders Wanted
T3 Trading Group 3.7
Personal banker job in Atlanta, GA
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 ***************************
$80k-148k yearly est. Easy Apply 60d+ ago
Trader
Vident Asset Management
Personal banker job in Alpharetta, GA
We are seeking an experienced and high-integrity Trader to join Vident Asset Management (Vident). As a Trader,
you will play a crucial role in executing investment transactions and supporting portfolio managers in achieving
their investment objectives. Vident manages portfolios across asset classes, but expertise in trading derivatives,
including options, will be preferred. You will collaborate with various stakeholders to ensure smooth operations,
monitor market trends, and identify opportunities for optimizing trading processes. Your responsibilities will
include trade monitoring, engagement with ETF market makers, producing reports, mitigating trade risk,
supporting new business initiatives, and addressing any assigned tasks by your manager. With your expertise in
trading and market analysis, you will contribute to the overall success of the investment team.
Qualifications:
Comprehensive knowledge of trading and how that relates to portfolio management and investment
operations, with 4 or more years of practical experience
Experience with domestic and international trade settlement and reconciliation processes
Experience trading or managing portfolios with options
Excellent Excel knowledge and strong programming skills, including Python
Ability to multi-task and prioritize while producing high-quality work in a fast-paced environment
Keen attention to detail
Ability to discreetly handle confidential data
Strong organizational skills and proactive planning, with an ability to respond to urgent requests
Bachelor's Degree in Finance or related field
Registered Investment Advisor and ETF experience
Familiarity with Bloomberg, AIM, Orion or other portfolio management systems
What we offer:
PTO plus 10 paid holidays
Flexible Working Benefits
Daily Paid Lunch for Onsite Employees
Onsite Gym Discount
Medical, Dental, Vision
EAP and Telehealth with Mental Health Support
Short and Long Term Disability
SIMPLE IRA with up to 3% Match
$67k-115k yearly est. 60d+ ago
Multi Asset Execution Trader
Brevan Howard U.S. Investment Management
Personal banker job in Jersey, GA
MAIN DUTIES/RESPONSIBILITIES OF THE ROLE: Main features of the role are: * Oversee and ensure the timely execution of cryptocurrency trades on a spot & derivatives basis * Ability to research, build, and implement cryptocurrency trading strategies * Strong understanding of market reading and current sentiment, ability to dynamically adjust to market trading activity
* Keep abreast of all relevant research and distribute within the Digital Central Execution team in a time efficient
* Provide feedback daily to Team Head on current activity and relevant internal operational stakeholders
* Working together with operations and front office teams to ensure a seamless execution experience is delivered to the firm
* Contribute to the Risk Management framework
* Understand and apply knowledge of the exchanges' rules & regulations and market structures in which we engage
* Identify and notify team member on market opportunities both independently and within the trading team
* Develop and maintain good business relationships with counterparties such as Exchanges, OTC counterparties and LP's
The book of work will vary over time in accordance with the needs of the Head of Central and Management Execution.
SPECIAL CIRCUMSTANCES (e. g. shifts, travel overseas, hours):
* Market Coverage will be 7.00am to 11pm split within the team, with other such hours as are necessary to fulfil the role.
* Flexibility required as hours may vary depending on the business need linked to the market, including being on call during evenings and weekends as required.
WORK EXPERIENCE/BACKGROUND:
Essential
* At least 5 years' experience in finance or digital asset market
* Experience with trading crypto across spot and derivative products
* Strong interest in crypto/digital asset classes, preferably with experience of operational aspects and intricacies
* Good attitude and proactive
* Ability and willingness to build relationships internally and externally
Desirable
* Experience working at a established crypto trading firm
* Traditional asset execution experience
TECHNICAL/BUSINESS SKILLS & KNOWLEDGE:
Essential
* Using OMS systems, particularly related to crypto trading
* Experience and understanding of trading systems and trade lifecycle
* Using MS Excel
* Bloomberg
Desirable
* Coding experience in python
* Working knowledge of using APIs to query data, or utilize APIs to execute trades using proprietary trading algos.
OTHER ESSENTIAL REQUIREMENTS:
* Superior interpersonal skills and the ability to positively influence outcomes
* Detail-oriented with the ability to make quick and accurate decisions in a fast-paced environment
* Motivation to succeed and deliver results in line with expectations
* Self-starter, able to identify and resolve issues within the business
* Ability to work under pressure with strong attention to detail
* Effective communicator with strong emotional intelligence
* Superior organisational skills with the ability to manage tasks effectively
* Ability to understand challenging problems, find solutions and drive process improvement
* Diverse trading background over a broad asset base
$67k-115k yearly est. 56d ago
Resume Bank - Content & Creative Positions
Jon Ossoff for Senate
Personal banker job in Atlanta, GA
Jon Ossoff's Senate campaign is looking for senior to junior level writers, video producers, graphic designers, and social media strategists to join our content and creative team.
Requirements
Campaign experience is not required. Journalism, editorial, or creative production backgrounds are a plus.
Benefits
The campaign provides benefits, including dental, vision and health insurance.
Jon Ossoff for Senate is committed to diversity among its staff and recognizes that its continued success requires the highest commitment to hiring and retaining a diverse staff that provides the best quality services to our mission. Jon Ossoff for Senate is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, creed, sex, age, national origin, protected veterans, marital or familial status or responsibilities, parental status, domestic relationship status, sexual orientation, gender identity or expression, disability status, criminal history status, genetic information, homeless status, matriculation, personal appearance, status as a victim or family member of victim of domestic violence, a sexual offense, or stalking, or any other category prohibited by local, state or federal law.
$32k-63k yearly est. Auto-Apply 60d+ ago
Private Client Banker - Spanish Required- North Decatur Corners - Decatur, G
JPMC
Personal banker job in Atlanta, GA
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: **************************************************************************
$32k-63k yearly est. Auto-Apply 60d+ ago
Private Client Banker (New Build) - Georgia Northeast - Bethlehem, GA
Jpmorgan Chase & Co 4.8
Personal banker job in Bethlehem, GA
JobID: 210687029 JobSchedule: Full time JobShift: Day : 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: **************************************************************************
$45k-94k yearly est. Auto-Apply 60d+ ago
Universal Banker (GA-Cumming-Nuckolls)
Ameris Bancorp 4.8
Personal banker job in Cumming, GA
Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confident in their retirement plan, they have a partner in Ameris Bank. We serve customers in our locations across the Southeast, Mid-Atlantic and nationwide through our extensive digital offerings and mobile app.
Delivering financial peace of mind starts with a team that values integrity and rewards ingenuity. At Ameris, you'll find teammates who are inclusive, collaborative problem-solvers who go the extra mile to support one another and to meet every customer's needs. When teammates are empowered and bring their diverse perspectives to the table, we create the best possible outcomes for our customers. At Ameris, we know that a growth mindset is key for high performance and fosters an environment that prioritizes continuous improvement. Teammates have access to Employee Resource Groups that serve as advocates and allies as well as professional development opportunities to drive ongoing education. Learn more about our purpose and how you can bring it to life as an Ameris Bank teammate.
The Universal Banker is responsible for serving as a consultant to customers by conducting customer financial profiles, identifying customer needs, cross-selling, and up-selling opportunities. Seek to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of the banking center. Serve as both a Teller and PersonalBanker to support customer and team needs. Performs other projects and duties as assigned.
Essential Functions, Duties, and Responsibilities:
* Responsible for the financial growth of the banking center through establishing, expanding, and retaining high-value consumer and business client relationships.
* Proactively communicates with current and prospective clients to educate, ensure understanding, resolve issues, develop, and maintain customer loyalty and solicit customer feedback to improve bank performance.
* Apply need-based sales techniques and conducts customer financial profiles to attract, expand, and retain client relationships by identifying products and services.
* Maintain a working knowledge of banking products and promotions.
* Open new accounts and service existing accounts.
* Accountable for achievement of defined sales and service goals.
* Make recommendations to supervisors concerning the budgetary needs of the branch and methods to improve the client's experience.
* Work to understand the root causes of customer service issues.
* Identify and implement resolutions for service issues involving supervisors on more complex issues.
* Conduct onboarding activities for new clients.
* Provide backup support to other branches and employees as needed.
* Work on the teller line when needed including operating the teller drawer and performing advanced, specialized teller functions including researching cash discrepancies, and handling complex customer transactions.
* Perform accurate transactions, balance each day, and verify cash totals.
* Scan daily proof work to the remote capture machine.
* Provide assistance and training to other colleagues and serve as a mentor.
* Practice ethical sales behaviors in accordance with the Bank's Core Values of Integrity and Honesty.
Required Knowledge, Skills and Competencies:
* Highly motivated team-player with ability to develop and maintain collaborative relationships.
* Strong written and verbal communication skills.
* Intermediate PC proficiency.
* Intermediate proficiency in Google Docs and Microsoft Office products.
Industry and Work Experience:
* 1 or more years of customer service experience required.
* Cash handling or sales experience preferred.
Academic:
* Bachelor's degree preferred or equivalent education and related training or experience required.
Benefits Available to Employees:
Ameris Bank provides a comprehensive employee benefit package to all eligible employees.
* Medical, Dental and Vision Insurance
* Ameris Bank absorbs a major portion of the cost of healthcare. You become eligible for coverage on the first of the month following 30 days of employment
* Life Insurance provided at no additional cost to employees
* Accidental Death & Dismemberment Coverage
* Long-Term Disability Coverage
* Paid Sick and Vacation Leave
* 11 Holidays
* Volunteer/Service Day
* Employee Stock Purchase Plan
* 401(k) Retirement Plan
* Ameris Bank matches 50% of your first 8% of contributions to the plan
* Flexible Spending Accounts
* Health Savings Account
* Health Reimbursement Arrangement
* Supplemental Life & Other Insurance Plans
* Identity Theft Protection
* Pet Insurance
* Legal Insurance
* Employee Assistance Program
* Employee Advocacy Program
* Tickets at Work (Entertainment discounts for Ameris Bank Employees)
* AT&T Employee Discount
* Wellness Discounts for Medical Premiums and Other Rewards
* Employee Referral Incentive
* Education Assistance
* Employee Resource Groups
Banking Advantages for Employees:
In addition to a wide array of benefits, Ameris Bank employees are also eligible for special bank services.
* Free Interest Checking
* Free Safe Deposit Box
* Free Money Orders, Travelers' Checks and Cashier Checks
* Discount on Mortgage Origination Fee
* Free Online Banking and Free Unlimited Online Bill Payment
* Employee Banking Perks
Disclaimer:
The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position.
All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.
$29k-34k yearly est. 23d ago
Universal Banker - Cumming
Georgia Banking 3.1
Personal banker job in Cumming, GA
Requirements
High School Diploma or equivalent required with a minimum of 3 years of branch experience.
Excellent verbal communication skills and the ability to speak concisely.
Professional experience anticipating common customer concerns and analyzing current procedures and processes for available improvements.
Experience in efficient personal organization and the ability to prioritize multiple tasks.
Ability to demonstrate in a professional manner, a sales-oriented and relationship building demeanor.
Demonstrates the ability to interact confidently with clients and fellow teammates.
Being detail oriented, ability to multi-task and work independently and in a team environment is essential.
Able to plan, schedule, and organize professional schedule to achieve strategic goals within established time frames.
Able to be flexible and supportive reacting swiftly to change and adjusting priorities.
Computer proficiency.
Bi-lingual preferred.
AAP/EEO Statement: Equal Opportunity/Affirmative Action Employer Veterans/Disabled.
$29k-36k yearly est. 18d ago
Universal Banker
Georgiasown
Personal banker job in Atlanta, GA
If you would enjoy working in a dynamic environment and are looking for an opportunity to become part of a stellar team of professionals dedicated to service, we invite you to apply online today.
The Universal Banker I combines the roles of a teller and seller to provide exceptional service to both members and potential members. You will serve as a knowledgeable resource, assisting with a wide range of financial needs, including account openings, transactions, loans, and other credit union services. By building strong relationships, you'll recommend appropriate products, resolve issues, and ensure a seamless, positive experience.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Greet members in a welcoming manner and ensure they feel valued and connected to Georgia's Own Credit Union, whether in person, over the phone, or digitally.
Receives and processes financial transactions including deposits, withdrawals, check cashing, loan/credit card payments and loan advances, issuing savings/cashier's checks, and redeeming savings bonds.
Personally, maintains a balancing record in accordance with the teller balancing standards.
Must be familiar with Credit Union policies and procedures in order to effectively handle/direct problems, complaints, and special situations while remaining compliant.
Performs a variety of miscellaneous tasks including but not limited to: balancing ATM, executing branch capture, completing branch recap(s), maintenance of member accounts, processing night depository transactions and acting as the vault teller.
Demonstrate full working knowledge of all branch technology and systems, including but not limited to ATMs, Cash Recyclers, Debit Card Instant Issue, Check Scanning, ITMs and Glory Teller Machines.
Support and contribute to satisfactory branch operational ratings and corporate audits while complying with federal, state and local laws.
Opens and closes Consumer and Business Membership accounts.
Performs all duties necessary to help members with account maintenance and concern/problem resolutions related to membership.
Notarizes, if authorized.
Processes loan applications through appropriate system(s). Notifies members of loan decisions,
processes and reviews documentation, delivers, and witnesses signing of loan documents.
Perform teller transactions by running teller cashbox as needed.
Assess each member's financial needs through thoughtful, consultative questions, and recommend deposit products (checking, savings, IRAs, CDs, etc.) that best align with their goals.
Go beyond transactional processes by collaborating with internal experts to provide creative solutions to members' needs, resolving issues and improving their overall financial well-being.
Document member interactions and financial needs in the IRM system, ensuring that follow-up is timely and relevant to their current or future needs.
Educate members on the full range of services available, explaining the credit union difference and how it benefits their membership, while ensuring they understand when and how to utilize these services.
Take a consultative approach to lending by asking questions to identify suitable loan products for members' needs, including personal loans, auto loans, and mortgages.
Gather necessary member information and submit accurate loan documentation that meets all compliance requirements, working closely with centralized lending teams.
Maintain an organized follow-up plan in the IRM system, ensuring timely communication with members regarding loan statuses or any additional service needs.
Participate in ongoing training and development to enhance your skills in universal banking, customer service, and compliance requirements.
Ensure all financial transactions and loan applications adhere to the Credit Union's operational procedures, regulatory standards, and risk management protocols.
Collaborate with branch team members to improve efficiency, increase member satisfaction, and maintain a high standard of service, while supporting operational and safety procedures.
Provide inbound and outbound telephone services, as necessary to members including transactions, disseminating information, problem resolution and applicable product/service suggestions.
Perform other duties as may be assigned.
EDUCATIONAL AND WORK EXPERIENCE REQUIREMENTS:
High school diploma and equivalent years of experience. Bachelor's degree preferred.
Three years' experience in a financial branch environment or experience comparable within the financial industry or a retail sales environment.
Provide coverage at other branches when necessary and work Saturday rotation schedule.
Ability to communicate with members and others at all levels of the Credit Union, in both written and verbal formats.
Experience with the loan application process and standard or typical internal operating policies and procedures.
Knowledge of current industry offers, market trends, competitors, and Credit Union lending and member service policies and procedures.
Demonstrates the ability to interpret and apply financial information (e.g., credit scores, debt, assets, balances, payments, interest rates, etc.) and perform math functions (e.g., addition, subtraction, multiplication, division, percentages, ratios, etc.).
Demonstrates analytical thinking, problem solving, decision making, and judgment by gathering and applying relevant data to research and resolve issues.
Working knowledge of Microsoft Word, Excel and Power Point software applications.
Candidates must be able to pass a background check including: Credit, Drug Screen, Bondability, & Criminal Background.
ADDITIONAL/IMPORTANT SKILLSETS:
Member Focus - builds member confidence, is committed to increasing member satisfaction, sets achievable member expectations, assumes responsibility for solving members problems, ensures commitments to members are met, solicits opinions and ideas from members, responds to internal customers
Acting with Integrity - Clearly states goals and beliefs; lets people know his/her true intentions; does what he she said they would do; follows through on commitments
Teamwork - Has good listening skills; interacts with people effectively and builds strong relationships within own team and across groups; is flexible/open-minded; meets deadlines and responsibilities; listens to others and values opinions; helps team leader to meet goals; puts group goals ahead of own goals; promotes a positive team atmosphere. Solicits performance feedback and handles constructive criticism.
Dependability - Reliable to team and credit union; completes work in a timely and consistent matter; meets commitments; works independently and as part of the greater team; takes personal responsibility for job performance and accepts accountability; handles change; sets personal standards; stays focused under pressure; meets attendance/punctuality requirements.
Work Standards - Sets and maintains high performance standards; pays close attention to detail, accuracy and completeness of work; is committed to excellence; shows concern for all aspects of the job and follows up on work outputs; looks for improvements continuously and owns/acts on challenges and pro-actively recommends solutions
Decision Making/Judgement - Makes sound decisions that impact and support the business, financial or otherwise.
Recognizes problems and responds, systematically gathers information, sorts through complex issues, seeks input from others, addresses root cause of issues, makes timely decisions, can make difficult decisions, uses consensus when appropriate, and communicates decisions to others.
PHYSICAL REQUIREMENTS:
To perform this job successfully, the employee must be able to perform each essential job duty satisfactorily. All employees must be able to communicate face to face or through technology with or without reasonable accommodation. Employee will be in an office environment (well-lighted, heated, and air-conditioned) typically stationed at a desk or table. Employee will be asked to sit and stand for various increments of time, and to lift/push up 10 lbs. Clerical office duties on various forms of technology are required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.
All positions that have lending responsibilities must comply with all requirements under the SAFE ACT, as well as the Credit Union's policies and procedures related to the SAFE ACT. This includes an obligation on the employee's part to ensure that NMLA registration pertaining to the SAFE ACT is kept current. The employee must notify the Credit Union within 30 days of any changes that need to be reflected on the NMLS registry.
Georgia's Own Credit Union is an equal opportunity employer and will not discriminate against any employee or applicant on the basis of age, color, disability, gender, national origin, race, religion, sexual orientation, veteran status, or any classification protected by federal, state, or local law. Consistent with obligations under federal law, every company that is a federal contractor or subcontractor is committed to taking affirmative action to employ and advance women, minorities, disabled veterans, special disabled veterans, veterans of the Vietnam era, and other eligible veterans.
We are an equal opportunity employer. Employment selection and related decisions are made without regard to sex, race, age, disability, religion, national origin, color or any other protected class.
$30k-39k yearly est. Auto-Apply 43d ago
Floating Universal Banker - Atlanta, GA
South State Bank
Personal banker job in Atlanta, GA
The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
SUMMARY/OBJECTIVES
The Universal Banker serves as a full service, single point of contact in the branch for SouthState customers' financial needs. The position operates in the dual capacity of a Teller and FSR providing exceptional customer service in both transactional and account management. The Universal Banker seeks to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of the bank.
ESSENTIAL FUNCTIONS
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Serves customers quickly, accurately, efficiently, and confidentially according to the South State Bank Service Standards.
* Knows and understand the products and services offered by the Bank. These include facts and features, benefits and advantages, rules and regulations, price structure, and a simple definition of each service offered.
* Able to identify customer needs and expectations by listening for clues. Seeks the opportunity to expand customer relationships by making referrals as outlined in the goals for this position.
* Presents a neat and professional personal appearance, in accordance with bank policy.
* Knows and ensures compliance to all banking regulations to include Regulation CC and Bank Secrecy Act.
* Develop a strong understanding of customer facing technology with the ability to discuss with and enroll customers in self-service options.
* Teller Duties:
Processes transactions for savings, checking, and loan accounts.
Maintains a neat and orderly work area.
May assist in guiding and training new tellers.
May allow customers access to safe deposit boxes.
Cashes checks and processes savings withdrawals within assigned limits and in accordance with prescribed procedures.
Sells certified checks.
Balances transactions daily.
May service/balance ATM.
May utilize the branch capture system.
Knows and follows policies and procedures in completing transactions, minimizing operational errors, and maintaining a proper workflow.
Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices.
* FSR Duties:
* Opens new deposit accounts and understands the products and financial services offered by the bank. Also handles other services such as stop payments, wire transfers, and other maintenance functions within assigned limits.
* Explains policies and procedures as necessary, keeping in mind most customers' unfamiliarity with them.
* Resolves customer problems and complaints with courtesy and discretion and direction and directs customers with difficult problems to other sources for assistance. Considers problems and complaints as opportunities to satisfy the customer and promote additional services.
* Is knowledgeable of financial services offered by the bank.
* Shows sincere appreciation for each customer's time and business. Gives business card if not already given.
* Knows and follows the branch's security and audit procedures and understands the function and operation of the security devices.
* Assures that branch records, reports and other correspondence resulting from customer development attempts are correct, timely and are properly distributed.
FLOATING UNIVERSAL BANKER FUNCTIONS
* One year of teller or cash handling experience and six months customer relationship building or sales experience
* Demonstrated expertise in the Teller II and basic FSR job functions
* Additional Responsibilities may include Vault Responsibilities or Back-Up Vault Responsibilities
* Float to different offices in an area to accommodate staffing needs
* Other duties as assigned
Qualifications, Education, and Certification Requirements
* Education: High School diploma or equivalent
* Experience: Cash handling, sales, customer service. Previous banking experience preferred.
* Specific Knowledge: Good interpersonal skills, good computer skills, ability to read, write, speak, and understand English
TRAINING REQUIREMENTS/CLASSES
* The SouthState Way New Team Member Orientation
* Teller Foundations
* Banker Foundations
* All assigned Regulatory Compliance Training
* Acknowledgement of all policies through DocuSign as assigned
* Additional training may be required dependent upon experience
PHYSICAL DEMANDS
* Must be able to lift, up to 50 pounds, must be able to stand and/or sit for long periods of time. Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers.
WORK ENVIRONMENT
This position is most likely in an open lobby area with an individual workstation. The position is located inside a cooled and heated facility.
TRAVEL
Travel may be required to come to meetings or training as needed.
Work Location: 3475 Piedmont Rd NE Suite 150 Atlanta, Georgia 30305
Equal Opportunity Employer, including disabled/veterans.
$30k-39k yearly est. 15d ago
Universal Banker I
Metrocity Bankshares, Inc.
Personal banker job in Johns Creek, GA
itle: Universal Banker Reports to: Branch Manager Provides services for branch customers such as teller transactions, opening new accounts, changing addresses, and handling customer inquiries as needed * Promote and maintain positive relations with all contacts, customers, and potential customers
* Perform as a team member in allocating and coordinating the work flow
* May train new employees and answer co-worker questions
* May be responsible for bank opening/closing
* Teller transactions
* Open and Close Vault
* Promote, explain, and sell all banking products
* Prepare wire transfer for customers and ensure proper OFAC verification is performed before submitting the wire transfer.
* Perform all duties in compliance with BSA/AML regulations and requirements
* Obtains adequate data for CIP on all wire and money instrument transactions
* Ensure proper customer information is collected and OFAC verification is performed before opening an account
* Perform Risk Rating Assessment and Due Diligence for all customers.
* Maintain and update customer information
* Monitors and reports suspicious activity to the BSA Officer
Education/Additional Training or Certifications:
* High school Diploma or equivalent
Previous Work Experience:
* Previous Customer Service Experience
* Previous Teller experience preferred
* Software skills including Microsoft Office, Adobe, Internet, and Email
Language Skills
* Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals
* Ability to write routine reports and correspondence
* Ability to speak effectively before customers or employees of organization
* Bilingual skills preferred
Work Environment:
* This job operates in a professional work environment.
* The role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines
Physical Demands:
* While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
AAP/EEO Statement:
* Metro City Bank is an Equal Employment Opportunity/Affirmative Action Employer with regard to Females, Minorities, Veterans, Disabled Persons, Sexual Orientation, and Gender Identity
Other Duties:
* Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
$30k-39k yearly est. 15d ago
Private Client Banker (New Build) - Georgia Northeast - Bethlehem, GA
Jpmorgan Chase 4.8
Personal banker job in Bethlehem, GA
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
$45k-94k yearly est. 60d+ ago
Universal Banker - Garden Hills
Georgia Banking 3.1
Personal banker job in Atlanta, GA
Requirements
High School Diploma or equivalent required with a minimum of 3 years of branch experience.
Excellent verbal communication skills and the ability to speak concisely.
Professional experience anticipating common customer concerns and analyzing current procedures and processes for available improvements.
Experience in efficient personal organization and the ability to prioritize multiple tasks.
Ability to demonstrate in a professional manner, a sales-oriented and relationship building demeanor.
Demonstrates the ability to interact confidently with clients and fellow teammates.
Being detail oriented, ability to multi-task and work independently and in a team environment is essential.
Able to plan, schedule, and organize professional schedule to achieve strategic goals within established time frames.
Able to be flexible and supportive reacting swiftly to change and adjusting priorities.
Computer proficiency.
Bi-lingual preferred.
AAP/EEO Statement: Equal Opportunity/Affirmative Action Employer Veterans/Disabled.
$29k-36k yearly est. 18d ago
Universal Banker III
Metrocity Bankshares, Inc.
Personal banker job in Doraville, GA
itle: Universal Banker Reports to: Branch Manager Provides services for branch customers such as teller transactions, opening new accounts, changing addresses, and handling customer inquiries as needed * Promote and maintain positive relations with all contacts, customers, and potential customers
* Perform as a team member in allocating and coordinating the work flow
* May train new employees and answer co-worker questions
* May be responsible for bank opening/closing
* Teller transactions
* Open and Close Vault
* Promote, explain, and sell all banking products
* Prepare wire transfer for customers and ensure proper OFAC verification is performed before submitting the wire transfer.
* Perform all duties in compliance with BSA/AML regulations and requirements
* Obtains adequate data for CIP on all wire and money instrument transactions
* Ensure proper customer information is collected and OFAC verification is performed before opening an account
* Perform Risk Rating Assessment and Due Diligence for all customers.
* Maintain and update customer information
* Monitors and reports suspicious activity to the BSA Officer
Education/Additional Training or Certifications:
* High school Diploma or equivalent
Previous Work Experience:
* Previous Customer Service Experience
* Previous Teller experience preferred
* Software skills including Microsoft Office, Adobe, Internet, and Email
Language Skills
* Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals
* Ability to write routine reports and correspondence
* Ability to speak effectively before customers or employees of organization
* Bilingual skills preferred
Work Environment:
* This job operates in a professional work environment.
* The role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines
Physical Demands:
* While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
AAP/EEO Statement:
* Metro City Bank is an Equal Employment Opportunity/Affirmative Action Employer with regard to Females, Minorities, Veterans, Disabled Persons, Sexual Orientation, and Gender Identity
Other Duties:
* Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
$30k-39k yearly est. 14d ago
Universal Banker
Renasant Corp 4.3
Personal banker job in Alpharetta, GA
The Universal Banker operates in a seamless dual capacity to deliver an exceptional customer experience by seeking to understand the needs of the customer, and then providing a complete range of retail banking services to meet those needs in alignment with the organization's business model, vision, mission, core values, and behaviors. This position is responsible for performing sales, service and operational functions and executing the Renasant's customer engagement model. In this role, the Universal Banker drives engagement throughout the entire customer interaction, including routine transactions and financial counseling, while championing digital conveniences available through various delivery channels. To do this, the Universal Banker reduces the required steps to as few as possible and can supply full scale banking assistance with no need to refer the customer to another retail team member.
RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER
Responsibilities
* Drive an exceptional customer experience in a branch environment through the execution of the bank's customer engagement model by deepening relationships, educating customers on the bank's products and services, offering appropriate financial solutions and guidance, opening accounts, performing teller transactions and proactively addressing emerging customer needs without the need to transfer the customer to another retail area of the branch
* Meet established sales and service performance goals by developing and expanding new and current customer relationships, delivering a wide range of banking solutions and improving customer loyalty
* Collaborate with lines of business partners to create a seamless customer experience to fulfill financial needs through lending groups, wealth management, treasury solutions and other financial services
* Champion digital delivery in branch by providing our customers with the digital conveniences and on-demand solutions that meet their needs how, when and where they expect to do business
* Provide awareness, promote and create a seamless transition across all delivery channels including online, mobile, in branch, virtual branch and customer experience center
* Respond with a sense of urgency and intentionality to customer feedback by working to understand the root causes of customer concerns or complaints; make recommendations to improve the customer experience through various process, policy and product enhancements
* Ensure proper documentation is obtained and properly completed for all solutions to minimize documentations exceptions
* Maintain customer pipeline tracking, including documenting calls and other interactions with customers and referral sources, via the customer engagement platform
* Perform teller responsibilities daily to include processing customer transactions (i.e. deposits, withdrawals, transfers, loan payments, official checks, etc.) as well as special tasks such as loan payoffs and draws, redeeming savings bonds, ordering currency and auditing teller drawers. Additionally, execute daily operations (i.e. balancing ATM and vault and performing branch capture procedures, etc.)
* Protect the bank from unnecessary risk by following procedures in all areas including CTR, SAR, Reg CC holds, robbery procedures and fraud mitigation
* Recognize and navigate fraud attempts and events experienced by customers and individuals attempting to defraud customers and the bank
* Maintain confidentiality and security of customer information according to regulatory and company guidelines and policies
* Routinely review procedures and processes and complete self-audits using provided tools and resources that are designed to prevent unnecessary risk to customer and bank
* Represent the bank in community organizations and activities to increase the bank's outreach and foster relationships for future business development opportunities
* Work closely with line of business partners, the Retail Experience Administration, Learning and Development to maintain a working knowledge of all bank products, services, policies, processes, procedures and systems to effectively and knowledgeably engage customers, deliver financial solutions with urgency and accuracy, and perform branch operations
* Perform other related duties as assigned
Qualifications
* High school diploma or equivalent, College education preferred
* Minimum of 1 year related customer experience and sales experience required
* Minimum of 1 year teller and/or cash handling experience preferred
* Strong dedication and motivation to achieving sales, service, and operational results and exceeding expectations
* Ability to follow stated bank customer sales and service standard processes to ensure achievement of necessary goals and customer standards
* Excellent communication skills (written and verbal)
* Attention to detail with strong record of accuracy in handling of transactions
* Comfortable using a variety of technology software products to process transactions
* Proven time management and organizational skills, ability to effectively handle multiple priorities and adapt effectively as business needs and pace changes
* Aptitude to read, understand and apply all regulations, policies and procedures related to Universal Banker responsibilities and other branch operations
* Ability to travel for training, other development opportunities, and between branches, as needed
For all Senior Universal Bankers:
* Minimum of 2 years of successful Universal Banker experience
* Ability to handle complex transactions and issues with limited assistance or supervision
* Operational strength with limited to no account exceptions, outages, or operational losses
* Proficient in all aspects of bank products and solutions, including IRA's and complex business accounts
Physical Demands
The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to stand or sit; kneel, stoop, or squat; use hands or fingers to handle or feel objects, tools or controls; reach with hands and arms, and talk or hear. The employee is occasionally required to walk. The employee must occasionally lift and /or move up to 25 pounds. Specific vision abilities required by this job include close vision, peripheral vision, depth perception and the ability to focus.
Work Environment
The Bank's professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and propriety information within the working environment, therefore, must uphold confidentiality at all times. Due to the possibility of being exposed to high risk situations (i.e. robbery), detailed instructions and procedures are required to be followed at all times to safeguard the Bank's employees, customers, and assets.
The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements. The principal duties and responsibilities enumerated are all essential job functions except for those that begin with the word "May".
This is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs arise. Job requirements and/or processes may be modified to reasonably accommodate persons with a disability as required by law.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description.
$29k-34k yearly est. Auto-Apply 59d ago
Universal Banker (GA-Roswell-Crabapple)
Ameris Bancorp 4.8
Personal banker job in Roswell, GA
Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a customer wants to grow their business, buy a home, or feel confident in their retirement plan, they have a partner in Ameris Bank. We serve customers in our locations across the Southeast, Mid-Atlantic and nationwide through our extensive digital offerings and mobile app.
Delivering financial peace of mind starts with a team that values integrity and rewards ingenuity. At Ameris, you'll find teammates who are inclusive, collaborative problem-solvers who go the extra mile to support one another and to meet every customer's needs. When teammates are empowered and bring their diverse perspectives to the table, we create the best possible outcomes for our customers. At Ameris, we know that a growth mindset is key for high performance and fosters an environment that prioritizes continuous improvement. Teammates have access to Employee Resource Groups that serve as advocates and allies as well as professional development opportunities to drive ongoing education. Learn more about our purpose and how you can bring it to life as an Ameris Bank teammate.
Responsible for serving as a consultant to customers by conducting customer financial profiles, identifying customer needs, cross-selling, and up-selling opportunities. Seek to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of the banking center. This position will serve as both a Teller and PersonalBanker to support customer and team needs. Performs other projects and duties as assigned.
Essential Functions, Duties, and Responsibilities:
* Responsible for the financial growth of the banking center through establishing, expanding, and retaining high-value consumer and business client relationships.
* Proactively communicate with current and prospective clients to educate, ensure understanding, resolve issues, develop, and maintain customer loyalty and solicit customer feedback to improve bank performance.
* Apply need-based sales techniques and conduct customer financial profiles to attract, expand, and retain client relationships by identifying products and services.
* Maintain a working knowledge of banking products and promotions.
* Open new accounts and service existing accounts.
* Accountable for achievement of defined sales and service goals.
* Make recommendations to supervisors concerning the budgetary needs of the branch and methods to improve the client's experience.
* Work to understand the root causes of customer service issues.
* Identify and implement resolutions for service issues involving supervisors on more complex issues.
* Conduct onboarding activities for new clients.
* Provide backup support to other branches and employees as needed.
* Work on the teller line when needed including operating the teller drawer and performing advanced, specialized teller functions including researching cash discrepancies, and handling complex customer transactions.
* Perform accurate transactions, balance each day, and verify cash totals.
* Scan daily proof work to the remote capture machine.
* Provide assistance and training to other colleagues and serves as a mentor.
* Practice ethical sales behaviors in accordance with the Bank's Core Values of Integrity and Honesty.
Required Knowledge, Skills and Competencies:
* Highly motivated team-player with ability to develop and maintain collaborative relationships.
* Strong written and verbal communication skills.
* Intermediate PC proficiency.
* Intermediate proficiency in Google Docs and Microsoft Office products.
Industry and Work Experience:
* 2 or more years of customer service experience required.
* 1 or more years of cash handling or retail banking experience required.
* Cross selling experience preferred.
Academic:
* Bachelor's degree in business or related field preferred or equivalent education and related training or experience required.
Benefits Available to Employees:
Ameris Bank provides a comprehensive employee benefit package to all eligible employees.
* Medical, Dental and Vision Insurance
* Ameris Bank absorbs a major portion of the cost of healthcare. You become eligible for coverage on the first of the month following 30 days of employment
* Life Insurance provided at no additional cost to employees
* Accidental Death & Dismemberment Coverage
* Long-Term Disability Coverage
* Paid Sick and Vacation Leave
* 11 Holidays
* Volunteer/Service Day
* Employee Stock Purchase Plan
* 401(k) Retirement Plan
* Ameris Bank matches 50% of your first 8% of contributions to the plan
* Flexible Spending Accounts
* Health Savings Account
* Health Reimbursement Arrangement
* Supplemental Life & Other Insurance Plans
* Identity Theft Protection
* Pet Insurance
* Legal Insurance
* Employee Assistance Program
* Employee Advocacy Program
* Tickets at Work (Entertainment discounts for Ameris Bank Employees)
* AT&T Employee Discount
* Wellness Discounts for Medical Premiums and Other Rewards
* Employee Referral Incentive
* Education Assistance
* Employee Resource Groups
Banking Advantages for Employees:
In addition to a wide array of benefits, Ameris Bank employees are also eligible for special bank services.
* Free Interest Checking
* Free Safe Deposit Box
* Free Money Orders, Travelers' Checks and Cashier Checks
* Discount on Mortgage Origination Fee
* Free Online Banking and Free Unlimited Online Bill Payment
* Employee Banking Perks
Disclaimer:
The above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position.
All job requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or other employees.
How much does a personal banker earn in Gainesville, GA?
The average personal banker in Gainesville, GA earns between $25,000 and $42,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.
Average personal banker salary in Gainesville, GA
$33,000
What are the biggest employers of Personal Bankers in Gainesville, GA?
The biggest employers of Personal Bankers in Gainesville, GA are: