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Universal Banker jobs

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6,971 jobs found
11.06.2025
JPM

JPMorgan Senior Commercial Banker Employee Stock Ownership United States, New York, New York

Limitless High-tech career opportunities - Expoint
Description:
Facilitate the review of external referrals to the Employee Advisory Group from outside advisors. Participate in customer and prospect meetings to introduce and educate companies on ESOP transactions and related...
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11.06.2025
JPM

JPMorgan Business Solutions Banker United States, Arizona, Tempe

Limitless High-tech career opportunities - Expoint
Description:
Deliver an outstanding experience to Chase Business Banking clients by proactively providing comprehensive business banking solutions tailored to the financial needs and circumstances of the businesses. Plan and conduct regularly-scheduled,...
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11.06.2025
JPM

JPMorgan Commercial Banker - Emerging Middle Market Banking Vice Pres... United States, New York, New York

Limitless High-tech career opportunities - Expoint
Description:
Manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs. Demonstrates success using a value-added, relationship-oriented approach to acquire and...
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11.06.2025
JPM

JPMorgan Relationship Banker - Eltingville Staten Island NY United States, New York, New York

Limitless High-tech career opportunities - Expoint
Description:
Delivers an exceptional customer experience by acting with a customer-first attitude. Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships,...
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11.06.2025
JPM

JPMorgan Relationship Banker - Mentor Shore Lake OH United States, Ohio, Mentor-on-the-Lake

Limitless High-tech career opportunities - Expoint
Description:
Delivers an exceptional customer experience by acting with a customer-first attitude. Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships,...
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11.06.2025
JPM

JPMorgan Relationship Banker - Santa Monica Market CA United States, California, Santa Monica

Limitless High-tech career opportunities - Expoint
Description:
Delivers an exceptional customer experience by acting with a customer-first attitude. Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships,...
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11.06.2025
JPM

JPMorgan Hiring Event - Part Time Associate Banker United States, Pennsylvania, State College

Limitless High-tech career opportunities - Expoint
Description:
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...
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Limitless High-tech career opportunities - Expoint
Description:
Facilitate the review of external referrals to the Employee Advisory Group from outside advisors. Participate in customer and prospect meetings to introduce and educate companies on ESOP transactions and related...
Full job details
At Expoint, we are proud to announce the introduction of the exciting new hybrid role of universal banker. Universal bankers combine the specialized customer service skills of a traditional banking professional with the technical skills of a IT specialist to solve customer needs in a tech-focused environment. The universal banker position requires an individual with strong communication and customer relations capabilities, as well as the confidence to work hands-on with a variety of technology products. The universal banker must have a comprehensive understanding of customer's relationship and financial needs, along with the capability to listen and respond to customer inquiries and requests. At Expoint, universal banker must be willing and able to adapt to rapidly changing technology. This requires the ability to effectively utilize and endorse technology solutions outside of their experience level in order to increase customer satisfaction. Universal bankers must remain up to date with security protocols and trainings to ensure customer security. The universal banker is expected to assess customer needs and develop strategies to target their products and services accordingly. This requires the banker to be well-versed in the companies services and products, and to be able to build strong relationships with customers to increase customer loyalty. The universal banker must able to work efficiently and accurately in a fast-paced atmosphere, while ensuring that customer expectations are exceeded. Finally, the universal banker should be knowledgeable with bank operations, financial regulations, and compliance. At Expoint, join us in welcoming our newest exciting role, the universal banker, to the tech industry!