investment banker

Wells Fargo

<div><p><b>Why Wells Fargo:</b></p><p>
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader &ndash; we&rsquo;re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job &ndash; it&rsquo;s about finding all of the elements to help you thrive, in one place. Living the Well Life means you&rsquo;re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You&rsquo;ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we&rsquo;re recognized for it &ndash; Wells Fargo once again ranked in the top five on the 2026 LinkedIn Top Companies list of best workplaces &ldquo;to grow your career&rdquo; in the U.S. Join us!</p><p></p><p><b>
About this role:</b></p><p>
Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice, disciplined growth, and long-term customer relationships define success. This role serves customers across all segments, including affluent customers, as the primary point of contact for everyday banking needs, products and services through scheduled appointments, lobby engagement, and proactive outreach. The role helps customers progress toward their financial goals through planning, digital engagement, and customized deposit, credit, and investment solutions. In addition, this role supports everyday banking activities such as opening accounts, handling service requests, and delivering a seamless experience that makes it easier for customers to manage their banking with confidence. Relationship Bankers will build credibility and loyalty by leading with curiosity and insight, turning meaningful discovery conversations into enduring customer partnerships. You will work in a collaborative branch environment, backed by one of the most recognized banking brands and ongoing coaching, while partnering with colleagues to meet customer needs through appropriate referrals.</p><p></p><p>
Success in this role is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with partners across Wealth, Home Lending, and Business Banking to deliver a differentiated customer experience. Wells Fargo recognizes and rewards the behaviors that create meaningful customer value and support customers in making informed financial decisions. This role is well suited for professionals who aspire to build a long-term career in financial services, deepen their consultative expertise, and support customers as their financial needs become more complex over time.</p><p></p><p><b>
In this role you will:</b></p><ul><li>
Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships</li><li>
 Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments</li><li>
Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes</li><li>
Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency.</li><li>
Resolve account inquiries and service requests within authorized limits, documenting actions and setting follow-up plans that reinforce trust and ease.</li><li>
Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes</li><li>
The Relationship Banker LP (license pending) role is a temporary position until employee has successfully completed licensing and SAFE requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role. Employees hired into the Relationship Banker LP role who are not fully licensed will participate in the Branch Network Licensed Banker program.</li></ul><p></p><p><b>
Required Qualifications:</b></p><ul><li>
2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</li><li>
1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience</li><li>
1+ year of building and maintaining effective relationships with customers and partners</li></ul><p></p><p><b>
Desired Qualifications:</b></p><ul><li>
Proven ability to source, acquire, and deepen relationships through proactive outreach and building strong internal partnerships to support the customer experience</li><li>
Knowledge of book of business management practices, documentation of planning conversations, and consistent follow-through to drive retention and balanced growth across deposits, lending, and investments</li><li>
Experience assessing needs and recommending products and services for consumer and business customers</li><li>
Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency</li><li>
Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust with others</li><li>
1+ year of financial services experience in one or a combination of the following: consumer, home lending, business banking, or investments</li><li>
Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration</li><li>
State Insurance license(s)</li></ul><p></p><p><b>
Job Expectations:
</b></p><ul><li>Ability to work a schedule that will include most Saturdays</li><li>
This role requires FINRA <b>Series 6,</b> <b>Series 63</b> (or FINRA recognized equivalents), and <b>State Insurance license(s)</b> which must be active or completed within a designated timeframe. For any FINRA qualification exams earned after Sept. 30, 2018, the <b>Securities Industry Essentials (SIE)</b> exam is also required.</li><li>
For the following states where hired, <b>FINRA Series 65</b> (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. Wyoming allows referral-only licensed bankers to receive the IAR registration without the Series 65/66. Requirements may change based on current state regulations.</li><li>
Obtaining and maintaining required FINRA licenses is necessary for continued employment. This role also requires meeting enhanced financial fitness and criminal background standards. Wells Fargo will begin the FINRA review process once an offer is accepted.</li><li>
SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply.</li><li>
This position is not eligible for Visa sponsorship</li></ul><p></p><p><b>
Posting End Date:</b></p><p></p>
4 Aug 2026<ul><li><b><i>Job posting may come down early due to volume of applicants.</i></b></li></ul><p></p><p><b>
We Value Equal Opportunity</b></p><p></p><p>
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.</p><p></p><p>
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit&rsquo;s risk appetite and all risk and compliance program requirements.</p><p></p><p>
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.</p><p></p><p><b>
Applicants with Disabilities</b></p><p></p><p>
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.</p><p></p><p><b>
Drug and Alcohol Policy</b></p><p></p><p><br>
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.</p><p></p><p><b>
Wells Fargo Recruitment and Hiring Requirements:</b></p><p></p><p>
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.</p><p>
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.</p></div><p></p>

Relationship Banker - Huntsville, AL

JPMorganChase

<div><b>JOB DESCRIPTION</b><br>
<br>
<br>
<p>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'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.<br>
<br>
As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.<br>
<br>
</p><p><b>Job Responsibilities</b><br>
</p><ul><li>Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience</li>
<li>Generate business results and acquire new assets, both from existing client base and new client acquisition
</li><li>Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs</li>
<li>Partner with internal specialists to provide interdisciplinary expertise to clients when needed</li>
<li>Connect your clients across all lines of business of J.P. Morgan Chase &amp; Co.
</li><li>Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach</li>
</ul><p></p><p><b>Required Qualifications, Capabilities, and Skills</b><br>
</p><ul><li><p>Three plus years of work experience in Private Banking or Financial Services</p></li>
<li><p>Bachelor'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>Proven sales success and strong business acumen
</p></li><li><p>Strong community presence with an established network
</p></li><li><p>Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
</p></li><li><p>Focuses on the client experience and works tirelessly on the client's behalf</p></li>
</ul><p></p><p><b>Preferred Qualifications, Capabilities, and Skills</b><br>
</p><ul><li><p>MBA, JD, CFA, or CFP preferred</p></li>
<li><p>Proactive, takes initiative, and uses critical thinking to solve problems
</p></li><li><p>Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
</p></li><li><p>Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business</p></li>
<li><p>Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate</p></li>
</ul><p></p><b>ABOUT US</b><br>
<br>
<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'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' 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.</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 - Private Banker - Associate

<div><b>JOB DESCRIPTION</b><br>
<br>
<br>
<p>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'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 a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.</p><p><b>
Job Responsibilities</b></p><ul><li>
Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience</li><li>
Generate business results and acquire new assets, both from existing client base and new client acquisition
</li><li>Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs</li><li>
Partner with internal specialists to provide interdisciplinary expertise to clients when needed</li><li>
Connect your clients across all lines of business of J.P. Morgan Chase &amp; Co.
</li><li>Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach</li><li><p>
Strictly adhere to all risk and control policies, regulatory guidelines and security measures</p><p>
</p></li></ul><p><b>Required Qualifications, Capabilities, and Skills</b></p><ul><li>
Six plus years of work experience in Private Banking or Financial Services</li><li>
Bachelor's Degree required</li><li>
Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date</li><li>
Proven sales success and strong business acumen
</li><li>Strong community presence with an established network
</li><li>Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts</li><li>
Focuses on the client experience and works tirelessly on the client's behalf</li></ul><p>
</p><p><b>Preferred Qualifications, Capabilities, and Skills</b></p><ul><li>
MBA, JD, CFA, or CFP preferred</li><li>
Proactive, takes initiative, and uses critical thinking to solve problems
</li><li>Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
</li><li>Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business</li><li>
Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate</li></ul><p>
</p><b>ABOUT US</b><br>
<br>
<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'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' 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.</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 - Private Banker - Vice President

<div><b>JOB DESCRIPTION</b><br>
<br>
<br>
<p>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'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 a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.</p>
<p><b>Job Responsibilities</b></p>
<ul><li>Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience</li>
<li>Generate business results and acquire new assets, both from existing client base and new client acquisition
</li><li>Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs</li>
<li>Partner with internal specialists to provide interdisciplinary expertise to clients when needed</li>
<li>Connect your clients across all lines of business of J.P. Morgan Chase &amp; Co.
</li><li>Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach</li>
<li>Strictly adhere to all risk and control policies, regulatory guidelines and security measures</li>
</ul><p></p><p><b>Required Qualifications, Capabilities, and Skills</b></p>
<ul><li>Six plus years of work experience in Private Banking or Financial Services<br>
Bachelor's Degree required</li>
<li>Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date</li>
<li>Proven sales success and strong business acumen
</li><li>Strong community presence with an established network
</li><li>Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
</li><li>Focuses on the client experience and works tirelessly on the client's behalf</li>
</ul><p></p><p><b>Preferred Qualifications, Capabilities, and Skills</b></p>
<ul><li>MBA, JD, CFA, or CFP preferred</li>
<li>Proactive, takes initiative, and uses critical thinking to solve problems
</li><li>Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
</li><li>Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business</li>
<li>Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate<br>
</li></ul><b>ABOUT US</b><br>
<br>
<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'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' 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.</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>

Old National Bank

<div>Overview:
<div>
Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.</div><div></div><div><i><br>
We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of </i><i>Impact Network Groups</i><i> led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.</i></div>
Responsibilities:
<div>
The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.</div><div></div><div><b><br>
Salary Range</b></div><div>
The salary range for this position is $17.00/Hr. - $29.75/Hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.</div><div></div><div><b><br>
Key Accountabilities
</b></div><p><b>Develop and grow client and prospective client relationships</b></p><ul><li>
Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client&rsquo;s financial objectives.</li><li>
Cross sells products and services and refers to business product partners to ensure client needs are met.</li><li>
Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)</li></ul><p><b>
Achieve Sales and Service Targets</b></p><ul><li>
Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.</li><li>
Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
</li><li>Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team&rsquo;s skills and performance.</li></ul><p><b>
Operations Oversight
</b></p><ul><li>Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
</li><li>Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.</li><li>
Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.</li><li>
Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
</li></ul><div><b>Key Competencies for Position</b></div><div><br>
</div><p><b>Culture Leadership:</b></p><ul><li>
Communication - applies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.</li><li>
Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals/objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.</li></ul><p><b>
Execution Leadership:</b></p><ul><li>
Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.</li><li>
Problem Resolution/Decision-Making &ndash; With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.</li></ul><p><b>
Client Leadership:</b></p><ul><li>
Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; examines implications of decisions and actions from the perspective of the client before acting.
</li></ul><p><b>Key Measures of Success/Key Deliverables
</b></p><ul><li>Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.</li><li>
Contributes to the banking center&rsquo;s financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.</li><li>
Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.</li></ul><p><b>
Position Levels</b></p><p>
There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a &ldquo;Market&rdquo; position that supports all banking centers in a defined market.</p><p><br>
</p><p><b>Relationship Banker</b></p><ul><li>
Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.</li><li>
Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.</li></ul><div><b>
Qualifications and Education Requirements</b></div><ul><li>
High School diploma or GED Equivalent</li><li>
Minimum one year relationship-based client consultation and/or consultative sales experience (banking industry a plus)</li><li>
Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered<b>.</b></li></ul><p><b>
Relationship Banker II</b></p><ul><li>
Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
</li><li>Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.</li><li>
Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.</li><li>
May manage an assigned client portfolio to handle all consumer banking relationship needs.</li><li>
Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.</li><li>
Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.</li></ul><p><b>
Qualifications and Education Requirements</b></p><ul><li>
High School diploma or GED Equivalent</li><li>
Minimum one year relationship-based client consultation and/or consultative sales experience</li><li>
Minimum one year banking experience including deposit/transaction processing, account servicing, new account opening and consumer lending</li><li>
Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.</li></ul><div><b>
Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.</b></div><div></div><div><br>
As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.</div><div></div><div><i><br>
We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.</i></div><div></div><p><b><i><br>
Our culture is firmly rooted in our core values.</i></b></p><p><b><i>
We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.</i></b></p><p><b><i>
We are Old National Bank. Join our team!</i></b></p></div>

Relationship Banker

<div><b>JOB DESCRIPTION</b><br>
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<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>
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As a 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 take a lead role in acquiring, managing, and retaining meaningful relationships with clients, 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>
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<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>Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
</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>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>Adhere to policies, procedures, and regulatory banking requirements.</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>The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
</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.<br>
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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>
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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><b>ABOUT US</b><br>
<br>
<br>
<p>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.
</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' 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.</p>
<p></p><p>Equal Opportunity Employer/Disability/Veterans</p><br>
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<br>
<b>ABOUT THE TEAM</b>
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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'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>

Relationship Banker - Second Ave and 62nd St. - New York, NY

Trustmark

<div>Overview:
<div>
Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer&rsquo;s satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers will deepen customer relationships while also processing a variety of cash and non-cash transactions.</div>
Responsibilities:
<ul><li>Identify customer needs and make the appropriate referrals through proactive sales/service efforts.</li><li>
Service, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services, etc.</li><li>
Deliver exceptional customer experience that follows Trustmark&rsquo;s service standards.</li><li>
Continually safeguard the bank&rsquo;s assets and security of the working environment while processing transactions accurately (deposits and withdrawals for transaction accounts, collection items, wire transfers, credit card transactions, loan payments and the opening, closing and other maintenance of customer accounts).</li><li>
Balances cash drawer daily for both the cash totals and to ensure appropriate documents have been executed.</li><li>
Achieve sales and referral goals quarterly while providing excellent customer service and utilizing opportunities to transform service into sales.</li><li>
Making outreach calls to customers and/or prospects.</li><li>
Comply with the bank&rsquo;s guidelines, policies, procedures, and standards of performance.</li><li>
Coach and serve as a mentor to Relationship Bankers and Tellers.</li><li>
Provide oversight and responsibility to review/approve various transactions to include night drop contracts/logs, ATM deposits, collection items, money orders, official checks, and cash drawers.</li><li>
Handle the cash shipment and vault management for a branch.</li><li>
Ability to handle the origination of consumer loans.</li><li>
Perform additional duties as assigned.</li></ul>
Qualifications:
<ul><li>High school diploma or GED</li><li>
2 years of face-to-face customer service experience, retail sales experience or prior Trustmark Relationship Banker experience with a demonstrated track record of exceeding the individual performance goals.
</li><li>Able to learn Trustmark consumer and/or mortgage lending guidelines and process applicable loans within 2 years of employment
</li><li>Be able to register with the National Mortgage Licensing System and Registry (NMLS)</li><li>
Able to use basic math concepts and can handle routine transactions and close out the cash drawer
</li><li>Exceptional customer service skills with the ability to learn and communicate Trustmark products</li><li>
Pass appropriate assessment tests related to customer service and math skills</li><li>
Able to meet sales goals in a retail environment</li><li>
Basic computer skills and the ability to learn internal technology systems to perform work tasks</li><li>
Strong interpersonal and communication skills both verbal and written</li><li>
Time management skills</li><li>
Detail-oriented with a focus on quality and accuracy</li><li>
Demonstrate professional appearance and mannerisms as this position works with the public on a daily basis</li><li>
Prior supervisory experience in a retail or bank environment preferred</li><li>
Prior experience processing consumer or mortgage loans preferred</li><li>
2 years of banking industry knowledge specifically of the Relationship Banker position preferred</li></ul><div><b>
Physical Requirements/Working Conditions: </b>Must be able to sit or stand for long periods of time and use a computer keyboard and/or mouse, while viewing computer screens. Must be able to lift at least 20 pounds in order to process boxed or bagged coins.</div><div></div><p><b><br>
Note:</b> This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment</p><p></p><p><i><br>
Trustmark Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings on this site. Resumes submitted to any Trustmark Bank employee by a third-party agency and/or search firm without a valid, written search agreement signed by Trustmark, will become the sole property of Trustmark Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.</i></p></div>

Relationship Banker II

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Relationship Banker II