Personal Banker - OH, Kent

Details: Play a vital role in the customer banking experience at Chase! As part of JPMorgan Chase, a leading global financial services firm, Chase has over 5,200 locations where our bankers build relationships with customers by providing them with products and services to meet their ever-changing needs.   The Personal Banker is a branch based sales position whose primary goal is to acquire, retain and deepen customer relationships.  You will take a lead role in creating an outstanding customer experience and helping the Branch meet sales objectives contributing to the success of the firm.  As a Personal Banker, you will proactively meet with customers - face to face and over the phone - to discover their financial needs and provide product and service recommendations.  You will also partner with specialists (such as Loan Officers, Business Bankers, and Financial Advisors), to ensure our customers get access to experts who can help them with specialized financial needs.    If you are interested in building a career at Chase, there are plenty of career development opportunities available.  After a period of time in the Personal Banker role, you may have the opportunity to obtain your FINRA Series 6, 63, and Life Insurance licenses.   Plus, many successful Personal Bankers develop skills to move into roles such as Branch Managers, Assistant Branch Manager Sales, Business Bankers, Loan Officers and Financial Advisors - or other career paths.   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 re-register and move your previous registration to JPMorgan Chase's registration rolls. Your continued employment in this position with JPMorgan Chase is contingent upon successful registration immediately after your start date and annual renewal of your registration thereafter.    In addition, information obtained during the registration process 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 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 the requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx

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Personal Banker - Sales - Glendale North Brand- 12021142

Details: Office Location / Address:  CA-GLENDALE-700 N. BRAND 700 NORTH BRAND BOULEVARD GLENDALE CA 91203 USA - 10485 Education Level:  High School Diploma/GED Shift:  Day Job Employee Status:  Regular North America (NA) Consumer Banking: over 30,000 professionals working together to provide consumers with credit card, retail banking, wealth management, small business, mortgage and commercial banking and payment products and services. Within North America Consumer Banking, there are three primary business areas, U.S. Consumer and Commercial Banking, Citi Cards, and the newly formed Global Enterprise Payments business. Citibank delivers a wide array of banking, lending and investment services to individual consumers, as well as to small businesses.  Our U.S. Branch Network is comprised of over 1000 branches across 13 states complemented by 24-7 access to customer service through a network of fee-free ATMs, CitiPhone Banking®, Citibank Online and Citi Mobile.  Citibank's products and services cover a wide range of client banking needs including basic banking (checking and savings accounts, investment products), mortgages, small business, commercial banking, investment advisory services, and financial needs and analysis tools to enable Citibank to bring tailored solutions to every client. Position Summary:The Personal Banker creates and manages a sales plan delineating optimal methods for achieving sales goals through interaction with clients, prospects, internal partners, and other external contacts and through engaging in events and other marketing activities.Position Responsibilities:• Leverage Citi's customer leads and other lead generation techniques (e.g., referrals, community outreach) to identify new prospects and cross-selling opportunities with current clients.• Conduct discussions with prospects to understand background and identify needs; clearly communicate potential solutions.• Conduct outbound sales activities (e.g., phone out-reach, community events, meetings with local businesses) to establish visibility in the community and drive business to the branch.• Execute integrated sales, relationship, and credit strategies that are aligned with the branch's business plan.• Cultivate partnerships with segment partners (e.g. Commercial and Small Business, Home Lending, Financial Advisors, Citigold) to obtain and provide appropriately qualified referrals; meet periodically with segment partners to review goals, discuss strategies, and solicit feedback and coaching.• Take ownership of the client experience including on-boarding and resolve service issues as appropriate through follow-up from self and other Citi resources following client transactions.• Schedule periodic meetings and check-points with clients to provide value-added services.• Assist in execution of branch events; invite clients and prospects to events; actively engage with attendees and follow-up to develop a network and grow branch business.• Understand and consistently adhere to all operational controls to ensure the safety and security of client and bank assets; complete required regulatory/compliance training.• Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals.The information listed within this description summary is intended to indicate the general nature and level of work. It is not designed to contain or be interpreted as a comprehensive account of all the responsibilities, and/or minimum qualifications required of an employee assigned to this position. NOTE: You may be required to take a timed online assessment once you complete an online profile. If you need to take the assessment, you will either be directed to do so immediately or you will receive an email with instructions on how to access the assessment within the next few days. Please ensure that your email address is accurate on our system, and please note that the assessment invitation may go into your spam folder rather than to your inbox. The assessment will require 45-60 minutes of uninterrupted time to complete.

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