Financial Representative
Trader Job In College Park, MD
Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a
Fortune
500 company.
As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most.
The Ideal Place for a Career
Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package. Western & Southern Life offers a very competitive compensation plan: $1000 week, assuming a 40-hour workweek (non-exempt training period) for the first 2 weeks of employment. After you complete this 2-week training period, the role is exempt. During Weeks 3-13, you will receive a $1000/week base salary and be eligible to earn incentives per the terms of the applicable incentive plan. After week 13, your compensation is variable based on your individual performance in accordance with the terms of the applicable incentive plan; performing at minimum standards anticipates earning $50,000- 70,000 annually, as noted in the “Pay” field below.
As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (we are among just 15 of the top U.S. companies still offering a traditional Defined Benefit Plan). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs.
A Successful Financial Representative
Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are:
Customer-focused
Effective Communicators
Natural Networkers
Results-driven
Resilient
Collaborative
If this sounds like you, we encourage you to explore the possibilities, and apply today!
From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.
MBS Trader
Trader Job In Chevy Chase, MD
Optimal Blue is a leading provider of secondary market solutions and actionable data services and delivers innovative and integrated solutions to transform the mortgage and secondary market industries. This is a hybrid role based in our Chevy Chase (zip code 20815) office.
SUMMARY
Responsible for working under the direction of the Hedge Account Management team to assist with fixed income analytics, risk management, and/or trading. Learn to execute trading strategies on behalf of clients, implement tools that lead to greater client profitability and contribute to the further development of our industry leading technology.
RESPONSIBILITIES
* Works under the supervision of a Hedge Account Manager to evaluate, define, and execute hedge strategies, derivation of risk management analytics and historical data
* Execute trades on behalf of clients at the direction of the assigned Hedge Account Manager, typically using forward-traded TBA or Specified MBS Pools
* Work directly with Hedge Account Manager to implement new tools, troubleshoot existing setups, and other ad hoc analysis
* Responsible for assisting with mortgage valuation analytics, report development, testing, and feedback
* Assist with monitoring risk positions in the mortgage pipeline and/or servicing asset intraday and alert the appropriate account management team of any exceptions to policy limits
* Provide Hedge Account Manager support with monitoring and reporting performance of hedged positions as interest rates change and compare with predicted value changes. Explain any material deviations from projections through attribution analysis.
* Support the Hedge Account Managers in maintaining relationships with Broker/Dealer community on behalf of clients; provide client assistance in expanding credit availability
* Maintain relationships with mortgage bankers, investors and servicing brokerage firms, and other firms making a market in whole loans
* May be responsible for other miscellaneous research projects
* Performs other related duties as assigned
MINIMUM REQUIREMENTS
* Bachelor's degree or the equivalent combination of education, training, and work experience. Master's degree is preferred
* Requires 0 - 3+ years of fixed income mortgage trading, portfolio, or risk management experience
PREFERRED QUALIFICATIONS
* Knowledge of company products, services, and capabilities
* Ability to learn and comprehend the mortgage origination process, mortgage securities and markets through on-the-job training
* Knowledge of Mortgage Secondary Marketing, including best execution of whole loan, MBS, and retained/released sales methods
* Knowledge of the fundamentals of ratesheet and margin management
* Knowledge of options theory, derivative markets and instruments, macroeconomics, and financial markets
* Knowledge of proprietary mortgage risk management, valuation analytics, and account management
* Knowledge of Mortgage Servicing Right (MSR) valuation techniques, sensitivities and fixed income financial theory and practice
* Strong quantitative skills with solid grounding in basic mathematical and statistical concepts
* Outstanding verbal and written communication skills to technical and non-technical audiences of various levels within the organization (e.g., executive, management, individual contributors) as well as outside the organization
* Excellent analytical, decision-making, problem-solving, team and time management skills
* Positive outlook, strong work ethic, and responsive to internal and external customers and contacts
We are targeting pay for this position nearer to the midpoint of the range rather than the top of the range.
Business Unit:
OB - Hedge & Trading (H&T)
FLSA Designation (US Only):
Exempt
Salary Range (US Only):
The estimated base salary range for this role in the United States is $57,600.00 - $86,400.00 per year. For compliance with local legislation, and to provide greater transparency to applicants, we share salary ranges on all job postings regardless of the desired hiring location or whether the position is remote. The posted range is an estimate and reflects many factors which are subject to change. Final offer amounts may vary from the amounts listed above, based upon geographic location, candidate experience and expertise, and other relevant factors.
Other Compensation (US Only):
This role will also be eligible for participation in a Company profit sharing bonus plan. Plan details will be provided to you upon hire.
Benefits (US Only):
Full time employees will also be eligible for enrollment in a wide range of choices of benefits , including medical, dental, vision, basic life insurance, short/long term disability, 401(k) participation (with company match).
Time off (US Only):
The Company provides a minimum of 10 days of vacation for new employees , sick time based on state requirements, 8 Company-paid holidays and 2 personal holidays per year.
We recognize the value and importance of diversity and inclusion in our communities and in the workplace. We celebrate diversity and one of our goals as an employer is to create an inclusive work environment for all employees. We are an equal opportunity employer and do not discriminate against any employee or applicant because of race, religion, sex, sexual orientation including gender identity or expression, pregnancy, national origin, age, marital status, veteran status, disability status, or any other category or characteristic protected by law.
Applicants with disabilities who would like to require a reasonable accommodation related to any part of the application process may contact us at Perseus_***********************.
NOTE: If an applicant is selected to receive a conditional offer of employment, and in accordance with applicable law, a criminal background check may be conducted before the offer becomes final and employment begins. Pursuant to the San Francisco Fair Chance Ordinance, and other applicable laws, we will consider for employment qualified applicants with arrest and conviction records.
#LI-BL1
#OB
MBS Trader
Trader Job In Chevy Chase, MD
Optimal Blue is a leading provider of secondary market solutions and actionable data services and delivers innovative and integrated solutions to transform the mortgage and secondary market industries. This is a hybrid role based in our Chevy Chase (zip code 20815) office.
SUMMARY
Responsible for working under the direction of the Hedge Account Management team to assist with fixed income analytics, risk management, and/or trading. Learn to execute trading strategies on behalf of clients, implement tools that lead to greater client profitability and contribute to the further development of our industry leading technology.
RESPONSIBILITIES
Works under the supervision of a Hedge Account Manager to evaluate, define, and execute hedge strategies, derivation of risk management analytics and historical data
Execute trades on behalf of clients at the direction of the assigned Hedge Account Manager, typically using forward-traded TBA or Specified MBS Pools
Work directly with Hedge Account Manager to implement new tools, troubleshoot existing setups, and other ad hoc analysis
Responsible for assisting with mortgage valuation analytics, report development, testing, and feedback
Assist with monitoring risk positions in the mortgage pipeline and/or servicing asset intraday and alert the appropriate account management team of any exceptions to policy limits
Provide Hedge Account Manager support with monitoring and reporting performance of hedged positions as interest rates change and compare with predicted value changes. Explain any material deviations from projections through attribution analysis.
Support the Hedge Account Managers in maintaining relationships with Broker/Dealer community on behalf of clients; provide client assistance in expanding credit availability
Maintain relationships with mortgage bankers, investors and servicing brokerage firms, and other firms making a market in whole loans
May be responsible for other miscellaneous research projects
Performs other related duties as assigned
MINIMUM REQUIREMENTS
Bachelor's degree or the equivalent combination of education, training, and work experience. Master's degree is preferred
Requires 0 - 3+ years of fixed income mortgage trading, portfolio, or risk management experience
PREFERRED QUALIFICATIONS
Knowledge of company products, services, and capabilities
Ability to learn and comprehend the mortgage origination process, mortgage securities and markets through on-the-job training
Knowledge of Mortgage Secondary Marketing, including best execution of whole loan, MBS, and retained/released sales methods
Knowledge of the fundamentals of ratesheet and margin management
Knowledge of options theory, derivative markets and instruments, macroeconomics, and financial markets
Knowledge of proprietary mortgage risk management, valuation analytics, and account management
Knowledge of Mortgage Servicing Right (MSR) valuation techniques, sensitivities and fixed income financial theory and practice
Strong quantitative skills with solid grounding in basic mathematical and statistical concepts
Outstanding verbal and written communication skills to technical and non-technical audiences of various levels within the organization (e.g., executive, management, individual contributors) as well as outside the organization
Excellent analytical, decision-making, problem-solving, team and time management skills
Positive outlook, strong work ethic, and responsive to internal and external customers and contacts
We are targeting pay for this position nearer to the midpoint of the range rather than the top of the range.
Business Unit:
OB - Hedge & Trading (H&T)
FLSA Designation (US Only):
Exempt
Salary Range (US Only):
The estimated base salary range for this role in the United States is $57,600.00 - $86,400.00 per year. For compliance with local legislation, and to provide greater transparency to applicants, we share salary ranges on all job postings regardless of the desired hiring location or whether the position is remote. The posted range is an estimate and reflects many factors which are subject to change. Final offer amounts may vary from the amounts listed above, based upon geographic location, candidate experience and expertise, and other relevant factors.
Other Compensation (US Only):
This role will also be eligible for participation in a Company profit sharing bonus plan. Plan details will be provided to you upon hire.
Benefits (US Only):
Full time employees will also be eligible for enrollment in a wide range of choices of benefits , including medical, dental, vision, basic life insurance, short/long term disability, 401(k) participation (with company match).
Time off (US Only):
The Company provides a minimum of 10 days of vacation for new employees , sick time based on state requirements, 8 Company-paid holidays and 2 personal holidays per year.We recognize the value and importance of diversity and inclusion in our communities and in the workplace. We celebrate diversity and one of our goals as an employer is to create an inclusive work environment for all employees. We are an equal opportunity employer and do not discriminate against any employee or applicant because of race, religion, sex, sexual orientation including gender identity or expression, pregnancy, national origin, age, marital status, veteran status, disability status, or any other category or characteristic protected by law.Applicants with disabilities who would like to require a reasonable accommodation related to any part of the application process may contact us at Perseus_***********************.NOTE: If an applicant is selected to receive a conditional offer of employment, and in accordance with applicable law, a criminal background check may be conducted before the offer becomes final and employment begins. Pursuant to the San Francisco Fair Chance Ordinance, and other applicable laws, we will consider for employment qualified applicants with arrest and conviction records.#LI-BL1#OB
Future Temporary Opportunities
Trader Job In Maryland
Located 45 minutes from the Nation's Capital, nestled in a history-rich community of southern Maryland, The College of Southern Maryland (CSM) is a two-time Aspen Award-winning institution (top 15% of Community Colleges) with academic programs in over 100 disciplines. CSM is among America's top 100 producers of Minority Associate Degrees in twenty categories, according to
Diverse Issues in Higher Education. CSM offers excellent health insurance benefits; State Retirement Pension plan; wellness programs; Code Green early closure Fridays in the summer; college closure for spring break and several major holidays, including the week between Christmas and New Year; and for several days in March for Spring Break. We are an innovative institution committed to student success and well known for our flexibility to meet student and community needs.
To meet short-term staffing needs, the college maintains this Temporary Pool for positions such as clerical/administrative support, cashiers, bookstore clerks, laborers, and other positions.
Temp positions are filled on an as-needed basis.
Positions may be for any College department, at any campus. The hours may vary.
Once you have submitted your application to the temporary pool, your application will remain active for approximately one year. You will be notified when your application has expired.
College of Southern Maryland conducts background checks in order to ensure the safety and well-being of the College's staff and students. The final candidate for this position will be subject to the following background checks: Criminal History Check, Sex Offender Registry Check, Motor Vehicle Check (for positions that require driving) and Credit Check (for cash-handling positions).
College of Southern Maryland conducts background checks in order to ensure the safety and well-being of the College's staff and students. The final candidate for this position will be subject to the following background checks: Criminal History Check and Sex Offender Registry Check.
Specific Duties and Responsibilities
Duties will vary, depending on the position. Duties may include the following:
clerical/administrative tasks
data entry
telephone coverage
customer service
research
cashier/retail work
bookstore clerks duties
staffing athletic events
working in the fitness center and/or pool
laborer, assisting Building and Grounds Technicians
child care aides
Minimum Education and Training
Minimum requirements depend on the position.
Private Client Banker - Greater Maryland Market
Trader Job In Maryland
You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Private Client Banker - Greater Maryland Market -Marriottsville, Maryland
Trader Job In Maryland
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Private Client Banker - Maryland West Market
Trader Job In Bethesda, MD
You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Northwestern Mutual Financial Representative
Trader Job In Frederick, MD
We are looking for a financial representative with an entrepreneurial spirit and amazing customer service skills to join our fast-growing business and help clients achieve their financial goals. You'll help new clients navigate the financial process and help identify the right products that meet their needs. You'll be part of an entrepreneurial system with access to a broad portfolio of unmatched products, powerful sales tools, and a large resource network so you can focus on activities that get results. To do your best work, our team gives you the training, support, and freedom you need to succeed in this role. If the thought of coming to work every day and making a positive impact on client's lives motivates you, we'd love to get in touch.
Who We Are: Recognized by FORTUNE as one of the “World's Most Admired” companies, Northwestern Mutual has been among the leaders in the financial services industry for more than 160 years and has a proven track record of financial success.
With over 50% of American's citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need!
Private Client Banker (New Build) - Lake Linganore - Frederick, Maryland
Trader Job In Frederick, MD
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
Business Banker
Trader Job In Baltimore, MD
Primary Office Location: 300 E. Lombard Street. Baltimore, Maryland. 21202. Join our team. Make a difference - for us and for your future. Business Banker 3 Business Unit: Commercial Banking Reports To: Commercial Banking Team Leader
This position is primarily responsible for developing new business relationships and servicing current business relationships, maintaining a prospective customer call program, networking referral sources, conducting prospect blitzes, enhancing the visibility of the Bank in the community, submitting reports in order to enhance existing business relationships, developing new business relationships and contributing to the Bank's profit and loan objectives. The incumbent provides the highest quality of service to every customer.
Primary Responsibilities:
Develops new business relationships and services current business relationships by profiling and maintaining the relationship, contacting customers to determine banking needs, selling products and services to meet identified needs according to the Bank's pricing and fee schedule and resolving poor performance and other types of problems.
Maintains a prospective customer call program by using referrals and other methods to identify potential customers, making cold calls and promoting quality products and services and the Bank's image at professional organizations, community events and other activities where potential customers can be found within limits of current budget, mix of products and services and time.
Networks referral sources, primarily CPAs and Attorneys, by regularly contacting sources, hosting receptions for specific firms and recognizing, entertaining and otherwise thanking the source for referrals according to the Bank's policies and procedures in order to obtain referrals and develop new business relationships.
Works with Commercial, Retail and Trust contact personnel according to the time schedules of the group in order to enhance and promote the image of the Bank and develop new business relationships.
Enhances the visibility of the Bank in the community by participating in community events and serving on community organization boards according to the available time in order to promote the image of the Bank in the community.
Submits reports including reports on business development activities by gathering and organizing information and submitting the reports in an accurate and timely manner in order to keep management informed of business development activities and other information.
Serves as advisor and consultant to Business Development Officers 1 and 2 and Commercial Bankers for development approaches.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Education:
BA or BS
Minimum Years Experience:
7
Special Skills:
Excellent project management skills
Excellent communication skills, both written and verbal
Excellent customer service skills
Excellent organizational, analytical and interpersonal skills
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Intermediate Level
MS PowerPoint - Basic Level
Experience in commercial or business banking. General knowledge of lending laws and regulations. Experience in successful business development and community and civic activities preferred.
Special Licenses and Certificates:
N/A
Physical Requirements:
N/A
Compensation Grade:
EXT13
Pay Range:
$111,150.00 - $185,250.00
FNB's total rewards package may include other components such as: overtime, incentive, equity and benefits. Salary range is a guideline and is determined by a number of factors including education, experience, skills, internal equity and market conditions. We review pay regularly to ensure competitive and equitable pay. FNB offers a comprehensive benefits package including but not limited to, medical, dental, vision, life insurance, flexible spending accounts, health savings account, 401(k), paid time off, including sick time, vacation time, and paid holidays, and other voluntary benefits.
Equal Employment Opportunity (EEO):
It is the policy of FNB not to discriminate against any employee or applicant for employment because of his or her race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, or status as a protected veteran. FNB provides all applicants and employees a discrimination and harassment free workplace.
Personal Banker
Trader Job In Centreville, MD
Shore United Bank is seeking a full-time Personal Banker to join our team. A Personal Banker is responsible for assisting clients in managing their bank accounts and finances. They understand the banking industry and have detailed knowledge of different investment and savings products available to clients. The Personal Banker's responsibilities include working closely with clients to determine their banking needs and to provide individualized service by providing tailored banking solutions. The Personal Banker must successfully build and maintain long-term relationships with clients and be able to resolve issues regarding client accounts, effectively and efficiently, to ensure maximum client satisfaction.
Essential Functions Include:
* Aid customers in opening, managing, and optimizing their bank accounts and other products.
* Ensure and maintain excellence in front-line coverage to greet and assist walk-in customers and cover the phones.
* Work closely with bank partners for client referrals to Merchant, Wye Financial, Commercial Relationship Managers, and Branch Lenders.
* Provide loan processing for customers based on loan authority established by Loan Policy; take applications and handle routine inquiries concerning loans, rates, and payment schedules.
* Work on Teller line as needed.
* Represent the Bank in a manner that maintains and expands positive relations with all customers, potential customers, and co-workers.
* Maintains the highest level of confidentiality with all information obtained
* Train employees on beneficial customer conversations to help the employee meet the customer's financial needs, i.e. referral training, cross-selling, needs conversations, etc.
* Perform customer requests including but not limited to check orders, issuing debit cards, address changes, changing of business signers, fraud disputes, and safe deposit box entry.
* Open new consumer and business accounts including CDs, IRAs, and safe deposit boxes.
* Provide superior customer service through conversation to identify additional client needs, in-person and over the phone.
* Help conduct and attend Branch Team Meetings.
* Maintains the highest level of confidentiality with all information obtained.
* Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g., Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, SAFE Act, etc.; ensures that the office and all personnel adhere to the same.
* Participates in required training sessions, including training for compliance with BSA/AML policies and procedures.
Location: Route 213 Branch - 2609 Centreville Rd., Centreville, MD 21617
Position Type/Expected Hours of Work:
* Full-time.
* Non-exempt.
* Days of Work: Monday-Saturday (Rotating Saturdays, closed Sundays).
Required Education and Experience:
* High school diploma/GED equivalent.
* 3 years' experience in banking with an understanding of consumer lending
Compensation:
* The pay range for this position is $22.50 to $26.50 hourly.
* Actual compensation offered may vary from the posted hiring range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
Company Benefits:
* Join a family and community-oriented workplace that offers a team environment, along with a collaborative and friendly place to work.
* Comprehensive benefits package for full-time employees including health, dental, vision, company-paid life insurance, mental health well-being, short-term and long-term disability, and much more!
* Paid parental leave
* 401k savings plan with up to a 4% company match
* Employee Stock Purchase Plan
* Employee perks such as: employee banking services, loan discount program, education assistance, career development program, Employee Assistance Program, and wellness initiatives.
* Opportunity for growth and advancement
* Paid training program and continuous training sessions throughout the year on various topics
* Generous paid time off and paid sick time
* Community involvement opportunities
Shore United Bank is a full-service financial institution with a rich history dating back to 1876. In excess of $6 billion in assets, we offer innovative financial services delivered with the personal touch you expect. We serve a broad geographic area with branches in Maryland, Delaware, and Virginia, and we also provide a comprehensive suite of digital banking services that allow you to bank with us no matter where life takes you. In addition to banking, we offer trust and wealth management services through Wye Trust, a division of Shore United Bank. Together, our team of experienced professionals is dedicated to helping you achieve your financial goals.
Shore United Bank: Good things are happening here.
Shore United Bank is an Affirmative Action/Equal Opportunity Employer. Shore United Bank is an E-Verify participant.
Financial Services Representative - Allentown Rd
Trader Job In Suitland, MD
Job Details Branch 22 Allentown Rd - Suitland, MD BankingDescription
When you choose a job at Andrews Federal Credit Union, you give yourself the opportunity to grow, advance and make a difference. Andrews Federal is a mission-driven financial institution that focuses on giving members the tools they need to reach their financial goals.
We are continually developing our team of dedicated employees who are ready to serve. To create and retain this elite workforce, we offer highly competitive compensation and benefits plans, including highly desirable features like:
12 Paid Holidays a Year, Including Your Birthday
Retirement Plans - 401(k) with a 6% Match
Childcare Stipend up to $2600 to assist Working Families
Discount on Lending Products.
Tuition Reimbursement and Career Development Programs and Opportunities
Employee Assistance Program - 24/7 Support for Families
Affordable Healthcare Plan including Medical, Dental, Vision, and Rx
Employer paid Long Term Disability, Life Insurance, and AD&D
Short-Term Disability
Vacation Leave and Sick Leave
Free Parking
And when you are part of Team Andrews, you have the opportunity to be part of something bigger-- to support the financial goals and dreams of Andrews Federal members in the US, Europe and worldwide.
Come be a part of our success story - and let us help you shape your career story!
The Financial Service Representative is responsible for the tactical initiatives as they relate to building member relationships, providing world-class service and achieving branch goals. The incumbent will promote and build positive relationships with members and provide solutions to their financial needs, remaining committed to the organization's core values.
ESSENTIAL DUTIES
The position's essential duties include the following:
Assumes responsibility for the efficient, effective, and accurate performance of Teller functions.
Presents and explains Credit Union membership, products and services to potential and existing members and assists in meeting their financial needs. Keeps members informed of Credit Union policies and information, including types of available accounts, interest and dividend rates, payroll deduction options, and other related services.
Identifies cross-selling opportunities through asking members pertinent questions, execution of active listening skills while communicating with members and anticipation of member needs.
Responds to member's requests, problems, and complaints and/or direct them to the proper person for specific information or assistance.
Build positive relationships with other lines of business by interacting with other business units.
Refers members to departments for specialized needs (i.e., Mortgage). Refers members to designated Credit Union partners to fulfill financial counseling, investment and insurance needs.
Reviews all available operational, product and procedure manuals in branch to become completely familiar with all branch operations, products, services and policies.
Demonstrate effective communication with all internal and external business partners, including the retail partner, while effectively communicating upwards and across the organization.
Volunteer for SEG sign-ups and other credit union activities.
Remains cognizant of and adheres to Andrews Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
REQUIRED EXPERIENCE
High school diploma or GED.
Must have 6 months experience in a sales/service role within the financial services industry or other types of retail businesses.
Excellent interpersonal, verbal and written communication skills.
Knowledge of how the financial markets impact the financial services industry and excel at representing credit union products and operations
Minimal travel amongst branches may be required.
PHYSICAL REQUIREMENTS
The ability to sit and/or stand for extended periods of time.
Must be able to use a computer keyboard and a 10-key calculator.
PAY RANGE
$21.25 to $27.00
In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
Citizens Banker - Bilingual in Mandarin or Cantonese
Trader Job In Potomac, MD
Salary Range: $24.36 - $30.45/ hour
Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice.
What you'll do
Are you outgoing? Do you get satisfaction out of helping others and offering sound advice? If you're a “people person” who enjoys building positive relationships with customers, then this is the job for you!
Using your strong communication and problem-solving skills - along with your broad range of financial knowledge - you'll provide recommendations and assist customers with financial solutions, supporting spending, saving, borrowing and investing needs.
You'll get to know customers' personal financial goals and recommend tailored solutions to help achieve them - like planning for the future, buying a home or opening a new credit card. You'll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more complex financial needs. You'll make outbound calls to acquire new customers and schedule financial checkup appointments, as you understand what might be a good fit for a customer now, may not be 6 months from now. All financial policies and procedures will be followed, including proper cash handling, state and local laws and regulations.
What you'll get
Meaningful work & relationships
- You'll help customers with important financial decisions that impact their lives like building a business, buying a house, paying for school or helping them realize their long-term financial goals. Colleagues and leadership listen to your ideas and feedback.
Commitment to community
- Give back with 4 hours of paid time off annually for volunteering, separate from regular PTO, and have your donations to eligible 501(c)(3) organizations matched, up to $1,000 annually
Career opportunities, reward, and upskilling
- See your hard work rewarded with promotions and opportunities to grow your career through training, coaching, career planning and development resources that enable you to branch off in any direction your talents and interests take you.
Exceptional benefits
- Receive comprehensive health care coverage, including medical, dental and vision plans, a 401K with corporate match, tuition assistance, mental health and wellbeing programs, discounts on student loan refinancing, and more.
Required Qualifications
High School degree or GED required
Bilingual in Mandarin or Cantonese
2 years of sales and customer service experience, demonstrating an ability to meet or exceed goals
Ability to effectively ask questions and identify needs to improve the customer relationship
Proven success with building relationships, and recommending and referring products and services through in-person and phone interactions
Demonstrated skills in using digital technology to support the delivery of business goals
Aptitude to problem solve and provide solutions to customer issues
Recognized ability to strengthen relationships with teammates, business partners and specialists through collaboration
Self-motivated, confident and ability to multitask effectively
Ability to work branch hours, which can include weekends and evenings
Meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the pre-employment screening checks and obtaining a unique identifier from the NMLS.
Qualified candidates must complete a video interview assessment after applying as the next step, to be completed within 7 days of receiving the link. How to prepare: Set aside 30-45 minutes for the self-guided assessment that includes games and questions. Find a quiet place to record and be camera-ready. You'll need a smartphone, tablet, or desktop computer with your camera and microphone enabled. You'll answer questions to share your skills and experience, and bring your personality to the interview. This step accelerates the interview process, moving qualified candidates to hiring manager interview fast.
Preferred skills/experience:
1 year cash handling experience
Hours and Work Schedule
Hours per Week: 40
Work Schedule: Varies with branch needs and may include weekends and evenings
Pay Transparency
The salary range for this position is $24.36 - $30.45 per hour. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ***************************************
Concession Barback | Part-Time | CFG Bank Arena
Trader Job In Baltimore, MD
Oak View Group
Oak View Group is the global leader in venue development, management, and premium hospitality services for the live event industry. Offering an unmatched, 360-degree solution set for a collection of world-class owned venues and a client roster that includes the most influential, highest attended arenas, convention centers, music festivals, performing arts centers, and cultural institutions on the planet.
Overview
The Bar Back is responsible for backing up the bartender by restocking products to ensure the bartenders stay fully stocked during events while ensuring all policies and procedures regarding alcohol dispensing are followed. The employee must maintain excellent attendance and be available to work events as scheduled per business need.
This role will pay an hourly rate of $15, plus tips.
Benefits for PT roles: 401(k) savings plan and 401(k) matching.
This position will remain open until April 11, 2025.
Responsibilities
Responsible for stocking products for the bar including N/A beverages, alcoholic beverages, icing wells, sweeping and moping the bar, moving kegs in and out of keg coolers and tapping kegs. Drafting beer and pouring wine for guest orders, running supplies for bartenders back up fruit, napkins, cups, utensils and stirrers.
Assures that the location equipment is operable and clean prior to start of event.
Maintain cleanliness of bar and surrounding areas utilizing sanitation procedures, this includes mopping floors, cleaning and stacking floor mats, emptying and relining trash cans and keeping closet areas clear of debris and clutter. The 4K TCL Bar and Sky Club are high profile locations frequently visited and shown by our client and must be kept in clean and orderly fashion.
Responsible for recognizing guests that are visibly intoxicated and taking action to make bartenders aware of such individuals.
Maintains sanitation, health and safety standards in work areas.
Must show demonstrated ability to meet the company standard for excellent attendance.
Qualifications
Ability to work in a team-oriented, fast-paced, event-driven environment.
Ability to communicate with employees, co-workers, management staff and guest in a clear, business-like and respectful manner which focuses on generating a positive enthusiastic and cooperative work environment.
Possess valid food handling certificate and alcohol service permit if required by state and federal regulations.
Ability to calculate basic math functions (addition, subtraction, multiplication, division, percentages) as they relate to product inventory.
Ability to speak, read and write in English.
Experience working in a fast-paced, high volume bar capacity is preferred.
Strengthened by our Differences. United to Make a Difference
At OVG, we understand that to continue positively disrupting the sports and live entertainment industry, we need a diverse team to help us do it. We also believe that inclusivity drives innovation, strengthens our people, improves our service, and raises our excellence. Our success is rooted in creating environments that reflect and celebrate the diverse communities in which we operate and serve, and this is the reason we are committed to amplifying voices from all different backgrounds.
Equal Opportunity Employer
Oak View Group is committed to equal employment opportunity. We will not discriminate against employees or applicants for employment on any legally recognized basis (“protected class”) including, but not limited to veteran status, uniform service member status, race, color, religion, sex, national origin, age, physical or mental disability, genetic information or any other protected class under federal, state, or local law.
Consumer Investments - Financial Services Representative
Trader Job In Huntingtown, MD
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most - whether they are just starting out, buying a home, building a family or planning for retirement. If you are interested in growing a long-term career and passionate about developing strong relationships with clients, then the Financial Services Representative I is the ideal role for you.
The Financial Services Representative I is a foundational role designed to prepare you for your long-term career growth with Bank of America and Merrill. Preparation for the role starts with best-in-class training from our award-winning Academy; along with hands on practice and personalized coaching to develop the knowledge, skills, and behaviors that you will need to be successful. As a FSR I, you will work in a phone-based environment from a Merrill Contact Center. Your responsibilities include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will be providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. The exposure, ongoing support, and feedback that you will receive from leaders, managers and peers will help you determine the best roles and career paths to empower you to achieve your professional goals.
Job Description:
This job is responsible for answering detailed questions about products, accounts, and financial services offered. Key responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank. Jobs expectations include ensuring client needs are met in a timely fashion while adhering to procedures and guidelines.
Responsibilities:
•Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner•Triages client requests and makes referrals to appropriate internal specialists•Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities
We'll help you:
•Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy•Get training and one-on-one coaching from academy managers who are invested in your success•Build your knowledge of core banking and investment solutions and connect clients to all of the solutions we provide•Develop techniques to confidently engage with clients by telephone•Continue to learn and grow in a culture where growth and career advancement are a priority
As a Financial Services Representative I, you can look forward to:
•Providing a world class client experience through point of call account servicing and resolution •Working in a well-compensated, highly collaborative environment•Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America
You're the kind of person that (required skills):
•Must currently be in the Investment Specialist Trainee role (BQ230)
•Is client-focused with a passion for excellence and a positive team attitude•Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance -based environment•Has the ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams•Is an effective communicator with an aptitude for sales and relationship management•Has strong computer skills•Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication•Is ambitious, disciplined, hardworking, resilient and willing to learn•Must be flexible to work any schedule: Sunday to Friday 8am to 9pm CST•
We're a culture that:
•Believes in responsible growth and is dedicated to supporting the communities we serve•Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience•Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients around the world•Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs•
Skills:
•Active Listening•Attention to Detail•Critical Thinking•Customer and Client Focus•Oral Communications•Account Management•Client Experience Branding•Decision Making•Emotional Intelligence•Result Orientation•Adaptability•Coaching•Prioritization•Referral Identification•Written Communications
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - IL - Rolling Meadows - 1600 Golf Rd (IL3511), US - MD - Hunt Valley - 11333 MCCORMICK RD - HUNT VALLEY (MD5031), US - RI - Lincoln - 670 George Washington Hwy (RI1541) Pay and benefits information Pay range$24.00 - $25.96 hourly pay, offers to be determined based on experience, education and skill set.Predictable pay This role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Main Banker I - Maryland - Full-Time
Trader Job In Severn, MD
Min Compensation USD $16.00/Hr. Max Compensation USD $16.00/Hr. Overview Why We Need Your Talents: As a Main Banker you will be responsible for delivering exceptional gest service while performing all casino cage transactions. You will assist in Cash control and disbursement for the casino bank which we call the vault or the cage! Assisting in the daily shift functions of the cage will ensure that guests have an enjoyable gaming experience. Compensation: $16/hr + tips! Responsibilities Where You'll Make an Impact: * Servicing all cashiers and team member exchanges throughout the shift. * Keeping cash drawer balanced and impressed. * Completing Currency Transaction Reports, W2G tax forms and multiple transactions logs. * Accurate record-keeping in all aspects of duties and responsibilities. * Answering customer questions in a courteous and professional manner. * Verifying and documenting personal ID information for checks, cash advances, and slot marker transactions. * Making exchanges with Main bank, Marker bank, and Chip bank. * Responsible for cashing out customers, giving correct change. * Become familiar with the casino credit application process. * Cleaning/washing of chips. Skills to Help You Succeed: * Ability to * Effectively communicate * Read, write, and understand basic instructions. * Complete, perform and understand basic mathematical functions. * Must be able to distinguish between colors * Knowledge of company policy and procedures, IRS Bank Secrecy Act and internal controls. * Knowledge in all service areas, front window, marker bank, Chip Bank and main vault. * Ability to perform assigned job duties under frequent time pressures in an interruptive environment. * Flexible work schedule. Qualifications Must-Haves: * A high school diploma or GED equivalent. * One (1) year cashier or banking experience preferred. * Must be able to comply with all state gaming regulations, which may include obtaining a license. * Must be available to report to work at the following times *
Swing Shift staggered start times between 1:00PM - 6:00PM * Grave Shift staggered start times between 8:00PM - 12:00AM Physical Requirements: * Ability to: * Work at a fast pace in stressful situations. * Stand for entire shift. * Lift, push, or pull up to 50lbs. * Stoop, bend, and squat. * Must be able to work in a location with loud noise and visual distractions. What We Offer Perks We Offer You * Comprehensive group health benefits for full-time and part-time Team Members and their eligible dependents. Other benefits for full-time and part-time Team Members include: * Free Basic Life Insurance * Free Short Term & Long-Term Disability * Generous retirement savings options * Paid Time Off * Tuition Reimbursement * On-site Wellness center for Team Members and eligible dependents (Maryland Property only) * Training and pathways for career growth * Robust Rewards & Recognition Programs * Annual Merit Based Pay Increases * Discretionary Performance Bonuses * Discretionary Service Bonuses * Free parking * Free food and discounted meals * Live! Hotel, Food & Beverage, and Entertainment Discounts Life at Live! Individuals chosen to be part of the Live! Team can expect: * To be part of an exciting experience unlike any other in the market. * To be given the power and responsibility to put service and community first. * To come together as a strong team, while valuing and celebrating our diversity. * To be given the tools, resources, and opportunity to grow in their career. * To work hard and have fun. * Live is a 24 hour /7 days per week high energy casino with a culture committed to fairness, teamwork, and most importantly FUN. * The casino is large and fast paced, requiring the ability and energy to move about it with a true sense of urgency! * Exposed to alcohol, cigarette and cigar smoke, bright lights, and loud noises. * You will work in an environment where smoking is allowed.
Financial Representative
Trader Job In Owings Mills, MD
Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career at The Western and Southern Life Insurance Company (Western & Southern Life), a member of Western & Southern Financial Group, a
Fortune
500 company.
As a Financial Representative, you will work with current and prospective clients in your community to understand their financial needs and goals and recommend impactful solutions from a comprehensive line of products, including life insurance, so that they can protect what matters most.
The Ideal Place for a Career
Western & Southern Life stands behind you during your career with us. We are committed to your personal success and offer our associates a comprehensive total rewards package. Western & Southern Life offers a very competitive compensation plan: $1000 week, assuming a 40-hour workweek (non-exempt training period) for the first 2 weeks of employment. After you complete this 2-week training period, the role is exempt. During Weeks 3-13, you will receive a $1000/week base salary and be eligible to earn incentives per the terms of the applicable incentive plan. After week 13, your compensation is variable based on your individual performance in accordance with the terms of the applicable incentive plan; performing at minimum standards anticipates earning $50,000- 70,000 annually, as noted in the “Pay” field below.
As a full-time Financial Representative, you will also be eligible to participate in Western & Southern Life's benefit plans, subject to the terms of those plans. Our benefits plans include medical and dental insurance, as well as access to an Employee Assistance Program, a 401(k) plan with a company match, and a defined benefit pension plan (we are among just 15 of the top U.S. companies still offering a traditional Defined Benefit Plan). See the list below of other benefits that may be available to you in this role, per the terms of their respective plans, policies, and programs.
A Successful Financial Representative
Our field offices welcome candidates with diverse backgrounds, including financial services newcomers, military veterans, college graduates, and experienced financial representatives. Our most effective Financial Representatives are:
Customer-focused
Effective Communicators
Natural Networkers
Results-driven
Resilient
Collaborative
If this sounds like you, we encourage you to explore the possibilities, and apply today!
From Fortune ©2024 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune 500 are registered trademarks of Fortune Media IP Limited and are used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse the products or services of, The Western and Southern Life Insurance Company.
Private Client Banker - Maryland West Market
Trader Job In Bethesda, MD
You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************
Financial Services Representative - Allentown Rd
Trader Job In Suitland, MD
Job Details Branch 22 Allentown Rd - Suitland, MD BankingDescription
Are you ready for an exciting career in the financial services industry? If so, Andrews Federal is the place for you! Andrews Federal is a transformative, international financial institution, proud to serve our military and communities. Our top priority remains to help our members achieve financial wellness.
With a positive workplace culture embedded in every aspect of our DNA, our organization has been certified as a Great Place to Work for 3 years. Andrews Federal offers a highly competitive compensation and benefits package to maintain a happy and healthy workforce.
As our organization continues to thrive, we seek a highly motivated workforce that is not afraid to provide innovative solutions within the financial services industry. Our leaders encourage collaboration and new ideas as we continue to serve our global membership.
Some of the perks of working at Andrews Federal include:
12 paid holidays a year including your birthday
Affordable healthcare plans and Employer Paid FSA accounts
Career development, training opportunities, career coaching, and tuition reimbursement
Retirement plans with a competitive matching option
Childcare stipend to help working families
The Financial Service Representative is responsible for the tactical initiatives as they relate to building member relationships, providing world-class service and achieving branch goals. The incumbent will promote and build positive relationships with members and provide solutions to their financial needs, remaining committed to the organization's core values.
ESSENTIAL DUTIES
The position's essential duties include the following:
Assumes responsibility for the efficient, effective, and accurate performance of Teller functions.
Presents and explains Credit Union membership, products and services to potential and existing members and assists in meeting their financial needs. Keeps members informed of Credit Union policies and information, including types of available accounts, interest and dividend rates, payroll deduction options, and other related services.
Identifies cross-selling opportunities through asking members pertinent questions, execution of active listening skills while communicating with members and anticipation of member needs.
Responds to member's requests, problems, and complaints and/or direct them to the proper person for specific information or assistance.
Build positive relationships with other lines of business by interacting with other business units.
Refers members to departments for specialized needs (i.e., Mortgage). Refers members to designated Credit Union partners to fulfill financial counseling, investment and insurance needs.
Reviews all available operational, product and procedure manuals in branch to become completely familiar with all branch operations, products, services and policies.
Demonstrate effective communication with all internal and external business partners, including the retail partner, while effectively communicating upwards and across the organization.
Volunteer for SEG sign-ups and other credit union activities.
Remains cognizant of and adheres to Andrews Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
REQUIRED EXPERIENCE
High school diploma or GED.
Must have 6 months experience in a sales/service role within the financial services industry or other types of retail businesses.
Excellent interpersonal, verbal and written communication skills.
Knowledge of how the financial markets impact the financial services industry and excel at representing credit union products and operations
Minimal travel amongst branches may be required.
PHYSICAL REQUIREMENTS
The ability to sit and/or stand for extended periods of time.
Must be able to use a computer keyboard and a 10-key calculator.
PAY RANGE
$21.25 to $27.00
In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.
Consumer Investments - Financial Services Representative
Trader Job In Huntingtown, MD
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!
At Bank of America, we're creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most - whether they are just starting out, buying a home, building a family or planning for retirement. If you are interested in growing a long-term career and passionate about developing strong relationships with clients, then the Financial Services Representative I is the ideal role for you.
The Financial Services Representative I is a foundational role designed to prepare you for your long-term career growth with Bank of America and Merrill. Preparation for the role starts with best-in-class training from our award-winning Academy; along with hands on practice and personalized coaching to develop the knowledge, skills, and behaviors that you will need to be successful. As a FSR I, you will work in a phone-based environment from a Merrill Contact Center. Your responsibilities include delivering point of call servicing and resolution on brokerage accounts, identifying client needs, and a focus on service to sales with existing Merrill clients. You will be providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. The exposure, ongoing support, and feedback that you will receive from leaders, managers and peers will help you determine the best roles and career paths to empower you to achieve your professional goals.
Job Description:
This job is responsible for answering detailed questions about products, accounts, and financial services offered. Key responsibilities include educating clients about value-added opportunities, identifying the need for deeper financial conversations, and referring clients to specialists across the bank. Jobs expectations include ensuring client needs are met in a timely fashion while adhering to procedures and guidelines.
Responsibilities:
* Delivers exceptional customer service by resolving escalated and complex inquiries and requests pertaining to accounts with care and in a timely manner
* Triages client requests and makes referrals to appropriate internal specialists
* Applies knowledge of financial products, financial planning, and banking services to educate clients on value-added opportunities
We'll help you:
* Develop the knowledge and skills you need to deliver world-class client care through the award-winning Bank of America Academy
* Get training and one-on-one coaching from academy managers who are invested in your success
* Build your knowledge of core banking and investment solutions and connect clients to all of the solutions we provide
* Develop techniques to confidently engage with clients by telephone
* Continue to learn and grow in a culture where growth and career advancement are a priority
As a Financial Services Representative I, you can look forward to:
* Providing a world class client experience through point of call account servicing and resolution
* Working in a well-compensated, highly collaborative environment
* Growing client relationships by understanding needs and presenting services and solutions offered throughout Merrill and Bank of America
You're the kind of person that (required skills):
* Is client-focused with a passion for excellence and a positive team attitude
* Is self-motivated, goal-oriented, and has the ability to multitask in a fast moving, performance -based environment
* Has the ability to identify clients' needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
* Is an effective communicator with an aptitude for sales and relationship management
* Has strong computer skills
* Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication
* Is ambitious, disciplined, hardworking, resilient and willing to learn
* Must be flexible to work any schedule: Sunday to Friday 8am to 9pm CST
* We're a culture that:
* Believes in responsible growth and is dedicated to supporting the communities we serve
* Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience
* Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients around the world
* Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs
* Skills:
* Active Listening
* Attention to Detail
* Critical Thinking
* Customer and Client Focus
* Oral Communications
* Account Management
* Client Experience Branding
* Decision Making
* Emotional Intelligence
* Result Orientation
* Adaptability
* Coaching
* Prioritization
* Referral Identification
* Written Communications
Shift:
1st shift (United States of America)
Hours Per Week:
40