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דרושים Crm Manager ב-United States, Pennsylvania, Allentown

ממשו את הפוטנציאל שלכם בתעשיית ההייטק עם אקספוינט! חפשו הזדמנויות עבודה בתור Crm Manager בUnited States, Pennsylvania, Allentown והצטרפו לעוד אלפים שכבר מצאו עבודה בחברות המובילות. התחילו את המסע שלכם עוד היום ומצאו את הקריירה האידיאלית עבורכם בתור Crm Manager עם אקספוינט.
חברה
אופי המשרה
קטגוריות תפקיד
שם תפקיד (1)
United States
Pennsylvania
Allentown
נמצאו 7 משרות
19.11.2025
BOA

Bank Of America Merrill Market Supervision Manager United States, Pennsylvania, Allentown

Limitless High-tech career opportunities - Expoint
Manage delegated compliance, administrative and business functions related to the Merrill Wealth Management Market Executive's overall managerial responsibilities for parent and associate offices. This individual functions independently, or with minimal...
תיאור:

Job Description:

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

What you’ll accomplish

  • Manage delegated compliance, administrative and business functions related to the Merrill Wealth Management Market Executive's overall managerial responsibilities for parent and associate offices

  • This individual functions independently, or with minimal guidance, but must keep the Market Executive informed on significant matters and must determine when the Market Executive should be directly involved

  • Monitor advisor and client activity including financial transactions to ensure compliance with firm and regulatory requirements and minimize risk

  • Coach advisors in supporting the company strategy and continuing to grow their businesses.

Responsibilities:

  • Performs, monitors, and demonstrates adherence to internal and external standards, policies, laws, rules, and regulations related to client advice and recommendations, sales practice activities, and conduct of market personnel

  • Manages day-to-day Financial Advisor (FA) business needs, while ensuring adherence to the bank's compliance policies and procedures

  • Coaches FAs, Client Associates (CAs), and other market personnel to drive adherence of policies and procedures related to the sales practice conduct

  • Partners with FAs, CAs, and other market personnel to manage risk of business growth initiatives, ensuring alignment with the bank's enterprise risk appetite

Required Qualifications:

  • Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses

  • Series 3, 31 licenses, if warranted

  • Minimum of 5+ years professional experience

  • Proven ability to manage risk, make sound decisions by having a deep understanding of industry regulations, supervisory requirements, policies/procedures, wealth management concepts, and financial services products

Key Qualifications for the role:

  • Ability to speak in terms of client needs and concerns, and coach Financial Advisors on aligning solutions to goals in a suitable and controlled way

  • A deep appreciation and understanding of our client centric strategy

  • Strong interpersonal skills to provide coaching to Financial Advisors to mitigate risk through segmentation, disciplined investment practices, and documentation

  • Strong analytical skills with ability to identify trends, root cause and effects, and implement improved processes to mitigate risk

  • Demonstrated strong and effective leadership style through clear communication and collaboration with others, making sound decisions with courage and conviction

  • Strong time management and organization skills with the ability to prioritize appropriately

Desired Qualifications:

  • Bachelor's degree or equivalent work experience

  • Market Supervision Manager experience, or completion of Merrill's Office Management Team Associate Development Program​

Skills:

  • Decision Making

  • Influence

  • Negotiation

  • Problem Solving

  • Risk Management

  • Adaptability

  • Business Acumen

  • Collaboration

  • Oral Communications

  • Relationship Building

  • Business Operations Management

  • Client Solutions Advisory

  • Planning

  • Talent Development

  • Written Communications

1st shift (United States of America)

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28.06.2025
BS

Boston Scientific CRM Manager - Allentown/Bethlehem PA United States, Pennsylvania, Allentown

Limitless High-tech career opportunities - Expoint
Sell products by scheduling sales calls to meet with current and potential customers to fulfill the company's revenue and unit growth objectives on a monthly/quarterly/annual basis. Develop and implement sales...
תיאור:

About the role:

At Boston Scientific, our products and technologies are used to diagnose or treat a wide range of medical conditions. In Cardiac Rhythm Management (CRM), we offer solutions for treating irregular heart rhythms and heart failure and protecting against sudden cardiac arrest. In this role, you will sell and promote company products in the Rhythm Management division within a defined geographic territory.


• Sell products by scheduling sales calls to meet with current and potential customers to fulfill the company's revenue and unit growth objectives on a monthly/quarterly/annual basis.
• Develop and implement sales strategies that are specific and targeted by determining the factors (e.g., product, competition, and pricing needs) that are relevant to appropriate hospital personnel and physicians.
• Determine the needs (e.g., product and pricing), goals, product usage, and types of cases handled by specific customers by meeting with and asking in-depth questions of physicians and other hospital personnel to learn which Boston Scientific products can best address their specific needs.
• Respond to customer needs and complaints regarding products and services by developing creative and feasible solutions or work with other related personnel (e.g., clinical research, pricing, and/or marketing) to develop optimal solutions.
• Develop relationships with hospital personnel (e.g., through casual conversation, meetings, participation in conferences) to make new contacts in other hospital departments and identify key purchasing decision-makers to facilitate future sales.
• Educate customers on the merits and proper clinical usage of company products by giving presentations and demonstrations using a wide variety of formats and platforms (e.g., slides, transparencies, manuals) to secure purchasing commitments, often with the help of incentive programs and services made available to the account being developed.
• Manage territory resources for clinical support in the areas of device implant coverage, basic troubleshooting, programming, and patient follow-up of company products.
• Attend device implants in the labs and operating room of hospital accounts and perform patient follow-up to assure customer and patient success with the implanted products.
• Bachelor's degree or equivalent field clinical/sales experience.
• Minimum of 5 years’ experience in clinical or sales experience in a medical device or pharmaceutical field sales organization
• Must have technical aptitude; be able to discuss & explain complex technical product information.
• Must be able to be on a rotational call on a 24/7/365 basis with a sales team
• Must be able to work flexible hours, and complete an extensive training program

Preferred Qualifications
• Master's Degree, MBA.
• Structural Heart, Interventional Cardiology, Electrophysiology, or related industry experience.
• Experience with implantation in cardiovascular and/or medical device.

The anticipated annualized base amount or range for this full time position will be, plus variable compensation governed by the Sales Incentive Compensation Plan (which includes certain annual non-discretionary incentives based on predetermined objectives) as well as the value of core and optional benefits offered at BSC, which can be reviewed at www.bscbenefitsconnect.com. Actual compensation will be commensurate with demonstrable level of experience and training, pertinent education including licensure and certifications, and other relevant business or organizational needs.


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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משרות נוספות שיכולות לעניין אותך

05.05.2025
BOA

Bank Of America CVL Dealer Sales - Retail Client Manager United States, Pennsylvania, Allentown

Limitless High-tech career opportunities - Expoint
Business Development. Client Management. Customer and Client Focus. Influence. Prospecting. Active Listening. Adaptability. Negotiation. Networking. Relationship Building. Client Solutions Advisory. Emotional Intelligence. Referral Identification. 5+ years experience selling retail financing...
תיאור:

Job Description:

The Retail Client Managers primary responsibility is to develop and manage dealer relationships for the purpose of increasing Auto & RV applications and loan production. The Retail Client Manager will prospect new clients, share the benefits of our program, and upon signing manage all aspects of the dealer's portfolio to ensure a mutually beneficial partnership is maintained. Secondary responsibilities include cross selling Merrill Edge, participating in local market leadership team activities, and working with DFS partners for referral opportunities. This position will also require working closely with underwriting and support staff to ensure all aspects of the market are appropriately managed. The position will require a self-motivated individual with strong communication skills, time management skills, computer skills, and the ability to perform market analysis, forecasting, and development.

• Develops and manages dealer relationships, including partnering on referral opportunities, to increase auto applications and loan production sales
• Prospects new clients, articulates the program benefits, and upon signing, manages all aspects of the dealer's portfolio to ensure a mutually beneficial partnership is maintained
• Works with underwriting and fulfillment partners to ensure all aspects of underlying risks are appropriately managed
• Executes all categories of risk management activities, including monitoring dealer activity / negative news to drive proper dealer execution and minimize risk and exposure for the bank
• Captures market intelligence and delivers feedback to leadership team
• Represents Consumer Vehicle Lending (CVL) as the face of the business in the market, hosting client engagement events and industry conferences

Skills:

  • Business Development
  • Client Management
  • Customer and Client Focus
  • Influence
  • Prospecting
  • Active Listening
  • Adaptability
  • Negotiation
  • Networking
  • Relationship Building
  • Client Solutions Advisory
  • Emotional Intelligence
  • Referral Identification

High School Diploma / GED / Secondary School or equivalent

Rqualifications :

  • 5+ years experience selling retail financing to automotive dealerships or equivalent outside sales experience
  • Strong communication and negotiation skills to effectively sell our value proposition and to maintain Dealer relationships
  • The ability to be a strong individual contributor with a team player attitude.
  • Ability to drive long distances with possible overnight stays

Desired
qualifications:

  • The ability to work independently or in a team environment
  • Established dealer relationships within the market
  • Undergraduate degree
1st shift (United States of America)

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משרות נוספות שיכולות לעניין אותך

15.04.2025
WF

Wells Fargo Branch Support Manager United States, Pennsylvania, Allentown

Limitless High-tech career opportunities - Expoint
Serve as the initial point of contact for operational, service and technology inquiries from Financial Advisors, the branches, and other Support Center associates. Act as a liaison between Market Leaders,...
תיאור:


In this role, you will:

  • Serve as the initial point of contact for operational, service and technology inquiries from Financial Advisors, the branches, and other Support Center associates
  • Act as a liaison between Market Leaders, Branch/Area Managers, the Brokerage Support team, and Client Associates in various aspects of operations, compliance, and technology
  • Collaborate with the Brokerage Support Manager and other support team members, as projects require, ensuring consistent and efficient execution of the firms Operational, Compliance policies and procedures
  • Be responsible for execution of various approvals for the Support team including supervisory review and approval of operational transaction requests such as asset movement, account maintenance, order errors, document approvals and various remediation projects
  • Be responsible for onboarding, training, recognition, engagement, and development of new and existing Client Associates within designated markets
  • Support firm goals to drive adoption around key CRG ease of doing business initiatives across the market
  • Ensure Client Associates are trained in key CRG ease of doing business initiatives
  • Visit branches across the Market to oversee operational/support practices and coach on operational risk


Required Qualifications:

  • 4+ years of Financial Services Industry experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • US Only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 or 7 and 66 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration


Desired Qualifications:

  • 1+ years of leadership experience
  • Familiarity with Support Center model
  • Knowledge and understanding of branch exams and regulatory requirements from an operational support perspective
  • Strong client service skills
  • Strong attention to detail and accuracy skills
  • Effective organizational, multi-tasking, and prioritizing skills
  • Strong verbal, written, and interpersonal communication skills
  • Successfully completed FINRA Series 9 and 10 exams to qualify for immediate registration (of FINRA recognized equivalents)


Job Expectations:

  • US only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position. FINRA Series 65 or 66 examinations or equivalent must be completed within a 90-day time period if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required.
  • This role requires a FINRA supervisory license and may require working in the assigned office location for at least one year from the hire date. Any supervisory role employee holding a FINRA supervisory license, who has answered affirmatively to certain Form U4 Section 14 regulatoryquestions/disclosures,
  • Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.
  • Ability to travel up to 10% of the time

This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

This position is not eligible for Visa sponsorship.

5 May 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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משרות נוספות שיכולות לעניין אותך

13.04.2025
BS

Boston Scientific Manager Urology - Sacral Neuromodulation South Central PA United States, Pennsylvania, Allentown

Limitless High-tech career opportunities - Expoint
Support and develop a high-performance sales and clinical organization to effectively achieve Axonics’ business objectives. Provide daily guidance and leadership to the field team through effective communication of objectives, hands-on...
תיאור:

Your responsibilities include

  • Support and develop a high-performance sales and clinical organization to effectively achieve Axonics’ business objectives.
  • Provide daily guidance and leadership to the field team through effective communication of objectives, hands-on coaching, and team development.
  • Support, develop, and execute territory plans to deliver on annual revenue commitment and build a sustainable business over the longer term.
  • Provide day-to-day field clinical support, which includes patient interactions, patient education, programming of Axonics devices and patient follow up, plus technical/application and education support, site management, coordination and in-service training for the SNM clinical programs.
  • Build strong relationships with existing customers and drive new business in the assigned territory.
  • Drive effective sales and educational initiatives.
  • Work effectively with Sales/Marketing/CCO/Product/Business Managers to design and execute strategic sales and marketing initiatives.
  • Develop the market for our existing and new products in line with divisional goals and objectives.
  • Proactively identify and communicate changes in the healthcare, delivery systems, and competitive pressures to develop and modify strategies and tactics accordingly.
  • Attend clinical meetings, seminars, and conferences as appropriate.
  • Established contact person for hospital management, purchasing department and hospital staff as it relates to Axonics SNM business.
  • Hand in all reports including forecasts, expense reports, etc., in an accurate and timely fashion.
  • Negotiate distribution agreements where required.
  • Maintain all company assets, including assigned inventory, in good order and in accordance with BSC audit and process requirements.
  • Successfully complete formal Axonics training program, apply these skills in the field and maintain high level of technical and market knowledge on an ongoing basis.
  • Other duties as assigned.

Qualifications

  • Bachelor’s degree.
  • 5+ years in sales and marketing in health industry environment.
  • Demonstrated ability to achieve both personal sales territory plan and plan for team.
  • Proven business analysis and judgment with the ability to proactively manage business to meet objectives.
  • Strategy development, project management, and problem-solving skills.
  • Solid understanding of healthcare and regulatory requirements and issues.
  • Ability to build positive working relationships, both internally and externally.
  • Ability to effectively present information to all levels including management and C-level.
  • Business related computer skills including Microsoft Office Suite.
  • Ability to travel extensively.
  • Fluency in English.
  • Passionate, energetic, achievement motivated, high integrity make-up.

The anticipated annualized base amount or range for this full time position will be$ to $, plus variable compensation governed by the Sales Incentive Compensation Plan (which includes certain annual non-discretionary incentives based on predetermined objectives) as well as the value of core and optional benefits offered at BSC, which can be reviewed at www.bscbenefitsconnect.com. Actual compensation will be commensurate with demonstrable level of experience and training, pertinent education including licensure and certifications, and other relevant business or organizational needs.


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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משרות נוספות שיכולות לעניין אותך

13.04.2025
BS

Boston Scientific CRM Senior Field Clinical Representative - Lehigh Valley/All... United States, Pennsylvania, Allentown

Limitless High-tech career opportunities - Expoint
Serves as primary resource for clinical support in the areas of device implant coverage, basic troubleshooting, programming, and patient follow-up of company products. Educates customers on the merits and proper...
תיאור:


In Cardiac Rhythm Management (CRM) we offer solutions for treating irregular heart rhythms and heart failure and protecting against sudden cardiac arrest. Boston Scientific develops, manufactures, and markets a broad array of products and services that enable less-invasive care for some of the most threatening cardiac conditions. We have been expanding indications and conducting pivotal research for nearly 20 years, resulting in increased access to the lifesaving and life-enhancing benefits of ICD and CRT therapies.

Your responsibilities will include:

  • Serves as primary resource for clinical support in the areas of device implant coverage, basic troubleshooting, programming, and patient follow-up of company products.
  • Educates customers on the merits and proper clinical usage of company products by giving presentations and demonstrations using a wide variety of formats and platforms.
  • Attends device implants in the labs and operating room of hospital accounts and performs patient follow-up to assure customer and patient success with the implanted products.
  • Develops relationships with hospital personnel (e.g., through casual conversation, meetings, product presentations, participation in conferences) and assists in identifying key decision makers to facilitate future sales.
  • Responds to customer needs and complaints regarding products and service by developing creative and feasible solutions or working with other related personnel (e.g., sales, marketing, technical support) to develop optimal solutions.
  • Follows company and divisional guidelines for managing commercial inventory.
  • On-call duties may be required from time-to-time, 24 hours a day, 7 days per week.
  • In all actions, demonstrates a primary commitment to patient safety and product quality by maintaining compliance to the Quality Policy and all other documented quality processes and procedures.

Required Qualifications

  • A minimum of 3 years’ work experience with bachelor’s degree in Biomedical Engineering, Science, Math, Business, Nursing preferred and/or equivalent technical work experience.
  • A minimum of 3 years in a Boston Scientific clinical position or minimum of 2 years with completed/passed IBHRE certification that is active.
  • External equivalent is a minimum of 3 years competitive CRM clinical work experience OR minimum of 6 years cardiac-related clinical work experience OR minimum of 4 years with completed/passed NASPE/IBHRE certification.
  • Ability to take rotational 24/7 call with a sales team involving holidays, weekends.

Preferred Qualifications

  • Previous experience working in an Electrophysiology (EP) Lab, device clinic and/or Cardiac Catheterization (Cath) Lab.
  • Medical device sales, sales support, clinical education and/or clinical research experience.
  • A self-starter with the ability to work independently, efficiently, and effectively where daily schedule varies by hours worked and tasks managed while remaining accountable to company, region and team goals.
  • The ability to understand, communicate and train others in the use and understanding of complex medical device software algorithms as it pertains to device therapy and diverse disease states.
  • Ability to communicate clearly and effectively with all levels of the medical community including patients.
  • Demonstrated ability to work as part of a highly motivated team where flexibility and adaptability in a fast-paced, constantly changing work environment are paramount and urgency often dictates a dynamic work schedule.

The anticipated annualized base amount or range for this full time position will be, plus variable compensation governed by the Sales Incentive Compensation Plan (which includes certain annual non-discretionary incentives based on predetermined objectives) as well as the value of core and optional benefits offered at BSC, which can be reviewed at www.bscbenefitsconnect.com. Actual compensation will be commensurate with demonstrable level of experience and training, pertinent education including licensure and certifications, and other relevant business or organizational needs.


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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משרות נוספות שיכולות לעניין אותך

31.03.2025
JPM

JPMorgan Branch Manager - Greater Lehigh Valley Market Allentown PA United States, Pennsylvania, Allentown

Limitless High-tech career opportunities - Expoint
Acts as the standard bearer of Chase and creates a world-class customer experience. Educates clients on how to use our digital platforms to bank and invest when, where, and how...
תיאור:
As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch. You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers. You will also be responsible for creating an environment that influences the use of technology to meet the customers’ needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
  • Acts as the standard bearer of Chase and creates a world-class customer experience
  • Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
  • Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
  • Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
  • Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
  • Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
  • Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
  • Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
  • Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
  • Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
  • Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
  • Ability to work branch hours including weekends and evenings
  • High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, and skills
  • College degree or military equivalent
  • 2+ years of management, Retail Banking experience or equivalent Chase leadership experience
  • Strong desire and ability to influence, educate, and connect team, partners and customers to technology
  • Ability to adapt quickly to a changing environment and be a strong decision maker
Training requirement or Travel requirement
  • Successful completion of the Branch Manager training program is a pre-requisite to be considered active in Branch Manager role
  • Ability to travel as required for in-person training and meetings; travel may include out of state
Dodd Frank and Safe 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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משרות נוספות שיכולות לעניין אותך

Limitless High-tech career opportunities - Expoint
Manage delegated compliance, administrative and business functions related to the Merrill Wealth Management Market Executive's overall managerial responsibilities for parent and associate offices. This individual functions independently, or with minimal...
תיאור:

Job Description:

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

What you’ll accomplish

  • Manage delegated compliance, administrative and business functions related to the Merrill Wealth Management Market Executive's overall managerial responsibilities for parent and associate offices

  • This individual functions independently, or with minimal guidance, but must keep the Market Executive informed on significant matters and must determine when the Market Executive should be directly involved

  • Monitor advisor and client activity including financial transactions to ensure compliance with firm and regulatory requirements and minimize risk

  • Coach advisors in supporting the company strategy and continuing to grow their businesses.

Responsibilities:

  • Performs, monitors, and demonstrates adherence to internal and external standards, policies, laws, rules, and regulations related to client advice and recommendations, sales practice activities, and conduct of market personnel

  • Manages day-to-day Financial Advisor (FA) business needs, while ensuring adherence to the bank's compliance policies and procedures

  • Coaches FAs, Client Associates (CAs), and other market personnel to drive adherence of policies and procedures related to the sales practice conduct

  • Partners with FAs, CAs, and other market personnel to manage risk of business growth initiatives, ensuring alignment with the bank's enterprise risk appetite

Required Qualifications:

  • Currently hold SIE, Series 7 AND Series 66 (or Series 63 AND Series 65), Series 9 AND Series 10 (or Series 8) or equivalent licenses

  • Series 3, 31 licenses, if warranted

  • Minimum of 5+ years professional experience

  • Proven ability to manage risk, make sound decisions by having a deep understanding of industry regulations, supervisory requirements, policies/procedures, wealth management concepts, and financial services products

Key Qualifications for the role:

  • Ability to speak in terms of client needs and concerns, and coach Financial Advisors on aligning solutions to goals in a suitable and controlled way

  • A deep appreciation and understanding of our client centric strategy

  • Strong interpersonal skills to provide coaching to Financial Advisors to mitigate risk through segmentation, disciplined investment practices, and documentation

  • Strong analytical skills with ability to identify trends, root cause and effects, and implement improved processes to mitigate risk

  • Demonstrated strong and effective leadership style through clear communication and collaboration with others, making sound decisions with courage and conviction

  • Strong time management and organization skills with the ability to prioritize appropriately

Desired Qualifications:

  • Bachelor's degree or equivalent work experience

  • Market Supervision Manager experience, or completion of Merrill's Office Management Team Associate Development Program​

Skills:

  • Decision Making

  • Influence

  • Negotiation

  • Problem Solving

  • Risk Management

  • Adaptability

  • Business Acumen

  • Collaboration

  • Oral Communications

  • Relationship Building

  • Business Operations Management

  • Client Solutions Advisory

  • Planning

  • Talent Development

  • Written Communications

1st shift (United States of America)

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תכננו את מהלך הקריירה הבא שלכם בתעשיית ההייטק עם אקספוינט! הפלטפורמה שלנו מציעה מגוון רחב של משרות Crm Manager באזור United States, Pennsylvania, Allentown, ומעניקה לכם גישה לחברות הטובות ביותר בתחום. בין אם אתם מחפשים אתגר חדש או שינוי נוף, אקספוינט תקל על מציאת התאמת העבודה המושלמת עבורכם. עם מנוע החיפוש הקל לשימוש שלנו, תוכלו למצוא במהירות הזדמנויות עבודה ולחבור לחברות מובילות. הירשמו היום ועשו את הצעד הבא בקריירת ההיי-טק שלכם עם Expoint.