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investment services representative

National Covenant Properties

<div>Description:

About Our Ministry &ndash; National Covenant Properties (NCP) is a church extension fund, which operates as a
financial ministry affiliate of The Evangelical Covenant Church denomination. NCP provides investment products
to members of Covenant churches and offers lending solutions for local congregations as they seek to expand
their facilities and ministries.
YOU INVEST. WE LEND. MINISTRY GROWS.
Summary
The Investment Services Representative will be the front-line communications specialist to resource members and
affiliates of the Evangelical Covenant Church as they inquire about investment and borrowing solutions with NCP. A
qualified candidate will be knowledgeable of IRAs, HSAs, and Certificate of Investments and will have experience or
ability to learn basic accounting principles. This role will advance NCP&rsquo;s mission by ensuring excellent service and
support to our account holders, borrowers, and colleagues.
Essential Functions
? Full Time; Monday through Friday; 8:30am -5:00pm in office hours; 95% of customer interaction through
phone or email communication.
? Engage in a professional, hospitable, and courteous manner in NCP&rsquo;s electronic, phone and on occasion inperson
communication. This position is the first point of contact for NCP account holders.
? Expedite customer requests received by direct mail; email and phone for incoming funds to customer
accounts; open new accounts, process IRA contributions, loan payments, and daily deposit.
? Formulate, manage and maintain paperwork received through direct mail, email and from the customer online
portal. Produce and distribute new investment letters, and general customer investment information.
? Maintain office&rsquo;s database and data storage systems through data entry and data filing protocols.
? Utilize various office machines and computer applications to expedite daily operations, procedures, or
tasks.
? Manage inquiries from external account holders and internal colleagues; respond and/or direct to the
appropriate NCP employee.
? Support preparation of individual correspondence and/or bulk mailing projects, as well as business material
and products to be used in marketing and communication efforts.
? Perform general support tasks, such as collating, transcribing, organizing, creating documents, information,
presentation/binders, meeting logistics and hosting, etc. in support of office operations.
? Participate in skill development as assigned, such as Ascensus IRA compliance training and other
professional development opportunities (some skill development opportunities may require minimal
travel).
? Participate in events to promote NCP products and services, as assigned (some event opportunities may
require minimal travel).
? Other duties as assigned by Sr. Vice President of Operations and President.
Requirements:

Education and Experience
Required: Bachelor&rsquo;s degree in business, economics, finance or accounting OR equivalent combination of education
and experience. Knowledge and experience in customer service, credit union; banking; and lending industry. High
proficiency in computer and internet technology. Experience in or ability to learn basic accounting principles
Preferred: 2-3 years in a support role, including experience in an office environment with heavy telephone and
email customer service capabilities. Must currently hold or be able to pass Series 63 Securities exam (within 90
days of hire date).
Skills
? Personal and demonstrated Christian faith (member or regular attender of a Covenant church preferred).
? Mastery of Microsoft Office 365 applications, database data entry, salesforce customer relations
management application, and web technologies.
? Detail oriented, strong organization, prioritization, and time-management skills.
? Excels in attention to detail with high level of accuracy in preparation of financial transactions, written
documents, reports and correspondence.
? A team player that ensures caring and excellent customer service to account holders.
? Effectively communicates in written and verbal forms by phone, by email, by video conference, and in
person.
? Works well under pressure and can complete multiple tasks, with conflicting priorities and timelines.
Ability to track and report progress on a wide range of tasks, simultaneously.
? Ability to respond to and deal with a range of queries and requests from account holders.
? Capable of managing stress by demonstrating openness to coaching, engaging in positive forms of problem
solving, dealing calmly and effectively in high stress situations.
? Ability to always operate with discretion and confidentiality, especially related to information security and
account holder&rsquo;s personal identifiable information.
? Maintains flexibility in approach and adjusts actions when appropriate.
? Uses critical thinking skills, applying logic and reasoning to identify the strengths and weaknesses of
alternative solutions, conclusions, or approaches to address challenges.
? Self-starter, with ability to work independently.
Environment Conditions
Able to work well in a professional office setting, occasionally working evenings and weekends. Must be versatile
and able to work for prolonged segments sitting or standing. Must engage frequently with office tools and
equipment, such as: computer, copier, phone, web-conferencing equipment, cell communication, printers,
calculators, scanners, etc. Must be able to occasionally lift or move items less than 35 lbs.</div>

Investment Services Representative

Jefferies

<div>
 
 
 Title:
 
 Administrative Assistant
 
 
 
 Department:
 
 IB Industrials
 
 
 
 Reports to:
 
 Grace Russo
 
 
 
 Location:
 
 Chicago
 
 
 
 
 
 
 
 Job Summary
 
 
 
 
 We are seeking a highly organized detail oriented Administrative Assistant to provide support to VPS, Analysts and Associates within our Investment Banking division. Looking for a proactive, resourceful candidate. Being able to manage multiple priorities in a fast-paced environment. This role is essential in ensuring seamless day-to-day expenses and travel for the junior banking staff members.
 
 
 
 
 Primary Responsibilities
 
 
 
 <ul>
 <li>
 Provide admin support, including travel arrangements
 </li>
 <li>
 Prepare and process expense reports in compliance with our firm policies via concur
 </li>
 <li>
 Collaborate with other administrative assistants on the team and provide backup coverage if needed
 </li>
 <li>
 General office support
 </li>
 <li>
 Order office supplies
 </li>
 </ul>
 
 
 
 Required Skills:
 
 
 
 <ul>
 <li>
 1-5 years&rsquo; experience preferably in financial services or professional services
 </li>
 <li>
 Strong organizational skills and ability to prioritize multiple tasks in a fast-paced environment
 </li>
 <li>
 Excellent verbal and written communication skills
 </li>
 <li>
 Strong problem-solving skills
 </li>
 </ul>
 
 
 
 
 
 Salary Range: $65,000-$80,000
 
 
 
 
</div>

Administrative Assistant

JPMorganChase

<div>JOB DESCRIPTION 
Are you creative, energetic, and passionate about building relationships and providing support and advice to clients? A role as an Associate Banker is for you.
As an Associate Banker in the Business Services Discipline group, you will work closely with the team&rsquo;s senior bankers to help grow the business profitably.
You will support the execution of the discipline&rsquo;s strategy, focusing on new client development and deepening existing client relationships across the Commercial Bank &amp; Specialized Industries platform. This role offers direct interaction with senior and local leaders, as well as individual bankers.
Job Responsibilities<ul><li>
Assist in the execution of established operating rhythms, including data analysis, report distribution, and internal communications with various stakeholders</li><li>
Support Relationship Executives in advancing discipline objectives and business development activities</li><li>
Contribute to the development and management of client and prospect prioritization lists for each sub-sector</li><li>
Stay informed on industry trends to help identify opportunities for strategic partnerships with Line of Business (LOB) partners</li><li>
Aid in the creation and updating of marketing material for clients
</li><li>Assist in the management of the Salesforce Dashboard to monitor and report discipline activities</li><li>
Participate in banker training and business development meetings with clients and prospects, including occasional travel to top markets</li></ul>
Required Qualifications, Capabilities, and Skills<ul><li>
Knowledge of business services business models</li><li>
3+ years of direct lending, credit support, or related experience, with a focus on business relationships</li><li>
Understanding of Commercial Banking credit and treasury products</li><li>
Strong oral and written communication skills</li><li>
Ability to collaborate with internal partners and resources</li><li>
Demonstrated experience in meeting or exceeding goals</li><li>
Sales management and business development skills</li><li>
FINRA Series 79, 63, and Securities Exam Essentials licenses required or must be obtained within 180 days of hire</li></ul>
Preferred Qualifications, Capabilities, and Skills<ul><li>
Bachelor&rsquo;s degree and formal credit training preferred</li><li>
Strong creative solution and problem-solving abilities</li><li>
Proficiency in building and maintaining positive stakeholder relationships</li><li>
Proven ability to self-start and complete projects</li></ul>
ABOUT US 
<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><div>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.
<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.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM 
 
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>

Associate Banker-Business Services Industry-Associate

Northwestern Mutual - Chicagoland

<div><div><div>Benefits:</div>
<ul><li>Bonus based on performance</li>
<li>Company parties</li>
<li>Dental insurance</li>
<li>Flexible schedule</li>
<li>Health insurance</li>
<li>Opportunity for advancement</li>
<li>Training &amp; development</li>
<li>Vision insurance</li>
</ul></div><div><div>Join the Winning Team at Northwestern Mutual - Chicagoland!</div>
<div>
 
Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Northwestern Mutual - Chicagoland! 
</div><div>Why Current and Former Athletes Could Thrive Here: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes can excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Here&rsquo;s why athletes could thrive with us: 
</div><ul><li>Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients.</li>
<li>Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career.</li>
<li>Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives.</li>
<li>Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity.</li>
<li>Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.</li>
</ul><div>Learn more about Northwestern Mutual - Chicagoland: https://www.youtube.com/watch?v=BRk3Ui8113s</div>
<div>
 
Our thriving Network Office of the Chicagoland District is located at: 1901 Butterfield Road Suite 300 Downers Grove, IL 60515 
</div><div>Meet Our Team:</div><div> 
</div>
<div>Ryan Kramer &ndash; CLF&reg;, ChFC&reg;, CLU&reg;, Managing Partner:</div>
<ul><li>Time with NM: Joined Northwestern Mutual as a college intern in 1997 and became Managing Partner of Northwestern Mutual Chicagoland in 2015.</li>
<li>Prior Experience: Graduated from Illinois State University with a B.S. in Marketing and has held roles at every level of Northwestern Mutual&rsquo;s leadership track, including Assistant Regional Director at the company&rsquo;s Milwaukee headquarters.</li>
<li>Passionate About: Ryan lives in Elmhurst, Illinois, with his wife and their three children. He enjoys family time, sports, and community involvement. Together, the Kramers support organizations such as Alex&rsquo;s Lemonade Stand Foundation, Feed My Starving Children, Ronald McDonald House Charities, and Bear Necessities. Ryan is also active with the ISU Marketing Alumni Board, the Butterfield Country Club Finance Committee, and the Church of the Resurrection in Elmhurst.</li>
</ul><div>Trent Mausser &ndash; CLU&reg;, ChFC&reg;, Managing Director:</div>
<ul><li>Time with NM: Began his career as a College Financial Representative in 2001 while attending the University of Northern Iowa.</li>
<li>Prior Experience: Recognized nationally as a top college representative, Trent was featured in USA Today in 2001 and 2002. He became a full-time Financial Representative in 2002 and transitioned into leadership roles including College Unit Director, Field Director, and later Managing Director of the Chicago office.</li>
<li>Passionate About: Trent lives in Park Ridge, Illinois, with his wife and their three daughters. His family enjoys golf, boating, and travel, and actively supports organizations like Feed My Starving Children, Ronald McDonald House Charities, Bear Necessities, and Alex&rsquo;s Lemonade Stand.</li>
</ul><div>Kevin Pabst &ndash; ChFC&reg;, Managing Director:</div>
<ul><li>Time with NM: Started as a College Financial Representative in 2011 and now leads the Barrington Office.</li>
<li>Prior Experience: A Chicagoland native, Kevin grew up in Arlington Heights and earned his degree in Economics from Michigan State University, where he played club hockey. During his time in leadership with the Schaumburg District Office, the internship program was ranked among the top 10 in the Northwestern Mutual system three times.</li>
<li>Passionate About: Kevin and his wife, Kelly, live in Palatine, Illinois, with their two children. He enjoys family time, golf, and relaxing at his family&rsquo;s lake house.</li>
</ul><div>Scott Carr &ndash; CLU&reg;, MSM, Managing Director:
</div><ul><li>Time with NM: Joined Northwestern Mutual as a college intern in 1984 and opened his own office in Schaumburg at age 24.</li>
<li>Prior Experience: A top 10 intern at Illinois State University, Scott ranked among the top new advisors nationally in 1986 and 1987. His office has consistently ranked among the top 10 in production for Northwestern Mutual.</li>
<li>Passionate About: Scott lives in the northwest suburbs with his wife, Gina. He enjoys golfing, traveling, and spending time with his family, including his two adult children, and grandchildren.</li>
</ul><div>Jason Frano &ndash; Managing Director:</div>
<ul><li>Time with NM: Joined Northwestern Mutual in 2014 and became Managing Director of the Naperville office in 2020.</li>
<li>Prior Experience: Before Northwestern Mutual, Jason worked in sales for Toyota Corporation. He was named &ldquo;Rookie of the Year&rdquo; in his first year and ranked among the top 50 new advisors nationwide. He later served as College Unit Director and Field Director before stepping into his current leadership role.</li>
<li>Passionate About: Jason lives in Lombard with his wife and their two sons. He enjoys running marathons, coaching his sons&rsquo; basketball and baseball teams, and spending time with family.</li>
</ul><div>Tracey Daniels &ndash; Executive Director of Selection, Chicagoland</div>
<ul><li>Time with NM: Began her Northwestern Mutual career as an Associate Financial Representative in 2012 and returned in 2023 as District Recruiter before advancing to her current role.</li>
<li>Prior Experience: Studied Communications with an emphasis in Public Relations at Michigan State University. Tracey leads selection and recruiting strategy across all offices, focusing on helping professionals build lasting, fulfilling careers.</li>
<li>Passionate About: Originally from Woodridge, IL, Tracey now resides in Shelby Township, MI, with her husband, daughter, and their dog, Bubba. A former figure skater, she enjoys giving back to the skating community, attending country concerts, and boating with her family.</li>
</ul><div>Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. 
</div><div>Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered.</div>
<div>
 
Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community.</div> 
<div> 
</div><div>Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Ryan Kramer is a General Agent of NM and not in legal partnership with NM, or its subsidiaries.</div>
</div>
Flexible work from home options available.</div>

Client Advisor with Sports Background

J.B. Hunt

<div>Job Title:
Capacity Procurement Representative II - ICS
Department:
Supply Chain
Country:
United States of America
State/Province:
Illinois
City:
Chicago
Full/Part Time:
Full time
Job Summary:
Under general supervision, the Capacity Procurement Representative II is responsible the for the strategic negotiation of rates to meet load expectations while ensuring optimal margins. The incumbent will market the J.B. Hunt Carrier360 platform to carriers in order to increase efficiency and freight movement visibility. The incumbent is responsible for establishing and maintaining a carrier base, ensuring freight is covered in a timely manner, and delivering best in class service execution. This position serves as a peer leader and provides assistance onboarding new team members.
Job Description:
Key Responsibilities:
<ul><li>Create strategies to negotiate with carriers for the optimal purchase rate to meet and exceed revenue and profit margin goals; service freight projects that may be complex in nature and/or have high visibility
</li><li>Act as liaison between internal business stakeholders and carriers
</li><li>Manage all freight in transit by obtaining updates from carriers to accurately monitor movement and ensure on time pickup and delivery
</li><li>Utilize the Carrier360 Platform to tender loads and maintain accurate records of shipments and customer details
</li><li>Proactively communicate service failures to internal support teams to minimize cost and operational inefficiencies
</li><li>Partner with internal teams to promote best in class service and ensure safety
</li><li>Leverage the Carrier360 platform with carrier base to increase efficiency and automation
</li><li>Verify authenticity of carriers and tracking prior to scheduled pickup
</li><li>Remain current on supply chain information to gain understanding of market trends and optimize negotiation tactics; present findings to team members
</li><li>Understand and anticipate customer service expectations to provide value with transportation solutions and updates in an urgent manner
</li><li>Strategically manage carrier base to maximize retention and implement routing guides
</li><li>Train, mentor, and onboard junior team members
</li></ul>Qualifications:
Minimum Qualifications:
High School Diploma/GED WITH 1-2 years experience in transportation/logistics, business administration, account management, and/or equivalent military experience AND the ability to work across multiple shifts including nights and/or weekends if needed 
 
AND/OR Demonstration of the following skills and abilities through education, certifications, military, or other experiences:
<ul><li>Strong professional communication skills applied internally and externally
</li><li>Proven experience in establishing and maintaining healthy working relationships
</li><li>Experience in fostering strong customer relationships via delivery on commitments, open communication, and on-going feedback/improvement
</li><li>Ability to process information with high levels of accuracy
</li><li>Accurately analyze situations and reach productive decisions based on informed judgment
</li><li>Experience in Microsoft Programs (Excel, Word, PowerPoint, Outlook)
</li><li>Ability to manage multiple competing priorities
</li><li>Ability to adapt to a dynamic work environment and shifting priorities and directives
</li><li>Experience in holding people accountable and conducting difficult conversations
</li>Ability to perform in a stressful and high-pressure work environment 
<li>
</li></ul> 
Preferred Qualifications:
Bachelors in Business Administration, Transportation/Logistics, Supply Chain, or related field AND 2-3 years experience in transportation/logistics, business administration, account management, and/or equivalent military experience
The starting pay range for this position is between $55,000-68,700. 
 
This position is not eligible for employment-based sponsorship.
Compensation:
Factors which may affect starting pay within this range may include skills, education, experience, geography, and other qualifications of the successful candidate. This position may be eligible for annual bonus and incentives based on profitability or volumes in accordance with the terms of the Company&rsquo;s bonus and incentive plans, as applicable and in effect from time to time.
Benefits:
The Company offers the following benefits for full-time positions, subject to applicable eligibility requirements, as may be in effect from time to time: medical benefit, dental benefit, vision benefit, 401(k) retirement plan, life insurance, short-term and long-term disability coverage, paid time off commensurate with tenure (includes vacation and sick time), six weeks of paid maternity leave along with two weeks of paid parental leave, and six paid holidays annually.
Education:
Bachelors: Business Administration/Management, Bachelors: Supply Chain Management, Bachelors: Transportation Logistics, GED (Required), High School (Required)
Work Experience:
Transportation/Logistics
Certifications:
Job Opening ID:
00617763 Capacity Procurement Representative II - ICS (Open)
&ldquo;This job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.&rdquo;
J.B. Hunt Transport, Inc. is committed to basing employment decisions on the principles of equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, persons with disabilities, protected veterans or other bases by applicable law.</div>

Capacity Procurement Representative II - ICS

BMO Financial Group

2196 N Elston Avenue Chicago Illinois,60614
 
<div>Spanish Speaking Required
Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.<ul><li>
Collaborates with BMO partners to identify referral opportunities that further grow the customer&rsquo;s relationship with BMO beyond personal banking.</li><li>
Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.</li><li>
As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.</li><li>
Meets customer transaction-based needs with seamless execution.</li><li>
Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.</li><li>
Contributes to meeting branch business results and the customer experience.</li><li>
Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).</li><li>
Acts as a key member of a collaborative and versatile branch and market team.</li><li>
Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.</li><li>
Organizes work information to ensure accuracy and completeness.</li><li>
Takes the initiative to find creative approaches that make each customer&rsquo;s experience feel personal.</li><li>
Looks for ways to contribute to the ongoing improvement of the overall customer experience.</li><li>
Contributes to business results and the overall experience delivered.</li><li>
May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.</li><li>
Follows through on risk and compliance processes and policies to ensure we safeguard our customers&rsquo; assets, maintain their privacy, and act in their best interest.</li><li>
Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.</li><li>
Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.</li><li>
Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.</li><li>
Complies with legal and regulatory requirements for the jurisdiction.</li><li>
Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements.</li><li>
Completes complex &amp; diverse tasks within given rules/limits.</li><li>
Analyzes issues and determines next steps; escalates as required.</li><li>
Broader work or accountabilities may be assigned as needed.</li><li>
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.</li></ul>
Qualifications:
Spanish Speaking Required
<ul><li>Typically between 1 &ndash; 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.</li><li>
Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) - as appropriate for the jurisdiction.</li><li>
Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.</li><li>
Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.</li><li>
Basic knowledge of specialized sales and business banking solutions to refer to specialists.</li><li>
Passionate commitment to helping customers.</li><li>
Drive to deliver a personal customer experience.</li><li>
A focus on results and the ability to thrive in a consultative sales and team-based environment.</li><li>
Resourceful self-starter with courage and confidence to approach customers.</li><li>
Readiness to collaborate and work in different capacities as part of a team.</li><li>
Strong interpersonal skills, including the ability to build rapport and connections with customers.</li><li>
An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.</li><li>
Basic specialized knowledge.</li><li>
Verbal &amp; written communication skills - Good.</li><li>
Organization skills - Good.</li><li>
Collaboration &amp; team skills - Good.</li><li>
Analytical and problem solving skills - Good.</li></ul>
Salary:
$41,714.00 - $50,500.00
Pay Type:
Salaried
The above represents BMO Financial Group&rsquo;s pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group&rsquo;s expected target for the first year in this position.
BMO Financial Group&rsquo;s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one &ndash; for yourself and our customers. We&rsquo;ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we&rsquo;ll help you gain valuable experience, and broaden your skillset.
To find out more visit us at https://jobs.bmo.com/us/en
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to BMOCareers.Support@bmo.com and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.</div>

Associate Banker

<div>JOB DESCRIPTION<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.</div><div>
</div>As a Virtual Banker II within Consumer Banking, 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 engage clients via both inbound and outbound communication through phone and video, providing strong customer service. Your responsibilities include offering advice and sharing products and services to help them meet their financial needs, connecting them to our team of experts to assist with specialized financial needs, all while making them feel appreciated and embodying our commitment to being the bank for all.
Job Responsibilities
<ul><li>Foster a welcoming atmosphere by delivering attentive and friendly service, acting with a client-first attitude, and collaborating with team members to provide the most appropriate solutions.</li><li>
Demonstrate a commitment to hospitality by consistently exceeding client expectations and creating a warm and inviting environment.</li><li>
Handle inbound and outbound communication to engage in meaningful conversations, identify financial needs, and offer personalized financial solutions.</li><li>
Cultivate strong client relationships through active listening, thoughtful questioning, and exceptional customer service, referring clients to our team of experts as needed.</li><li>
Partner with One Chase Partners (Private Client Advisors, Home Lending Advisors, and Business Relationship Managers) to connect customers to experts for specialized financial needs.</li><li>
Guide clients in utilizing technology self-service options such as the Chase Mobile App, Chase.com, and ATMs to enhance their banking experience.</li><li>
Achieve or exceed performance metrics related to client engagement and referrals, while staying informed about Chase products, services, and industry trends.</li><li>
Resolve client issues promptly and with attention to detail, ensuring a consistent and positive client experience.</li></ul>
Required Qualifications, Capabilities, and Skills
<ul><li>1+ year of banker or equivalent experience in financial services with success in new client acquisition and revenue generation.</li><li>
Demonstrated client-first attitude with the ability to create a hospitable and friendly experience.</li><li>
Strong relationship-building skills, showing genuine care and concern during client interactions.</li><li>
Excellent communication skills, with the ability to engage clients clearly and courteously over the phone, video, and via email.</li><li>
Proficiency in quickly and accurately learning products, services, and procedures.</li><li>
Ability to work collaboratively as a team to deliver seamless service with care and sincerity.</li><li>
Commitment to operating within established risk parameters and compliance obligations, completing required training efficiently.</li><li>
Proven client service experience or comparable experience.</li><li>
High school diploma, GED, or equivalent.</li></ul>
Preferred Qualifications, Capabilities, and Skills
<ul><li>Strong desire and ability to influence, educate, and connect customers to technology solutions.</li><li>
Experience adhering to banking policies, procedures, and regulatory requirements.</li><li>
Experienced in retail banking, financial services, or a consultative customer relationship role in a related industry, such as hospitality service industries, with proven success in deepening client relationships and delivering results.</li><li>
College degree or military equivalent.</li></ul>
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default
ABOUT US 
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.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&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.
Equal Opportunity Employer/Disability/Veterans 
 
 
ABOUT THE TEAM 
 
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>

Virtual Banker II- Chicago, IL

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