דרושים Home Lending Advisor Assistant - Boston ב-גיי פי מורגן ב-United States, Boston

As an Executive Assistant in Commercial & Investment Banking, you will need to work well in a team environment, be able to represent the manager/group with professional courtesy and acumen and deliver flawless work output. Your daily routine also includes interaction with various executive level internal clients across the lines of businesses. You will need to adapt procedures, processes, and techniques to complete assignments in line with the department's activities and goals.

Job Responsibilities

• Maintain detailed calendars, ensuring efficient time management
• Coordinate visitor access and manage logistics
• Organize all aspects of onsite and offsite events,(virtual and in-person) including invitations, catering and transportation
• Screen incoming calls and determine the level of priority, while using caution in dispensing information
• Manage the coordination and logistics of both internal and external meetings
• Arrange and coordinate high volumes of domestic and international travel
• Process T&E expenses for team members. Ensure all policies are followed and items are processed within provided guidelines. Act as a subject matter expert for policies and procedures
• Produce high quality emails and messages to individuals at all levels of the organization
• Handle regular activities without prompting, and provide advance notice of any issues or delays

• Assist in editing spreadsheets and presentations, including printing and binding, for client meetings

Required qualifications, skills and capabilities

• At least 3 years of administrative experience
• Advanced calendar management and the ability to organize and prioritize tasks
• Discretion and good judgment in confidential situations, and proven experience interacting with senior management
• Strong interpersonal, written, and oral communication skills
• Strong proficiency in Microsoft Office
• Excellent telephone etiquette and ability to manage competing priorities i.e. calendar management

Preferred qualifications, capabilities, and skills

• Experience supporting at the Managing Director level (or equivalent) or above
• College degree is a plus

Job Summary

As a Senior User Experience Researcher in CIB Digital Experience Design, you will play a pivotal role in shaping the future of banking by delivering actionable insights via complex research initiatives. You will collaborate with multi-disciplinary teams, including UX Designers, Product Managers, Engineering and more, to design innovative digital solutions that enhance user experiences and drive business success.

Job Responsibilities

• Structure and plan complex research initiatives, including generative and formative research
• Design, conduct, and analyze research studies, and produce associated materials (e.g., research agendas, discussion guides, generative exercises etc.)
• Capture findings, insights, and recommendations in compelling outputs that drive change; translate complex concepts into meaningful and actionable recommendations, including the design of visual frameworks and diagrams to support data
• Analyze and interpret behavioural data using advanced quantitative methods and translate insights into actionable recommendations to enhance user experience
• Support cross-functional Design Thinking exercises using research findings as a starting point
• Work with Product Management and Product Design in contributing to product requirements, including specifying desired outcomes for users
• Present findings to team members and stakeholders from multi-disciplinary backgrounds and varying organizational levels
• Incorporate business understanding into framing research and findings and recommendations

Required Qualifications, Capabilities and Skills

• Bachelor’s Degree in relevant research or design discipline (e.g., Interaction Design, HCI, Anthropology, Cognitive Science), certification from credible bootcamp or similar accelerated learning program, or equivalent work experience
• Strong User Research experience across both generative and formative methodologies
• Data interpretation, statistical modelling, and visualisation skills, with an ability to extract meaningful insights from large datasets
• Experience planning and conducting a variety of methodologies and approaches, knowing the strengths and weaknesses of each
• Ability to lead a complex research study from beginning to end independently
• Prior work involves collaboration within design teams (e.g. UX Researchers, Product Designers) and cross-functionally (e.g. Product Management, Engineering)
• Comfortable in presenting findings and insights to team members and stakeholders from multi-disciplinary backgrounds
• Experience with UX Research tools for remote research, diary studies, insight repositories and usability testing
• Confident & proactive – with an ability to work independently as well as part of a wider team

Preferred Qualifications, Capabilities and Skills

• Strong project planning and management skills
• Previous experience in a large organization, working on complex multi-faceted products
• Experience with Python/R/Tableau & other analytics tools
• Experience with embedding & analysing behavioural analytics software such as Google/Adobe Analytics or similar

As an Executive Administrative Assistant you will possess structure, attention to detail, quality focus, high energy and flexibility to a high-paced organization. You will need to work well in a team environment, be able to represent the senior leaders and team with professional courtesy and acumen, and deliver flawless work output. Your daily routine also includes interaction with various executive level internal clients across the lines of businesses. You will need to adapt to procedures, processes and techniques to complete assignments in line with the department's activities and goals.

Job Responsibilities:

• Maintain detailed calendars
• Coordinate visitor access and handle logistics
• Organize and arrange all aspects of high volumes of onsite and offsite events, such as but not limited to, virtual and in-person meetings and roadshows, including invitations, scheduling, catering and transportation
• Screen incoming calls and determine the level of priority, while using caution in dispensing information
• Manage the coordination and logistics of both internal and external meetings. Work closely with sales team to ensure clients are registered and meetings are scheduled
• Arrange and coordinate high volumes of domestic and international travel
• Process T&E expenses for team members. Ensure all policies are followed and items are processed within provided guidelines. Act as a subject matter expert for policies and procedures
• Produce high quality emails and messages to individuals at all levels of the organization
• Handle regular activities without prompting, and advise in advance with possible issues or delays
• Assist in editing spreadsheets and presentations, including printing for client meetings
• Work cooperatively with the administrative assistant team, in positive partnership to support each other smoothly
• Lead and coordinate on ad hoc projects as requested

Required qualifications, skills and capabilities

• Preferably candidates should have at least 3 years of administrative experience, supporting all levels through managing director
• Advanced calendar management
• Advanced ability to organize and prioritize
• Tact and good judgment in confidential situations, and proven experience interacting with senior management
• Strong interpersonal, written, and oral communication skills
• Candidates should have Expense, Invoice and Charitable Contributions knowledge
• Proficiency within the Microsoft Office Suite, including Excel and PowerPoint
• Excellent telephone etiquette and ability to manage competing priorities i.e. calendar management
• Ability to learn procedures and processes quickly

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: