Private Client Banker - (New Build) Holmes Ave & Monroe St - Huntsville, AL
Huntsville, Alabama, United States
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
1+ YOERequires 1+ year of branch banking or equivalent financial services experience, client acquisition and relationship management success, high school diploma or GED, required financial registrations, and branch-hour availability.
National Mortgage Licensing System and Registry (NMLS)
Atlanta or Alpharetta or Charlotte or Huntsville or Las Vegas or London or Nashville or Pensacola or Tampa or Winter Haven
HybridFull Time
Frazier & Deeter: Accounting and advisory firm providing tax and audit services.
5+ YOECPA license, 5+ years public accounting tax experience, expertise in individual/corporate/pass-through taxation, bachelor’s or master’s in accounting, supervisory and client management experience.
BMSS Advisors & CPAs: Full-service public accounting and business advisory firm
3+ YOEBachelor's degree in accounting, CPA license or eligibility, and 3–5+ years of public audit/assurance experience. Requires GAAP, GAAS, internal controls, software, client communication, and project management skills.
Microsoft Office, CaseWare, ProSystem fx Engagement
Edward Jones: Financial services firm providing wealth management and investment advice.
Provide client service, account management, administrative and operational support for financial advisors; proficiency with MoneyGuide, Salesforce, and Microsoft Office; strong attention to detail and communication skills.
Bryant Bank: Offers personal banking, business loans, and mortgage services.
1+ YOEBachelor's degree in business or finance, or equivalent education, plus at least one year of relevant experience. Requires treasury management knowledge, analytical and communication skills, client service, and Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Edward Jones: Provides personalized financial advice and wealth management services.
Provides client service and administrative support, manages account requests and records, supports financial advisors, coordinates appointments, and uses digital tools. Six-month training is provided.
T-ROC: Provides staffing and technology solutions to optimize retail performance.
2+ YOERequires 2+ years of sales and client-facing experience, territory travel, driver's license, and motor vehicle record check. Bachelor's degree, wireless, retail, account management, and presentation experience preferred.