Jobs in United States, Sugar Land
Bank Of America Relationship Banker - Houston West Sugarland area United States, Texas, Sugar Land
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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.
• 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.
**BILINGUAL - SPANISH / MANDARIN HIGHLY DESIRED**
• 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 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
1st shift (United States of America)These jobs might be a good fit
JPMorgan JP Morgan Wealth Management - Private Client United States, Texas, Sugar Land
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As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
- Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of clients’ needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor’s degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
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JPMorgan JP Morgan Wealth Management - Private Client United States, Texas, Sugar Land
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Job responsibilities
- Manages and coaches branch managers to engage customers and address any escalations
- Develops best practice techniques for coaching, reviewing business, cooperation and ensuring compliance
- Recruits, retains, and develops excellent talent and instills an environment where employees feel valued, supported, and able to achieve career growth
- Develops strategies to achieve key financial metrics including deposit and investment balance growth, customer acquisition and retention, and expense management
- Leads integration with partners from Chase Wealth Management, Business Banking and Home Lending (One Chase) to ensure the growth of other lines of business, including investments and loans
- Manages the market to ensure an excellent customer experience and deploy resources to optimize market performance
- Ensures all branch managers are effectively mitigating risk and remaining in compliance to guarantee a safe banking experience for clients through deep dives and business review
- 5+ years of Branch management or other related leadership experience
- High school degree, GED, or foreign equivalent
- Proven track record of coaching and developing high performing sales teams coupled with the ability to effectively translate knowledge of financial markets and economic trends
- Ability to identify needs of market segment in order to tailor proactive customer education
- Demonstrated ability building relationships and proactively collaborating with other lines of business remotely
- Ability to proactively take initiative to identify solutions including entrepreneurial business spirit and execute with a sense of urgency
- Experience with consumer and commercial credit knowledge and understanding of financial planning including customer life cycle
- College degree or military equivalent
- Familiarity of local/regional market trends and demographics
- Ability to set the tone of commitment to diversity and inclusion
- Strong commitment to upholding a sound risk and controls environment
- Ability to travel as required for in-person training and meetings which may include traveling out of state
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Wells Fargo Teller Sugar Land United States, Texas, Sugar Land
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In this role you will:
- Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers
- Complete operational activities while minimizing risks under established policies
- Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
- Receive direction from managers and exercises judgment within defined policies and procedures
- Escalate questions and issues to more experienced roles
- Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions
- Identify information and services to meet customers financial needs
Required Qualifications:
- 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- 6+ months of experience interacting with people, demonstrated through work, military, or education
- Customer service focus with experience handling complex transactions across multiple systems
- Ability to educate and connect customers to technology and share the value of mobile banking options
- Ability to interact with integrity and professionalism with customers and team members
- Experience working with others on a team to meet customer needs
- Cash handling experience
- Ability to follow policies, procedures, and regulations
- Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
- Well-organized, independent and able to prioritize in a fast-paced environment
- Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
- Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
- Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Job Expectations:
- Ability to work a schedule that may include most Saturdays
- This position is not eligible for Visa sponsorship
Posting Location(s):
- 17044 Lexington Blvd Sugar Land, TX 77479
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
These jobs might be a good fit
Wells Fargo Teller Sugar Land hours United States, Texas, Sugar Land
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In this role you will:
- Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers
- Complete operational activities while minimizing risks under established policies
- Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
- Receive direction from managers and exercises judgment within defined policies and procedures
- Escalate questions and issues to more experienced roles
- Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions
- Identify information and services to meet customers financial needs
Required Qualifications:
- 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Customer service focus with experience handling complex transactions across multiple systems
- Ability to educate and connect customers to technology and share the value of mobile banking options
- Ability to interact with integrity and professionalism with customers and team members
- Experience working with others on a team to meet customer needs
- Cash handling experience
- Ability to follow policies, procedures, and regulations
- Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
- Well-organized, independent and able to prioritize in a fast-paced environment
- Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
- Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
- Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Job Expectations:
- Ability to work a schedule that may include most Saturdays
- This position is not eligible for Visa sponsorship
Posting Location:
1720 Highway 6 l Sugarland, TX 77478
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
These jobs might be a good fit
Wells Fargo Teller Sugar Land hours United States, Texas, Sugar Land
Share
In this role you will:
- Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers
- Complete operational activities while minimizing risks under established policies
- Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
- Receive direction from managers and exercises judgment within defined policies and procedures
- Escalate questions and issues to more experienced roles
- Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions
- Identify information and services to meet customers financial needs
Required Qualifications:
- 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Customer service focus with experience handling complex transactions across multiple systems
- Ability to educate and connect customers to technology and share the value of mobile banking options
- Ability to interact with integrity and professionalism with customers and team members
- Experience working with others on a team to meet customer needs
- Cash handling experience
- Ability to follow policies, procedures, and regulations
- Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
- Well-organized, independent and able to prioritize in a fast-paced environment
- Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
- Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
- Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Job Expectations:
- Ability to work a schedule that may include most Saturdays
- This position is not eligible for Visa sponsorship
Posting Location:
1720 Highway 6 l Sugarland, TX 77478
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
These jobs might be a good fit
Apple US-Manager United States, Texas, Sugar Land
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- You should:
- Be available to work a schedule based on business needs that may include nights, weekends, and public holidays in the retail store, and reliably attend work as scheduled, in line with local laws and subject to any approved accommodations.
- Be proficient in written and spoken English (sign language supported).
- Have experience leading others in retail, sales, or a related field.
- You can:
- Exceed goals successfully, and persist in accomplishing objectives despite obstacles and setbacks.
- Follow through on commitments and establish mechanisms to encourage others to do the same.
- Instill trust within the team and operate with a high level of integrity.
- Make timely and sound decisions by asking questions and using analytics, experience, and judgment.
- Communicate with excellence, and tailor your communication style to different audiences.
- Develop others through mentorship, coaching, and effective feedback.
- Provide support and guide others through challenges while remaining calm in a fast-paced and constantly changing retail environment.
- Resolve conflict and settle differences in productive ways.
These jobs might be a good fit
Share
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.
• 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.
**BILINGUAL - SPANISH / MANDARIN HIGHLY DESIRED**
• 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 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
1st shift (United States of America)These jobs might be a good fit
