Client Skills Facilitator Coach - Executive Director jobs at Jpmorgan in United Kingdom, London

As a Client Technical Onboarding Vice President within the Commercial & Investment Bank, you will be responsible for the overall client experience and project management of technical commercial product implementations. Partner with client and internal stake holders to help provide a best-in-class experience. In this role you are often the clients first true experience working with JP Morgan Chase.

Job responsibilities

• Manage multiple complex payment integration projects at any given time, prioritizing tasks, resources and stakeholders across time zones
• Support clients in migrating from various TMS or updating their payment formats (e.g. SWIFT to ISO XML) in line with evolving industry standards and regulatory requirements
• Scope client requests and translate business requirements into detailed technical specifications for treasury services
• Manage client and internal partner expectations by establishing timeliness and dependencies with the goal to exceed expectations
• Own the product implementation and training experience for your assigned clients
• Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management
• Work with partners in Operations and Product Management to streamline processes
• Identify instances of business risk and show ownership of issues when they arise
• Use Microsoft Office tools to document meeting agendas and minutes and project plans. Use of workflow tool for status updates and document repository
• Demonstrate creative problem solving and judgement and be empowered to escalate when necessary

Required qualifications, capabilities, and skills

• Applicable experience and a passion for delivering a consistent, stellar client and partner experience
• Technical project management experience or experience with complex treasury implementations and comfort in a fast paced, dynamic client-facing environment
• Ability to clearly communicate, partner, and influence others to a common goal
• Exhibit adherence to policy and procedures and meet or exceed established SLA
• Comfort in using technology such as WebEx, Zoom, and other collaboration tools for enhanced client discussions
• Experience in coaching or mentoring employees and proven ability to successfully manage conflict
• Strategic thinking with the ability to adapt to change
• Microsoft Office Suite experience and project Management, Payments and Receivables experience
• Technical Consulting or business analysis experience in the Enterprise Resource Planning (ERP), systems integration or Application Programming Interface (API) space
• Exceptional verbal and written communication skills, with the ability to present technical solutions to both technical and non-technical audiences

Preferred qualifications, capabilities, and skills

• Bachelor’s Degree
• Passion for learning new operating models, technologies, and industry trends
• Technical client consulting experience to support technical roles
• PMP or other Project Management Certifications

As a Commodities Client Service Account Manager Vice President within the Trade & Working Capital Client Service, you will be responsible for the servicing of Core and Structured Trade Finance products. You will also be required to use in-depth product knowledge to resolve challenging client facing issues during the product life.

Job responsibilities

• Manage life cycle of transactions after Sale
• Build relationships with the Client segment, Internal Operations, Middle and Front office colleagues
• Track the client transactions through operational steps and liaise with multiple internal parties to ensure smooth handling and fast turnaround time for the client
• Provide client reporting to help enhance their experience including discrepancy analysis, inquiry volume and type, early payment opportunities, digital solutions
• Support the operation workflow to resolve refusals, disputes, and problematic transactions
• Record all Client interactions in case management system (e.g. calls, meetings, issues, and proactive communications)
• Escalate client concerns and any issues to Sales (i.e., encryption emails)
• Understand the Commodity products lifecycle from front to back and be the “go-to” person within the team
• Partner with Trade Sales as Trusted Advisor to enable new business and solutions
• Work closely with the Client Service, Operations, and Compliance teams and other regions to close gaps and standardise processes / improve consistency.
• Communicate with clients to solve immediate day-to-day issues on live transactions as well as understand their long term needs to shape business decisions

Required qualifications, capabilities, and skills

• In depth knowledge of LC/SBLC mechanisms for Commodity Products
• Strong knowledge/understanding of the Oil & Gas and Commodities industries
• Strong familiarity with key market practices in the sector
• Ability to explain the clients’ LC requirements to internal stakeholders, assessing key risks and mitigants for the bank
• Ability to work within tight deadlines
• Ability to operate in a collaborative environment and possess strong interpersonal skills necessary to work effectively with colleagues at various levels of the organization
• Proven leadership skills and capable of delivering exceptional performance under pressure
• Strong focus on client satisfaction and the building of excellent relationships with our customers

Preferred qualifications, capabilities, and skills

• Trade Finance Commodity expertise
• Excellent planning and organization skills
• Comfortable working within tight deadlines
• Ability to operate in a collaborative environment and must possess strong interpersonal skills necessary to work effectively with colleagues at various levels of the organization
• Ability to develop and mobilise internal networks and resources
• Ability to effectively use and manage multiple system
• Additional European language skills

Job Summary

As a Corporate Commodity Sales professional in the Corporate Commodity Sales team in London, you will lead client interactions and drive the execution of commodity trades within the energy sector, focusing on physical power and gas. You will work closely with a diverse range of clients to deliver tailored solutions. You will help shape our sales strategy and enhance our client offerings. Together, we foster a collaborative and inclusive environment where your contributions make a difference.

Job responsibilities

• Build and maintain strong, long-term relationships with key clients, understanding their unique needs
• Oversee the trade execution process, ensuring accuracy in trade booking, order taking, and compliance with regulatory standards
• Mentor junior team members in best practice for trade execution
• Analyse market trends and drivers to identify new business opportunities
• Develop and implement strategic sales initiatives that align with market conditions and client needs
• Partner with trading, research, corporate banking, and risk management teams to deliver comprehensive solutions to clients
• Facilitate effective communication between departments to enhance client service
• Lead efforts to refine and optimise the sales process
• Provide guidance and support to junior team members, fostering a culture of learning and professional growth
• Monitor sales performance metrics and prepare reports for senior management, highlighting achievements, challenges, and opportunities for improvement

Required qualifications, capabilities, and skills

• Significant experience in commodities sales (ideally 8+ years), with a focus on physical power and gas
• Ability to analyse complex market data and trends to inform strategic decisions and client recommendations
• Excellent oral and written communication skills, with the ability to convey complex financial concepts clearly and effectively
• Solid leadership qualities with a collaborative mindset and experience mentoring junior colleagues
• Deep understanding of client needs and the ability to deliver exceptional service
• Advanced proficiency in analytical tools and knowledge of credit risk related metrics
• Meticulous attention to detail and commitment to maintaining high standards of accuracy and compliance

Preferred qualifications, capabilities, and skills

• Experience working with clients across the energy sector, particularly in physical power and gas
• Familiarity with e-platform sales solutions in commodities trading
• Proven ability to develop and implement strategic sales initiatives
• Experience collaborating with cross-functional teams in a global organisation
• Professional qualifications from reputable training institutes or professional bodies in commodities or finance
• Demonstrated success in optimising sales processes and driving efficiency
• Fluency in English and other European languages

As a Relationship Banker , 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:

Job Summary

As a Corporate Commodity Sales professional in the Corporate Commodity Sales team in London, you will lead client interactions and drive the execution of commodity trades within the energy sector. You will work closely with a diverse range of clients, including utilities, consumers, refiners, and upstream organisations across natural gas, power, carbon emissions, oil, and refined products. You will help shape our sales strategy and enhance our client offerings. Together, we foster a collaborative and inclusive environment where your contributions make a difference.

Job responsibilities

• Build and maintain strong, long-term relationships with key clients, providing tailored OTC solutions in the energy commodities space
• Oversee the trade execution process, ensuring accuracy in trade booking, order taking, and compliance with regulatory standards
• Mentor junior team members in best practice for trade execution
• Analyse market trends and drivers to identify new business opportunities
• Develop and implement strategic sales initiatives that align with market conditions and client needs
• Partner with trading, research, corporate banking, and risk management teams to deliver comprehensive solutions to clients
• Facilitate effective communication between departments to enhance client service
• Lead efforts to refine and optimise the sales process, including our e-platform offering
• Ensure efficiency and effectiveness in client interactions and trade execution
• Provide guidance and support to junior team members, fostering a culture of learning and professional growth
• Monitor sales performance metrics and prepare reports for senior management, highlighting achievements, challenges, and opportunities for improvement

Required qualifications, capabilities, and skills

• Significant experience (ideally 8+ years) in commodities sales, with a focus on energy and OTC solutions
• Ability to analyse complex market data and trends to inform strategic decisions and client recommendations
• Excellent oral and written communication skills, with the ability to convey complex financial concepts clearly and effectively
• Solid leadership qualities with a collaborative mindset and experience mentoring junior colleagues
• Deep understanding of client needs and the ability to deliver exceptional service
• Advanced proficiency in analytical tools and knowledge of credit risk related metrics
• Meticulous attention to detail and commitment to maintaining high standards of accuracy and compliance

Preferred qualifications, capabilities, and skills

• Experience working with clients across multiple energy sectors, including natural gas, power, carbon emissions, oil, and refined products
• Familiarity with e-platform sales solutions in commodities trading
• Proven ability to develop and implement strategic sales initiatives
• Experience collaborating with cross-functional teams in a global organisation
• Professional qualifications from reputable training institutes or professional bodies in commodities or finance
• Demonstrated success in optimising sales processes and driving efficiency

• Fluency in English and other European languages

  This role encompasses the performance of UK regulated activity. The successful candidate will therefore be subject to meeting UK regulatory requirements in the assessment of fitness, propriety, knowledge and competence (as assessed by the Firm) and (where appropriate) approval by the UK Financial Conduct Authority and/or the Prudential Regulation Authority to carry out such activities.