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Relationship Banker - Southwest Valley Market- Buckeye Az jobs at Jpmorgan in United States, Buckeye
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2 jobs found
09.09.2025
JPM
JPMorgan Relationship Banker - Southwest Valley Market- Buckeye AZ United States, Arizona, Buckeye
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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...
Description:
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
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, Chase.com, 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:
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13.08.2025
JPM
JPMorgan Relationship Banker - Southwest Valley Market Buckeye AZ United States, Arizona, Buckeye
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Analyse and address clients’ risk exposures within their portfolio. Enhance and develop the “Best in Class” risk management tools. Participate in regular client meetings, client pitches, and internal risk meetings...
Description:
Job responsibilities:
- Analyse and address clients’ risk exposures within their portfolio
- Enhance and develop the “Best in Class” risk management tools
- Participate in regular client meetings, client pitches, and internal risk meetings as the risk and pricing expert
- Work with the broader Risk organization to enhance stress testing capability, covering liquidation and concentration
- Assist in the negotiations of legal documentation and contribute to marketing efforts by taking part in client pitches
- Design and develop customised client financing arrangements
- Participate in client discussions around existing and new trades and speak regularly about margin and pricing, returns and profitability with some of the firms largest institutional clients
- Interact with internal groups, such as product development, to uncover product gaps and fix and enhance existing prime infrastructure
- Work with clients and internal stakeholders to develop risk management solutions that protect the firm
- Set appropriate limits and risk appetite for clients, considering a wide range of factors.
Required qualifications, capabilities, and skills:
- You have a thorough understanding of financial markets and technical experience in the cash and synthetic prime brokerage business
- The combination of your analytical and quantitative skills makes you well-versed in risk management and financial analytics, i.e. pricing and risk analysis of complex linear and non-linear financial instruments
- You are able to analyse and monitor client trades and portfolios to quantify, manage and balance risk and profitability, as well as you understand various hedge fund strategies, the underlying products, sensitivities, risk and funding profiles, and set leverage and pricing levels
- You understand nuances in funding markets, balance sheet, risk weighted assets, and capital requirements affecting the prime brokerage and clearing business
- You conceptualise and design solutions to solve client problems; you have experience in working with product development teams to design new analytical tools and systems to generate efficiencies
- You bring advanced knowledge of programming languages such as Python, VBA, SQL, Jupyter, to allow for manipulation of large data sets in order to analyse trends and risk reporting
- Your excellent communication skills and ability to articulate complex financial concepts in a clear and concise fashion makes you an impactful partner to internal desks, management and senior personnel at hedge funds
Preferred qualifications, capabilities, and skills:
- Experience negotiating legal agreements for different term financing structures with customers across cash and synthetic prime brokerage
- Extensive experience working with the firm’s credit and risk management teams, sales, stock loan, client service, product development, quantitative research and legal departments
- Knowledge of Bloomberg API
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.
Show more
These jobs might be a good fit
Share
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...
Description:
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
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, Chase.com, 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:
Show more
These jobs might be a good fit
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