The Chapter Director is a relationship-builder responsible for growing the CEO Life community within their local market by identifying and introducing high-level business leaders.
Compensation
Target Income Opportunity: $5,000–$10,000+ per month. Earn 25% Commission.
Responsibilities
Build relationships with CEOs, entrepreneurs, business owners, and C-suite executives throughout your market
Identify and introduce qualified prospective members to CEO Life
Leverage CEO Life's proven suite of prospecting, outreach, marketing, and relationship-building tools to consistently generate opportunities
Personally contribute 2–4 new CEO Life members per month
Attend and actively participate in your chapter's monthly CEO Life event
Responsible for uncovering personal banking needs of individual and small business clients, offering appropriate solutions, and connecting clients to specialists.
Responsibilities
Build and deepen client relationships by uncovering financial needs and recommending products
Respond to customer inquiries and concerns, creating customized solutions
Introduce and fulfill banking products such as checking & savings accounts, credit cards, CDs, IRAs, loans
Identify client needs for licensed sales functions and refer to partners
Quote rates, terms and programs for banking solutions
Requirements
Associate's Degree or Bachelor's Degree in business, finance or a related field
Responsible for uncovering personal banking needs of individual and small business clients, offering appropriate solutions, and connecting clients to specialists.
Responsibilities
Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs
Responds to customer inquiries and concerns, creating customized solutions
This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists.
Responsibilities
Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
Assists, educates, and trains clients on conducting simple transactions through self-service technologies
Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements
Requirements
High School Diploma / GED / Secondary School or equivalent
Associate's Degree or Bachelor's Degree in business, finance or a related field
Nice to have: Experience working in a financial center
This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists.
Compensation
Pay range $25.97 - $31.75 hourly pay, offers to be determined based on experience, education and skill set.
Responsibilities
Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs
Assists, educates, and trains clients on conducting simple transactions through self-service technologies
Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements
Requirements
High School Diploma / GED / Secondary School or equivalent
Associate's Degree or Bachelor's Degree in business, finance or a related field
Nice to have: experience working in a financial center
Build and manage a portfolio of clients and candidates, partner with hiring managers to deliver tailored talent solutions, source and represent top talent, consult and advise using market knowledge, contribute to team culture and business success.
Compensation
Competitive base salary, plus super, plus uncapped commission
Responsibilities
Build and manage your own portfolio of clients and candidates
Partner with hiring managers to deliver tailored talent solutions
Source, assess and represent top talent in your specialisation
Use your market knowledge to consult and advise
Contribute to a positive team culture and broader business success