Client Service Associate jobs in United States, Indiana, Indianapolis
Boston Scientific Associate Manager - Endoscopy Indianapolis United States, Indiana, Indianapolis
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About the role:
Territory Managers within the Endoscopy Division. The ATM will work closely with one or two Territory Managers in theirRegion Sales Manager. The ATM will report directly to a Development Manager and support various assignments based
Your responsibilities will include:
Build relationships through routine visits, product demonstrations, educational programs, product in-services,procedural observation, and problem resolution
Provide daily procedural support in an intense OR/Endoscopy unit environment
Work seamlessly with Territory Manager(s), supporting increased selling time
Support revenue generating projects and goals to support account ownership
Work closely with Territory Managers and Region Sales Managers to evaluate business conditions and sales trends
Develop quarterly/annual business plans to achieve revenue targets
Assist in professional education activities sponsored by BSC, both on-site and field training workshops
Provide timely updates to Region Manager on ongoing business activities, competitive conditions, industry trends, etc.
Manage expense budget and promotional budget within guidelines
Maintain accurate records of sales expenses, customer files, and field sales reports
Submit any required administrative paperwork in a timely manner
Conduct all sales activities according to Travel & Entertainment (T&E) guidelines,AdvamedPolicies, and IntegrityPolicies
Participate in occasional weekend and evening trade show and/or meetings, committed travel 30-40%
Required Qualifications:
Bachelor’s Degree
Preferred Qualifications:
Minimum of 2+ years of business-to-business sales experience
Experience in team collaboration and leadership
Ability to establish and guide direction
Background in developing and sustaining strong customer relationships
Track record of success in a fast-paced, matrixed environment
Initial minimum compensation for this position is anticipated to start at $83,720.00 inclusive of annualized base salary, certain guarantees, and other non-discretionary performance-based incentives. Actual compensation will be commensurate with demonstrable level of experience and training, pertinent education including licensure and certifications, and other relevant business considerations or organizational needs. Core and optional benefits offered at BSC can be reviewed at
For MA positions:It is unlawful to require or administer a lie detector test for employment. Violators are subject to criminal penalties and civil liability.
Please be advised that certain US based positions, including without limitation field sales and service positions that call on hospitals and/or health care centers, require acceptable proof of COVID-19 vaccination status. Candidates will be notified during the interview and selection process if the role(s) for which they have applied require proof of vaccination as a condition of employment. Boston Scientific continues to evaluate its policies and protocols regarding the COVID-19 vaccine and will comply with all applicable state and federal law and healthcare credentialing requirements. As employees of the Company, you will be expected to meet the ongoing requirements for your roles, including any new requirements, should the Company’s policies or protocols change with regard to COVID-19 vaccination.
Among other requirements, Boston Scientific maintains specific prohibited substance testing requirements for safety-sensitive positions. This role is deemed safety-sensitive and, as such, candidates will be subject to a drug test as a pre-employment requirement. The goal of the drug testing is to increase workplace safety in compliance with the applicable law.
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JPMorgan Private Client Banker - Keystone Crossing Indianapolis Indy ... United States, Indiana, Indianapolis
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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:
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JPMorgan Part Time Associate Banker Indianapolis Bilingual United States, Indiana, Indianapolis
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- Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
- Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
- Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
- Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions – introducing them to our team of experts to help achieve their financial goals.
- Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
- Ability to put clients first and exceed their expectations – delivering attentive and friendly service, creating a welcoming environment.
- Ability to build trusted relationships – demonstrating genuine care and concern during interactions with clients.
- Ability to engage clients – communicating clearly and politely to understand and help, anticipating client needs.
- Ability to quickly and effectively resolve client issues with attention to detail – providing a consistent client experience.
- Ability to elevate the client experience – working collaboratively as a team to deliver seamless service with care and sincerity.
- Ability to quickly and accurately learn products, services, and procedures.
- Client service experience or comparable experience.
- High school diploma or GED equivalent.
- Bilingual English and Spanish required
- Strong desire and ability to influence, educate, and connect customers to technology solutions.
- Cash handling experience.
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JPMorgan Part Time Associate Banker Indy Northwest Hours United States, Indiana, Indianapolis
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- Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
- Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
- Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
- Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions – introducing them to our team of experts to help achieve their financial goals.
- Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
- Ability to put clients first and exceed their expectations – delivering attentive and friendly service, creating a welcoming environment.
- Ability to build trusted relationships – demonstrating genuine care and concern during interactions with clients.
- Ability to engage clients – communicating clearly and politely to understand and help, anticipating client needs.
- Ability to quickly and effectively resolve client issues with attention to detail – providing a consistent client experience.
- Ability to elevate the client experience – working collaboratively as a team to deliver seamless service with care and sincerity.
- Ability to quickly and accurately learn products, services, and procedures.
- Client service experience or comparable experience.
- High school diploma or GED equivalent.
- Strong desire and ability to influence, educate, and connect customers to technology solutions.
- Cash handling experience.
These jobs might be a good fit
JPMorgan Part Time Hours Associate Banker Southeastern United States, Indiana, Indianapolis
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- Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
- Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
- Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
- Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions – introducing them to our team of experts to help achieve their financial goals.
- Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
- Ability to put clients first and exceed their expectations – delivering attentive and friendly service, creating a welcoming environment.
- Ability to build trusted relationships – demonstrating genuine care and concern during interactions with clients.
- Ability to engage clients – communicating clearly and politely to understand and help, anticipating client needs.
- Ability to quickly and effectively resolve client issues with attention to detail – providing a consistent client experience.
- Ability to elevate the client experience – working collaboratively as a team to deliver seamless service with care and sincerity.
- Ability to quickly and accurately learn products, services, and procedures.
- Client service experience or comparable experience.
- High school diploma or GED equivalent.
- Reading and speaking in both English and Spanish is required for this role.
- Strong desire and ability to influence, educate, and connect customers to technology solutions.
- Cash handling experience.
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JPMorgan JP Morgan Wealth Management – Private Client United States, Indiana, Indianapolis
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Job responsibilities
- Be a motivating force for the branch team by sharing a clear vision and embodying our company’s culture and values of Service, Heart, Curiosity, Courage, and Excellence.
- Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
- Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
- Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
- Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
- Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
- Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
- You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
- You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
- You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
- You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
- You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
- You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and exciting for everyone involved.
- You have 2+ years of management, Retail Banking, or equivalent Chase leadership experience.
- You have a high school degree, GED, or foreign equivalent.
- You have the ability to work branch hours including weekends and evenings.
- You have a college degree or military equivalent.
- You’ll successfully complete our Branch Manager Training Program before being considered for placement as a Branch Manager.
- You’ll need to be able to travel as required for in-person training and meetings; some travel may be out-of-state.
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JPMorgan Part Time Hours Associate Banker Mitthoeffer Branch Indianap... United States, Indiana, Indianapolis
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- Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
- Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
- Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
- Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions – introducing them to our team of experts to help achieve their financial goals.
- Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
- Ability to put clients first and exceed their expectations – delivering attentive and friendly service, creating a welcoming environment.
- Ability to build trusted relationships – demonstrating genuine care and concern during interactions with clients.
- Ability to engage clients – communicating clearly and politely to understand and help, anticipating client needs.
- Ability to quickly and effectively resolve client issues with attention to detail – providing a consistent client experience.
- Ability to elevate the client experience – working collaboratively as a team to deliver seamless service with care and sincerity.
- Ability to quickly and accurately learn products, services, and procedures.
- Client service experience or comparable experience.
- High school diploma or GED equivalent.
- Strong desire and ability to influence, educate, and connect customers to technology solutions.
- Cash handling experience.
These jobs might be a good fit
Share
About the role:
Territory Managers within the Endoscopy Division. The ATM will work closely with one or two Territory Managers in theirRegion Sales Manager. The ATM will report directly to a Development Manager and support various assignments based
Your responsibilities will include:
Build relationships through routine visits, product demonstrations, educational programs, product in-services,procedural observation, and problem resolution
Provide daily procedural support in an intense OR/Endoscopy unit environment
Work seamlessly with Territory Manager(s), supporting increased selling time
Support revenue generating projects and goals to support account ownership
Work closely with Territory Managers and Region Sales Managers to evaluate business conditions and sales trends
Develop quarterly/annual business plans to achieve revenue targets
Assist in professional education activities sponsored by BSC, both on-site and field training workshops
Provide timely updates to Region Manager on ongoing business activities, competitive conditions, industry trends, etc.
Manage expense budget and promotional budget within guidelines
Maintain accurate records of sales expenses, customer files, and field sales reports
Submit any required administrative paperwork in a timely manner
Conduct all sales activities according to Travel & Entertainment (T&E) guidelines,AdvamedPolicies, and IntegrityPolicies
Participate in occasional weekend and evening trade show and/or meetings, committed travel 30-40%
Required Qualifications:
Bachelor’s Degree
Preferred Qualifications:
Minimum of 2+ years of business-to-business sales experience
Experience in team collaboration and leadership
Ability to establish and guide direction
Background in developing and sustaining strong customer relationships
Track record of success in a fast-paced, matrixed environment
Initial minimum compensation for this position is anticipated to start at $83,720.00 inclusive of annualized base salary, certain guarantees, and other non-discretionary performance-based incentives. Actual compensation will be commensurate with demonstrable level of experience and training, pertinent education including licensure and certifications, and other relevant business considerations or organizational needs. Core and optional benefits offered at BSC can be reviewed at
For MA positions:It is unlawful to require or administer a lie detector test for employment. Violators are subject to criminal penalties and civil liability.
Please be advised that certain US based positions, including without limitation field sales and service positions that call on hospitals and/or health care centers, require acceptable proof of COVID-19 vaccination status. Candidates will be notified during the interview and selection process if the role(s) for which they have applied require proof of vaccination as a condition of employment. Boston Scientific continues to evaluate its policies and protocols regarding the COVID-19 vaccine and will comply with all applicable state and federal law and healthcare credentialing requirements. As employees of the Company, you will be expected to meet the ongoing requirements for your roles, including any new requirements, should the Company’s policies or protocols change with regard to COVID-19 vaccination.
Among other requirements, Boston Scientific maintains specific prohibited substance testing requirements for safety-sensitive positions. This role is deemed safety-sensitive and, as such, candidates will be subject to a drug test as a pre-employment requirement. The goal of the drug testing is to increase workplace safety in compliance with the applicable law.
These jobs might be a good fit
