Universal Banker
Personal Banker Job In Washington, DC
WHO WE ARE
City First Bank N.A. is a mission-driven Community Development Financial Institution (CDFI) principally focused on a transformative impact in underserved, urban markets with the highest needs to drive equitable economic development. Our credit activities are purely commercial and focused on the following segments: Multifamily Affordable Housing, Not-for-Profit Finance, and Small Business Finance. As a depository and commercial lending provider with over $1.3 billion in bank assets as of December 31, 2024, our unified organization has over 100 employees in Washington DC and Los Angeles/Inglewood, CA.
ROLE SUMMARY
Establishes, retains, and deepens relationships with new and existing clients promoting bank products/services. Provides quality service to internal and external clients through effective and professional written and verbal communication. Processes teller transactions and balances cash accurately and efficiently. Resolves basic service issues by maintaining a developed working knowledge of basic bank products and services while referring more complex requests to appropriate colleagues or departments. Possesses strong knowledge of the platform and teller systems with the ability to open and process all new accounts. Proactively contacts clients to identify additional banking needs to strengthen client relationships and meet cross-sell goals. Complies with policies, procedures, rules, and regulations, and completes training requirements as warranted for the position.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
Consistently provides excellent client service when: accurately opening deposit accounts, servicing client needs, performing account maintenance, and establishing account-related services.
Receive and accurately process deposits, withdrawals, and other financial related transactions (loan payments, cashier's checks, etc.) to clients. Accurately balance teller cash drawer and transactions daily and maintain high degree of accuracy with the processing of transactions.
Follow all policies and procedures as they pertain to the performance of the position (opening new accounts, assigning account numbers, , security, BSA/AML, etc.).
Responsible for recognizing and referring sales opportunities.
Ensures proper completion of balancing of the ATM, Night Drop deposits, making change orders, etc.
Follows and remains current on all policies, procedures and applicable regulations that pertain to handling of client accounts, security, compliance, and internal control guidelines.
Records, files, , prepares wire transfers, and sorts mail as needed.
Gather data and process various reports (i.e. Overdrafts/NSF, Returned Items, etc.).
Responsible for contributing to cross-selling of product sales and participates in outbound sales calling activities.
Assist with daily Branch opening procedures to ensure that the branch is open on time and ready to conduct business. Assist with Branch closing procedures.
Assist Branch Manager and Assistant Branch Manager with preparation of monthly audit package.
Assist with duties performed under dual control, client inquiries, account research, check orders, etc. May act as back-up to vault custodian as needed.
Intermediate knowledge and use of FIS Horizon, Microsoft Suite, and other banking systems.
Timely completion of required training.
Other duties assigned by Assistant Branch Manager or Branch Manager.
EDUCATION & EXPERIENCE
Required Education/Experience:
High School Diploma or equivalent
2 years of cash handling and customer service
Preferred Education/Experience:
1 or more years of Platform/Opening/Servicing/Closing Accounts in financial services or equivalent internal City First branch banking
CERTIFICATIONS
None
KNOWLEDGE, SKILLS, AND ABILITIES
Required Knowledge & Skills:
Knowledge of Platform and Teller systems (FIS Horizon preferred)
Exhibits professionalism with internal and external customers
Knowledge of deposit products and services
Knowledge of banking regulations, policies, and procedures
Basic knowledge of MS Office products
Effective oral, written, and interpersonal communication skills.
Excellent organizational skills
Degree Requirements
Financial Representative
Personal Banker Job In College Park, MD
Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a
Fortune
500 company.
As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most.
The Ideal Place for a Career
Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package. Western & Southern Life offers a very competitive compensation plan: $1000 week, assuming a 40-hour workweek (non-exempt training period) for the first 2 weeks of employment. After you complete this 2-week training period, the role is exempt. During Weeks 3-13, you will receive a $1000/week base salary and be eligible to earn incentives per the terms of the applicable incentive plan. After week 13, your compensation is variable based on your individual performance in accordance with the terms of the applicable incentive plan; performing at minimum standards anticipates earning $50,000- 70,000 annually, as noted in the “Pay” field below.
As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (we are among just 15 of the top U.S. companies still offering a traditional Defined Benefit Plan). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs.
A Successful Financial Representative
Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are:
Customer-focused
Effective Communicators
Natural Networkers
Results-driven
Resilient
Collaborative
If this sounds like you, we encourage you to explore the possibilities, and apply today!
From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.
Financial Services Representative - State Farm Agent Team Member
Personal Banker Job In Frederick, MD
Connie Snook Insurance and Financial Services Inc., honored as a top agent in
Frederick Magazine
for 2024 and known for its strong reputation, is seeking a driven Financial Services Representative - State Farm Agent Team Member with expertise in financial products and services. If you thrive on working with clients but feel trapped in the grind of endless cold calling and the uncertainty of a commission-only role, we want to hear from you!
Location: Frederick, MD
In Office: Qualified candidates (in or near hub locations listed) should plan to spend time working in the office with clients as part of our work environment.
Job Description
As a Financial Services Representative - State Farm Agent Team Member, you will join a dynamic team dedicated to transforming the way financial advising is done. We are looking for driven, collaborative, passionate, and customer-focused individuals to make a meaningful impact. Your responsibilities will include:
Provide holistic financial guidance by delivering comprehensive financial planning and advice to State Farm customer households, addressing their unique needs and goals.
Collaborate and mentor with a career agent to create and execute business plans, ensuring alignment with client service models and fostering professional development.
Enhance client relationships by proactively communicating with clients, resolving inquiries, providing guidance, and ensuring all documentation and key information is accurate and up-to-date.
Uphold integrity and compliance by demonstrating expertise in financial markets, educating clients on tools and technology for managing investments, and ensuring adherence to Michaels Insurance and Financial Services Inc. policies and industry regulations.
Qualifications
Minimum of 2 years of experience as a financial services representative or in a similar financial services role.
Proven success in acquiring clients, building, and maintaining strong client relationships, and collaborating effectively with key partners and team members.
Enthusiastic, self-motivated professional with a passion for helping clients achieve their financial goals.
Eagerness to learn and grow with the financial services industry.
Requirements
Bachelor's degree preferred.
Life and Health License highly preferred.
Active Securities Industry Essentials (SIE) Exam, Series 6, and/or 63, 65 and/or ChFC Licenses preferred.
Perks for Financial Services Representative - State Farm Agent Team Member
The first year's compensation is expected to range between $60,000-$140,000 (including commission and production bonuses) with upward earning potential over time.
Comprehensive benefits package, including 401(k) match, medical, dental, vision, Life Insurance and Accrued Paid Time Off (PTO).
Volunteer events within the community and engage in a learning and fun culture.
Access to a large book of customer households and top-tier training with mentorship from a successful career agent.
A supportive, fun culture that emphasizes learning, growth, and enjoyment in the workplace.
*This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm.
An equal opportunity employer
We shall hire, retain, promote, compensate, and provide terms, conditions, and privileges of employment solely on the basis of the Companies' human resources requirements and each person's qualifications. We have an obligation to our policyholders to realistically determine our needs for employees and to select the best qualified available people to manage their insurance business. In fulfilling our obligations, we will not practice, tolerate, nor condone discrimination because of age, race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or genetic information. All employees must respect the individuality and dignity of one another and the customers we serve. We shall always comply with the letter and the spirit of all national, state, and local laws pertaining to employment.
Debt Finance Associate Attorney
Personal Banker Job In Washington, DC
Lateral Link is assisting a reputable law firm and repeat client seeking a mid/senior-level debt finance attorney with 3-6 years (2018-2021) of experience.
The firm's debt financing attorneys represent both public and private companies as well as a broad range of institutional lenders in a variety of complex, structured financing transactions. They also have a strong focus on middle market private equity deals.
The firm is very big in the healthcare industry and operates in a full-service capacity for those kinds of clients.
1850 billable hour requirement.
The firm is believes in sustainable workloads and retaining happy associates.
3 days per week in office.
The group is in the early stages of reviewing candidates.
If you are interested and qualified, please submit your resume here or email me at ***********************
Finance Associate
Personal Banker Job In Washington, DC
Washington D.C.
Our client's Finance practice group has extensive experience counseling clients in a wide range of public and private financing transactions, including everything from routine corporate financing transactions to highly complex structures that are often beyond the capacity of conventional legal service providers. They represent private equity sponsors and their portfolio companies, service providers, manufacturers, companies in the automotive industry, high-tech companies, healthcare and pharmaceutical companies, financial institutions, retailers, casino/gaming operators, and other industries. Their attorneys bring a depth and diversity of experience that allows them to maintain knowledge and familiarity with market terms and customs.
KEY RESPONSIBILITIES
Assist with representing clients in complex financing transactions, including private equity financing, acquisition financing, strategic debt financing, asset-based lending and other debt transactions;
Deliver high quality work-product and effectively communicate at all levels.
Demonstrate excellent problem-solving skills and high energy and enthusiasm for counseling in the relevant client sector;
Exhibit highly responsive, creative and efficient work habits;
Strive to continuously improve knowledge, skills and abilities and seek guidance and feedback to improve performance and productivity;
Take responsibility for enhancing expertise, in addition to seeking out formal and informal training;
Integrate into the practice and build strong relationships with clients.
Demonstrate a long-term interest in networking with existing clients and developing business opportunities.
QUALIFICATIONS
4-6 years of experience in corporate finance transactions in a law firm;
Ability to organize and prioritize numerous tasks and complete them under significant time constraints;
Outstanding interpersonal, analytical, organizational, and communication (written and verbal) skills required;
J.D. degree from an ABA-accredited institution;
Licensed Illinois, D.C. or Michigan attorney in good standing (or with ability to waive into either jurisdiction); and
Ability to travel as client needs require.
Proprietary Equity Traders Wanted
Personal Banker Job In Arlington, VA
NOW Accepting Applications for Prop Trading Professionals
Considering an exciting new career as a professional trader?
T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group.
Trading with T3TG
Our goal is to help every trader maximize their potential through:
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics
Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems
Daily trading reviews with experienced traders for individualized help
An open and friendly team environment
A competitive payout structures
Required Qualifications
College degree with a competitive GPA
Passion for financial markets
Strong analytical skills
Team-oriented mentality
A focused, entrepreneurial personality
Experience in sports or other competitive endeavors like gaming preferred but not required
Prior trading experience is not required
Professional Trading Benefits
As a professional trader with T3TG you get:
Access to firm capital for superior leverage to traditional retail brokerage accounts.
A community of like-minded seasoned professionals to trade alongside.
Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions.
Access additional capital and potential full-backing based on your performance.
Regulatory Requirements
To trade the firm's capital, equities and options traders must pass the Securities
Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams.
Additionally, all traders must complete FINRA Registration paperwork and applicable background checks.
About T3TG
T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district.
Please Note:
Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa.
How to Apply
If interested, please contact Paolo Fontana at ************ or ***************************
2026 Commercial and Investment Banking - Middle Market Banking & Specialized Industries - Summer Analyst
Personal Banker Job In Washington, DC
JobID: 210586015 JobSchedule: Full time JobShift: Base Pay/Salary: Irvine,CA $38.46-$38.46; Denver,CO $38.46-$38.46; Washington,DC $38.46-$38.46; Seattle,WA $38.46-$38.46; San Francisco,CA $38.46-$38.46; New York,NY $38.46-$38.46; Chicago,IL $38.46-$38.46; Los Angeles,CA $38.46-$38.46
We want to introduce you to the many areas of direct client work across banking, treasury, and credit with client-facing work, as well as extensions of these functions through strategic project work and more. Our goal is to provide a robust, well-rounded experience for you to launch your career in the financial services industry! We will provide everything you need to be successful - from training and mentorship, to senior leader engagements, to projects that engage your current skills and help develop them further. Working here means joining a collaborative, supportive team. We want your diverse perspective to help us develop the next wave of products and solutions for our clients.
As a Summer Analyst in the Middle Market Banking & Specialized Industries (MMBSI) Program, you will be introduced to client management, credit structuring, and cash management allowing you to develop the necessary skillset to become a successful Full-Time Analyst. The 9-week program will begin with a week of orientation and training, giving you foundational business knowledge you'll build upon throughout the summer. You will also have the opportunity to hear from and network with senior leaders and spend time with peers from programs across the bank at philanthropic and group events. Upon successful completion of the Summer Analyst program, you may receive an offer of full-time employment in our 2.5 year, full-time MMBSI Analyst Program.
There are two program tracks to choose from within MMBSI. First, is our diversified experience track, which exposes you to a variety of teams and functions across the broader MMBSI business. Second, is our focused program experience track in our Capital & Advisory Solutions line of business, which streamlines your exposure to three dynamic teams. In both tracks, you will support our regional groups by working with MMBSI Bankers, Credit Officers, Treasury Officers and Product Partners who cover a variety of industries to provide a range of financing solutions and strategic advisory.
Job responsibilities
* Work on financial models to support financing transactions
* Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis)
* Learn how to identify treasury product solutions to benefit clients' long-term planning
* Collaborate with deal teams regarding business development strategy, including the identification of potential prospects
* Develop an understanding of the full breadth of J.P. Morgan products and service offerings
* Conduct client and prospect research to support business development efforts
Required qualifications, capabilities, and skills
* Exceptional verbal and written communication skills
* Excellent problem solving and critical thinking skills
* Strong attention to detail
* Ability to thrive in a fast-paced, collaborative work environment
* Pursing a bachelor's degree with an expected graduation date of December 2026 - June 2027
Preferred qualifications, capabilities, and skills
* Minimum cumulative GPA of 3.2 on a 4.0 scale
* Coursework in business, finance, or accounting
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.)
Please note that your performance in this program will be evaluated for the purpose of assessing a permanent full time offer post-graduation, a role that is likewise ineligible for employment-based immigration sponsorship.
We will be filling our classes on a rolling basis. We strongly encourage you to submit your application as early as possible before job postings close.
Locations we hire for MMBSI - Diversified Track:
* Atlanta
* Austin
* Bloomfield Hills (Detroit Metro Area)
* Boston
* Charlotte
* Chicago
* Dallas
* Denver
* Houston
* Indianapolis
* Irvine
* Los Angeles
* Miami
* Nashville
* New York City
* Philadelphia
* San Francisco
* Seattle
* Washington D.C.
Locations we hire for MMBSI - Capital & Advisory Solutions Track:
* Atlanta
* Chicago
* Dallas
* Houston
* Los Angeles
* New York City
About The Process:
To be considered, you must complete the following steps:
* Complete this application including selection of city preference. Make sure your program and city preferences align as noted in the descriptions above.
* If you meet the minimum criteria for the application, you will receive an invitation to complete a recorded HireVue interview. Please note applications will be reviewed on a rolling basis. We strongly encourage you to complete your HireVue video(s) within 1 week of receiving. Your application will not be considered for further review until you have completed your HireVue.
* If selected, our team will reach out to you with final details.
Private Client Banker - Greater Baltimore Market
Personal Banker Job In Baltimore, MD
You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Private Client Banker - Greater Baltimore Market - (Mandarin Preferred)
Personal Banker Job In Pikesville, MD
You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
MBS Trader
Personal Banker Job In Chevy Chase, MD
Optimal Blue is a leading provider of secondary market solutions and actionable data services and delivers innovative and integrated solutions to transform the mortgage and secondary market industries. This is a hybrid role based in our Chevy Chase (zip code 20815) office.
SUMMARY
Responsible for working under the direction of the Hedge Account Management team to assist with fixed income analytics, risk management, and/or trading. Learn to execute trading strategies on behalf of clients, implement tools that lead to greater client profitability and contribute to the further development of our industry leading technology.
RESPONSIBILITIES
* Works under the supervision of a Hedge Account Manager to evaluate, define, and execute hedge strategies, derivation of risk management analytics and historical data
* Execute trades on behalf of clients at the direction of the assigned Hedge Account Manager, typically using forward-traded TBA or Specified MBS Pools
* Work directly with Hedge Account Manager to implement new tools, troubleshoot existing setups, and other ad hoc analysis
* Responsible for assisting with mortgage valuation analytics, report development, testing, and feedback
* Assist with monitoring risk positions in the mortgage pipeline and/or servicing asset intraday and alert the appropriate account management team of any exceptions to policy limits
* Provide Hedge Account Manager support with monitoring and reporting performance of hedged positions as interest rates change and compare with predicted value changes. Explain any material deviations from projections through attribution analysis.
* Support the Hedge Account Managers in maintaining relationships with Broker/Dealer community on behalf of clients; provide client assistance in expanding credit availability
* Maintain relationships with mortgage bankers, investors and servicing brokerage firms, and other firms making a market in whole loans
* May be responsible for other miscellaneous research projects
* Performs other related duties as assigned
MINIMUM REQUIREMENTS
* Bachelor's degree or the equivalent combination of education, training, and work experience. Master's degree is preferred
* Requires 0 - 3+ years of fixed income mortgage trading, portfolio, or risk management experience
PREFERRED QUALIFICATIONS
* Knowledge of company products, services, and capabilities
* Ability to learn and comprehend the mortgage origination process, mortgage securities and markets through on-the-job training
* Knowledge of Mortgage Secondary Marketing, including best execution of whole loan, MBS, and retained/released sales methods
* Knowledge of the fundamentals of ratesheet and margin management
* Knowledge of options theory, derivative markets and instruments, macroeconomics, and financial markets
* Knowledge of proprietary mortgage risk management, valuation analytics, and account management
* Knowledge of Mortgage Servicing Right (MSR) valuation techniques, sensitivities and fixed income financial theory and practice
* Strong quantitative skills with solid grounding in basic mathematical and statistical concepts
* Outstanding verbal and written communication skills to technical and non-technical audiences of various levels within the organization (e.g., executive, management, individual contributors) as well as outside the organization
* Excellent analytical, decision-making, problem-solving, team and time management skills
* Positive outlook, strong work ethic, and responsive to internal and external customers and contacts
We are targeting pay for this position nearer to the midpoint of the range rather than the top of the range.
Business Unit:
OB - Hedge & Trading (H&T)
FLSA Designation (US Only):
Exempt
Salary Range (US Only):
The estimated base salary range for this role in the United States is $57,600.00 - $86,400.00 per year. For compliance with local legislation, and to provide greater transparency to applicants, we share salary ranges on all job postings regardless of the desired hiring location or whether the position is remote. The posted range is an estimate and reflects many factors which are subject to change. Final offer amounts may vary from the amounts listed above, based upon geographic location, candidate experience and expertise, and other relevant factors.
Other Compensation (US Only):
This role will also be eligible for participation in a Company profit sharing bonus plan. Plan details will be provided to you upon hire.
Benefits (US Only):
Full time employees will also be eligible for enrollment in a wide range of choices of benefits , including medical, dental, vision, basic life insurance, short/long term disability, 401(k) participation (with company match).
Time off (US Only):
The Company provides a minimum of 10 days of vacation for new employees , sick time based on state requirements, 8 Company-paid holidays and 2 personal holidays per year.
We recognize the value and importance of diversity and inclusion in our communities and in the workplace. We celebrate diversity and one of our goals as an employer is to create an inclusive work environment for all employees. We are an equal opportunity employer and do not discriminate against any employee or applicant because of race, religion, sex, sexual orientation including gender identity or expression, pregnancy, national origin, age, marital status, veteran status, disability status, or any other category or characteristic protected by law.
Applicants with disabilities who would like to require a reasonable accommodation related to any part of the application process may contact us at Perseus_***********************.
NOTE: If an applicant is selected to receive a conditional offer of employment, and in accordance with applicable law, a criminal background check may be conducted before the offer becomes final and employment begins. Pursuant to the San Francisco Fair Chance Ordinance, and other applicable laws, we will consider for employment qualified applicants with arrest and conviction records.
#LI-BL1
#OB
MBS Trader
Personal Banker Job In Chevy Chase, MD
Optimal Blue is a leading provider of secondary market solutions and actionable data services and delivers innovative and integrated solutions to transform the mortgage and secondary market industries. This is a hybrid role based in our Chevy Chase (zip code 20815) office.
SUMMARY
Responsible for working under the direction of the Hedge Account Management team to assist with fixed income analytics, risk management, and/or trading. Learn to execute trading strategies on behalf of clients, implement tools that lead to greater client profitability and contribute to the further development of our industry leading technology.
RESPONSIBILITIES
Works under the supervision of a Hedge Account Manager to evaluate, define, and execute hedge strategies, derivation of risk management analytics and historical data
Execute trades on behalf of clients at the direction of the assigned Hedge Account Manager, typically using forward-traded TBA or Specified MBS Pools
Work directly with Hedge Account Manager to implement new tools, troubleshoot existing setups, and other ad hoc analysis
Responsible for assisting with mortgage valuation analytics, report development, testing, and feedback
Assist with monitoring risk positions in the mortgage pipeline and/or servicing asset intraday and alert the appropriate account management team of any exceptions to policy limits
Provide Hedge Account Manager support with monitoring and reporting performance of hedged positions as interest rates change and compare with predicted value changes. Explain any material deviations from projections through attribution analysis.
Support the Hedge Account Managers in maintaining relationships with Broker/Dealer community on behalf of clients; provide client assistance in expanding credit availability
Maintain relationships with mortgage bankers, investors and servicing brokerage firms, and other firms making a market in whole loans
May be responsible for other miscellaneous research projects
Performs other related duties as assigned
MINIMUM REQUIREMENTS
Bachelor's degree or the equivalent combination of education, training, and work experience. Master's degree is preferred
Requires 0 - 3+ years of fixed income mortgage trading, portfolio, or risk management experience
PREFERRED QUALIFICATIONS
Knowledge of company products, services, and capabilities
Ability to learn and comprehend the mortgage origination process, mortgage securities and markets through on-the-job training
Knowledge of Mortgage Secondary Marketing, including best execution of whole loan, MBS, and retained/released sales methods
Knowledge of the fundamentals of ratesheet and margin management
Knowledge of options theory, derivative markets and instruments, macroeconomics, and financial markets
Knowledge of proprietary mortgage risk management, valuation analytics, and account management
Knowledge of Mortgage Servicing Right (MSR) valuation techniques, sensitivities and fixed income financial theory and practice
Strong quantitative skills with solid grounding in basic mathematical and statistical concepts
Outstanding verbal and written communication skills to technical and non-technical audiences of various levels within the organization (e.g., executive, management, individual contributors) as well as outside the organization
Excellent analytical, decision-making, problem-solving, team and time management skills
Positive outlook, strong work ethic, and responsive to internal and external customers and contacts
We are targeting pay for this position nearer to the midpoint of the range rather than the top of the range.
Business Unit:
OB - Hedge & Trading (H&T)
FLSA Designation (US Only):
Exempt
Salary Range (US Only):
The estimated base salary range for this role in the United States is $57,600.00 - $86,400.00 per year. For compliance with local legislation, and to provide greater transparency to applicants, we share salary ranges on all job postings regardless of the desired hiring location or whether the position is remote. The posted range is an estimate and reflects many factors which are subject to change. Final offer amounts may vary from the amounts listed above, based upon geographic location, candidate experience and expertise, and other relevant factors.
Other Compensation (US Only):
This role will also be eligible for participation in a Company profit sharing bonus plan. Plan details will be provided to you upon hire.
Benefits (US Only):
Full time employees will also be eligible for enrollment in a wide range of choices of benefits , including medical, dental, vision, basic life insurance, short/long term disability, 401(k) participation (with company match).
Time off (US Only):
The Company provides a minimum of 10 days of vacation for new employees , sick time based on state requirements, 8 Company-paid holidays and 2 personal holidays per year.We recognize the value and importance of diversity and inclusion in our communities and in the workplace. We celebrate diversity and one of our goals as an employer is to create an inclusive work environment for all employees. We are an equal opportunity employer and do not discriminate against any employee or applicant because of race, religion, sex, sexual orientation including gender identity or expression, pregnancy, national origin, age, marital status, veteran status, disability status, or any other category or characteristic protected by law.Applicants with disabilities who would like to require a reasonable accommodation related to any part of the application process may contact us at Perseus_***********************.NOTE: If an applicant is selected to receive a conditional offer of employment, and in accordance with applicable law, a criminal background check may be conducted before the offer becomes final and employment begins. Pursuant to the San Francisco Fair Chance Ordinance, and other applicable laws, we will consider for employment qualified applicants with arrest and conviction records.#LI-BL1#OB
Resume Bank
Personal Banker Job In Washington, DC
House Majority PAC is an organization designed to hold Republicans accountable and help elect more House Democrats. House Majority PAC is committed to building a long-term organization that can take on the Republican outside groups in the battle for the House Majority.
Our comprehensive benefits package includes:
- Medical, dental, and vision; with 100% coverage for eligible staff and 80% coverage for eligible dependents.
- Over 25 days of paid time off including; federal holidays, vacation days, and personal days.
- Monthly stipends for transportation and cell-phone expenses.
- 401k program with a 4% employer match.
- and more!
House Majority PAC is an equal opportunity employer. We believe that employees from diverse backgrounds are critical to achieving our goals. We seek to recruit, develop, and retain the most talented people from a diverse candidate pool, and consider applicants for all positions without regard to race, color, religion, sex, gender orientation, national origin, age, marital status, disability, or any other legally protected status.
Private Client Banker - Chevy Chase - Washington, DC
Personal Banker Job In Washington, DC
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Universal Banker
Personal Banker Job In Washington, DC
WHO WE ARE
City First Bank N.A. is a mission-driven Community Development Financial Institution (CDFI) principally focused on a transformative impact in underserved, urban markets with the highest needs to drive equitable economic development. Our lending activities are purely commercial and focused on the following segments: Multifamily Affordable Housing, Not-for-Profit Finance, and Small Business Finance. As a depository and commercial lending provider with over $1.3 billion in bank assets as of December 31, 2024, our unified organization has over 100 employees in Washington DC and Los Angeles/Inglewood, CA.
ROLE SUMMARY
Establishes, retains, and deepens relationships with new and existing clients promoting bank products/services. Provides quality service to internal and external clients through effective and professional written and verbal communication. Processes teller transactions and balances cash accurately and efficiently. Resolves basic service issues by maintaining a developed working knowledge of basic bank products and services while referring more complex requests to appropriate colleagues or departments. Possesses strong knowledge of the platform and teller systems with the ability to open and process all new accounts. Proactively contacts clients to identify additional banking needs to strengthen client relationships and meet cross-sell goals. Complies with policies, procedures, rules, and regulations, and completes training requirements as warranted for the position.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
Consistently provides excellent client service when: accurately opening deposit accounts, servicing client needs, performing account maintenance, and establishing account-related services.
Receive and accurately process deposits, withdrawals, and other financial related transactions (loan payments, cashier's checks, etc.) to clients. Accurately balance teller cash drawer and transactions daily and maintain high degree of accuracy with the processing of transactions.
Follow all policies and procedures as they pertain to the performance of the position (opening new accounts, assigning account numbers, , security, BSA/AML, etc.).
Responsible for recognizing and referring sales opportunities.
Ensures proper completion of balancing of the ATM, Night Drop deposits, making change orders, etc.
Follows and remains current on all policies, procedures and applicable regulations that pertain to handling of client accounts, security, compliance, and internal control guidelines.
Records, files, , prepares wire transfers, and sorts mail as needed.
Gather data and process various reports (i.e. Overdrafts/NSF, Returned Items, etc.).
Responsible for contributing to cross-selling of product sales and participates in outbound sales calling activities.
Assist with daily Branch opening procedures to ensure that the branch is open on time and ready to conduct business. Assist with Branch closing procedures.
Assist Branch Manager and Assistant Branch Manager with preparation of monthly audit package.
Assist with duties performed under dual control, client inquiries, account research, check orders, etc. May act as back-up to vault custodian as needed.
Intermediate knowledge and use of FIS Horizon, Microsoft Suite, and other banking systems.
Timely completion of required training.
CERTIFICATIONS
None
Requirements
EDUCATION & EXPERIENCE
Required Education/Experience:
High School Diploma or equivalent
2 years of cash handling
1 or more years of Platform/Opening/Servicing/Closing Accounts in financial services or equivalent internal branch banking
KNOWLEDGE, SKILLS, AND ABILITIES
Required Knowledge & Skills:
Knowledge of Platform and Teller systems (FIS Horizon preferred)
Exhibits professionalism with internal and external customers
Knowledge of deposit products and services
Knowledge of banking regulations, policies, and procedures
Basic knowledge of MS Office products
Effective oral, written, and interpersonal communication skills.
Excellent organizational skills
Salary Description $20 - $21/hr
Universal Banker
Personal Banker Job In McLean, VA
Trustar Bank is a community bank conceived to meet the banking needs of businesses and individuals in the greater metropolitan Washington DC area. The Organizers of the Bank are experienced bankers, bank investors, and business professionals in the Bank s target market area. Rapid consolidation in the Bank s target market has created an opportunity for a community-based commercial bank.
At Trustar, our mission is to be your partner for financial success, to provide a sound investment for our shareholders, and to support our local community.
A viable market, sufficient capital, engaged leadership, and strong management are critical success factors for any financial institution. Service differentiates one bank from another. As a community bank, Trustar Bank s strategy is to be a personalized alternative to larger, super-regional financial institutions that increasingly dominate the Bank s primary market. Our mission statement emphasizes personal service, responsiveness, and a willingness to tailor products and services to meet the needs of our customers:
Our unique approach to financial services and our can do attitude sets us apart from our competition. At Trustar, our philosophy is to provide customized banking solutions and top-notch service that truly addresses your individual needs.
Trustar Bank is currently seeking an experienced Universal Banker responsible for providing high quality customer service as a cross-trained new accounts representative. The Universal Banker is empowered to own the entire customer experience. The Universal Banker must follow all established policies and procedures of the bank.
Summary of Job Duties:
While representing the Bank to customers in a courteous and professional manner, provide prompt, efficient and accurate service in processing transactions while establishing a rapport with clients to ensure they feel welcome in the branch.
Process client financial transactions in an accurate and timely manner. Balance daily transactions and cash in accordance with established Bank policy and procedures.
Ask open ended questions to identify customer needs and extend solutions based on knowledge of Trustar Bank products/services.
Professionally provide timely and accurate responses to client inquiries.
Perform account opening and servicing with confidence and precision.
Assist with various administrative daily and monthly activities to ensure the branch consistently complies with all Bank policies and procedures as they pertain to the performance of the position to include opening new accounts, teller procedures, security procedures, BSA procedures and Compliance procedures.
Support the Branch in all sales, service and community related initiatives.
Candidate will assist with other duties as assigned.
Requirements:
High school diploma or its equivalent. At least one to two years banking experience in a teller or new accounts position is preferred.
Must be able to perform each essential duty satisfactorily and successfully complete teller and new accounts training. Ability to remain calm and complete more than one task at a time in a fast-paced environment. May stand occasionally.
Skills/Knowledge:
A high level of interpersonal and verbal skills to represent the Bank in a positive manner in dealing with customer/teller transactions. Good math aptitude and reasoning skills. Working knowledge of and experience with Microsoft Office applications. Ability to function as an effective team member. Ability to communicate clearly over the telephone and in person.
Working Conditions:
Continuous daily contact with customers and the public performing recurring tasks. Close daily contact with peers, manager and other bank employees. Work schedules may include evening and Saturday hours. May also work in our Bethesda, Great Falls, and Reston locations.
Trustar Bank has grown rapidly since it's start in 2019. With an all-star team and fast-paced environment, this is an exciting opportunity to join a great Team. We also provide an outstanding benefits package to include a NO Deductible health care plan, a strong 401(k) with discretionary company match, LifeLock premier for all employees, and a generous PTO plan. This is an in-office position and a professional environment. We are an equal opportunity employer.
Resume Bank
Personal Banker Job In Washington, DC
This is a posting for American Bridge 21st Century's, a progressive research and communications organization dedicated to holding Republicans accountable for their words and actions, resume bank for future opportunities in its various Research, Communications, and Tracking Departments.
All positions are currently remote but will ultimately be based in Washington, D.C, unless otherwise noted within the specific posting.
American Bridge 21st Century PAC is an Equal Opportunity Employer. Applicants of diverse backgrounds are welcomed and encouraged to apply. We offer a competitive salary and a strong benefits package.
American Bridge 21st Century is a union employer, however not all future postings will be within the bargaining unit. This will be noted accordingly in future postings.
Main Banker I - Maryland - Full-Time
Personal Banker Job In Severn, MD
Min Compensation USD $16.00/Hr. Max Compensation USD $16.00/Hr. Overview Why We Need Your Talents: As a Main Banker you will be responsible for delivering exceptional gest service while performing all casino cage transactions. You will assist in Cash control and disbursement for the casino bank which we call the vault or the cage! Assisting in the daily shift functions of the cage will ensure that guests have an enjoyable gaming experience. Compensation: $16/hr + tips! Responsibilities Where You'll Make an Impact: * Servicing all cashiers and team member exchanges throughout the shift. * Keeping cash drawer balanced and impressed. * Completing Currency Transaction Reports, W2G tax forms and multiple transactions logs. * Accurate record-keeping in all aspects of duties and responsibilities. * Answering customer questions in a courteous and professional manner. * Verifying and documenting personal ID information for checks, cash advances, and slot marker transactions. * Making exchanges with Main bank, Marker bank, and Chip bank. * Responsible for cashing out customers, giving correct change. * Become familiar with the casino credit application process. * Cleaning/washing of chips. Skills to Help You Succeed: * Ability to * Effectively communicate * Read, write, and understand basic instructions. * Complete, perform and understand basic mathematical functions. * Must be able to distinguish between colors * Knowledge of company policy and procedures, IRS Bank Secrecy Act and internal controls. * Knowledge in all service areas, front window, marker bank, Chip Bank and main vault. * Ability to perform assigned job duties under frequent time pressures in an interruptive environment. * Flexible work schedule. Qualifications Must-Haves: * A high school diploma or GED equivalent. * One (1) year cashier or banking experience preferred. * Must be able to comply with all state gaming regulations, which may include obtaining a license. * Must be available to report to work at the following times *
Swing Shift staggered start times between 1:00PM - 6:00PM * Grave Shift staggered start times between 8:00PM - 12:00AM Physical Requirements: * Ability to: * Work at a fast pace in stressful situations. * Stand for entire shift. * Lift, push, or pull up to 50lbs. * Stoop, bend, and squat. * Must be able to work in a location with loud noise and visual distractions. What We Offer Perks We Offer You * Comprehensive group health benefits for full-time and part-time Team Members and their eligible dependents. Other benefits for full-time and part-time Team Members include: * Free Basic Life Insurance * Free Short Term & Long-Term Disability * Generous retirement savings options * Paid Time Off * Tuition Reimbursement * On-site Wellness center for Team Members and eligible dependents (Maryland Property only) * Training and pathways for career growth * Robust Rewards & Recognition Programs * Annual Merit Based Pay Increases * Discretionary Performance Bonuses * Discretionary Service Bonuses * Free parking * Free food and discounted meals * Live! Hotel, Food & Beverage, and Entertainment Discounts Life at Live! Individuals chosen to be part of the Live! Team can expect: * To be part of an exciting experience unlike any other in the market. * To be given the power and responsibility to put service and community first. * To come together as a strong team, while valuing and celebrating our diversity. * To be given the tools, resources, and opportunity to grow in their career. * To work hard and have fun. * Live is a 24 hour /7 days per week high energy casino with a culture committed to fairness, teamwork, and most importantly FUN. * The casino is large and fast paced, requiring the ability and energy to move about it with a true sense of urgency! * Exposed to alcohol, cigarette and cigar smoke, bright lights, and loud noises. * You will work in an environment where smoking is allowed.
Private Client Banker - Chevy Chase - Washington, DC
Personal Banker Job In Washington, DC
JobID: 210601104 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $25.00-$30.29 You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Universal Banker - Great Falls
Personal Banker Job In Great Falls, VA
Trustar Bank is a community bank conceived to meet the banking needs of businesses and individuals in the greater metropolitan Washington DC area. The Organizers of the Bank are experienced bankers, bank investors, and business professionals in the Bank s target market area. Rapid consolidation in the Bank s target market has created an opportunity for a community-based commercial bank.
At Trustar, our mission is to be your partner for financial success, to provide a sound investment for our shareholders, and to support our local community.
A viable market, sufficient capital, engaged leadership, and strong management are critical success factors for any financial institution. Service differentiates one bank from another. As a community bank, Trustar Bank s strategy is to be a personalized alternative to larger, super-regional financial institutions that increasingly dominate the Bank s primary market. Our mission statement emphasizes personal service, responsiveness, and a willingness to tailor products and services to meet the needs of our customers:
Our unique approach to financial services and our can do attitude sets us apart from our competition. At Trustar, our philosophy is to provide customized banking solutions and top-notch service that truly addresses your individual needs.
Trustar Bank is currently seeking an experienced Universal Banker for our Great Falls Branch. The Universal Banker is responsible for providing high quality customer service as a cross-trained new accounts representative. The Universal Banker is empowered to own the entire customer experience. The Universal Banker must follow all established policies and procedures of the bank.
Summary of Job Duties:
While representing the Bank to customers in a courteous and professional manner, provide prompt, efficient and accurate service in processing transactions while establishing a rapport with clients to ensure they feel welcome in the branch.
Process client financial transactions in an accurate and timely manner. Balance daily transactions and cash in accordance with established Bank policy and procedures.
Ask open ended questions to identify customer needs and extend solutions based on knowledge of Trustar Bank products/services.
Professionally provide timely and accurate responses to client inquiries.
Perform account opening and servicing with confidence and precision.
Assist with various administrative daily and monthly activities to ensure the branch consistently complies with all Bank policies and procedures as they pertain to the performance of the position to include opening new accounts, teller procedures, security procedures, BSA procedures and Compliance procedures.
Support the Branch in all sales, service and community related initiatives.
Candidate will assist with other duties as assigned.
Requirements:
High school diploma or its equivalent. At least one to two years banking experience in a teller or new accounts position is preferred.
Must be able to perform each essential duty satisfactorily and successfully complete teller and new accounts training. Ability to remain calm and complete more than one task at a time in a fast-paced environment. May stand occasionally.
Skills/Knowledge:
A high level of interpersonal and verbal skills to represent the Bank in a positive manner in dealing with customer/teller transactions. Good math aptitude and reasoning skills. Working knowledge of and experience with Microsoft Office applications. Ability to function as an effective team member. Ability to communicate clearly over the telephone and in person.
Working Conditions:
Continuous daily contact with customers and the public performing recurring tasks. Close daily contact with peers, manager and other bank employees. Work schedules may include evening and Saturday hours.
Trustar Bank has grown rapidly since it's start in 2019. With an all-star team and fast-paced environment, this is an exciting opportunity to join a great Team. We also provide an outstanding benefits package to include a NO Deductible health care plan, a strong 401(k) with discretionary company match, LifeLock premier for all employees, and a generous PTO plan. This is an in-office position and a professional environment. We are an equal opportunity employer.
Digital Resume Bank
Personal Banker Job In Washington, DC
American Bridge 21st Century - the largest research, tracking, and rapid response operation in the Democratic Party - is focused on holding Republicans accountable and helping deliver Democratic victories. American Bridge 21st Century not only brings to light what Republicans are saying behind closed doors, but also runs large-scale paid media programs that center storytellers and utilize a data-driven approach to achieve the greatest impact.
The Digital Team works closely with the Communications Department to push American Bridge's messaging across online channels, amplifying earned media coverage and shaping the narratives around key elections across the country. While our primary focus is creating and sharing content on social media, we also manage an advanced website presence as well as a digital fundraising operation.
If you are interested in learning more about the team and our work, please follow the link provided to upload your resume. Applicants of diverse backgrounds are welcomed and encouraged to apply.
American Bridge 21st Century PAC is an equal-opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, gender expression or identity, and disability.
We offer a competitive salary and a strong benefits package.
American Bridge 21st Century is a union employer, however not all future postings will be within the bargaining unit. This will be noted accordingly in future postings.