Private Banker jobs in United States, New York, Buffalo
JPMorgan Part Time Hours Associate Banker Sheridan Alberta Buffalo NY United States, New York, Buffalo
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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
Bank Of America Relationship Banker - Buffalo Area United States, New York, Buffalo
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Job Description:
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities
Required Qualifications:
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
• Is confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively and confidently, and is comfortable engaging all clients.
• Has the ability to learn and adapt to new information and technology platforms.
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
• Applies strong critical thinking and problem-solving skills to meet clients’ needs.
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Efficiently manages time and capacity.
• Focuses on results, while acting in the best interest of the client.
• Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
• Experience in financial services and knowledge of financial services industry, products and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance
• Adaptability
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management
Minimum Education Requirement:
• High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)These jobs might be a good fit
JPMorgan JP Morgan Wealth Management – Private Client Advisor - Buffa... United States, New York, Buffalo
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As a Servicing Travel Advisor in FROSCH (CTJ), you will manage all aspects of clients' travel from initial request to completion while utilizing company services and resources, selecting appropriate vendors, anticipating clients’ travel needs, and establishing customer rapport. This position requires a self-starter, customer service-oriented individual that is passionate to succeed and willing to learn more about the travel industry.
Job responsibilities
- Fulfill travel booking requests, ensuring all details align with client preferences and company travel policies, using your experience with travel management technology tools
- Address and resolve complex travel-related issues promptly, applying your understanding of client needs and your ability to select the most appropriate solution in a time-sensitive manner
- Maintain professional relationships with clients, using your developing skills in external client/customer relationship management to anticipate their needs and exceed their expectations
- Coordinate with vendors to ensure all travel arrangements meet client requirements, demonstrating your attention to detail and commitment to service delivery
- Continuously update your knowledge of current industry practices and regulations, as well as product definitions and operating procedures, to ensure the highest level of service
Required qualifications, capabilities, and skills
- Minimum 5 years in the travel industry with experience on a Global Distribution System such as Sabre
- Experience arranging domestic and international travel for clients; setting up PNR’s, ticketing, and exchanging tickets
- High School Diploma, GED, or equivalent
- Demonstrated ability to manage external client/customer relationships, with experience in identifying and anticipating client needs to propel outcomes
- Experience in resolving travel-related issues, with a focus on selecting the most appropriate solution quickly and efficiently
- Proven analytical thinker, with the ability to break down complex travel requirements into manageable tasks
- Demonstrated attention to detail, with a commitment to surpassing quality and quantity expectations in service delivery
Preferred qualifications, capabilities, and skills
- Expertise in sales, customer service, multi-tasking, and advanced recordkeeping and mathematical skills
- Current experience of domestic and international airports, domestic and international cities, and travel destinations, including expertise of hotel, airline, car, resort, and other vendors as they pertain to travel
- Advanced ability utilizing modern telephones and telephone functions, specifically voice over IP telephones
These jobs might be a good fit
JPMorgan Part Time Hours Associate Banker Amherst Bridgeman Branch Bu... United States, New York, Buffalo
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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 Associate Relationship Banker - Sheridan Alberta Buffalo NY United States, New York, Buffalo
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- Engages clients making them feel welcomed and delivering an exceptional customer experience by acting with a customer-first attitude
- Engages with clients that enter the branch by making a personal connection, asking open ended questions, and listening to make recommendations on their accounts, financial, and complex servicing needs
- Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs, whenever, wherever, and however they want.
- Meets with branch assigned customers in person and over the phone to continue building lasting relationships, discover financial needs, tailor products, and offer new tools to help customers meet their consumer banking and investment goals.
- Partners with licensed bankers, financial advisors, mortgage bankers, and business relationship Managers to connect customers to experts who can help them with specialized financial needs
- Assists branches by performing branch operations when needed, which may include acting in dual control and assisting with maintenance of cash devices including cash vaults and ATMs while adhering to all bank policies and procedures.
- 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
- High school degree, GED, or foreign equivalent
- Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
- Excellent communication skills in person and over the phone with proven ability to tailor features and benefits of products and services to customers with differing needs
- Ability to work branch hours, including weekends and some evenings
- College degree or military equivalent
- Professional, thorough, and organized with strong follow-up skills
- Exude confidence with clients when sharing product knowledge and solutions
- Experience adhering to policies, procedures, and regulatory banking 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:
These jobs might be a good fit
Bank Of America Private Bank Senior Associate United States, New York, Buffalo
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Job Description:
Job Description:
This job is responsible for supporting comprehensive needs for complex clients with minimal guidance and oversight. Key responsibilities include executing tasks and completing client requests, managing risk, and identifying opportunities while assisting with client service activities. Job expectations include handling basic credit and complex banking requests along with monitoring account opening and asset transfers, handling client inquiries, making enterprise referrals, and coordinating with specialists and service centers to deliver an integrated service to the client.
Responsibilities:
• Manages and facilitates personal and non-personal client requests related to banking, credit, and investment products to achieve Private Bank client experience standards, including fulfillment of large and/or complex client needs and expectations across all products
• Coordinates with specialists, including trust, family office, investments, and custody officers, as well as centralized service centers to deliver an integrated service experience to the client including identifying and resolving client issues in an effective and timely manner
• Identifies client opportunities primarily related to banking through client interactions and proactively reviewing the book of business for potential relationship deepening opportunities, while engaging partners as needed
• Adheres to the Private Bank and Enterprise risk framework and complies with regulatory and legal requirements, while assisting with the Private Bank client management process and servicing accounts and portfolios
• Develops and maintains relationships with clients, while focusing on the long-term retention and growth of their client's portfolios
• Seeks opportunities to improves various processes, procedures, and technology to enhance the client experience and increase efficiency
Qualifications:
Minimum of 4 years of experience with a financial institution focusing on high net worth client service and sales
BS/BA degree in Business, Finance or Economics desired
• Account Management
• Attention to Detail
• Customer and Client Focus
• Prioritization
• Written Communications
• Issue Management
• Active Listening
• Adaptability
• Critical Thinking
• Decision Making
• Pipeline Management
• Referral Identification
• Recording/Organizing Information
• Customer Experience Improvement
• Collaboration
High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)These jobs might be a good fit
Bank Of America Relationship Banker - Buffalo NY area United States, New York, Buffalo
Share
Job Description:
Job Description:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities:
• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities
Required Qualifications:
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
• Is confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively and confidently, and is comfortable engaging all clients.
• Has the ability to learn and adapt to new information and technology platforms.
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
• Applies strong critical thinking and problem-solving skills to meet clients’ needs.
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Efficiently manages time and capacity.
• Focuses on results, while acting in the best interest of the client.
• Can be flexible to work weekends and/or extended hours as needed.
Desired Qualifications:
• Experience in financial services and knowledge of financial services industry, products and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance
• Adaptability
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management
Minimum Education Requirement:
• High School Diploma / GED / Secondary School or equivalent
1st shift (United States of America)These jobs might be a good fit
Share
- 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
