Personal Banker
Personal Banker Job 36 miles from Orange
As a Banking Service Professional, the Personal Banker will provide effective support of sales and service activities within the banking office, developing new business by educating existing and potential clients and exemplifying Valley's quality service standards. Provides a variety of banking solutions by analyzing needs, recommending solutions and selling bank products and services to existing and potential clients. Perform a variety of routine banking transactions (teller and platform), while supporting the Market Manager in achieving quality service and complying with operational procedures.
Responsibilities include but are not limited to:
Responsible for providing exceptional customer service in accordance with Valley's mission statement. Ability to engage customers with friendly and professional service.
Knowledge of all Bank products and services and ability to educate and demonstrate customers on such, as well as cross sell various products and services.
Ability to present a confident and professional demeanor to establish trust and gain knowledge from the customer. Analyze needs and recommend appropriate products and services.
Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank products and assists with other service needs, opens new accounts, i.e., checking, savings, certificate of deposit and IRAs, discusses/sells loan products to existing and prospective customers and possesses knowledge of on-line banking and mobile banking abilities to promote and demonstrate to customers.
Responsible for meeting customer expectations and achieving service quality standards. Participates/oversees the sales referral process ensuring customer financial needs are met and assists management in coaching and mentoring branch staff members.
Ability to perform all transactions required by a customer and use appropriate technology to provide services most effectively and efficiently. Maintain and balance a cash box. Ability to utilize technology such as Teller Scanning Equipment, Cash Recycling and Cash Dispensing machines and support customers in the use of Coin Machines.
Act as Vault Teller ensuring adequacy of Branch cash for daily transactions by assisting the branch staff in ordering and shipping currency - coin and controlling - distributing cash to Tellers in prescribed limits.
Assists in community events (i.e., Habitat for Humanity) etc. Participates in and supports CRA initiatives, activities and programs.
Report all significant matters, issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements.
Maintains knowledge and compliance with the Bank's Code of Conduct and all policies and procedures.
Required Skills:
Excellent verbal and written communication. Ability to write correspondence and appropriately and accurately demonstrate products and services to customers.
Excellent interpersonal - customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customers and employees.
Strong analytical, problem solving, and decision-making skills to effectively uncover and resolve complex customer issues.
Ability to make sound decisions which include making on-the-spot decisions regarding customer transactions; weighing customer satisfaction issues with the Bank exposure to loss or fraud and the ability to think through and rationalize decisions.
Ability to interpret a variety of instructions furnished in written, oral, diagram or scheduled form.
Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services.
Detail oriented, strong organizational skills, and high degree of accuracy.
Ability to manage multiple projects simultaneously.
Proficient computer skills.
Required Experience:
High School diploma or GED and minimum 1 year of business services experience in branch banking and knowledge of branch operations or successful completion of a Valley Retail training program.
Associates or Bachelor's degree with concentration in accounting, business, finance, economics or a related field is preferred.
FIS/IBS (Integrated Banking Solutions) preferred.
Associate - Corporate Restructuring Financial Advisory
Personal Banker Job 35 miles from Orange
Associate - Corporate Restructuring Financial Advisory ***CPA LICENSE REQUIRED***
(100%)
CPA license REQUIRED
Compensation: $120,000 to $140,000 base salary
(commensurate with experience)
plus competitive bonus potential and benefits
ASSOCIATE, CORPORATE RESTRUCTURING ADVISORY (onsite in Greenwich, CT):
CPA (Certified Public Accountant) license REQUIRED
; 3+ year exp. (i.e. restructuring / distressed financial advisory, investment banking, management consulting, leveraged finance, mergers & acquisitions, valuation private equity, Big 4 accounting / advisory or similar); strong academic record from a leading undergraduate / graduate program; advanced Excel; superior financial modeling skills (i.e. LBO, DCF); self-motivated and able to work under pressure to meet deadlines. $120,000 to $140,000 commensurate with experience + bonus + comprehensive benefits.
Summary: The Firm is currently hiring Associates for the Greenwich, CT office.
In this role, you will participate in all aspects of the firm's engagements, including assisting with bankruptcy related financial and legal analysis, litigation, developing complex financial models, providing valuations, evaluating strategic alternatives and quantifying damages. You will work closely with all team members on a variety of engagements representing clients such as debtors, CROs, chapter 7, 11 and liquidating/litigation trustees, creditors, creditors' committees and plan administrators in cases spanning a range of industries.
Responsibilities of Associate, Corporate Restructuring:
Technical Skills: must successfully complete modeling or other technical skills testing prescribed by the Company
Analytics: evaluation of first-day motions, 13-week cash flow analyses, liquidity forecasting, constructing recovery waterfalls, lender update presentations, vendor analyses, SOALs / SOFA/s / MORs, KEIP & KERP analyses, liquidation, wind-down and claims analyses and three statement models
Financial Modeling: creating detailed 3-statement financial models, ad hoc analytics and company valuations
Client Focus: assisting with the preparation of pitch books and providing thoughtful research and analysis for potential clients
Communication: working directly with senior personnel at Province and our clients to develop comprehensive solutions to complex financial challenges across multiple industries
Ability to recognize underlying issues and condense large amounts of financial and legal information into logical, thoughtful and concise solutions and/or presentations
Qualifications for Associate, Corporate Restructuring:
CPA license REQUIRED
Education: strong academic record from a leading undergraduate / graduate program
Experience in restructuring / corporate restructuring / restructuring advisory work will be viewed favorably
Experience including investment banking, private equity, finance, financial consulting, or relevant corporate positions with a financial or accounting focus will be considered favorable.
Advanced Excel & PowerPoint capabilities; Financial Modeling skills ideal
Proficient with financial/data analytics
Familiarity with the US Bankruptcy code is a plus
Highly detail-oriented with strong organizational skills
Action-oriented
***PLEASE NOTE: Candidates applying for these positions must possess CPA license and advanced Excel & PowerPoint skills ****
College Financial Representative
Personal Banker Job 15 miles from Orange
*ATTENTION COLLEGE SOPHOMORES, JUNIORS & SENIORS*
An internship with Northwestern Mutual- Stamford, Westport, and Fairfield provides students a real world, COLLABORATIVE, CONSULTATIVE, CHALLENGING opportunity. Our interns work hand in hand with credentialed Wealth Management Advisors & clients to establish & build holistic financial plans that help clients achieve short- & long-term financial goals.
Financial Representative Interns at Northwestern Mutual - Stamford, Westport, and Fairfield help their clients live more and worry less through our unique approach to financial planning. Our interns, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while employing local and nationwide experts, exclusive financial products, and the support of a Fortune 100 company. You will have the opportunity to build your confidence, develop a professional network, and change people's lives by helping them achieve financial freedom. Here, hard work pays off!
Our internship program mimics our full-time Financial Representative role, allowing you to:
Obtain your Life, Accident & Health License from the state of CT
Build your client base through prospecting and networking
Call on potential clients and set meetings to understand their financial goals
Prepare plans and offer useful recommendations
Gain exposure to planning software platforms
Get licensed with your Life, Accident, and Health insurance license
Participate in weekly coaching, training, and development meetings
As a Northwestern Mutual intern, you can expect a flexible schedule to work around life and your classes. With our year-round program, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible interns have an opportunity to interview for a full-time Financial Representative role upon graduation.
Are you a fit for this internship?
Full-time student; juniors and seniors preferred
Entrepreneurial and curiosity for sales
Highly involved on campus (leader, campus orgs, student government, etc.)
Excellent time-management skills
Interest in financial literacy and planning tools
Business savvy
Compensation & Benefits
Commissions
Development Stipends
Productivity Bonuses
Support for insurance licensing (life, accident, health)
Support for SIE, Series 6, Series 63 registrations (eligibility required)
About Us
For over 160 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning. We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.
Our tailored approach includes multiple financial strategies-insurance, investments, and annuities-built to reinforce each other, keeping our clients consistently on track to meet goal after goal. We lead with unmatched financial strength and access to the best products and services for our clients.
Our Financial Representatives are valued partners, and proud business owners. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes!
Why join Northwestern Mutual:
Fortune 100 company (2021)
Top 5 Internship for Financial Services, Vault Guide to Top Internships 2020
4.75+ million clients and growing
$224 billion (retail investment client assets held or managed)
Forbes' Best Employers for Diversity (2018-2020)
Unsurpassed financial strength
Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)
YOUR SKILLS
· Strong academic performance and active involvement in clubs/organizations
· Devoted work ethic
· Ability to work both independently, as well as part of a team
· Self-motivated, driven, goal-oriented
· Sociable, outgoing, enjoys meeting new people
LOCATION
Stamford, CT United States (Westport + Fairfield roles available too)
Work Authorization
· US work authorization is required
Financial Services Representative
Personal Banker Job 6 miles from Orange
About the job
Begin a career that allows you to leverage your personal drive, your people skills, and your commitment to helping others. As a Financial Services Representative with Barnum Financial Group, you'll develop the knowledge and skills needed to provide important financial guidance to people looking to protect and build their wealth.
We provide a powerful combination of support including:
our extensive training program, Advisor Pro.
personal coaching from proven winners
customized marketing support to help you acquire clients and build your brand
access to a broad range of products to meet client needs
tools to manage your practice and support the sales process
Duties and responsibilities:
Prospecting, networking and obtaining clients through various methods and strategies.
Participate in our state of the art Advisor Pro Training program.
Developing and maintaining long-term relationships with clients.
Providing financial solutions for clients through fact gathering and needs analyses.
Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates.
Qualifications
Strong interpersonal, organizational and communication skills.
Self-starter who is goal oriented
Team player with a hearty work ethic
BA, BS, and/or Graduate Degree or equivalent work experience
Associate - Strategic Finance
Personal Banker Job 31 miles from Orange
This is an opportunity to move into a real strategic finance position, with a clear path of progression within the business. You will have the capacity and authority to work with and enable a remarkably broad Group of businesses through various situations, events and growth plans.
The business is a multi-faceted investment group with operations and owned subsidiaries across the globe but with a concentration of assets in North America, and headquarters in Stamford, CT. They have grown a tremendous amount over the past 5 years by AUM and footprint, and lead a portfolio of subsidiaries and businesses across Industrials, Oil & Gas, Healthcare, Engineering, Manufacturing, and Tech.
This position will work at many different levels within the strategic finance function. From Business Partnering with CEOs/CFOs around the portfolio, bringing insights and analytics to the business in order to make decisions and build strategy.
This role is based in a Stamford, CT office, 5 days per week.
Requirements:
3+ years of progressive ibanking/FP&A/Finance/Portfolio Ops experience
Ability to build 3 statement models for a range of business types and industries
Exposure to analysis of strategy and business partnering with non-finance
Hoxton Circle is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Universal Banker
Personal Banker Job 31 miles from Orange
We're currently recruiting for an Universal Banker to join a community orientated bank based in the CT area. The Universal Banker supports the Branch in opening new accounts, ensuring high levels of customer service, and assisting with the management of the branch cash and vault. If you're looking to join a bank that cares about both their employees and their customer - please apply!
Requirements:
Minimum of 1-3 years relevant experience in consumer, business banking or retail services
Strong understanding of banking products, services, and operations.
Excellent customer service and interpersonal skills.
For more information please email Megan at *****************************
Banking Specialist
Personal Banker Job 34 miles from Orange
Our client, a diversified financial services company providing banking and investing services, is seeking a Banking Ops Specialist for a 6+ month contract role located in Islandia, NY. This role is hybrid with 4 days in the office a week.
The Banking Ops Specialist supports routine day-to-day operations of consumer and commercial banking. Under moderate supervision, this job performs administrative/transactional banking tasks such as assisting with service transactions, supporting multi-channel inbound referrals, verifying daily proofs and processing payments that sometimes require interpretation or deviation from standard procedures.
Key Responsibilities and Duties:
Answers service and referral calls and responds to customer questions and assists with service transactions.
Verifies that daily proofs and reconciliations are compliant with corporate accounting and control policies.
Validates accuracy of payments, tickets and online entries.
Provides solutions to customer, branch or bank inquiries and escalates issues as necessary.
Considers multiple resources and records when investigating customer inquiries.
Enters transactions into CRT/PC and balances general ledger accounts.
Ensures work is properly safeguarded and controlled in accordance with banking policies and procedures.
Assists with subject matter expert project as requested.
High School Preferred
Knowledge of D1 Application System and CIP Requirements
Pay rate- $20.00/ hour
Proprietary Equity Trader Position
Personal Banker Job 6 miles from Orange
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
Rack Trader (42876)
Personal Banker Job 36 miles from Orange
Are you looking for a career in a dynamic and innovative company that values versatility, growth, and teamwork? Look no further than Delek US Holdings!
WHAT IS DELEK? WHAT DO WE DO?
We are a boutique-sized diversified downstream energy company with a range of assets, including petroleum refining, logistics, renewable fuels, and convenience store retailing.
Our refineries in Texas, Arkansas, and Louisiana have a combined crude capacity of 302,000 barrels per day
Our logistics business currently owns and operates 720 miles of crude and product pipelines, a 600-mile crude oil gathering system, and storage tanks and terminals.
Our Retail or convenience store part of Delek, runs over 250 stores in Texas and New Mexico. We also have company-branded New-to-Industry DK stores in the southern part of the US!
Our three renewables' plants in Texas, Arkansas, and Mississippi combined can produce 40 million gallons of biodiesel fuel a year.
DELEK BENEFITS
We offer fantastic benefits that include up to a 10% match on 401K on your hire start, with a vesting timeline of only one year, along with medical benefits that start on day one with a 30% premium rebate annually! We value your well-being and all employees now have access to the Calm app for FREE, which is used for meditation, stress management, and better sleep. Through our performance management program, you can earn additional annual incentives as you set and achieve goals. Our pay for performance culture motivates our employees to improve Delek's year-over-year company, business unit, and individual results. With some of the highest bonus payouts in recent years, we know that our success is due to our talented and dedicated team. We are looking for individuals like you to help us continue this momentum and bring new ideas to the table. At Delek, you will have the opportunity to make an impact and grow your career in a supportive and innovative environment.
JOB SUMMARY
Buys and sells energy-related products on a short-term and intermediate basis under the Wholesale Division. Uses futures and other financial tools as a service for customers and for internal hedging of deals.
All activities will be performed in support of the strategy, and vision of the organization. Nothing in this restricts management's right to assign or reassign duties and responsibilities to this job at any time. All activities must be in compliance with Equal Employment Opportunity laws, HIPAA, ERISA, and other regulations, as appropriate
EDUCATION AND EXPERIENCE
4 year / Bachelor's Degree (Required)
Master's Degree (Preferred)
In lieu of the above education requirements, an equivalent combination of education and experience may be considered.
Ten (10) or more years Experience in a related field (Preferred)
No Licensure or Certification Required.
JOB REQUIREMENTS
Trading
Financial Market
Analysis
Critical Thinking
Communication
Issues Management
Problem Solving
Influence
Negotiation
Logistics
Manage Wholesale Rack pricing strategy in coordination with Trading & Supply
Negotiates contracts for purchase/sale of product supply in Wholesale within limits of authority
Provides leadership and technical expertise for the trading bench; setting the culture of excellence
Oversees activities of the trading bench, ensuring adherence to best practices, company policies, effectively maximizing efficiency and optimization in performance
Develop and maintain relationships with energy suppliers and brokers
Identifies and pursues commercial trading opportunities
Accountable for meeting profitability and optimization targets
Reviews competitive intelligence for all regions and reports recommendations to leaders
Coordinates logistical arrangements with supply logistics groups to ensure timely and cost-effective delivery of product/crude shipments
Collaborates with System Optimization and refinery optimization staffs to identify and act upon supply chain opportunities
Determines hedging strategy
Ensures refineries' requirements are met on timely basis
Communicates supply and trading issues impacting profit optimization at refineries
Evaluates economics of available products/crude
Assesses risk in current and future trade contracts
Develops and presents analysis to management to support future trading positions
While this job description aims to provide a comprehensive overview of the role, it may not detail every task or responsibility required.
CORE COMPETENCIES CHANGE AGILITY (LEVEL 3 APPLYING):
Identifies, initiates, and adapts to organizational changes that foster enhanced effectiveness, efficiency, safety, and ultimately business results.
COLLABORATION (LEVEL 3 APPLYING):
Sees connection points across the organization and partners effectively with others to achieve common goals.
DECISION MAKING (LEVEL 3 APPLYING):
Selects a course of action to reduce risk and uncertainty and create optimal outcomes.
DRIVE FOR RESULTS (LEVEL 3 APPLYING):
Drives to achieve challenging performance objectives.
TEAM BUILDING (LEVEL 3 APPLYING):
Builds trust, fosters openness, and provides support. As the manager of a team, selects and motivates a strong team.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or national origin, disability status, protected veteran status, or any other characteristic protected by law. Equal Opportunity Employer/Disabled/Veterans.
HF Independent Trader
Personal Banker Job 20 miles from Orange
About: Our client is a fund management company specializing in algorithmic trading across global financial markets. Theirs is an independent pod-based structure, offering traders / PM's / trading teams access to advanced, low-latency trading technology platforms complemented by a deep bench of technological, operational and support services. They currently trade between 1% - 2% of the U.S. Equities markets, realizing top tiers across all major Exchanges and ATS's.
Job Description:
We are actively recruiting experienced Portfolio Managers / Traders across both U.S. equities quantitative trading businesses; high-frequency trading & statistical arbitrage trading. Ideal candidates should possess the following:
● Experienced U.S. equities quantitative traders / portfolio managers; HFT or Stat Arb
● Fully automated and proven algorithmic / quantitative trading strategies
● Minimum Sharpe of 3.0+
● Provide prior 2+ years of historical performance
● Ability to be self sufficient and work from anywhere (location agnostic)
Universal Banker
Personal Banker Job 33 miles from Orange
Greenlawn, New York Salary Range: $21.98/hr - $32.97/hr Hiring immediately. $2,000 new hire sign -on bonus! Wouldn't it be great to build your career at a bank that's known for putting the best interests of their customers first? That's exactly who we are, come grow with us at Apple Bank!
What we offer:
• $2,000 sign-on bonus payable after completing 6 months of employment
• Excellent starting salary plus incentives
• Comprehensive employee benefits package, including medical, dental,
vision, pre-tax transit, health and life and disability insurance
• Paid vacation time, sick time and 11 company paid holidays
• 401k (with up to 4% match)
• Up to $5,250 tuition reimbursement
The Universal Banker (UB) acts as a full service, single point of contact for Apple Bank clientele by providing prompt, courteous, and efficient service to new and existing customers through the processing of monetary and account related transactions. The UB position is a hybrid role that requires the incumbent to operate in the dual capacity of Customer Service Representative and Teller, providing branch leadership with the ability to deliver quality customer service at an enhanced level. The Universal Banker also provides sales and service support to the branch by acquiring new clients, offering suitable Bank products/services (that add value to the customer), performing branch/platform related functions and processing account maintenance transactions.
The successful candidate will open new accounts, resolve issues, and educate our customers on Bank products/services and may refer them to a licensed representative of ABS Associates of NY, Inc. when appropriate. The UB seeks to build mutually beneficial and long-term relationships based on trust and the offering of suitable solutions that meet the client's needs, exceeding expectations.
ESSENTIAL DUTIES & RESPONSIBILITIES
Provide exceptional customer service by engaging clients in a friendly and professional manner and also resolving service-related issues timely and efficientlyR
Conduct business ethically, thoroughly communicating to current and prospective clients the facts/features of the various products, accounts, and services that Apple Bank has to offer.
Recognize opportunities to acquire new or additional banking relationships by engaging in discussions with both customers, as well as prospects, to understand their needs and offer suitable products and services that add value; make appropriate referrals to licensed representatives of ABS Associates of NY, Inc.
Establish, retain, and deepen relationships with existing and potential customers to achieve team sales and referral goals while providing quality customer service.
Handle all aspects of Teller operations by processing transactions in accordance with established policies and procedures; prove daily transactions within a reasonable timeframe and safeguard assigned cash and negotiable instruments.
Assist in the opening and closing of vault, safe, and ATM machine and ensure the customer area is kept orderly and properly supplied (deposit and withdrawal tickets, ATM envelopes, changing the rate boards, dates on writing desks, etc.).
Communicate all disclosures, rules, and regulations covering transactions, as well as FDIC protection to customers upon the opening of new accounts.
Ensure accurate new account record keeping practices and perform timely follow-up as needed.
Adhere to regulatory, compliance, security, and audit policies/procedures, as well as our code of conduct and operational controls to ensure the safety and security of the client, as well as Bank assets.
Protect Bank against loss by ensuring that all new account procedures including CIP and BSA requirements are adhered to.
Assist in training and mentoring of newly hired Tellers, Customer Service Representatives, and Universal Bankers.
Build and maintain technical and professional knowledge by attending educational workshops.
Perform additional duties as requested.
SKILLS, EDUCATION, & EXPERIENCE
High School Diploma or GED required.
Must have at least 1-2 years retail banking experience in the combined experience of Teller/ Customer Service Representative.
General understanding of banking operations (Risk, Compliance, Fraud, Loss, etc.) preferred.
Prior experience in fostering and developing strong customer relationships.
Ability to develop, as well as maintain a detailed level of knowledge of banking products and services.
Display willingness to be cross trained in other branch functions.
Excellent problem-solving skills with the ability to provide solutions to customer issues.
Must present a confident, professional, and positive demeanor to customers.
Excellent interpersonal and communication (verbal + written) skills; must have excellent phone skills.
Strong organizational skills and detailed oriented.
Basic knowledge of Microsoft Office suite of products (Word, Excel, & PowerPoint).
Display sound judgment and discretion when utilizing confidential information.
Weekend work and extended hours or filling in at neighboring branch locations may be required.
Visa sponsorship not available.
We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.
Private Client Banker - Guilford Shoreline Plaza - Guilford, CT
Personal Banker Job 17 miles from Orange
JobID: 210604305 JobSchedule: Full time JobShift: Base Pay/Salary: Guilford,CT $22.50-$27.88 You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Private Client Banker - East Hartford, CT
Personal Banker Job 41 miles from Orange
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 21 miles from Orange
Job Details Meriden Branch - Meriden, CT Full Time $18.32 - $27.48 Hourly BankingCompany Details
Are you looking to have a positive impact on people in your community? Connex Credit Union is looking for diverse talent who are motivated to improve the financial well-being of others. We're a company with a long and successful history where trust is important and exceptional customer service is the standard. We are committed to our employees, our members and the communities we serve. If you want to make a difference and be part of a growing, inclusive organization, join us in our mission.
Benefits:
Competitive compensation.
Medical, Dental and Vision coverage.
Paid time off.
401K contributory plan with company match.
The opportunity to become involved in community outreach.
Description
The New Account Representative is responsible for helping establish and attain sales and service goals and to promote membership growth through the expansion of member relationships under the supervision of the Assistant Branch Manager. A New Account Representative must provide outstanding service to all members and identify and find solutions for their financial needs to better their financial lives. The position requires professionally connecting with members in a way that will drive business to the branch. In addition, the position is responsible for maintaining a professional and efficient branch, with responsibilities including but not limited to; filling in for a branch manager during an absence, following all security protocols, and fostering a positive work environment with fellow staff. Connex has a right to transfer you to other locations to perform the same or other duties, if Connex believes such a transfer is in its best interest. This transfer may be temporary or permanent and you will be notified in advance if that is to occur, except for temporary, emergency transfers to cover due to shortage or other problem.
Essential Functions and Responsibilities:
Serves as a financial advocate/coach for members of the CU. Works with members to explore their financial priorities, and determines helpful and achievable solutions using the CU's products and services in order to improve our member financial standing.
Drives loan volume within the branch by recognizing member needs and getting them in appropriate product.
Spends 30% of the time performing teller duties, including handling transactions, cash management, and providing customer service at the teller line.
Work with member through entire loan process from application to closing.
Performs preliminary reviews of member's financial status and effectively identifies member's needs and assists with attaining the member's financial goals.
Serves as member's primary point of contact in all Credit Union matters.
Researches and resolves member issues and takes ownership of those issues by resolving them personally. Follows up to ensure member satisfaction and resolution.
Maintains and continually improves upon in depth knowledge of all credit union products, services, and procedures.
Conducts daily outbound calls to new and prospective members in order build and expand relationships. Scheduled call nights may require after hour attendance.
Assists with the appearance and professionalism of the branch.
Adheres to all credit union policies and procedures and supports the culture of the organization.
Performance Measurements (if applicable):
Qualifications and Requirements:
Associate's Degree required or equivalent work experience
1 to 3 years retail or banking experience required
UNIVERSAL BANKER 1
Personal Banker Job 33 miles from Orange
Under the supervision of the Universal Banker II or other supervisors and or manager, the Universal Banker I, is responsible for providing exceptional customer service while conducting transactions in an accurate and timely manner. The Universal Banker I is also responsible for the sales and servicing of all bank products and services consistent with Bank policies and regulations. The Universal Banker I is expected to identify sales opportunities, cross sell products and services including referrals to branch sales team and brokerage personnel. Meets and/or exceeds the expectations of the Assessment/Deployment Coaching process; sales, service, operations, and cross training/personal development.
PRINCIPAL RESPONSIBILITIES
Responsible for Generating Business and Deepening Customer Relationships
Work with team to actively support branch sales.
Contribute to team sales goal attainment.
Participate in Team Sales Meetings, Sales Campaigns, and Branch focused sales events.
Maintain current and accurate records of sales tracking results.
Achieve personal goals in the areas of quality account opening and referrals of consumer and business accounts.
Cross sell products and services, such as business products, consumer checking, debit cards, E-banking, loan referrals, and other referrals to established affiliates; appropriately to every customer by identifying needs and providing solutions.
Able to conduct all account opening/maintenance functions.
*DEVELOPMENT OPPORTUNITIES
Maintain and oversee wire authority of up to $50,000.
May interview and complete consumer loan applications.
May perform preliminary underwriting. May close consumer loans.
May be registered for an NMLS number. Maintains a unique Identifier number through the NMLS Federal Registry. Is responsible to provide the unique NMLS number to mortgage applicants as required and requested, number must be included on all written, and electronic communication including, telephone voicemail, text messages, and email signatures and business cards.
May interview customers and complete mortgage applications. May perform preliminary mortgage underwriting functions. Must have an NMLS number.
Responsible for Providing Exceptional Customer Service
Provides efficient, effective, and courteous customer service. Consistently deliver customer service by acknowledging customers immediately, making eye contact, using the customer's name and giving undivided attention. Using standard greetings and farewells and thanking the customer for banking with us.
Constantly look for ways to improve the customer experience and communicate those ideas to branch management.
Build customer relationships to encourage business retention.
Complete all work with accuracy and in a timely manner.
Address customer complaints and escalate customer complaints to supervisor as appropriate.
Responsible for Adhering to Policies, Procedures, and Ensuring Operational Soundness
Perform a variety of transactions to service the customer, including processing deposits, withdrawals, making payments, cashing checks, redeeming bonds, and scan daily work, etc.
Perform operational functions and adhere to the policy and procedure as outlined in our Bank's manuals (i.e., Reg. CC, BSA, etc.)
Balance transactions and cash at the end of the day and participate in the branch settlement. Balance ATM, Coin Machine, and Cash Vault.
Perform functions such as answering phone, filing, safe deposit box escort, audits, etc. (Winsted Branch Only; serve as receptionist when needed).
Perform all duties in accordance with prescribed regulatory compliance guidelines.
*DEVELOPMENT OPPORTUNITIES
May complete wire transfers.
Responsible for Identifying Cross Training Opportunities and Personal Development
May assist in new hire onboarding.
Continuously strive to improve personal development through policy, product, and banking knowledge.
Maintain current knowledge of Bank's products and services as well as policies and procedures.
Attend relevant seminars and courses to update and advance knowledge and skills.
Volunteer for special projects within the scope of your job responsibilities, including CRA eligible activities.
Participate in community events and professional relationships for the benefit of the bank.
EDUCATION/EXPERIENCE REQUIREMENTS
High school diploma or equivalent required with 6 months to 1 year of relevant experience in banking, retail or sales. Supervisory experience preferred. Must possess strong communication, problem solving, and organizational skills. Proven ability to interact in a positive and professional manner with customers and peers. Knowledgeable in all Bank policies and regulations related to branch transactions. Must have full working knowledge of Microsoft Office Suite; Outlook, Word, Excel and PowerPoint. Must be able to work extended or weekend hours. Regular attendance is an essential function of this position.
INITIATIVE
Universal Banker I tasks are generally standardized, not subject to major variation. Some application of judgment is required in guiding, training Universal Bankers, balancing, night drop, audits, cross selling Bank products and services and in ensuring the proper application of Bank and regulatory policies is followed. Supervision received is intermittent checks with all problems referred to supervisor.
RESPONSIBILITY
Most errors are detected and corrected almost immediately. Failure to follow policies and regulations, such as accepting a fraudulent check, could lead to a monetary loss by the Bank. Most of work verified or checked. Corrections involve some trouble in back checking by others. Poor customer service might lead to loss of business for the Bank. Failure to sell or cross sell will result in lost future revenue. This position has a high degree of access to customer account information. The position has frequent daily contact with customers to process customer transactions. Contacts within the Bank are with immediate peers and supervisor to give and receive routine information.
SUPERVISION
May Supervise 0 to 6 employees in the absence of the Assistant Branch Manager and Universal Banker II, responsible for overseeing the quality and quantity of work of employees performing similar work.
POSITION CONDITIONS
Normal. While performing the duties of this job, the employee is regularly required to sit; stand; use hands to finger, handle controls; and talk or hear. The employee is required to stand; walk; reach with hands and arms; and stoop, or kneel. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision, monitoring computer screens for long periods of time and the ability to adjust focus.
Financial Representative (Training Provided)
Personal Banker Job 36 miles from Orange
Financial Representative | Financial Advisor | Wealth Management Advisor
West Hartford, Connecticut
Our financial professionals at Northwestern Mutual help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. As you build your financial planning practice, you bring together the right risk management and investment strategies for clients to guide them every step of the way. Our firm has entry-level and experienced professional opportunities open.
The Financial Planning Career with Northwestern Mutual allows the opportunity to:
Help Clients Achieve Their Goals - Strive to understand clients' goals and visions to develop holistic financial solutions that optimally guide clients on a path to achieve financial security and success long-term using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits.
Make an Impact While Accomplishing Work-Life Balance - Maintain autonomy and flexibility to build, develop, and manage own practice while receiving support and mentorship from our firm's exceptional network of financial specialists and leaders.
Build a Personally, Professionally, and Financially Rewarding Career - Develop a career that not only provides outstanding self-determined uncapped earning potential, but will more importantly provide the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity.
Here at Northwestern Mutual, we believe there's more than one way to build, grow, and transition your practice. As an entrepreneur, you'll find the growth that fits your vision and your business with opportunities to become a specialist, lean into leadership, or join a team.
Qualifications:
Legally authorized to work in the United States, without requiring, now or in the future, sponsorship for employment visa status.
Located in or near the Greater Hartford region.
4-year bachelor's degree or equivalent professional work experience.
Prior financial services experience not required -- entry level and experienced professional opportunities available -- extensive training platform and mentoring program provided.
Entrepreneurial ambitions, results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the ethical desire to help others plan for and protect their financial future.
Ability to work in a fast-paced, highly productive, and value-driven environment.
Ability to network with acquaintances, businesses, and personal communities to develop markets and sustain long-term relationships.
Compensation & Benefits:
Performance-based earnings and revenue (
annual earnings of $70K-$250K; based on 2015-2023 company average for representatives in the first 3 years
)
Additional income structure to support training and early development
Renewal income earned for continued client advising and policy management
Bonus programs and expense allowances
Sponsorship and support for insurance licensing, SIE, Series 6, Series 63, CFP , and more
NM Funded Retirement Package and Pension Plan
Competitive and comprehensive medical, vision, and dental plans
Life Insurance and Disability Income Insurance
Leadership + Professional Growth Opportunities
Award-Winning Training + Mentoring Program
Personalized Mentorship from Top Advisors and Industry Leaders
About Northwestern Mutual:
Northwestern Mutual has been helping families and businesses achieve financial security for 167 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.
With $309 billion in assets, $31.1 billion in revenues, and more than $2 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more 4.75 million people who rely on us for life, disability income and long term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $200 billion of client assets as a part of its wealth management and investment services.
Northwestern Mutual Awards and Accolades:
FORTUNE 500 Rank: No. 90
Highest Financial Strength Ratings and Unsurpassed Financial Strength
#1 Amongst Life Insurers Most Admired Companies for Financial Soundness, Quality of Products/Services, and Use of Corporate Assets
97% Client and Policy-owner Retention year after year
Top-10 US Independent Broker Dealer
Annually one of the “World's Most Admired” companies (FORTUNE Magazine)
Forbes' Best Employers for Diversity (2018 - 2021)
15 consecutive years named "50 Best Companies to Sell For" (Selling Power Magazine)
Top 125 Training Program (Training Magazine)
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.
Proprietary Equity Traders Wanted
Personal Banker Job 35 miles from Orange
NOW HIRING Proprietary Equity Traders Wanted
T3 Trading Group, LLC (****************** is a registered SEC Broker-Dealer & Member of FINRA SIPC. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. We provide aspiring proprietary traders with the education necessary to trade based on risk/reward, probability parameters, and strict money management. In order to maximize the potential of our traders, we will provide:
WE PROVIDE:
Education in technical analysis, tape reading, money management, and market psychology
Daily trading review with experienced traders
Competitive payout structure
Cutting edge technology
Open and friendly team environment
REQUIRED QUALIFICATIONS:
College degree with a competitive GPA
Basic familiarity with the equity markets
Strong analytical skills
Ability to work well in a team environment
A focused, dedicated, and entrepreneurial personality
Enthusiasm for the equity markets
Prior trading experience is not required
We are now accepting applications to join our dedicated and experienced team of professional traders. New and aspiring traders work to reach a level of consistent profitability in their trading through appropriate risk/reward and probability parameters with an eye toward strict money management.
In order to reach this goal, experienced traders work with entry level traders in an extensive trade review program after the market close each day. Traders are educated in the nuances of technical analysis, tape reading, money management, and market psychology.
Traders will learn how to identify and capitalize on stock trends and retracements with a view towards multiple time frames. Each day prospects will work to learn and grow as traders.
Series 57 license required. We will sponsor qualified candidates for this exam.
If interested, please contact Paolo Fontana at ************ or ***************************
Private Client Banker - New Haven Church St - New Haven, CT
Personal Banker Job 6 miles from Orange
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 - Westport Main St - Westport, CT
Personal Banker Job 20 miles from Orange
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
**Job responsibilities**
+ Shares the value of Chase Private Client with clients that may be eligible
+ Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
+ Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
+ Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
+ Adheres to policies, procedures, and regulatory banking requirements
**Required qualifications, capabilities, and skills**
+ Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
+ 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
+ Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
+ Compliance with Dodd Frank/Truth in Lending Act*
+ High school degree, GED, or foreign equivalent
+ Adherence to policies, procedures, and regulatory banking requirements
+ Ability to work branch hours, including weekends and some evenings
**Preferred qualifications, capabilities, and skills**
+ Excellent communication skills
+ College degree or military equivalent
+ Experience cultivating relationships with affluent clients
+ Strong team orientation with a commitment of long-term career with the firm
**Dodd Frank/Truth in Lending Act**
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
**Base Pay/Salary**
Westport,CT $25.00 - $30.29 / hour
Proprietary Equity Trader Position
Personal Banker Job 38 miles from Orange
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 ***************************