Private Client Banker - (New Build) Meadowmont Village - Chapel Hill, NC
Holly Springs, North Carolina, United States · On-site
Mid level$1.6B raised
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment t…
Mooresville, North Carolina, United States · On-site
Entry level
Description Join the Hickory Tavern Team – Where Great Food, Sports, and Community Come Together At Hickory Tavern, we’re more than just a restaurant, we’re a neighborhood gathering spot where guests come to enjoy cravea…
Skills: Customer service, Communication, Multitasking, Food service, Order taking
Huntersville, North Carolina, United States · On-site
Entry level$5M raised
Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is…
Skills: Customer service, Sales, Bilingual, Spanish, English
Charlotte, North Carolina, United States · On-site
Mid level
Under general supervision, the Sales Associate is the principal selling agent for the company and is responsible to achieve the short and long-range sales objectives. Objectives will be achieved by maintaining existing c…
Skills: Sales, Customer Service, Mandarin, English, Microsoft Office
Fayetteville, North Carolina, United States · On-site
Entry level$600M raised
Overview Do you like to work in different areas with different products? Do you enjoy learning about different aspects of a grocery store such as receiving, stocking, and product knowledge? Do you have a passion for deli…
Skills: Customer service, Stocking, Product knowledge, Inventory rotation, Communication
Atlantic Beach, North Carolina, United States · On-site
$45k–$50k/yr
Mid level
Description The Operations Manager is responsible for overseeing the daily management, performance, and administration of parking operations across one or more assets, which may include commercial garages, surface lots, …
Skills: Operations Management, Revenue Optimization, Team Leadership, Parking Technology, Data Analysis
Mooresville, North Carolina, United States · On-site
$18/hr–$19/hr
Entry level$640M raised
Become a School Photographer with JostensPIX – Seasonal Position Starting SOON! Location Requirement: Must reside in Mooresville, NC area. Passionate about capturing life's best moments? Whether you're a photography enth…
For more than thirty years, Inspire Communities and its predecessor companies have developed, acquired, and managed manufactured housing communities nationwide. Today we are one of the country’s largest owners and operat…
Description HOUCHENS FOOD GROUP, INC. Co- Manager Department: Grocery Job Status: Full TimeFLSA Status: Non-Exempt Reports To: Store ManagerGrade/Level: High School or Equivalent Amount of Travel Required: No travel requ…
Wilmington, North Carolina, United States · On-site
Mid level$1.2B raised
D.R. Horton, Inc., the largest homebuilder in the U.S., was founded in 1978 and is a publicly traded company on the New York Stock Exchange. It is engaged in the construction and sale of high quality homes designed princ…
Skills: Carpentry, Drywall repair, Texture repair, Painting, Customer service
Winston-Salem, North Carolina, United States · On-site
$22/hr–$32/hr
Entry level
About Us: Want to bring the “care” back to the vision care industry? We're looking for charismatic types who are ready to be the heart of our brand. Whether it's a friendly voice over the phone, or a welcomin…
Greenville, North Carolina, United States · On-site
Mid level$70M raised
From Aisle to Algorithm and for All Life’s Moments, at David’s Bridal, we empower our customers and our employees to stay true to their dreams and find the one, whether that means the event or the wedding dre…
Skills: Retail management, Customer service, Team leadership, Sales management, Coaching
Fuquay-Varina, North Carolina, United States · On-site
Entry level
The vision of SouthernCarlson is to develop strong business relationships so we understand our customers' individual needs and provide the best possible service to improve our and their profitability. Service Technician …
Pinehurst, North Carolina, United States · On-site
$15/hr
Senior
CULTURE: Join a team that's been welcoming guests for more than a century. At Pinehurst our Culture is critical to delivering a consistent guest, member and employee experience. Our Purpose is, “As the Cradle of Am…
Pinehurst, North Carolina, United States · On-site
$15/hr
Entry level
CULTURE: Join a team that's been welcoming guests for more than a century. At Pinehurst our Culture is critical to delivering a consistent guest, member and employee experience. Our Purpose is, “As the Cradle of Am…
Pinehurst, North Carolina, United States · On-site
$10/hr
Entry level
CULTURE: Join a team that's been welcoming guests for more than a century. At Pinehurst our Culture is critical to delivering a consistent guest, member and employee experience. Our Purpose is, “As the Cradle of Am…
Pinehurst, North Carolina, United States · On-site
$10/hr
Entry level
CULTURE: Join a team that's been welcoming guests for more than a century. At Pinehurst our Culture is critical to delivering a consistent guest, member and employee experience. Our Purpose is, “As the Cradle of Am…
NED, LLC. is a large heavy equipment dealership with over 30 years of industry experience in equipment sales, rentals, and customer support. Through mergers and acquisitions, NED, LLC. has grown through multiple acquisit…
Skills: Parts management, Inventory maintenance, Forklift operation, Customer support, Microsoft Outlook
What You'll Be Doing Make an Impact in Our Community The Landlord Engagement Consultant plays a key role in expanding affordable housing opportunities by recruiting landlords and property management companies to particip…
Charlotte, North Carolina, United States · On-site
$18/hr–$22/hr
Entry level
Overview Looking to TRADE UP to a better opportunity? Dilling Heating Cooling Plumbing and Electrical to find the best Call Center Representative in the area. We are a Heating, Cooling, Plumbing and Electrical company in…
Skills: Customer service, Call center operations, Service titan, Attention to detail, Communication
Private Client Banker - (New Build) Meadowmont Village - Chapel Hill, NC
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Full-time
high school, bachelor degree
Health care coverage, Retirement savings plan, Backup childcare, Tuition reimbursement, Mental health support, Financial coaching
Posted 7d ago
~40 hrs/week
Responsibilities
The Private Client Banker serves as the primary point of contact for affluent clients, managing their complete banking relationships and proactively generating growth. They also partner with internal specialists to connect customers with expert financial advice and services.
Requirements
Candidates must have at least one year of branch banking or equivalent financial services experience and a high school diploma or GED. Professional licensing, including SIE, Series 6/7, and state registrations, is required or must be obtained within 180 days of hire.
Full job description
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
Shares the value of Chase Private Client with clients that may be eligible
Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
Compliance with Dodd Frank/Truth in Lending Act*
High school degree, GED, or foreign equivalent
Adherence to policies, procedures, and regulatory banking requirements
Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
Excellent communication skills
College degree or military equivalent
Experience cultivating relationships with affluent clients
Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending 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: https://mortgage.nationwidelicensingsystem.org/Safe/SitePages/default.aspx
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
Related keywords
Private Client BankerBranch BankingFinancial ServicesRelationship ManagementClient AcquisitionSIE ExamFINRA Series 6FINRA Series 7NMLSDodd Frank ActTruth in Lending ActSAFE ActInvestment AdviceMortgageSmall Business LoansCredit Cards
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services.
Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms
JPMorgan Chase & Co. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Offices: 270 Park Avenue, New York, NY 10017-2014, US · 101 Duncan Mill Road, Toronto, ON M3B1Z3, CA · 2200 Ross Ave, Dallas, TX 75201, US · Kadubeesanahalli Circle, Bengaluru, Karnataka 560103, IN · 370 S Cleveland Ave, Westerville, OH 43081, US
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How much do Customer Service & Support jobs in North Carolina pay?
Based on 1817 listings with disclosed salaries, most customer service & support jobs in North Carolina pay between $44k–$106k per year. Individual offers vary with seniority, company size, and specialization.
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