Private Client Banker - Greater Jackson - Jackson, MS
Personal banker job in Jackson, MS
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyPrivate Banker
Personal banker job in Ridgeland, MS
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JOB FUNCTION / SUMMARY:
Private Bankers coordinate the integrated delivery of wealth products and services to high net worth clients for investments, borrowing & liability management, risk management, insurance, estate planning & trust services which are delivered through holistic financial planning. Private Bankers ensure the company's credit quality standards are met or exceeded and generates new business.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Develops and grows a portfolio of important revenue generating client relationships
Delivers object and sound personal financial planning and advisory concepts to defined Private Wealth Management segments
Generate external sales with new clients and screens leads following established policies and procedures to attain new revenue generating relationships
Provides lending services to Private Wealth Management clients, and is responsible for loan recommendation and structuring negotiations with the borrower and internal officers
Responsible for loan structure based on client needs and in accordance with bank policy, then packages and presents loan proposals to appropriate approval authority
Gather and analyzes financial statements of prospective borrowers and makes recommendations to Senior Lenders/Credit Concurrence Officers regarding approval
Ensures loan agreements are complete and accurate according to policy and delivers timely loan closing and funding activities
Negotiates terms and conditions of loans with clients
Maintains current financial statements on borrowers & guarantors and prepares comprehensive credit files
Responsible for managing risk within the loan and deposit portfolios by closely monitoring delinquencies, overdrafts, documentation and other signs of credit deterioration
Actively monitors loan portfolio to ensure credit quality within the current and prospective loan portfolio
Works closely with clients to identify financial needs through the preparation of financial, tax, and estate plans and provide appropriate solutions
Accountable for attainment of goals set forth by management for revenue growth and production on loans, deposits, wealth management fee and financial plans
Teams with partners throughout the bank to generate and make referrals to align clients with the appropriate channel
Provides ongoing relationship servicing with current customers to maintain goodwill and gain additional business
Promotes and cross-sells other establishment products and services as appropriate to client requirements
Monitors, maintains, and updates sales activity, pipeline and other pertinent information using sales management tools
Is active in community and professional groups as a means of potential customer acquisition
SUPERVISORY RESPONSIBILITIES:
None
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:
Bachelor's degree, with a concentration in business preferred; a combination of education and experience may be considered
8 years of experience in related field preferably relationship management experience selling banking products
Series 7, Series 66 or Series 65 and Series 63, and Life and Health licenses for the state(s) where business is conducted are strongly preferred and will allow for maximum incentive potential.
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:
Ability to travel if required to perform the essential job functions
Ability to work under stress and meet deadlines
Ability to operate related equipment to perform the essential job functions
Ability to read and interpret a document if required to perform the essential job functions
Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.
Auto-ApplyPersonal Banker
Personal banker job in Madison, MS
Job Description
About the Role:
As a Personal Banker will work with customers, helping them manage their personal finances and achieve their financial goals. You will be responsible for building and maintaining strong relationships with customers by understanding their needs and recommending appropriate banking products and services. This role requires you to provide expert guidance on accounts and other financial solutions while ensuring compliance with regulatory requirements. Ultimately, your efforts will contribute to enhancing customer satisfaction and loyalty, while supporting the overall financial health of the organization.
Minimum Qualifications:
High school diploma or equivalent required; Associate's or Bachelor's degree in finance, business, or related field preferred.
Preferred Qualifications:
Previous experience in retail banking, customer service, or financial services is required.
Strong knowledge of banking products, services, and regulatory requirements.
Excellent communication and interpersonal skills to effectively interact with diverse customers.
Proficiency with banking software and Microsoft Office applications.
Responsibilities:
Engage with customers to assess their financial needs and provide tailored banking solutions.
Open, maintain, and close various types of accounts including checking, savings, and certificates of deposit.
Educate clients on digital banking tools and services to enhance their banking experience.
Ensure compliance with all banking regulations, policies, and procedures during all customer interactions.
Identify opportunities to promote additional products and services that meet customer needs.
Resolve customer inquiries and issues promptly to maintain high levels of customer satisfaction.
Skills:
In this role, strong communication skills are essential for understanding client needs and explaining Financial products clearly. Attention to detail ensures accuracy in processing transactions and compliance with regulations. Sales and negotiation skills help in identifying opportunities to offer additional products that benefit both the client and the bank. Additionally, proficiency with digital banking platforms and software tools enables efficient service delivery and enhances the overall customer experience.
Universal Banker
Personal banker job in Ridgeland, MS
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.
Auto-ApplyPersonal Banker
Personal banker job in Jackson, MS
As a Personal Banker you will provide best-in-class service by processing routine banking transactions while also developing deep customer relationships and a thoughtful understanding of their needs. Through relationship building, you will identify and offer the best and most appropriate personal business financial products and services along with educating your customers on alternative and convenient transaction channels. Personal Banker I/II team members will be cross-functional in a universal banking model to assist clients with a myriad of needs.
Functions:
* Support the transactional needs of the banking center and other lines of business, as well as identify opportunities to deepen customer relationships.
* Open and process moderate to complex and consumer and basic small business deposit accounts, providing appropriate solutions/services to businesses for managing their cash flow.
* Enjoy working in a team environment with frequent interactions with fellow teammates and customers.
* Limited origination of simple consumer lending products such as personal loans and credit cards.
* Educate customers on other bank channels including online and mobile banking, interactive (Video) tellers and full-service ATMs that provide convenience and value to customers.
* Meet or exceed individual sales/referrals and activity objectives - measured by an individual sales and referral scorecard.
* Cash handling and adherence to proper balancing procedures.
* Review and maintain knowledge of products, fees, policies and current offers to assist customers with consumer or business product suggestions.
* Explore the customer's financial needs and recommend other bank services and refer customers within the branch when appropriate or to other departments when appropriate.
* Demonstrate compliance with all bank regulations that apply to your position and stay current on regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position.
* Create a positive impact within the communities you serve by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives.
Qualifications:
* High school diploma required; college coursework preferred.
* Previous banking or demonstrated sales experience in business, retail or other industries.
* 1-year cash handling experience in a banking or retail environment preferred. (2+ years if level II)
* Foundational knowledge of sales and service techniques with consumers and small businesses in a structured, goal-based environment preferred.
* Excellent written and verbal communication skills with the ability to solve problems and nurture client relationships even in contentious situations.
* This position does NOT require S.A.F.E. registration at the time of employment.
The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. Cadence Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary.
Cadence Bank is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability.
Community Lending Mortgage Banker
Personal banker job in Jackson, MS
WHAT IS THE OPPORTUNITY? This position is responsible for sales of first mortgage and concurrent second loan products to existing and potential banking diverse segment clients. Community Loan Officer duties include outside sales activities to cultivate new business and expand CNB's client relationships through the sale of mortgage loan products and services, uses consultative sales skills in support of sales and business development activities, meets directly with clients in to assess client needs and present multiple mortgage product solutions, and ethically market and promote the bank's mortgage products as require in growing his/her assigned territory. Regularly and customarily travels to prospective client and referral source locations (away from CNB offices) to perform sales, business development, and related activities; following up by telephone or electronic mail as needed. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act; Must remain in good standing under the Safe Act.
WHAT WILL YOU DO?
* Outside Sales: Originate residential mortgage loans and related bank products and expand network of referral sources. Originations, in large part, are to be sourced through professional relationships (example: realtors, attorneys, CPAs, business managers, nonprofits, trade organizations, financial advisors) that fit within the banks overarching financial and diverse strategy
* Calls on clients or their designated representative's and referral sources at their places of business or other locations away from the office to prospect for and originate mortgage loans
* Provide sound and ethical loan counseling to all potential applicants.
* Act as liaison between Bank and customer during processing and underwriting, as procedures dictate, to ensure timely processing and best in industry customer service
* Complete the loan application and related processes with applicants while keeping with Bank policies, procedures and product guidelines and with applicable laws, regulations and accepted business practices.
* Forward substantially complete application packages to Processing and Underwriting within a system that adheres to TRID requirements
* Develop and/or implement sourcing strategies as required by written goals.
* Meeting or exceeding quantitative and qualitative goals as designed by sales management. Pursuing and fulfilling compensation goals within the spirit in which they were designed and with respect to the CNB brand
* Stay abreast of sales and business development techniques, product offerings, legal and regulatory requirements and industry and real estate trends.
* Acquire and maintain proficiency in the use of the specific software systems utilized by the bank directly and indirectly related to mortgage originations
* Attend regularly scheduled sales meetings, training sessions and Bank functions.
* Perform other duties as requested or assigned by management, such as special projects within the Residential Lending Division
* Foster and maintain active relationships with civic organizations within assigned territories for community service and business development purposes.
* Commitment to work of nonprofit organizations and making a positive impact in the community
* Increase mortgage loan volume, primarily focusing on underserved communities and low to moderate income consumers and geographies or targeted areas
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* H.S. Diploma
* Minimum 5 years of retail residential mortgage sales experience
* Minimum 3 years of mortgage or financial experience as part of a community lending team
* Minimum of 5 years of experience with diverse and underserved clients
* Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act; Must remain in good standing under the Safe Act.
*Additional Qualifications*
* Highly prefer network of professional and nonprofit referral sources
* Highly prefer a BA/BS degree with preference for business, finance, or economics degree
* Demonstrated superior sales and marketing ability
* Consistent written and verbal communication that is professional, thoughtful, clear and effective across all audiences, both inside and outside the bank
* Preferred experience with Net Oxygen, Salesforce, Blend, and Microsoft Office suite
* Knowledge of mortgage credit policies and current industry compliance standards
* Must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLS.
* Promote the Bank's CRA efforts, fair and responsible banking goals, and the underserved communities
*WHAT'S IN IT FOR YOU?*
*Compensation*This is a commission-based role and does not have a set salary range.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
Retail Banker- Old Canton -Jackson
Personal banker job in Jackson, MS
FSNB is a full-service bank that has been family owned and operated for over 75 years. We are currently seeking friendly, adaptable individuals to join our team as an entry level Retail Bank Teller!
Most of our locations are within Walmart offering our customers the convenience of “banking where you shop” while providing prospecting and sales opportunities that continue growing our business. Retail Bankers conduct general office work, banking transactions, sales, cross sales, account opening, and account management while providing extraordinary customer service.
FSNB provides paid training and promotes from within, offering career growth opportunities such as team leaders, supervisors, bank officers, and branch managers. All qualifications can be acquired through on the job training with no finance or accounting experience necessary.
If you are looking for an opportunity to learn something new or want to capitalize on any previous cash handling, financial industry, customer service, sales representative experience, or people skills-look no further and begin building a successful career with FSNB today! We are actively seeking high school graduates and individuals with transferable cashier, fast food, or sales representative skills to join our team.
What is in it for you:
Opportunity for pay increases as soon as 60 days
Incentive Compensation
Paid training
Paid vacation
Paid personal leave
Medical/Dental/Supplemental Insurance
401k Plan
Paid death benefit
Employee Assistance Program
Paid holidays
Flexible scheduling with Sundays off
Promotes from within
Growth/Career opportunities
Equal Opportunity Employer
Auto-ApplyFinancial Representative Entry Level
Personal banker job in Madison, MS
Job DescriptionBenefits:
Stipend
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Join the winning team at Fiorito Wealth Management - Serving Northwestern Mutual in Greater Jackson! We are significantly investing in growth through the development of new internal leaders and eager to hear your story!
Our District office is located: 210 Draperton Grove Ridgeland, MS 39157.
About the Financial Representative Role:
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree in finance, business, or a related field is preferred.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies, with a unique culture deeply dedicated to helping people achieve financial security.
Follow this link to hear about a Day in the Life of a Northwestern Mutual Representative: ****************************
Local Mississippi Charities Supported by Our District:
Young Life: Consistently hosting pickelball tournaments and serving the local Board.
Fellowship of Christian Athletes (FCA): Active participation on the Board supporting their initiatives.
The Mind Center: Serving the Board, supporting brain health and research efforts.
Childrens Hospital of Mississippi in Jackson: Major donors, with several team members passionate about supporting this cause.
Our Values: Since the inception of our firm, we have been guided by a simple set of values. These values are rooted in our personal and professional experiences, our teams commitment to excellence, and the deep relationships weve had the opportunity to build with our clients.
SERVICE
Every client deserves unparalleled service. Our entire team is committed to getting in the trenches with you in the way that we proactively communicate and execute your plan.
INTEGRITY
Being true to your word can feel like a lost art, especially in the financial services industry. But our team is committed to the highest level of integrity, always putting our clients first and sharing even the most uncomfortable truths with the utmost respect.
DISCIPLINE
Consistent, disciplined action leads to exceptional results. Our team believes in time- tested financial strategies, leadership principles, and operational procedures that help us accomplish your goals.
Meet some of our local leaders, the heartbeat of our business:
Nick Fiorito, Managing Director:
How long with NM? 20 years.
Previous experience? Edward Jones Advisor for 1 year, shifted to NM seeking a better financial planning model and mentorship system.
Passions outside of business? Family, board service for Young Life and FCA, church, physical fitness, completed first IRONMAN in 2020, played college football.
Nate Baker, Director of Operations:
How long with NM? 1 year.
Previous experience? COO of Learn Arena, joined NM for growth opportunities.
Passions outside of business? Family, Little Lighthouse of Mississippi, running, and politics.
Gates Willson, Financial Advisor:
How long with NM? 5 years.
Previous experience? Mississippi State grad, played HS football and powerlifting, started at NM right out of college.
Passions outside of business? Young Life, fitness, and strength training.
Julie Colbert, Financial Advisor:
How long with NM? 36 years.
Previous experience? Millsaps College grad, lifetime Million $ Round Table member. Started at NM right out of college.
Passions outside of business? Swimming, athletics, and community service.
Christopher Johnston, Wealth Management Advisor:
How long with NM? 18 years.
Previous experience? Old Miss graduate in Psychology, started with NM right out of college.
Passions outside of business? Family, coaching, Ol' Miss Alumni association, basketball, and deer hunting.
Chase Patrizzi, Growth and Development Director, Financial Advisor:
How long with NM? 9 years.
Previous experience? Military background, passionately served the National Guard.
Passions outside of business? Family (girl dad), Children's Hospital of Mississippi and golf.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Nick Fiorito is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.
Flexible work from home options available.
Relationship Banker II
Personal banker job in Jackson, MS
Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers will deepen customer relationships while also processing a variety of cash and non-cash transactions.
Responsibilities
* Identify customer needs and make the appropriate referrals through proactive sales/service efforts.
* Service, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services, etc.
* Deliver exceptional customer experience that follows Trustmark's service standards.
* Continually safeguard the bank's assets and security of the working environment while processing transactions accurately (deposits and withdrawals for transaction accounts, collection items, wire transfers, credit card transactions, loan payments and the opening, closing and other maintenance of customer accounts).
* Balances cash drawer daily for both the cash totals and to ensure appropriate documents have been executed.
* Achieve sales and referral goals quarterly while providing excellent customer service and utilizing opportunities to transform service into sales.
* Making outreach calls to customers and/or prospects.
* Comply with the bank's guidelines, policies, procedures, and standards of performance.
* Coach and serve as a mentor to Relationship Bankers and Tellers.
* Provide oversight and responsibility to review/approve various transactions to include night drop contracts/logs, ATM deposits, collection items, money orders, official checks, and cash drawers.
* Handle the cash shipment and vault management for a branch.
* Ability to handle the origination of consumer loans.
* Perform additional duties as assigned.
Qualifications
* High school diploma or GED
* 2 years of face-to-face customer service experience, retail sales experience or prior Trustmark Relationship Banker experience with a demonstrated track record of exceeding the individual performance goals.
* Able to learn Trustmark consumer and/or mortgage lending guidelines and process applicable loans within 2 years of employment
* Be able to register with the National Mortgage Licensing System and Registry (NMLS)
* Able to use basic math concepts and can handle routine transactions and close out the cash drawer
* Exceptional customer service skills with the ability to learn and communicate Trustmark products
* Pass appropriate assessment tests related to customer service and math skills
* Able to meet sales goals in a retail environment
* Basic computer skills and the ability to learn internal technology systems to perform work tasks
* Strong interpersonal and communication skills both verbal and written
* Time management skills
* Detail-oriented with a focus on quality and accuracy
* Demonstrate professional appearance and mannerisms as this position works with the public on a daily basis
Preferred:
* Prior supervisory experience in a retail or bank environment
* Prior experience processing consumer or mortgage loans
* 2 years of banking industry knowledge specifically of the Relationship Banker position
Physical Requirements/Working Conditions: Must be able to sit or stand for long periods of time and use a computer keyboard and/or mouse, while viewing computer screens. Must be able to lift at least 20 pounds in order to process boxed or bagged coins.
Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.
Auto-ApplyFinancial Services Representative
Personal banker job in Magee, MS
World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek's Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We're an energetic team looking for a Financial Services Representative to guide customers on their financial journey. As a Financial Services Representative, you're the face of World Finance - empathizing, empowering, and engaging with our customers.
The primary responsibility of the Financial Services Representative is to assist the Branch Manager in operating the branch effectively and efficiently and to maximize growth. This position is expected to utilize sound lending skills, maximize potential profits, and follow policies for effective collection of accounts. This position is also responsible for providing excellent customer service which is an essential part of marketing the branch and Company culture.
Hourly Pay: $15 - $19
What you'll do:
Guide customers toward upward credit mobility through good financial choices.
Provide top-tier customer service, assisting customers with questions, concerns, and products.
Process and prepare loan applications.
Take and process payments.
Prepare loan documents and execute loan closing on current renewal loans.
Balance assigned cash drawer daily.
Prepare and complete the daily branch bank deposit and possibly transport money (operating cash, interim deposits, daily deposits) to and from the bank.
Maintain strong customer relationships and build community within your branch.
Other duties include but are not limited to:
Call approved and unmade applications to close loans daily.
Help build tax clientele and provide tax services.
Send complete and accurate credit denial letters within 30 days from the date of application.
Pay branch expenses as instructed by Branch Manager.
Experience (and Requirements) that will WOW us!
Must be able to demonstrate self-confidence and organizational skills.
A history of choosing kindness, showing compassion, and helping others.
The willingness to seek quality-driven solutions and embrace new ideas.
Absolute team player - pitching in when needed and accepting help, too.
To perform this job successfully, an employee must have basic computer skills.
A valid driver's license & access to a dependable vehicle.
Must possess a valid driver's license & reliable transportation to independently transport bank deposits and fulfill other required job responsibilities.
Why World?
We hire from within: we want to see you grow and climb in this company.
Each year, we promote 80% of Financial Services Reps to management.
75% of World's Operations Executives moved up from a similar role.
We pay you to give back: employees get paid volunteer hours each year.
Health, dental, vision, and life insurance are available to full time team members the 1st of the month following 30 days.
Paid holidays, vacation time, and a 401(k) plan (including company match).
Be part of a team with clear values, strong community, and a sense of belonging.
We'll get you home for dinner: your life outside of work is priority #1
You'll make a positive impact on the lives of the customers you serve.
Who is World?
Since 1962, World Finance has helped millions of people unlock their financial good. We aid customers in overall financial wellness, celebrating the hundreds of thousands of customers able to achieve better credit each year. Based in Greenville, SC, World reaches over one million customers annually - turning their financial possibility into reality through services like personal loans and tax preparation. With over 1,200 branches in 16 states, World is proudly rooted in the communities it serves. Our goal is to see our customers thrive, growing their credit and accessing more opportunities. We set ourselves apart as the financial partner with heart, offering an ever-expanding menu of customer-focused services and a commitment to teamwork, community, and care.
Physical Demands and Working Conditions:
• Frequently stationary with regular movement throughout the office; occasional climbing, kneeling, bending, twisting, and reaching.
• Occasionally lifts up to 5 lbs. and may exert up to 30 lbs. of force (e.g., opening file drawers).
• Requires regular use of vision, hearing, fine motor skills, and verbal/written communication.
• Fast-paced, high-demand environment with shifting priorities and tight deadlines; requires professionalism, multitasking, adaptability, and collaboration.
• Occasional local travel; may include extended hours, evenings, or weekends.
• Standard indoor office setting with shared workspace, typical noise, lighting, and temperature.
• Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically.
• Regular, reliable attendance and punctuality are essential.
Disclaimers:
Employees must be able to perform the essential functions of this position with or without reasonable accommodation, which World Finance will provide unless doing so would impose an undue hardship.
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee. The employer reserves the right to modify, assign, or reassign duties, responsibilities, and activities at any time with or without notice as needed to meet business needs.
It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, World Acceptance Corporation will provide reasonable accommodations for qualified individuals with disabilities.
Auto-ApplyCommunity Lending Mortgage Banker
Personal banker job in Jackson, MS
WHAT IS THE OPPORTUNITY? This position is responsible for sales of first mortgage and concurrent second loan products to existing and potential banking diverse segment clients. Community Loan Officer duties include outside sales activities to cultivate new business and expand CNB's client relationships through the sale of mortgage loan products and services, uses consultative sales skills in support of sales and business development activities, meets directly with clients in to assess client needs and present multiple mortgage product solutions, and ethically market and promote the bank's mortgage products as require in growing his/her assigned territory. Regularly and customarily travels to prospective client and referral source locations (away from CNB offices) to perform sales, business development, and related activities; following up by telephone or electronic mail as needed. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act; Must remain in good standing under the Safe Act.
WHAT WILL YOU DO?
* Outside Sales: Originate residential mortgage loans and related bank products and expand network of referral sources. Originations, in large part, are to be sourced through professional relationships (example: realtors, attorneys, CPAs, business managers, nonprofits, trade organizations, financial advisors) that fit within the banks overarching financial and diverse strategy
* Calls on clients or their designated representative's and referral sources at their places of business or other locations away from the office to prospect for and originate mortgage loans
* Provide sound and ethical loan counseling to all potential applicants.
* Act as liaison between Bank and customer during processing and underwriting, as procedures dictate, to ensure timely processing and best in industry customer service
* Complete the loan application and related processes with applicants while keeping with Bank policies, procedures and product guidelines and with applicable laws, regulations and accepted business practices.
* Forward substantially complete application packages to Processing and Underwriting within a system that adheres to TRID requirements
* Develop and/or implement sourcing strategies as required by written goals.
* Meeting or exceeding quantitative and qualitative goals as designed by sales management. Pursuing and fulfilling compensation goals within the spirit in which they were designed and with respect to the CNB brand
* Stay abreast of sales and business development techniques, product offerings, legal and regulatory requirements and industry and real estate trends.
* Acquire and maintain proficiency in the use of the specific software systems utilized by the bank directly and indirectly related to mortgage originations
* Attend regularly scheduled sales meetings, training sessions and Bank functions.
* Perform other duties as requested or assigned by management, such as special projects within the Residential Lending Division
* Foster and maintain active relationships with civic organizations within assigned territories for community service and business development purposes.
* Commitment to work of nonprofit organizations and making a positive impact in the community
* Increase mortgage loan volume, primarily focusing on underserved communities and low to moderate income consumers and geographies or targeted areas
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* H.S. Diploma
* Minimum 5 years of retail residential mortgage sales experience
* Minimum 3 years of mortgage or financial experience as part of a community lending team
* Minimum of 5 years of experience with diverse and underserved clients
* Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act; Must remain in good standing under the Safe Act.
*Additional Qualifications*
* Highly prefer network of professional and nonprofit referral sources
* Highly prefer a BA/BS degree with preference for business, finance, or economics degree
* Demonstrated superior sales and marketing ability
* Consistent written and verbal communication that is professional, thoughtful, clear and effective across all audiences, both inside and outside the bank
* Preferred experience with Net Oxygen, Salesforce, Blend, and Microsoft Office suite
* Knowledge of mortgage credit policies and current industry compliance standards
* Must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLS.
* Promote the Bank's CRA efforts, fair and responsible banking goals, and the underserved communities
*WHAT'S IN IT FOR YOU?*
*Compensation*
This is a commission-based role and does not have a set salary range.
*Benefits and Perks*
At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
* Generous 401(k) company matching contribution
* Career Development through Tuition Reimbursement and other internal upskilling and training resources
* Valued Time Away benefits including vacation, sick and volunteer time
* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
* Career Mobility support from a dedicated recruitment team
* Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our *********************************
ABOUT US
Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at **********************************
*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*
City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.
Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
\#LI-RK
\#CA-RK
Private Client Banker - Colony Park Branch - Ridgeland, MS
Personal banker job in Ridgeland, MS
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyRetail Banker- Old Canton -Jackson
Personal banker job in Jackson, MS
Job Description
FSNB is a full-service bank that has been family owned and operated for over 75 years. We are currently seeking friendly, adaptable individuals to join our team as an entry level Retail Bank Teller!
Most of our locations are within Walmart offering our customers the convenience of “banking where you shop” while providing prospecting and sales opportunities that continue growing our business. Retail Bankers conduct general office work, banking transactions, sales, cross sales, account opening, and account management while providing extraordinary customer service.
FSNB provides paid training and promotes from within, offering career growth opportunities such as team leaders, supervisors, bank officers, and branch managers. All qualifications can be acquired through on the job training with no finance or accounting experience necessary.
If you are looking for an opportunity to learn something new or want to capitalize on any previous cash handling, financial industry, customer service, sales representative experience, or people skills-look no further and begin building a successful career with FSNB today! We are actively seeking high school graduates and individuals with transferable cashier, fast food, or sales representative skills to join our team.
What is in it for you:
Opportunity for pay increases as soon as 60 days
Incentive Compensation
Paid training
Paid vacation
Paid personal leave
Medical/Dental/Supplemental Insurance
401k Plan
Paid death benefit
Employee Assistance Program
Paid holidays
Flexible scheduling with Sundays off
Promotes from within
Growth/Career opportunities
Equal Opportunity Employer
Personal Banker I
Personal banker job in Byram, MS
As a Personal Banker you will provide best-in-class service by processing routine banking transactions while also developing deep customer relationships and a thoughtful understanding of their needs. Through relationship building, you will identify and offer the best and most appropriate personal business financial products and services along with educating your customers on alternative and convenient transaction channels. Personal Banker I/II team members will be cross-functional in a universal banking model to assist clients with a myriad of needs.
Functions:
* Support the transactional needs of the banking center and other lines of business, as well as identify opportunities to deepen customer relationships.
* Open and process moderate to complex and consumer and basic small business deposit accounts, providing appropriate solutions/services to businesses for managing their cash flow.
* Enjoy working in a team environment with frequent interactions with fellow teammates and customers.
* Limited origination of simple consumer lending products such as personal loans and credit cards.
* Educate customers on other bank channels including online and mobile banking, interactive (Video) tellers and full-service ATMs that provide convenience and value to customers.
* Meet or exceed individual sales/referrals and activity objectives - measured by an individual sales and referral scorecard.
* Cash handling and adherence to proper balancing procedures.
* Review and maintain knowledge of products, fees, policies and current offers to assist customers with consumer or business product suggestions.
* Explore the customer's financial needs and recommend other bank services and refer customers within the branch when appropriate or to other departments when appropriate.
* Demonstrate compliance with all bank regulations that apply to your position and stay current on regulation changes including Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations that apply to your position.
* Create a positive impact within the communities you serve by investing time in Community Reinvestment Act (CRA) activities and financial literacy initiatives.
Qualifications:
* High school diploma required; college coursework preferred.
* Previous banking or demonstrated sales experience in business, retail or other industries.
* 1-year cash handling experience in a banking or retail environment preferred. (2+ years if level II)
* Foundational knowledge of sales and service techniques with consumers and small businesses in a structured, goal-based environment preferred.
* Excellent written and verbal communication skills with the ability to solve problems and nurture client relationships even in contentious situations.
* This position does NOT require S.A.F.E. registration at the time of employment.
The above statements are intended to describe the general nature and level of the work being performed by people assigned to this work. This is not an exhaustive list of all duties and responsibilities. Cadence Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary.
Cadence Bank is an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, status as a protected veteran, among other things, or status as a qualified individual with disability.
Relationship Banker I - Float
Personal banker job in Jackson, MS
Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers will deepen customer relationships while also processing a variety of cash and non-cash transactions.
Floaters will travel between assigned branch locations and are encouraged to apply for open positions for permanent placement.
Responsibilities
Identify customer needs and make the appropriate referrals through proactive sales/service efforts
Service, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services, etc.
Deliver an exceptional customer experience that follows Trustmark's service standards
Continually safeguard the bank's assets and security of the working environment while processing transactions accurately (deposits and withdrawals for transaction accounts, collection items, wire transfers, credit card transactions, loan payments and the opening, closing and other maintenance of customer accounts)
Balances cash drawer daily for both the cash totals and to ensure appropriate document has been executed
Achieve sales and referral goals quarterly while providing excellent customer service and utilizing opportunities to transform service into sales
Making outreach calls to customers and/or prospects
Comply with the bank's guidelines, policies, procedures, and standards of performance
Travel between branch locations
Perform additional duties as assigned
Qualifications
High school diploma or GED
One year of sales or customer service experience (in lieu of experience, Bachelor's degree is acceptable).
Able to use basic math concepts and can handle routine transactions and close out the cash drawer
Exceptional customer service skills with the ability to learn and communicate Trustmark products
Pass appropriate assessment tests related to customer service and math skills
Able to meet sales goals in a retail environment
Basic computer skills and the ability to learn internal technology systems to perform work tasks
Strong interpersonal and communication skills both verbal and written
Time management skills
Detail-oriented with a focus on quality and accuracy
Demonstrate professional appearance and mannerisms as this position works with the public on a daily basis
Experience in maintaining and balancing a cash drawer preferred
Physical Requirements/Working Conditions: Must be able to sit or stand for long periods of time and use computer keyboard and/or mouse, while viewing computer screens. Must be able to lift at least 20 pounds in order to process boxed or bagged coins.
Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.
Auto-ApplyFinancial Representative Entry Level
Personal banker job in Terry, MS
Job DescriptionBenefits:
Stipend
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Join the winning team at Fiorito Wealth Management - Serving Northwestern Mutual in Greater Jackson! We are significantly investing in growth through the development of new internal leaders and eager to hear your story!
Our District office is located: 210 Draperton Grove Ridgeland, MS 39157.
About the Financial Representative Role:
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree in finance, business, or a related field is preferred.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies, with a unique culture deeply dedicated to helping people achieve financial security.
Follow this link to hear about a Day in the Life of a Northwestern Mutual Representative: ****************************
Local Mississippi Charities Supported by Our District:
Young Life: Consistently hosting pickelball tournaments and serving the local Board.
Fellowship of Christian Athletes (FCA): Active participation on the Board supporting their initiatives.
The Mind Center: Serving the Board, supporting brain health and research efforts.
Childrens Hospital of Mississippi in Jackson: Major donors, with several team members passionate about supporting this cause.
Our Values: Since the inception of our firm, we have been guided by a simple set of values. These values are rooted in our personal and professional experiences, our teams commitment to excellence, and the deep relationships weve had the opportunity to build with our clients.
SERVICE
Every client deserves unparalleled service. Our entire team is committed to getting in the trenches with you in the way that we proactively communicate and execute your plan.
INTEGRITY
Being true to your word can feel like a lost art, especially in the financial services industry. But our team is committed to the highest level of integrity, always putting our clients first and sharing even the most uncomfortable truths with the utmost respect.
DISCIPLINE
Consistent, disciplined action leads to exceptional results. Our team believes in time- tested financial strategies, leadership principles, and operational procedures that help us accomplish your goals.
Meet some of our local leaders, the heartbeat of our business:
Nick Fiorito, Managing Director:
How long with NM? 20 years.
Previous experience? Edward Jones Advisor for 1 year, shifted to NM seeking a better financial planning model and mentorship system.
Passions outside of business? Family, board service for Young Life and FCA, church, physical fitness, completed first IRONMAN in 2020, played college football.
Nate Baker, Director of Operations:
How long with NM? 1 year.
Previous experience? COO of Learn Arena, joined NM for growth opportunities.
Passions outside of business? Family, Little Lighthouse of Mississippi, running, and politics.
Gates Willson, Financial Advisor:
How long with NM? 5 years.
Previous experience? Mississippi State grad, played HS football and powerlifting, started at NM right out of college.
Passions outside of business? Young Life, fitness, and strength training.
Julie Colbert, Financial Advisor:
How long with NM? 36 years.
Previous experience? Millsaps College grad, lifetime Million $ Round Table member. Started at NM right out of college.
Passions outside of business? Swimming, athletics, and community service.
Christopher Johnston, Wealth Management Advisor:
How long with NM? 18 years.
Previous experience? Old Miss graduate in Psychology, started with NM right out of college.
Passions outside of business? Family, coaching, Ol' Miss Alumni association, basketball, and deer hunting.
Chase Patrizzi, Growth and Development Director, Financial Advisor:
How long with NM? 9 years.
Previous experience? Military background, passionately served the National Guard.
Passions outside of business? Family (girl dad), Children's Hospital of Mississippi and golf.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Nick Fiorito is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.
Flexible work from home options available.
Relationship Banker - Greater Jackson - Jackson, MS
Personal banker job in Jackson, MS
You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
Delivers an exceptional customer experience by acting with a customer-first attitude
Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
Influences, educates, and connects customers to technology
Possesses initiative and knowledge to provide financial options for customers using a consultative approach
Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
High school degree, GED, or foreign equivalent
Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
College degree or military equivalent
Professional, thorough, and organized with strong follow-up skills
Exude confidence with clients when sharing product knowledge and solutions
Experience adhering to policies, procedures, and regulatory banking requirements
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Auto-ApplyRetail Banker - Feather Lane - Jackson
Personal banker job in Canton, MS
Job Description
FSNB is a full-service bank that has been family owned and operated for over 75 years. We are currently seeking friendly, adaptable individuals to join our team as an entry level Retail Bank Teller.
Most of our locations are within Walmart offering our customers the convenience of “banking where you shop” while providing prospecting and sales opportunities that continue growing our business. Retail Bankers conduct general office work, banking transactions, sales, cross sales, account opening, and account management while providing extraordinary customer service.
FSNB provides paid training and promotes from within, offering career growth opportunities such as team leaders, supervisors, bank officers, and branch managers. All qualifications can be acquired through on the job training with no finance or accounting experience necessary.
If you are looking for an opportunity to learn something new or want to capitalize on any previous cash handling, financial industry, customer service, sales representative experience, or people skills-look no further and begin building a successful career with FSNB today! We are actively seeking high school graduates and individuals with transferable cashier, fast food, or sales representative skills to join our team.
What is in it for you:
Opportunity for pay increases as soon as 60 days
Incentive Compensation
Paid training
Paid vacation
Paid personal leave
Medical/Dental/Supplemental Insurance
401k Plan
Paid death benefit
Employee Assistance Program
Paid holidays
Flexible scheduling with Sundays off
Promotes from within
Growth/Career opportunities
Equal Opportunity Employer
Relationship Banker II - Float
Personal banker job in Jackson, MS
Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers will deepen customer relationships while also processing a variety of cash and non-cash transactions.
Floaters will travel between assigned branch locations and are encouraged to apply for open positions for permanent placement.
Responsibilities
Coach and serve as a mentor to Relationship Bankers and Tellers
Provide oversight and responsibility to review/approve various transactions to include night drop contracts/logs, ATM deposits, collection items, money orders, official checks, and cash drawers
Handle the cash shipment and vault management for a branch
Ability to handle the origination of consumer loans.
Identify customer needs and make the appropriate referrals through proactive sales/service efforts
Service, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services, etc.
Deliver an exceptional customer experience that follows Trustmark's service standards
Continually safeguard the bank's assets and security of the working environment while processing transactions accurately (deposits and withdrawals for transaction accounts, collection items, wire transfers, credit card transactions, loan payments and the opening, closing and other maintenance of customer accounts)
Balances cash drawer daily for both the cash totals and to ensure appropriate document has been executed
Achieve sales and referral goals quarterly while providing excellent customer service and utilizing opportunities to transform service into sales
Making outreach calls to customers and/or prospects
Comply with the bank's guidelines, policies, procedures, and standards of performance
Travel between branch locations
Perform additional duties as assigned
Qualifications
High school diploma or GED
2 years of face-to-face customer service experience, retail sales experience or prior Trustmark Relationship Banker experience with a demonstrated track record of exceeding the individual performance goals.
Able to learn Trustmark consumer and/or mortgage lending guidelines and process applicable loans within 2 years of employment
Be able to register with the National Mortgage Licensing System and Registry (NMLS)
Able to use basic math concepts and can handle routine transactions and close out the cash drawer
Exceptional customer service skills with the ability to learn and communicate Trustmark products
Pass appropriate assessment tests related to customer service and math skills
Able to meet sales goals in a retail environment
Basic computer skills and the ability to learn internal technology systems to perform work tasks
Strong interpersonal and communication skills both verbal and written
Time management skills
Detail-oriented with a focus on quality and accuracy
Demonstrate professional appearance and mannerisms as this position works with the public on a daily basis
Experience in maintaining and balancing a cash drawer preferred
Prior supervisory experience in a retail or bank environment preferred
Prior experience processing consumer or mortgage loans preferred
2 years of banking industry knowledge specifically of the Relationship Banker position preferred
Physical Requirements/Working Conditions: Must be able to sit or stand for long periods of time and use computer keyboard and/or mouse, while viewing computer screens. Must be able to lift at least 20 pounds in order to process boxed or bagged coins.
Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.
Auto-ApplyFinancial Representative Entry Level
Personal banker job in Pelahatchie, MS
Job DescriptionBenefits:
Stipend
Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
Join the winning team at Fiorito Wealth Management - Serving Northwestern Mutual in Greater Jackson! We are significantly investing in growth through the development of new internal leaders and eager to hear your story!
Our District office is located: 210 Draperton Grove Ridgeland, MS 39157.
About the Financial Representative Role:
As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree in finance, business, or a related field is preferred.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies, with a unique culture deeply dedicated to helping people achieve financial security.
Follow this link to hear about a Day in the Life of a Northwestern Mutual Representative: ****************************
Local Mississippi Charities Supported by Our District:
Young Life: Consistently hosting pickelball tournaments and serving the local Board.
Fellowship of Christian Athletes (FCA): Active participation on the Board supporting their initiatives.
The Mind Center: Serving the Board, supporting brain health and research efforts.
Childrens Hospital of Mississippi in Jackson: Major donors, with several team members passionate about supporting this cause.
Our Values: Since the inception of our firm, we have been guided by a simple set of values. These values are rooted in our personal and professional experiences, our teams commitment to excellence, and the deep relationships weve had the opportunity to build with our clients.
SERVICE
Every client deserves unparalleled service. Our entire team is committed to getting in the trenches with you in the way that we proactively communicate and execute your plan.
INTEGRITY
Being true to your word can feel like a lost art, especially in the financial services industry. But our team is committed to the highest level of integrity, always putting our clients first and sharing even the most uncomfortable truths with the utmost respect.
DISCIPLINE
Consistent, disciplined action leads to exceptional results. Our team believes in time- tested financial strategies, leadership principles, and operational procedures that help us accomplish your goals.
Meet some of our local leaders, the heartbeat of our business:
Nick Fiorito, Managing Director:
How long with NM? 20 years.
Previous experience? Edward Jones Advisor for 1 year, shifted to NM seeking a better financial planning model and mentorship system.
Passions outside of business? Family, board service for Young Life and FCA, church, physical fitness, completed first IRONMAN in 2020, played college football.
Nate Baker, Director of Operations:
How long with NM? 1 year.
Previous experience? COO of Learn Arena, joined NM for growth opportunities.
Passions outside of business? Family, Little Lighthouse of Mississippi, running, and politics.
Gates Willson, Financial Advisor:
How long with NM? 5 years.
Previous experience? Mississippi State grad, played HS football and powerlifting, started at NM right out of college.
Passions outside of business? Young Life, fitness, and strength training.
Julie Colbert, Financial Advisor:
How long with NM? 36 years.
Previous experience? Millsaps College grad, lifetime Million $ Round Table member. Started at NM right out of college.
Passions outside of business? Swimming, athletics, and community service.
Christopher Johnston, Wealth Management Advisor:
How long with NM? 18 years.
Previous experience? Old Miss graduate in Psychology, started with NM right out of college.
Passions outside of business? Family, coaching, Ol' Miss Alumni association, basketball, and deer hunting.
Chase Patrizzi, Growth and Development Director, Financial Advisor:
How long with NM? 9 years.
Previous experience? Military background, passionately served the National Guard.
Passions outside of business? Family (girl dad), Children's Hospital of Mississippi and golf.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Nick Fiorito is a General Agent of NM. Managing Directors are not in legal partnership with each other, NM, or its subsidiaries.
Flexible work from home options available.