Railsheba Registration Jobs in Usa
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The Head of Registrations will report to the Head of Employee Compliance with responsibility to lead the Registrations Program across the Americas Division, as a subject matter expert and process owner. This role has primary responsibility for leading and managing a centralized Registrations Program that includes individual and firm registrations, employee lifecycle, continuing education (\"CE\") program management and Associated Persons (\"AP\") designation and tracking. The role will work closely with the SMBC Nikko Securities America, Inc., Chief Compliance Officer, SMBC Americas Division Head of Ethics Office, business unit supervisors, subject matter experts and compliance officers, Legal, Human Resources, Technology, and vendors.
Role Objectives:
- Oversee, lead and manage a team who is responsible for all aspects of following:
- Individual and firm registrations: U4, U5, BD and BR filings, Monthly Safe Harbor tracking and maintain AP list, licenses and supervisory reporting map.
- Entity and individual NFA filings: Forms 7-R and 8-R.
- CIRO and OSC registration for entities and individuals.
- Employee lifecycle: Coordinate with Human Resources on pre-hire background check process, fingerprinting and reporting.
- CE program management: Regulatory element, firm element and contribute to other trainings..
- Assist staff seeking registration, open exam windows, order study materials, submit waiver requests
- Manage certain processes related to AP of SMBC Nikko Americas
- Build strong working relationships with business line supervisors, Compliance, Legal, Human Resources and others across the firm to ensure a collaborative approach to managing the Registrations Program.
- Implement a new registrations application to support workflows across the Registrations Program.
- Manage internal audits and regulatory examinations, and assist with responding to regulatory inquiries.
Respond to FINRA and State regulators as needed
Qualifications and Skills:
- At least 15 years of institutional broker-dealer compliance experience, with a minimum of 10 years of managing a Registrations team.
- Understanding of industry best practices to allow for benchmarking.
- Deep knowledge of relevant FINRA, SEC, CFTC, NFA Rules and Regulations.
- Active FINRA licenses is a plus.
- Knowledge of Web CRD, Gateway, Form U4, U5, BD, BR and reporting.
- Experience managing a firm's CE program.
- Experience managing the implementation and roll-out of a new registrations system.
- Demonstrated track record of managing multiple complex projects simultaneously and reprioritize work as required.
- Strong analytical skills to understand project goals and to turn them into meaningful action.
- Strong judgment, political astuteness and sensitivity to cultural diversity.
- Excellent communication and interpersonal skills.
SMBC's employees participate in a Hybrid workforce model that provides employees with an opportunity to work from home, as well as, from an SMBC office. SMBC requires that employees live within a reasonable commuting distance of their office location. Prospective candidates will learn more about their specific hybrid work schedule during their interview process. Hybrid work may not be permitted for certain roles, including, for example, certain FINRA-registered roles for which in-office attendance for the entire workweek is required.
SMBC provides reasonable accommodations during candidacy for applicants with disabilities consistent with applicable federal, state, and local law. If you need a reasonable accommodation during the application process, please let us know at .
Nearest Major Market: Jersey City
Nearest Secondary Market: New York City
Position Title
Patient Registration Rep Lead
Bell Hospital
Position Summary / Career Interest:
Shift: Wed-7:30pm-4am; Fri. 7:30pm-4am; Sat.-Sun. 7pm -7:30am.
Patient Registration Representative Lead is responsible for supporting the supervisor with Inpatient/ Outpatient registrations for the Health System. Assists team members to obtain proper patient identification, demographics and financial information to adequately register and secure the patient encounter. Serves as a resource and provides training to staff in collaboration with supervisor. Maintains a constant focus on providing excellent customer service to patients/ families and a professional image. Assists supervisor with assigned projects related to improving workflow and efficiencies within the registration department.
Responsibilities and Essential Job Functions
* Performs responsibilities of the Patient Registration Representative.
* Works as a go-between with the clinical teams and staff to resolve workflow or throughput issues of the department.
* Resolves escalated patient and or clinical issues that arise within the department.
* Monitors Missing Req. Items Work Queue's and assigns accounts to team members as needed in collaboration with their supervision.
* Manages collection of co-payments and deposits made to the department. Verifies staff balance drawers daily.
* Serves as a resource and provides training to staff in collaboration with supervisor. Serves as an Epic \"super user\" for area of responsibility.
* Evaluates existing workflows and collaborates with supervisor on implementing improvements and standardization of workflows.
* Conducts staff training or education specific to their department workflows including new hire orientation and facilitating lunch and learns as needed to assist the supervisor.
* Leads the team in the absence of the supervisor or upon assignment.
* Will be required to fill in for any Departmental needs as assigned.
* Responsible for other duties or projects which are assigned by Management. These may include special projects, telephone coverage, filing, copying and other duties as instructed.
* Must be able to perform the professional, clinical and or technical competencies of the assigned unit or department.
* These statements are intended to describe the essential functions of the job and are not intended to be an exhaustive list of all responsibilities. Skills and duties may vary dependent upon your department or unit. Other duties may be assigned as required.
Required Education and Experience
* High School Graduate or GED.
* 3 or more years of experience admitting/patient registration, pre-registration & pre-certification, or patient accounting experience.
* 1 or more years of experience of customer service.
Preferred Education and Experience
* Associates Degree in Business Management or a related field of study from an accredited college or university.
* 3 or more years of epic experience.
Time Type:
Full time
Job Requisition ID:
R-40558
We are an equal employment opportunity employer without regard to a person's race, color, religion, sex (including pregnancy, gender identity and sexual orientation), national origin, ancestry, age (40 or older), disability, veteran status or genetic information.
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Join the Emergency Department team at Henry Ford Hospital as a Patient Registration Representative, where you'll play a vital role in supporting patients and visitors. Following standard operating procedures, you'll manage patient reception, face-to-face check-ins, pre-registration, insurance eligibility confirmation, and cash collections.
Your responsibilities include new patient registration, updating records, and addressing inquiries with professionalism and compassion. As the first point of contact, you will advocate for patients, ensuring their needs are met while providing exceptional service that fosters trust and loyalty.
This position is key to creating a welcoming and efficient experience for all who enter the Emergency Department.
Education/Experience Required:
- High school diploma or G.E.D. equivalent required.
- One (1) year of experience related to patient admitting, registration and/or insurance eligibility and verification in a hospital or medical office setting preferred.
- EPIC training/experience preferred.
- Insurance payor systems experience preferred.
- ICD-10 medical terminology experience preferred.
- Strong computer skills and working knowledge of Microsoft Office products.
- Ability to meet or exceed core customer service responsibilities, standards, and behaviors effectively over the telephone, in person and in writing with patients, visitors and clinical/non-clinical staff.
- Must be willing and able to instruct others.
- Ability to perform a variety of tasks in a fast-paced environment with frequent interruptions.
If you are looking for a position as a Registration Associate, this could be your opportunity.
Here at St.
Peter's Health Partner's, we care for more people in more places.
This position is located at 5 Palisades Dr.
Albany, NY Position Highlights: Quality of Life: Where career opportunities and quality of life converge Advancement: Strong orientation program, generous tuition allowance and career development Work/Life: Monday
- Friday What you will do: The Registration Associate is the receptionist for the office and is often the first person to greet and assist patients, visitors, and staff.
This individual coordinates the flow of information in a positive and timely manner.
The individual would need to possess computer skills and pleasant phone manners.
Medical terminology is preferred for this position but not required.
Responsibilities: checking in/out patients Insurance verification Appointment scheduling medical record maintenance supply monitor/ordering answering phones data entry What you will need: High School diploma / GED required Minimum of two years' work experience in a health related area Customer service experience Must be able to lift 20 lbs.
Pay Range:$17.50-21.80 Pay is based on experience, skills, and education.
Exempt positions under the Fair Labor Standards Act (FLSA) will be paid within the base salary equivalent of the stated hourly rates.
The pay range may also vary within the stated range based on location.
Our Commitment Rooted in our Mission and Core Values, we honor the dignity of every person and recognize the unique perspectives, experiences, and talents each colleague brings.
By finding common ground and embracing our differences, we grow stronger together and deliver more compassionate, person-centered care.
We are 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, veteran status, or any other status protected by federal, state, or local law.
¿Por qué entregar con DoorDash?
DoorDash es el líder número uno de la categoría en entregas de comida, retiro de comida y entregas de tiendas de conveniencia en EE. UU., con la confianza de millones de clientes todos los días. Como Dasher, tendrás múltiples oportunidades de ganancias y podrás trabajar cuando te convenga. Ya sea que busques un trabajo adicional o a tiempo completo, entregar con DoorDash te brinda la oportunidad de ganar dinero extra bajo tus propios términos.
- Varias formas de ganar:ya sea que entregues comidas, comestibles u órdenes minoristas, DoorDash ofrece diversas oportunidades de ganancias para que maximices tu tiempo.
- Flexibilidad total:haz dashes cuando te convenga. Establece tus propios horarios y trabaja tanto o tan poco como quieras.
- Sabes cuánto ganarás:un modelo de pago claro y conciso te permite conocer el monto mínimo que ganarás antes de aceptar cualquier oferta.
- Flujo de dinero instantáneo:recibe el pago el mismo día que haces un dash con DoorDash Crimson*, sin tarifas de depósito ni esperas.
- Comienzo rápido y sencillo:regístrate en minutos y sal a hacer dashes rápidamente.**
- Proceso simple:solo recoge, entrega y cobra. Ten tu día de pago siempre en el bolsillo.
Requisitos básicos
- Mayor de 18 años*** (mayor de 21 para las entregas de alcohol)
- Cualquier auto, ciclomotor o bicicleta (en algunas ciudades)
- Número de licencia de conducir
- Número del seguro social (solo en EE. UU.)
- Acceso consistente a un teléfono inteligente
Cómo registrarse
- Haz clic en “Registrarse y postularse ahora” y completa el proceso de registro.
- Descarga la aplicación Dasher de DoorDash y comienza a hacer dashes.
*Sujeto a los requisitos de elegibilidad y a una verificación de identidad exitosa. La cuenta de depósito DoorDash Crimson es establecida por Starion Bank, miembro de la FDIC. La tarjeta de débito Visa® DoorDash Crimson es emitida por Starion Bank.
**Sujeto a elegibilidad.
***Debes ser mayor de 19 años en Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Kentucky, Montana, Nueva Jersey, Nuevo Mexico, Texas, Utah y Virginia del Oeste.
Información adicional
Hacer dashes con DoorDash es una gran oportunidad de obtener ganancias para cualquier persona que busque un trabajo de entregas a medio tiempo, estacional, flexible, los fines de semana, después de la escuela, temporario o estable. Entrega con DoorDash y gana dinero extra mientras te conviertes en tu propio jefe. Haz dashes cuando más te convenga. Regístrate hoy.
Shape Lives, Build Your Career – Join Us in Connecticut!
Now Hiring: Full-Time Registered Dietitian
Looking for a career where your clinical skills make a real difference — and where you're part of a team that supports your growth every step of the way? Nutritious Lifestyles is expanding in Connecticut, and we’re seeking passionate, dedicated Registered Dietitians (RDs) ready to bring top-tier nutrition care to those who need it most.
Why You’ll Love Working with Us:
Competitive Pay + Performance & Referral Bonuses
87% RD Exam Pass Rate – New grads welcome, exam prep included!
1-on-1 Mentorship & Clinical Training
Flexible Scheduling – No nights, weekends, or holidays
Monthly CEUs & Master’s Tuition Assistance
Free Mental Health Counseling
Cross-Training from Peds to LTC & Behavioral Health
Full Benefits Package: Health/Dental/Vision, PTO, & 401k
Visa Sponsorships Available – OPT, H1-B, TN
Work in a scenic, vibrant state known for historic charm and four beautiful seasons!
What You’ll Do:
- Provide evidence-based medical nutrition therapy
- Collaborate with physicians, nursing, therapy, and dietary teams
- Complete comprehensive nutrition assessments
- Document clinical indicators (weight loss, wounds, renal, enteral nutrition, etc.)
- Conduct Quality Assurance audits & NFPEs
- Serve as an essential member of the Interdisciplinary Team (IDT)
Who We’re Looking For:
Registered Dietitians or RD-Eligible Candidates
Strong communicators with clinical confidence
Self-motivated professionals seeking long-term growth
Team players who value collaboration and quality care
Ready to Take the Next Step?
Call or Text: (689) 297-5003
Apply Online: you’re a local RD or looking to relocate, Connecticut is calling — and so is your future in dietetics.
Nutritious Lifestyles is an Equal Opportunity Employer.
Build your career. Make a difference. Presbyterian is hiring a skilled Patient Access Advocate I. The Patient Access Advocate I provides primary registration of patient accounts for self-pay, government and commercial accounts on date of service for scheduled and unscheduled visits. Perform registration functions, including updating of demographics, insurance verification, collection of point of service liabilities and documentation of registration information within the ADT system. Confirm account being registered has accurate information to ensure clean billing. Must possess basic knowledge of Medicare (CMS) guidelines, as well as other Compliance Regulatory guidelines applicable to Patient Access. Provide the highest level of customer service to patients/family at time of service through registration interactions as well as providing wayfinding to patients and/or visitors.
Type of Opportunity: Part time
Job Exempt: No
Job is based: Presbyterian El Camino
Work Shift: Days (United States of America)
Responsibilities:
- Ability to provide exceptional patient experience for patients and patient families by using CARES, AIDET and EPE tools.
- Addresses and attempts to appropriately resolve complaints in the moment by using key words at key times and de-escalation processes.
- Ability to manage conflict and appropriately request the help of a supervisor when needed.
- Implement PROMISE and CARES behaviors in every encounter.
- Educates patients for whom they speak regarding insurance benefits and liabilities.
- Ensures accounts are financially cleared at time of service through account review to alleviate patient concerns over hospital financial matters
- Performs the patient registration process. Manage the accurate collection of patient data which includes but is not limited to:
- Obtain/confirm and enter demographic and other financial information, not obtained during pre-registration/financial clearance process, necessary for account completion.
- Obtain missing insurance information, to include policy number, group number, date of birth, and insurance phone number if not already identified in account.
- Verify insurance for eligibility and benefits using online electronic verification system or by contacting payer directly.
Qualifications:
6 months experience in healthcare setting or 1 year customer service background.
All benefits-eligible Presbyterian employees receive a comprehensive benefits package that includes medical, dental, vision, short-term and long-term disability, group term life insurance and other optional voluntary benefits.
Presbyterian's Employee Wellness rewards program is designed to provide you with engaging opportunities to enhance your health and activate your well-being. Earn gift cards and more by taking an active role in our personal well-being by participating in wellness activities like wellness challenges, webinar, preventive screening and more.
As an organization, we are committed to improving the health of our communities. From hosting growers' markets to partnering with local communities, Presbyterian is taking active steps to improve the health of New Mexicans.
Presbyterian exists to improve the health of patients, members, and the communities we serve. We are locally owned, not-for-profit healthcare system of nine hospitals, a statewide health plan and a growing multi-specialty medical group. Founded in New Mexico in 1908, we are the state's largest private employer with nearly 14,000 employees - including more than 1600 providers and nearly 4,700 nurses.
Our health plan serves more than 580,000 members statewide and offers Medicare Advantage, Medicaid (Centennial Care) and Commercial health plans.
AA/EOE/VET/DISABLED. PHS is a drug-free and tobacco-free employer with smoke free campuses.
$19.89 - $28.84 - The hourly pay rate offered is determined by a candidate's expertise and years of experience, among other factors.
Patient Access Representative II
Position Highlights:
* Position: Patient Access Representative II
* Location: Arlington Heights, IL
* Part-time (20 hours)
* Hours: Week One: Thursday (3pm-11:30pm), Saturday (9am-5:30pm); Week Two: Sunday (9am-5:30pm), Tuesday (3pm-11:30pm), Thursday (3pm-11:30pm), Rotating weekends and holidays
* Travel: N/A
What you will do:
* Performs complete and accurate registration and/or admission functions across multiple access services areas or sites to provide information to maximize reimbursement, and ensures timely and thorough information to all other providers and users of patient data. Verifies insurance requirements, obtains and understands insurance benefits. Collects non-covered fees. Registers and pre-registers outpatients in more than one clinical and diagnostic location within their primary area of responsibility and multiple access areas outside hiring location. Access areas include but may not be limited to Busse Center, Emergency/Admitting Department, Immediate Care Centers, Laboratory and Cancer Services.
* Interacts with patients and their representatives to collect and interpret all required demographic, insurance, financial, and clinical data necessary to facilitate patient check in and registration at point of service. Offers and/or schedules interpreter services for patients when necessary. Obtains and scans general consent for treatment, identification and insurance cards, Coordination of Benefits and other appropriate documents. Obtain and submit National Provider Identification (NPI) for providers not on staff ordering outpatient diagnostic tests. Interpret physician orders for completeness and compliance with regulatory agencies and NCH policies. Informs patients of registration processes and privacy notification, establishes financial responsibility to meet internal, regulatory or payer requirements. When applicable, completes the Medicare Secondary Payer (MSP) questionnaire and discusses potential deferral of services according to NCH policy. Initiates the Medicare Advance Beneficiary Notice (ABN), as appropriate, and explains payer policies to patients. Streamlines check in process for patient previously pre-registered and appropriately updates the account for changes identified upon arrival. Reviews physician's orders for compliance with the Illinois Department of Public Health (IDPH), and the Center for Medicare & Medicaid Services (CMS) regulations and NCH and medical staff office policies.
* Ensures financial protocols and requirements are met. Refers patients to Financial Counselors for identification of financial assistance options. Identify clinical and financial criteria that require involvement of Case Management team or Financial Counseling. Collaborate with internal and external customers to provide timely resolution to third party payer requirements prior to date of service. Minimizes third party payer denials by verifying authorization of service prior to forwarding patients to service delivery areas. Maintains current knowledge of insurance requirements communicated by email, memorandum, educational matrices and in-services. Provides support to primary care practices and specialty care providers regarding utilization, authorization and referral activities. Communicates effectively with service delivery areas when unresolved financial issues impact appointment schedules.
* Proficient in the use of CPT and ICD codes, and utilizes online payer resources. Utilize estimator to determine financial responsibility and attempt to secure all financial responsibility prior to the date of service. Meet monthly cash collection goals as determined collaboratively by Department Director/Manager. Maintain registration accuracy by meeting or exceeding expectations with 97% or higher accuracy score. Resolve all work queues within Department standards determined time period to release bill holds to ensure timely reimbursement. Log cash collected receipts and maintain balanced cash at all times.
* Coordinates scheduling of service areas for patients requiring multiple tests. Identify and assign electronic educational programs for scheduled services. Explains patient prep and way finding instructions to patient. Collaborates with physician offices to check-in appointments and schedule tests post-physician office visits at offsite NCH locations
* Electronically records all required and updated information on patient accounts in multiple hospital information systems according to Emergency Medical Treatment and Active Labor Act (EMTALA), the Health Insurance Portability and Accountability Act (HIPAA), payer, and other applicable regulations and standards.
* Prepares all required patient registration forms, documents, charts and reports, labels, patient plates, identification bands, medical records forms, and other related documents for distribution to appropriate departments, physicians and clinical staff. Notifies clinical department of patient's arrival.
* May do basic precepting for new hires and acts as a resource team member for performance improvement activities and a super user for various registration and scheduling related systems.
* May perform as a patient receptionist/greeter. Assists patients with way finding and transport needs. Contacts clinical departments and scheduling staff as needed to assist in promoting the efficient flow of patients and prioritization of service scheduling and admissions. Assists with other tasks to support the clinical department as determined by the Manager of Patient Access.
* Performs customer service standards by adhering to the AIDET principles. Investigate and direct patient inquiries or complaints to appropriate medical staff members and follow up to ensure satisfactory resolution. Consistently demonstrate premier customer service and communication skills with all internal and external customers/contacts and ensure the patient and their family members have the best hospital encounter possible.
* Adheres to all Northwest Community Hospital standards, policies, and procedures and reports compliance concerns to management staff.
What you will need:
* Education: High school diploma required. College degree preferred.
* Skills: Computer experience in a windows environment required, Ability to functionally navigate multiple computer software systems with accurate keyboard skills following computer security protocols, The interpersonal communication skills necessary to interview and interact with customers and physicians and to project a professional and compassionate concierge style of service to patients, patient families, physician's and staff in person and on the telephone, Ability to work independently, exercising good judgment, and multi-task in a high stress, fast paced service environment with patients, patient's family and physician's, Detail oriented with good analytical problem-solving skills to appropriately register patients and schedule patient procedures, Ability to operate routine office equipment (facsimile, copiers, plate production, scanners, printers), Ability to transact payments at time of service and maintain a cash drawer
* Experience: Minimum 2 years of customer service work experience required, Minimum of 1 year experience in a healthcare patient access department or hospital required, Previous healthcare experience with regulatory compliance requirements, payer requirements, HIPAA privacy and security requirements, and general revenue cycle procedures required, Epic Registration and/or Scheduling experience preferred
* Certification: Successful on-the-job completion of NCH Patient Acce
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.
