investment banker

JPMorganChase

<div><b>JOB DESCRIPTION</b><p><b><br>
International Private Bank, United Arab Emirates, Private Banker, Executive Director</b></p><p>
This is an exciting opportunity for you to join a dynamic, diverse team within the UAE market of J.P Morgan&rsquo;s EMEA Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set 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><b>
Job Summary</b></p><p>
As a Banker in J.P. Morgan's Private Banking business, you would lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. This role is also responsible for the client experience and engaging our resources to deliver a complete wealth management solution.</p><p><b>
Job responsibilities</b></p><ul>
<li>Prospect and acquire new clients from within the United Arab Emirates.
</li><li>Be responsible for sales and implementation of investment, banking and trust/estate products to core clients as appropriate.</li>
<li>Leverage and coordinate specialists (Investor, Capital Advisor, Trust and Estate Advisor and Wealth Advisor) to provide interdisciplinary expertise for our most complex clients.</li>
<li>Manage each account to ensure that the client has a completed profile and that accounts are properly maintained and serviced, specifically adhering to J.P. Morgan Risk Management policies.</li>
<li>Build trust with clients and effectively manage relationships.</li>
<li>Ensure that the proposed products and services maximize the clients' needs, goals and objectives</li></ul><p><b>
Required qualifications, capabilities, and skills</b></p><ul>
<li>Significant experience in Private Banking working with UHNW individuals and families.</li>
<li>Previous business development experience.</li>
<li>Achievement oriented, focused on exceeding business goals with sufficient attention to detail.</li>
<li>Proven sales success including: prospecting, profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals.</li>
<li>Excellent communication skills, both written and oral.</li>
<li>Strong relationship management and team building skills; views team concept as critical to mode.</li>
<li>Emirati male nationals must have completed or have no obligatory military service obligations.</li>
<li>Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities.</li>
<li>Ability to adapt to a rapidly changing business including regulatory and technological environment.</li></ul><p>
Employer Description</p><p>
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world&rsquo;s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.</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>
Organization Description</p><p>
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.
</p><b>ABOUT US</b><br>
<br>
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world&rsquo;s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.<br>
<div>
<div>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.<br>
</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>

International Private Bank, United Arab Emirates, Private Banker, Executive Director

Hickory Point Bank

<div><div><div><b>Your next move starts here.</b></div></div><div><div>
If you are looking to launch or advance your career in the financial industry, don't miss this opportunity. At Hickory Point Bank &amp; Trust, you'll work alongside innovative, creative individuals who are empowered to do what&rsquo;s right for our clients. Join a team that values your potential, supports your development, and invests in your success.</div></div><p>
</p><div><div><b>Basic Functions:</b></div></div><div><div>
As a <b>Relationship Banker</b> you serve as the primary point of contact for clients, building and maintaining strong relationships to help them achieve their financial goals. Your role is responsible for providing personalized banking solutions, processing transactions, identifying opportunities to match clients with appropriate products and services, and ensuring exceptional customer service. The Relationship Banker works to deepen client relationships while supporting the banking center in meeting service and operational objectives.</div></div><p>
</p><div><div><b>Duties and Responsibilities:</b></div></div><ul><li><div>
Serves as the primary point of contact for clients, delivering exceptional customer service in every interaction.</div></li><li><div>
Accurately and efficiently process deposits, withdrawals, payments, and other financial transactions.</div></li><li><div>
Assist customers with servicing their relationships, from transactions to complex service needs.</div></li><li><div>
Builds and strengthens client relationships by actively understanding their needs through targeted questioning and market profiling to identify suitable deposit, credit, and investment options to support their financial goals.</div></li><li><div>
Educate clients on bank products and services.</div></li><li><div>
Develop strong partnerships with Ag Services, Financial Advisors, Mortgage Advisors, and Commercial and Treasury Management colleagues to focus on deepening the relationship of current clients and addressing financial needs.</div></li><li><div>
Effectively manage and maintain internal partnerships, recognize cross-referencing potential, and make quality referrals to the proper team.</div></li><li><div>
Serve as the primary new account liaison for the banking center.</div></li><li><div>
Communicate effectively with clients and colleagues through both written and verbal communication.</div></li><li><div>
Engage in conversation to understand issues of varying complexity and take ownership of the resolution.</div></li><li><div>
Become involved within the community through specific organizations and special events.</div></li><li><div>
Demonstrate compliance with all bank regulations that apply to your position and keep up to date on regulation changes.</div></li><li><div>
Maintain working knowledge of our policies and procedures regarding the Bank Secrecy Act, Regulation CC, Regulation E, Bank Security, and other regulations that apply to your position.</div></li></ul><p>
</p><div><div><b>Position Requirements:</b></div></div><ul><li><div>
High School Diploma or GED equivalent</div></li><li><div>
Excellent customer service and communications skills, including oral and written skills</div></li><li><div>
Previous banking a plus</div></li><li><div>
Outgoing and enthusiastic personality</div></li><li><div>
Ability to handle money comfortably</div></li><li><div>
Accuracy and attention to detail</div></li><li><div>
Ability to multi-task</div></li><li><div>
Good listening and problem-solving skills</div></li><li><div>
Confidentiality, high degree of integrity</div></li><li><div>
Willingness to be cross-trained and to accept ongoing projects as necessary</div></li><li><div>
Proficient in Window-based programs</div></li><li><div>
Bending, lifting up to 25lbs, standing</div></li></ul><div><div>
This is a full time, non-exempt position. The successful completion of a pre-employment drug screen, consumer credit check and background check is required.</div></div><p>
</p><div><div><b>Equal Opportunities Statement</b></div></div><div><div>
Hickory Point Bank &amp; Trust provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.</div></div><p>
</p><div><div><b>Salary Disclaimer</b></div></div><div><div>
The salary range provided represents the anticipated <i>starting pay</i> for this position. Individual compensation is based on various factors, including but not limited to, role requirements and responsibilities, related experience, education, qualifications, and internal equity.
</div></div><p></p><div><div><b>Benefit Package</b></div></div><div><div>
This position is eligible for a robust benefit package. Available benefits include Health Insurance, Dental Insurance, Vision Insurance, Group Term Life Insurance, Short Term Disability, Long Term Disability, Flexible Spending Account, Health Reimbursement Account, Paid Holidays, Paid Time Off, Volunteer Time, Bereavement Time, Employee Assistance Program, 401(k) Retirement Plan.</div></div></div>

Relationship Banker - Decatur

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

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