One To Many Relationship Database Example Jobs in Usa
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Role: Database Infrastructure Engineer
Location: Chandler, AZ (Onsite)
Duration: Full Time
Job Description:
Must Have Technical/Functional Skills:
Primary Skill: Terraform, Ansible,
Secondary: CI/CD, MS-SQL, Postgres, Github, Bitbucket, XLR, Shell Scripting
Experience: Minimum 7 Years
Must Have Technical/Functional Skills
•Experience in the administration of Windows Server, including roles and features such as Active Directory, DNS, SCOM, Terminal Server, IIS, File & Print server.
•Experience in designing, implementing, and administering Microsoft SQL Server instances, including HADR solutions (Failover Cluster Instances, AlwaysOn Availability Groups).
•Experience with virtualization technologies such as VMWare and Microsoft Hyper-V.
•ITIL experience
Roles & Responsibilities
•Level 3 support of Microsoft Windows Servers, Microsoft SQL Server Instances and databases.
•Maintain an in-depth awareness of Microsoft technologies, roadmaps, and development activities.
•Lead and ensure the timely completion of all relevant compliance activities.
•Partner with Windows Engineering team in the design and implementation of new technologies.
•Lead Proactive monitoring, tracking, and reporting efforts as well as ongoing process and system improvements in the Windows Server / SQL Server platform.
•Engage in high level efforts to research and remediate security vulnerabilities.
•Active participation in Sev.1 and Sev.2 problem/incident management and escalation in the Windows Server / SQL Server space.
•Active awareness of the impact of change to the current environment to ensure that current architecture can support changes.Support of after-hours activities and production related issue resolution.
Thanks & Regards
Mustafa
ZTek Consulting Inc.
Direct: 6789674711
Visit us on: :
LinkedIn:
Granite delivers advanced communications and technology solutions to businesses and government agencies throughout the United States and Canada. We provide exceptional customized service with an emphasis on reliability and outstanding customer support and our customers include over 85 of the Fortune 100. Granite has over $1.85 Billion in revenue with more than 2,100 employees and is headquartered in Quincy, MA. Our mission is to be the leading telecommunications company wherever we offer services as well as provide an environment where the value of each individual is recognized and where each person has the opportunity to further their growth and achieve success.
Granite has been recognized by the Boston Business Journal as one of the "Healthiest Companies" in Massachusetts for the past 15 consecutive years.
Our offices have onsite fully equipped state of the art gyms for employees at zero cost.
Granite's philanthropy is unparalleled with over $300 million in donations to organizations such as Dana Farber Cancer Institute, The ALS Foundation and the Alzheimer's Association to name a few.
We have been consistently rated a "Fastest Growing Company" by Inc. Magazine.
Granite was named to Forbes List of America's Best Employers 2022, 2023 and 2024.
Granite was recently named One of Forbes Best Employers for Diversity.
Our company's insurance package includes health, dental, vision, life, disability coverage, 401K retirement with company match, childcare benefits, tuition assistance, and more.
If you are a highly motivated individual who wants to grow your career with a fast paced and progressive company, Granite has countless opportunities for you.
EOE/M/F/Vets/Disabled
The Relationship Development Sales Associate is responsible for managing a dedicated portfolio of customer accounts. This role emphasizes proactive account management, quarterly reviews, and strategic engagement with existing clients to increase revenue through upselling. The ideal candidate will leverage in-depth product knowledge, client insights, and executive-level engagement to deepen relationships, understand clients' business challenges, and grow accounts.
Key Responsibilities:
- Account Management: Serve as the primary contact for assigned accounts, providing support, insights, and solutions tailored to each client's unique needs.
- Quarterly Account Reviews: Conduct in-depth, quarterly reviews with each assigned account to assess satisfaction, address needs, and explore new opportunities.
- Revenue Growth and Upselling: This is a quota-carrying role, with a focus on upselling our products exclusively to the existing client base. You'll work toward revenue and commission targets by identifying upsell opportunities and presenting tailored solutions to clients.
- Executive-Level Engagement: Build relationships at the executive level to understand clients' strategic goals and align Granite's products to meet those objectives effectively.
- Product Expertise: Develop in-depth knowledge of Granite's full range of products to position and sell the best solutions for each client.
- Client Communication: Maintain consistent and proactive communication with clients to foster trust, offer assistance, and stay updated on any evolving needs or challenges.
- Strategic Account Planning: Create account plans to manage client growth, upsell potential, and identify areas for strengthening the client relationship.
Qualifications:
- Bachelor's degree in Business, Marketing, Communications, or a related field preferred.
- 1-2 plus years of experience in account management, sales, or client relationship roles, ideally with a focus on upselling or quota-based growth.
- Proven ability to build and maintain executive-level relationships.
- Strong organizational skills and ability to manage a high volume of accounts.
- Exceptional communication and interpersonal skills.
- Ability to understand client business challenges and position solutions effectively.
- Experience with CRM tools (e.g., Salesforce) and proficiency in Microsoft Office Suite.
- Flexibility for occasional travel to meet with clients, if necessary, though travel is not a primary aspect of this role.
Benefits:
- Competitive base salary with uncapped commission structure and quarterly bonus.
- Comprehensive benefits package, including health, dental, and retirement plans.
- Ongoing professional development and training opportunities.
- Annual President's Club Trip
- Collaborative and innovative work environment.
- Opportunity for career advancement within a rapidly growing company.
If you're a highly motivated individual who wants to grow your sales career and have uncapped earnings potential with a fast paced and progressive company, Granite has many opportunities for you.
- #LI-GC1
#LI-GC1
As a French-speaking Institutional Sales Relationship Manager, you will be an important asset to Fisher Investments Europe's Institutional sales efforts. Your efforts will include providing strategic coverage of institutional prospective clients up to a specific size within a specific territory (e.g. institutional investors, including corporate and public pension plans, endowments, foundations, hospital organisations, nuclear decommissioning trusts, financial institutions, defined contribution service providers, and multi-employer plans). Reporting to our Head of Institutional Sales, you will partner with our Senior Sales Relationship Manager to build relationships with plan decision makers and consultants, meet face-to-face, and present to Institutional prospective clients. Your efforts will give Fisher the opportunity to close business with some of the world's largest pensions, foundations, endowments, and corporations.
The Day-to-Day:
* Communicate with external partners and institutional team members to efficiently coordinate with Sales Relationship Managers and deploy the firm's business development resources and orchestrate the institutional sales process within an assigned territory
* Ensure accurate, regularly updated information about prospect personnel, decision-making processes, and search activity is recorded in the firm's proprietary systems
* Cold call, establish relationships, and conduct formal presentations to articulately convey the firm's investment philosophy and strategies to prospects and their investment consultants
* Lead market expansion efforts within our EU territories, providing prospects with an introduction to FII and ensuring regulatory adherence
Your Qualifications:
* At least 2 years of experience, and demonstrated track record of success, selling investment management to institutions or high net worth individuals
* Fluency in French and English
* Ability to set, monitor, and accomplish goals
* Experience addressing complex challenges managing a broad opportunity set
* Willingness to travel approximately 30% or more of the time
* Solid investment knowledge; ideally previous institutional investment experience
* Ability to apply mathematical and financial concepts such as geometric linking, cap/dollar/equal weightings, Alpha, Beta, Tracking Error, Information Ratio
* Ability to read, analyse, and interpret general business periodicals, professional journals
Why Fisher Investments Europe:
The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians.
It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:
* 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
* 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
* Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees
* $10,000* fertility, hormonal health and family-forming benefit
* A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
* Gym subsidy of up to £50 per month
* Employee Assistance Program and other emotional wellbeing services
* A collaborative working environment that practises ongoing training, educational support and employee appreciation events
*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
As a German-speaking Institutional Sales Relationship Manager, you will be an important asset to Fisher Investments Europe's Institutional sales efforts. Your efforts will include providing strategic coverage of institutional prospective clients up to a specific size within a specific territory (e.g. institutional investors, including corporate and public pension plans, endowments, foundations, hospital organisations, nuclear decommissioning trusts, financial institutions, defined contribution service providers, and multi-employer plans). Reporting to our Head of Institutional Sales, you will partner with our Senior Sales Relationship Manager to build relationships with plan decision makers and consultants, meet face-to-face, and present to Institutional prospective clients. Your efforts will give Fisher the opportunity to close business with some of the world's largest pensions, foundations, endowments, and corporations.
The Day-to-Day:
* Communicate with external partners and institutional team members to efficiently coordinate with Sales Relationship Managers and deploy the firm's business development resources and orchestrate the institutional sales process within an assigned territory
* Ensure accurate, regularly updated information about prospect personnel, decision-making processes, and search activity is recorded in the firm's proprietary systems
* Cold call, establish relationships, and conduct formal presentations to articulately convey the firm's investment philosophy and strategies to prospects and their investment consultants
* Lead market expansion efforts within our EU territories, providing prospects with an introduction to FII and ensuring regulatory adherence
Your Qualifications:
* At least 2 years of experience, and demonstrated track record of success, selling investment management to institutions or high net worth individuals
* Fluency in German and English
* Ability to set, monitor, and accomplish goals
* Experience addressing complex challenges managing a broad opportunity set
* Willingness to travel approximately 30% or more of the time
* Solid investment knowledge; ideally previous institutional investment experience
* Ability to apply mathematical and financial concepts such as geometric linking, cap/dollar/equal weightings, Alpha, Beta, Tracking Error, Information Ratio
* Ability to read, analyse, and interpret general business periodicals, professional journals
Why Fisher Investments Europe:
The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians.
It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:
* 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
* 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
* Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees
* $10,000* fertility, hormonal health and family-forming benefit
* A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
* Gym subsidy of up to £50 per month
* Employee Assistance Program and other emotional wellbeing services
* A collaborative working environment that practises ongoing training, educational support and employee appreciation events
*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
As an Institutional Sales Relationship Manager within our Strategic Partnership group you will be an important asset to Fisher Investments Europe's Institutional sales efforts across Europe, Middle East, and Africa (EMEA). Your efforts will include conducting research on our target markets, identifying and establishing contact with financial institutions, and developing relationships with prospective financial service partners. Reporting to our Head of Institutional Sales, you will partner with our Senior Sales Professionals to build relationships with financial service firms in emerging markets, meet face-to-face, and present to prospective partners. Your efforts will give Fisher the opportunity expand its global presence in emerging markets via partnerships with established financial institutions.
The Day-to-Day:
* Communicate with external partners and institutional team members to efficiently coordinate with Senior Sales Professionals and deploy our business development resources and orchestrate the institutional sales process within an assigned territory
* Ensure accurate, regularly updated information about prospect personnel, decision-making processes, and search activity is recorded in our Customer Relationship Management system
* Cold call, establish relationships, and conduct formal presentations to articulately convey our partnership strategy, client service philosophy, and investment strategies to prospective financial service partners
* Lead market expansion efforts within our EMEA territories, providing prospects with an introduction to Fisher Investments Europe and our partnership capabilities
Your Qualifications:
* At least 5 years of financial industry experience, and demonstrated track record of success, building relationships with financial service firms, investment consultants, and institutional asset owners
* Ability to set, monitor, and accomplish goals
* Experience addressing complex challenges managing a broad opportunity set
* Willingness to travel frequently within an assigned territory
* Solid investment knowledge; ideally previous experience communicating listed equity investment philosophies and processes
* Ability to apply mathematical and financial concepts such as geometric linking, cap/dollar/equal weightings, Alpha, Beta, Tracking Error, Information Ratio
* Ability to read, analyse, and interpret general business periodicals, professional journals
Why Fisher Investments Europe:
The global Fisher organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that we align with our clients' best interests by using a simple and transparent fee structure and recognised European custodians.
It's the people that make the Fisher purpose possible, and to help our employees meet their long-term goals, we offer an array of benefits, including:
* 100% paid premiums for our top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
* 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
* Enhanced maternity pay package with 16 weeks' top up to full base pay for eligible employees
* $10,000* fertility, hormonal health and family-forming benefit
* A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
* Gym subsidy of up to £50 per month
* Employee Assistance Program and other emotional wellbeing services
* A collaborative working environment that practises ongoing training, educational support and employee appreciation events
*Employees residing outside of the US will be eligible for the $10,000 equivalent in their local currency.
FISHER INVESTMENTS EUROPE IS AN EQUAL OPPORTUNITY EMPLOYER
Location: Foster City or Parsippany Hybrid 3 days a week onsite and 2 days remote
Duration: 12 Months (Possibility of extension depending upon business requirements and performance)
Position Summary:
- We are seeking a dynamic professional to support and enhance the infrastructure and operations of the Vendor Relationship Management (VRM) team.
- This role will be instrumental in managing projects, optimizing processes, and driving operational excellence within our vendor governance framework.
- The successful candidate will contribute insights and strategies to mature our ways of working and strengthen partnerships with internal stakeholders and external vendors.
The core responsibilities and skills required for this position include but are not limited to:
- Operational Support: Own the management and delivery of assigned day-to-day VRM operational activities, ensuring efficiency and accuracy.
- Project Leadership: Lead and support initiatives that improve vendor governance, streamline processes, and enhance collaboration across teams. Leads creation of assigned presentations or other internal materials related to VRM group.
- Process Optimization: Identify and implement opportunities to mature workflows and optimize vendor management practices.
- Stakeholder Engagement: Partner with internal teams to foster strong relationships, source feedback, and improve communication channels.
- Governance & Reporting: Support development and maintenance of frameworks, tools, and reporting that enable effective vendor relationship management.
- Insights & Continuous Improvement: Analyze processes, data and trends to provide actionable recommendations for operational and strategic improvements.
- Meeting & Material Support: Coordinate meetings, develop agendas, prepare presentations, and manage documentation for internal and external audiences. May support the development of select materials for external vendor meetings as determined by the team.
Core Competencies & Behavioral Attributes:
- Strategic Thinking: Ability to see the big picture and align operational improvements with organizational goals.
- Collaboration: Proven ability to work well as part of a team, building strong relationships across stakeholders and fostering a culture of partnership and trust.
- Adaptability: Strong desire and ability to work in a fast-paced, dynamic environment and adjusts to changing priorities with ease.
- Problem-Solving: Applies critical thinking to identify issues and develop innovative solutions.
- Analytical Thinking: Demonstrates excellent technical or analytical knowledge base, with ability to assess data, processes and understanding to tell a meaningful story and message.
- Accountability: Takes ownership of deliverables and ensures timely, high-quality outcomes including ability to make critical decisions related to projects and tasks. Demonstrates excellent attention to detail, teamwork, and initiative; maintains confidentiality; maintains meticulous attention to project deadlines.
- Influence & Communication: Demonstrates excellent verbal and written communication skills to effectively and persuasively to drive alignment and action.
- Continuous Improvement Mindset: Proactively seeks opportunities to enhance processes and ways of working with confidence to voice opportunities.
Qualifications:
- BA/BS degree with 5+ years of relevant experience in vendor management, outsourcing, or project management within biotech or pharmaceutical industries.
- Strong foundation in project management and vendor governance frameworks.
- Previous experience in multiple aspects of Relationship Management including partnering with vendors and cross-functional stakeholders - several years and direct experience preferred.
- Experience in Clinical Trial Delivery or Drug Development Lifecycle preferred.
- Excellent communication, analytical, and organizational skills.
- Proficiency in Microsoft Excel, Word, PowerPoint, and SharePoint.
Description
The Commercial Relationship Manager is responsible for managing and growing a portfolio of business clients by delivering customized financial solutions. This role involves developing new business opportunities, maintaining strong client relationships (includes collection efforts), and ensuring the profitability and credit quality of the portfolio. Title of Officer, AVP, or VP will commensurate with experience
Below is a list of essential functions of this position. Additional responsibilities may be assigned in the position.
KEY RESPONSIBILITIES
Client Relationship Management
- Serve as the primary point of contact for a portfolio of commercial clients.
- Build and maintain long-term relationships with business owners, CEO/President, CFOs, and other key decision-makers.
- Conduct regular client reviews to assess financial needs and satisfaction.
Credit and Lending
- Analyze financial statements and assess creditworthiness of clients.
- Structure and negotiate commercial loans and credit facilities.
- Work with credit analyst to assist with the underwriting of credit proposal.
- Approves loans within specified limits or present loans to loan committee for approval.
Portfolio Management
- Monitor portfolio performance, including loan covenants, renewals, and risk ratings.
- Identify and mitigate potential risks within the portfolio.
- Ensure compliance with internal policies and regulatory requirements.
Business Development
- Identify and pursue new business opportunities through networking, referrals, and market research.
- Actively promote products and services and refer existing and potential customers to Treasury Management, Private Banking, and Wealth and Asset Management.
- Collaborate with product specialists to deliver comprehensive financial solutions.
Internal Collaboration
- Work closely with credit analysts, commercial services, and operations teams to ensure smooth onboarding and servicing of clients.
- Participate in team meetings.
- Ensures loan documents are complete and accurate according to policy.
ATTITUDES
Builds positive relationships with internal and external clients by valuing other's feelings and rights in both words and actions, and embracing other's unique beliefs, backgrounds, and perspectives by demonstrating:
- Respect - Demonstrate that the feelings and rights of others are valued
- Client Focus - The relationships built with customers/co-workers are top priority.
- Inclusion - Embrace one another's unique backgrounds, perspectives, beliefs and experiences that demonstrate and support a welcoming environment. Display an empathetic approach to interactions and promote a feeling of belonging among co-workers and clients alike.
BEHAVIORS
Demonstrates strong business ethics and honest behaviors and the ability to positively influence and work with others to achieve excellent results by demonstrating:
- Leadership - Influence toward the achievement of goals. Take a leadership role in projects, initiatives, processes, task and client relationships.
- Integrity - The degree to which being honest and having strong business ethics are practiced and to which they abide by company policies and procedures.
- Collaboration - Work with others to produce or create excellence.
- Volunteerism - Seek opportunities to support volunteerism in the local community, increase the bank's outreach, and cultivate new business.
COMPETENCIES
Reflects skill, good judgement, positive conduct, and personal responsibility for assigned areas. Seeks to implement and leverage services and technologies that create efficiencies by demonstrating:
- Accountability - Maintain personal responsibility
- Innovation - Think outside the box for new and original ideas. Evaluate processes and recommend solutions to improve experience or efficiency
- Professionalism - Practice the skill, good judgment, attitude, and conduct characterized by a person in a business environment.
POSITION LEVEL(S) EXPECTATIONS
Title of Commercial Relationship Manager - Officer, AVP, VP or SVP is dependent on education level, years of experience and the areas listed below:
- Track record of business development and client acquisition
- Level of understanding of financial statements and risk assessment
- Familiarity with regulatory requirements and compliance standards
- Portfolio management
- Client relationship development
- Level of experience with structuring and negotiating loan terms
SEEKS PROFESSIONAL DEVELOPMENT OPPORTUNITIES
Actively participate in expanding skill sets and career paths by attending training programs, workshops, certifications, and educational resources relevant to the role. Set stretch assignments and cross functional opportunities that foster growth and learning.
Requirements
QUALIFICATIONS, EDUCATION, & EXPERIENCE
To perform this position successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. Bachelor's degree (B.A.) from a four-year college or university; or related experience and/or training, or equivalent combination and experience. Two -ten+ years of experience in commercial banking, depending on level (Officer, AVP, VP, SVP). Successful completion of required background checks is required.
- LANGUAGE SKILLS: Ability to read, comprehend, and interpret documents. Possesses professional communication and interpersonal skills to write and speak effectively both one-on-one and before groups of clients or employees of the organization. Ability to communicate to clients directly and effectively.
- TECHNOLOGY SKILLS: To perform this job successfully, an individual must be able to perform each essential position requirement satisfactorily and a skills inventory is listed below. Successful completion of required background checks is required.
- MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs. Apply mathematical fractions, percentages, ratios, and proportions to practical situations. Knowledge in reading and interpreting financial documents required.
- REASONING ABILITY: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to solve challenging problems involving several variables in a standardized situation.
- PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.
This position operates in a professional office environment with considerable time spent at a desk using office equipment such as computers, phones, and printers. Noise level is moderate with constant communication and interactions with others. May be required to lift 10 pounds in weight. Ability to travel on occasion to all market areas and attend seminars or training sessions offsite.
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
DISCLAIMER: This job description is not an exclusive list of responsibilities and duties. They may change at any time without notice.
BENEFITS
- Medical, Dental, Vision & Life Insurance
- 401K with company match
- Paid Time Off & Recognized Holidays
- Leave policies
- Voluntary Benefit Options (Life, Accident, Critical Illness, Hospital Indemnity & Pet)
- Employee Assistance Program
- Employee Health & Wellness Program
- Special Loan and Deposit Rates
- Gradifi Student Loan Paydown Plan
- Rewards & Recognition Programs and much more!
Eligibility requirements apply.
CNB Bank is an equal opportunity employer and all applicants are considered based on qualifications without regard to sex, race, color, ancestry, religious creed, national origin, sexual orientation, gender identity, physical disability, mental disability, age, marital status, disabled veteran or Vietnam era veteran status. CNB Financial Corporation is an Affirmative Action Employer and is committed to fostering, cultivating and preserving a culture of diversity and inclusion.
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities:
- Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
- Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
- Engage in clear, polite, consultative communication to understand and help clients, building trust ask questions and listen to understand, anticipate their needs.
- Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, , and ATMs to help them with their banking needs whenever, wherever, and however they want.
- Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
- Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills:
- 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
- Ability to create memorable experiences for our clients elevate the client experience.
- Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
- Ability to quickly and effectively resolve client issues with attention to detail providing consistent client experience.
- Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
- High school degree, GED, or foreign equivalent.
- The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided.
- Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills:
- College degree or military equivalent.
- Experience adhering to banking policies, procedures, and regulatory requirements.
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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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 http:///SAFE/Pages/default.
You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week.
Job Responsibilities
- 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, discover financial needs, and tailor product and service recommendations
- Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
- Influences, educates, and connects customers to technology
- Possesses initiative and knowledge to provide financial options for customers using a consultative approach
- Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
- Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required Qualifications, Capabilities, and Skills
- 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
- High school degree, GED, or foreign equivalent
- Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
- Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
- Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
- Ability to work branch hours including weekends and some evenings
Preferred Qualifications, Capabilities, and Skills
- College degree or military equivalent
- Professional, thorough, and organized with strong follow-up skills
- Exude confidence with clients when sharing product knowledge and solutions
- Experience adhering to policies, procedures, and regulatory banking requirements
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:///Safe/SitePages/default.aspx.
