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banking specialist

Everbank

<div><p><b>Banking Specialist</b><br>
The Banking Specialist promotes the organization's banking services, recognizes sales opportunities, opens accounts, delivers exceptional client service, and makes appropriate introductions to team specialists such as financial center managers, relationship managers, small business, commercial banking, and treasury management. This job understands client needs to offer the appropriate financial services and works with a wide array of retail or business clients with a focus on acquiring, retaining, and deepening client relationships.<br>
<br>
<b>Key Responsibilities and Duties</b></p>
<ul>
<li>Promotes financial services suitable for the client based on profiling, identifying client's needs, acting as an advocate and partnering with specialists throughout the enterprise.</li>
<li>Performs cash vault and/or other financial center operational responsibilities as directed.</li>
<li>Assists clients with basic requests related to opening new accounts, completing service requests, and submitting credit applications.</li>
<li>Participates as a key team member by exceeding individual goals and objectives to allow the financial center to achieve their business plan.</li>
<li>Exceeds client expectation by taking ownership and accountability of the client and making the client's needs a priority.</li>
<li>Consistently meets/exceeds customer experience and individual/team production goals and enhances year-over-year revenue growth.</li>
<li>Refers customers' financial needs to other bankers and partners as needed.</li>
<li>Executes the bank's risk culture and strives for operational excellence.</li>
<li>Adheres to established policies and procedures while opening/servicing the full range of Retail products.</li>
<li>Understands competitor products and services and advantages of the organization's banking products and services.</li>
</ul>
<p><b>Minimum Qualifications
</b></p><ul><li>2+ years of hands-on experience in retail banking, with a strong background in teller operations and cash handling.</li>
<li>Proficient in both operational and universal banking functions, ensuring smooth and compliant branch activities.</li>
<li>Demonstrated ability to build and deepen client relationships by identifying needs, driving revenue growth, and delivering tailored, consultative financial solutions.</li>
<li>Skilled in assisting small business clients and opening new accounts, with a focus on personalized service.</li>
<li>Exceptional customer service skills, with the ability to multitask effectively in fast-paced environments.</li>
</ul>
<p><b>Preferred Qualifications
</b></p><ul><li>Highly motivated self‑starter with an innovative mindset and a proven ability to take initiative and deliver strong results.</li>
</ul>
<p><b>Role Specific Work Experience</b></p>
<ul>
<li>No Experience Required; 2+ Years Preferred</li>
</ul>
<p><b>Educational Requirements</b></p>
<ul>
<li>High School Preferred</li>
</ul>
<p><b>Physical Requirements</b></p>
<ul>
<li>Physical Requirements: Sedentary Work</li>
</ul>
<p><b>Career Level</b><br>
3IC</p>
<p><b>
Posting End Date: 4/13/26</b></p><br>
<br>
Req Benefits:
<p>EverBank, N.A. is committed to the well-being of its associates. That's why we offer a comprehensive Total Rewards package commensurate with the position and job-related qualifications, skills and knowledge. The Company's comprehensive Total Rewards package provides choice and flexibility and respects differences. The following benefits are available through the Company:</p>
<ul>
<li>Medical, dental, vision &amp; HSA/FSA
</li><li>401(k) savings</li>
<li>Paid holidays &amp; generous PTO</li>
<li>Additional wellness &amp; voluntary benefits</li>
</ul>
<div><p><b>Additional Company-provided benefit options (subject to plan terms):</b></p>
<ul>
<li>Tuition reimbursement</li>
<li>Commuter Benefits</li>
<li>Life and Disability Insurance</li>
</ul>
</div><br>
Compensation: $25 - $32
<br>
Additional Details :
<div><p>EverBank, N.A. is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers.</p>
<p>
The Company's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.</p>
<p>
VEVRAA Federal Contractor</p>
<p>
Member FDIC</p>
</div>
<div></div><div><b>Notice to Job Seekers</b></div></div>

Banking Specialist

JPMorganChase

<div><b>JOB DESCRIPTION</b><br>
<div><div>
Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.<br>
</div><p>As an International Payments Specialist within the Commercial Banking Group, you will be responsible for supporting the growth of our international business among clients and prospects in the fast-growing and dynamic Innovation Economy portfolio, which is comprised of Technology, Disruptive Commerce, Life Sciences and Healthcare Services industry groups. You will promote international revenue generation by partnering with bankers, treasury management officers, and other product partners. You will provide in-depth and technical expertise to develop new business and expand existing global relationships in the area of treasury services, lending, trade finance and foreign exchange.</p><p>
The International Banking team is part of J.P. Morgan's Commercial and Investment Bank in its Middle Market Banking and Specialized Industries group. In this role, you will provide in-depth and technical expertise to develop new business and expand existing global relationships in the area of treasury services, lending, trade finance and foreign exchange. We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
</p><p></p><p><b>Job Responsibilities</b></p><ul><li>
Consult clients on their international banking needs, with a strong emphasis on Treasury Services and working capital solutions</li><li>
Leverage partnerships with relationship managers and product partners to develop and deliver custom global treasury, trade, and lending solutions for corporate clients</li><li>
Partner and influence Treasury Services and Commercial Banking teams to establish and drive business development strategies</li><li>
Represent the firm's International capabilities at both internal and external events in the market</li><li>
Help with prospect conversion, leveraging JP Morgan&rsquo;s international capabilities, and provide input into product development, marketing, and other strategic initiatives</li></ul><p><b>
</b></p><p><b>Required Qualifications, Capabilities and Skills</b></p><ul><li>
5+ years of successful direct sales or relationship management - focused on International Treasury Management and solutions delivery</li><li>
Success in providing consultation on the aspects on international banking and cash management</li><li>
Extensive knowledge of International banking products, services, and markets (Treasury, lending, trade finance and foreign exchange)</li><li>
Executive presence and consultative sales acumen; ability to develop advisory relationships with clients and prospects</li><li>
Proven track record of results-oriented performance, as well as building and influencing strategic relationships; capable of working with minimal supervision</li><li>
Time management, organizational and planning skills with proven ability to multi-task and meet deadlines in a fast-paced environment</li><li><p>
Highly proficient in Microsoft Office (PowerPoint, Excel and Word) and superior analytical and quantitative skills</p><p>
</p></li></ul><p><b>Preferred Qualifications, Capabilities and Skills</b></p><ul><li>
Credit training preferred, with experience financing overseas operations and screening transactions with credit or other risk issues</li></ul><p>
FEDERAL DEPOSIT INSURANCE ACT:<br>
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&rsquo;s review of criminal conviction history, including pretrial diversions or program entries.</p></div>
<b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><p></p><div><p>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.
</p><div><p>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&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<div>
J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.<br>
<br>
Commercial Banking provides credit and financing, treasury and payment services, international banking and real estate services to clients&mdash;including corporations, municipalities, institutions, real estate investors and owners, and not-for-profit organizations.</div></div>

International Product Specialist - Vice President

KeyBank

<b>Location:</b><br>
1 California Street, San Francisco California
<br><br>
We are currently looking to add a Corporate Banking Analyst to our Native American Financial Services Team. Native American Financial Services provides corporate and investment banking services to Native American tribes and their business enterprises.
<br><br>
Analyst/Associates at KBCM act as the primary day-to-day leaders for analytical support, including financial statement analysis and model development; valuation analysis; industry research; and the preparation of various presentations, pitch books, and documents including descriptive memoranda, management presentations, new business, etc. Associates interact with other bankers and clients, Associates play a crucial role in helping managing transactions and interface directly in the client relationship process.
<br><br>
<b>ESSENTIAL JOB FUNCTIONS:</b><br>
<ul>
<li>Work with corporate bankers and investment bankers and product partners on strategic corporate finance and capital raising transactions</li>
<li>Generate ideas and analytical materials in support of new client meetings</li>
<li>Perform financial modeling and valuation analyses on public and private companies: comparable company analysis, precedent transaction analysis, and leveraged buy-out analysis</li>
<li>Develop presentation materials for topics such as company positioning and financing alternatives, and strawman acquisition scenarios</li>
<li>Develop knowledge of relevant information resources: Bloomberg, FactSet, Capital IQ, Thomson Financial</li>
<li>Continually build knowledge and capabilities within the industry segment and stay abreast of competitive trends.</li>
<li>Assist with attracting a quality workforce, i.e. college recruiting activities.</li>
<li>Demonstrate the Key Values - - Teamwork, Respect, Accountability, Integrity, and Leadership.</li>
</ul>
<b>REQUIRED QUALIFICATIONS:</b><br>
<ul>
<li>Undergraduate Degree in Business (Accounting, Finance, Economics.)</li>
<li>1+ years of relevant experience</li>
<li>Strong quantitative skills, including financial modeling and financial statement analysis</li>
<li>Strong quantitative and communication skills</li>
<li>Strong team player with a positive can-do attitude and desire to be part of a close-knit group operating in an intensive and challenging work environment</li>
<li>Excellent organization and research skills</li>
<li>Exceptional critical thinking and problem-solving ability</li>
<li>Knowledge of Microsoft Office Suite (Excel, PowerPoint and Word)</li>
</ul>
Licenses and Certifications
<br><ul>
<li>FINRA License S79 within 1-1/2 Yrs (required)</li>
<li>FINRA License S63 within 1-1/2 Yrs (required)</li>
<li>FINRA License S52 within 1-1/2 Yrs (required)</li>
</ul>
<b>PREFERRED QUALIFICATIONS:</b><br>
<ul>
<li>Previous experience in investment and/or corporate banking, including internships</li>
<li>Formal Credit Training</li>
<li>MBA</li>
</ul>
<b>COMPETENCIES:</b><br>
<ul>
<li>Financial Modeling</li>
<li>Analytical</li>
<li>Master of databases: research, building presentations, deeper analysis of meaning of data gathered.</li>
<li>Communication Skills – both verbal and written</li>
<li>Team Player</li>
<li>Strong detail orientation to compile pitch books.</li>
<li>Prioritize tasks.</li>
<li>Commitment to Excellence.</li>
<li>Credit knowledge</li>
</ul>
COMPENSATION AND BENEFITS
<br>This position is eligible to earn a base salary in the range of $69,000.00 - $105,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.
<br>Please click here for a list of benefits for which this position is eligible.
<br><br>
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
<br><br>
<b>Job Posting Expiration Date:</b> 05/10/2026
<br><br>
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
<br>Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
<br><br>
#LI-Hybrid

Corporate Banking Analyst, Native American Gaming

<div><b>JOB DESCRIPTION</b><p><br>
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan&rsquo;s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.</p><p>
As an Investment Specialist in the U.S. Private Bank, you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.</p><p><b><br>
Job Responsibilities</b></p><ul><li><p>
Conduct investment reviews with clients to validate the clients&rsquo; current investment objectives and prepare recommendations of appropriate investment products
</p></li><li><p>Develop investment policy statements and advise on asset allocation</p></li><li><p>
Closes sales of complex investment products</p></li><li><p>
Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication</p></li><li><p>
Build excellent working relationships with internal clients</p></li><li><p>
Adhere to internal and external policies and procedures regarding securities transactions and code of conduct</p></li><li><p>
Provide guidance to junior staff</p></li></ul><p>
</p><p><b>Required Qualifications, Capabilities, and Skills</b></p><ul><li><p>
Bachelor&rsquo;s degree required</p></li><li><p>
Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
</p></li><li><p>Seven plus years of experience in Private Banking or Financial Services industry
</p></li><li><p>Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning</p></li></ul><p>
</p><p><b>Preferred Qualifications, Capabilities, and Skills</b></p><ul><li><p>
MBA or CFA preferred</p></li><li><p>
Prior experience providing complex investment solutions to individuals</p></li><li><p>
In depth experience and/or knowledge of hedge funds, private equity and alternative investments</p></li><li><p>
Ability to execute trades smoothly and seamlessly and tasked with managing brokerage activity</p></li><li><p>
Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
</p></li></ul><b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><p></p><div><p>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.
</p><div><p>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&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

U.S. Private Bank - Investment Specialist - Vice President

Column

<div><h2 class="jobSectionHeader"><b>About Column</b></h2><p>
For companies building financial technology and transforming the financial services space, the biggest bottleneck to their growth and innovation is often the underlying banks and infrastructure stack they rely on. We have spent our careers founding and scaling companies like Plaid, Square, Meta, Blend, and Affirm, and have seen this problem firsthand &mdash; builders and developers needing to partner with traditional banks, and creating API and abstraction layers over the patchwork that is the bank, its core, and many other vendors. All of this results in a complex (and often expensive) banking supply chain involving a user, fintech, BaaS middleware provider, bank, core and the Federal Reserve.</p><p><br>
At Column, we set out to simplify and fix this. We are a bank and a software company built from the ground up, offering builders and developers technology-forward banking solutions that cut out the hundreds of vendors, middleware providers, and abstraction layers. This means a safer, more transparent, and less costly banking supply chain. Come build with us!</p><p></p><h2 class="jobSectionHeader"><b>
The opportunity</b></h2><p>
Column is growing its in-house commercial legal team to own the legal infrastructure behind our most important commercial and strategic relationships. This isn't your typical in-house commercial counsel role reviewing SaaS contracts - you'll architect novel partnership structures that enable modern banking experiences, navigating complex regulatory requirements along the way. You'll work closely with Column's Sales &amp; Partnerships, Risk, and Compliance teams to define how we structure our deals, serve our customers, and scale our platform safely. If you're excited about combining legal acumen with a builder's mindset - and want you work to have a direct impact on how financial services are delivered at scale - we think you'll be excited about this role!</p><p>
This role can be either based in our Presidio office &mdash; one of the most beautiful locations in SF &mdash; 3&ndash;4 days per week - or remote. For those in San Francisco, we offer up to $2,000/month in post-tax rent subsidy for employees who live within 2 miles, and welcome candidates who would relocate.</p><p></p><h2 class="jobSectionHeader"><b>
What you'll do</b></h2><ul><li><p><b>
Own complex agreements end-to-end</b>: Structure, draft, and negotiate complex customer, and vendor, and third-party agreements covering a broad range of banking products and services, including agreements related to payments and money movement service and banking partnerships inclusive of deposit account, card, and lending programs.</p></li><li><p><b>
Build and manage legal playbooks and templates that scale</b>: Develop and maintain templates and inventories of contracts, terms of services, notices, and disclosures for the Bank&rsquo;s products, services, and distribution channels that enable speed without sacrificing quality.</p></li><li><p><b>
Negotiate: </b>Lead negotiations with high-growth fintechs and enterprise customers, balancing commercial priorities with regulatory requirements.</p></li><li><p><b>
Develop strong cross-functional partnerships: </b>Work closely with the Sales and Business teams to understand the Bank&rsquo;s goals, strategy, and risk tolerance for each deal in order to develop an efficient and risk-based contracting strategy.</p></li><li><p><b>
Expand into additional areas of law: </b>As the fourth member of our growing Legal team, you'll support each other with novel research, product and regulatory advice, exam management, subpoena responses, litigation deliverables, and corporate governance materials.</p></li><li><p><b>
Help us level up how Legal operates</b>: Serve as a thought partner to the business and legal to support Column's ongoing growth through improvements to bank agreements, policies, and legal processes.</p></li></ul><p></p><h2 class="jobSectionHeader"><b>
What you'll need to be successful</b></h2><ul><li><p>
5+ years as a practicing lawyer; priority given to candidates with law firm experience in a technology transactions or fintech practice and/or in-house experience at a fintech or financial institution</p></li><li><p>
Ability to independently draft and negotiate commercial agreements, with a strong understanding of both contract law and commercial transactions</p></li><li><p>
Experience with complex commercial negotiations</p></li><li><p>
Comfort with project management, deadlines, and juggling execution across multiple initiatives for multiple stakeholders</p></li><li><p><i>
Nice to haves</i>:</p><ul><li><p>
Understanding of traditional commercial banking products and services including ACH and wire transactions, accounts, lending, cards, cash management, sweeps, and check issuance/deposit, among others</p></li><li><p>
Experience in structured finance or with lending products</p></li><li><p>
Understanding of money transmission</p></li></ul></li></ul><p></p><h2 class="jobSectionHeader"><b>
What you'll get from us</b></h2><ul><li><p>
Comprehensive health, dental, and vision plans, including options that are 100% covered by Column for you and 100% covered for your dependents!</p></li><li><p>
Comprehensive family planning and fertility benefits via partnership with Carrot, including reimbursement of up to $20,000 in qualified expenses</p></li><li><p>
Up to $2,000 (post-tax) monthly rent subsidy for employees living within 2 miles of Column&rsquo;s office</p></li><li><p>
FSA and HSA account options to enable use of pre-tax money for medical and dependent care expenses</p></li><li><p>
401k plan, including self-directed brokerage options</p></li><li><p>
Flexible time-off policy - take the time off that you want and need to relax and recharge</p></li><li><p>
100% paid parental leave, including 16 weeks for birth mothers, 12 weeks for primary caregivers, and 8 weeks for secondary caregivers</p></li><li><p>
Up to $4,500 in annual reimbursements for backup childcare</p></li><li><p>
Catered lunches and dinners for SF employees</p></li><li><p>
Commuter benefits, including paid transportation to-and-from the office</p></li><li><p>
Regular team building events, including annual offsite</p></li></ul><p></p><h2 class="jobSectionHeader"><b>
Pay transparency</b></h2><p>
Compensation packages at Column include base salary, equity, and benefits. New hire offers are made based on a candidate's experience, expertise, geographic location, and internal pay equity relative to peers.</p><p>
The annual base salary range for this position is $200,000 - $250,000 + equity.</p><p></p><h2 class="jobSectionHeader"><b>
We look forward to hearing from you</b></h2><p>
Column is committed to working with the best and brightest people from the broadest talent pool possible. We value bringing together a team with different perspectives, educational backgrounds, and life experiences, and believe a diversity of ideas is what allows us to develop the best solutions. All qualified individuals are encouraged to apply.</p><p><br>
If you need assistance or a reasonable accommodation during the application and recruiting process, please reach out to accommodations@column.com.</p><p></p><p>
We participate in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program here.</p></div>

Commercial Counsel

<div><b>JOB DESCRIPTION</b><br>
<div>
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.<br>
<br>
As an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.<br>
<br>
<b>Job responsibilities</b></div><div><ul><li>
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.</li><li>
Engage in clear, polite, consultative communication to understand and help clients, building trust &ndash; ask questions and listen to understand, anticipate their needs.
</li><li>Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.</li><li>
Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
</li><li>Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
</li><li>Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.</li></ul></div><div><b>
Required qualifications, capabilities, and skills</b></div><div><ul><li>
1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
</li><li>Ability to create memorable experiences for our clients &ndash; elevate the client experience.
</li><li>Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.</li><li>
Ability to quickly and effectively resolve client issues with attention to detail &ndash; providing consistent client experience.
</li><li>Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.</li><li>
High school degree, GED, or foreign equivalent.</li><li>
Ability to work branch hours including weekends and some evenings.</li></ul></div><div><b>
Preferred qualifications, capabilities, and skills</b></div><div><ul><li>
College degree or military equivalent.
</li><li>Experience adhering to banking policies, procedures, and regulatory requirements.</li></ul></div><div><b>
Dodd Frank/Truth in Lending Act</b><br>
<br>
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.</div><div><br>
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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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.
<br>
<br>
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 JPMorganChase. 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: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default</div><div>
</div><p><b>Federal Deposit Insurance Act</b></p><p>
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&rsquo;s review of criminal conviction history, including pretrial diversions or program entries.</p>
<b>ABOUT US</b><p><br>
Chase is a leading financial services firm, helping nearly half of America&rsquo;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.
</p><p></p><p>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.
</p><p></p><p>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&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p><p></p><p>
Equal Opportunity Employer/Disability/Veterans</p><br>
<br>
<br>
<b>ABOUT THE TEAM</b><br>
<div>
Our Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We&rsquo;re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.</div><div><br>
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</div><div>We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.</div></div>

Associate Relationship Banker - Golden Gate Market - San Francisco, CA

<div><b>JOB DESCRIPTION</b><p><b><br>
Regional Sales Manager, Commercial Mortgage Lending &ndash; Northern California &amp; Pacific Northwest, Commercial Real Estate</b></p><p>
</p><p>Commercial Mortgage Lending (CML) provides term financing and payments solutions to commercial real estate owners and operators &ndash; primarily private investors and generational family offices &ndash;on industrial, retail, office and mixed-use properties.
</p><p>Under the direction of the Head of Commercial Mortgage Lending, Regional Sales Manager is directly responsible for building an effective team of Client Sales Managers and staff, and assisting these teams of originators in managing and/or cultivating new and existing relationships with commercial investment property owners. We look directly to the Regional Sales Manager to build, manage, and expand the JPMorganChase presence in their market. In this role, the day to day responsibilities revolve around the Client Managers, customers, management companies, industry peers, business groups and internal partners.
</p><p>The Regional Sales Manager position will be based out of our downtown San Francisco, CA office. Expectation is full time in-office.</p><p><b>
Job responsibilities</b></p><ul><li>
Provide active management, recruitment, and talent development of a high volume business development team</li><li>
Provide coaching and encouragement to support the sales culture and provide senior sales expertise in obtaining and maintaining major and/or complex client accounts</li><li>
Support through client retention, new prospect identification and client acquisition</li><li>
Responsible for delivering the best possible client experience both internally and externally</li><li>
Assist Client Managers in development of annual production goals and marketing plans</li><li>
Maintain a thorough understanding of various Commercial Mortgage Lending financing programs, credit standards and risk appetite</li><li>
Ensure strong working relationship with credit partners and assist Client Managers with loan structure</li><li>
Be tuned into local markets, market leaders, trade associations and client functions</li><li>
Evaluate and identify industry trends, market conditions, competition and communicate observations with management and staff
</li><li>Attend client meetings, represent firm at industry events, conferences, and other functions with key CML clients, Client Managers and partners - must be comfortable with public speaking obligations
</li><li>Represent CML business in their region at various internal Chase LOB meetings</li><li>
Act as mentor for firm programs including DOI initiatives and intern program</li><li>
Drive Treasury Services business growth in Northern California and Pacific Northwest Region markets</li></ul><p>
</p><p><b>Required qualifications, capabilities and skills</b></p><ul><li>
At least 5 years commercial real estate sales/origination experience, and at least 3 years of management experience, preference for knowledge of treasury services and payments platforms,</li><li>
Preference for candidate who has been through a full real estate cycle</li><li>
Bachelor&rsquo;s/Master&rsquo;s Degree in Finance, Business or similar background preferred</li><li>
Strong analytic skills in sales and management</li><li>
Experience in credit analysis and risk assessment for commercial real estate financing
</li><li>Working knowledge of and connections within the Commercial Real Estate industry</li><li>
Excellent time management, verbal and written communication skills</li></ul><p>
</p><b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><p></p><div><p>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.
</p><div><p>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&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
J.P. Morgan&rsquo;s Commercial &amp; Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial &amp; Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.</div>

Senior Regional Sales Manager - Commercial Mortgage Lending - Managing Director

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