Us Private Bank - Banker Vice President Executive Director jobs at Jpmorgan in United States, Charlotte

As a Consultant Senior in Business Banking, you’ll help improve the lives of our clients and the well-being of their businesses through solutions, education, and advice. You’ll be responsible for leading our business development efforts in your assigned territory, specifically focusing on underserved small businesses.

Job Responsibilities

• Build relationships, utilize networks and local centers of influence to identify and support underserved entrepreneurs.
• Build and maintain a current business network and active involvement in community organizations such as Chambers of Commerce and non-profit organizations; leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts; and employ creative marketing techniques utilizing Chase resources and materials to develop business networks and prospects.
• Provide the best in client advice and service and develop the relationship to ensure a seamless client experience throughout Chase. Build collaborative relationships with partners across Chase, including Branches, Home Lending, Chase Wealth Management, Merchant and Card Services, to provide our clients the best solutions for all of their financial need.
• Deliver an outstanding experience to Chase business clients by using knowledge of business, finance, banking, credit and risk management, while leveraging relationships, to identify, recommend, and promote solutions that best serve the client.
• Build collaborative internal and external relationships to provide the best in client advice and service to develop the business network and ensure a seamless experience for the business client.

Required qualifications, capabilities, and skills

Minimum of 5 years’ experience in business banking relationship management role or related business / commercial lending experience

• Bachelor’s degree in Finance or related field, or equivalent work experience
• Strong relationship management skills; demonstrate strong tactical business development and negotiation skills
• Demonstrate seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs and present proactive solutions
• Able to identify opportunities, issues, and viable alternatives, while managing risk, when traditional solutions do not apply

Preferred qualifications, capabilities, and skills

• Extensive knowledge of business and credit underwriting with commercial credit training
• Experience owning / operating a small business

As an Executive Assistant in Asset & Wealth Management-Private Bank, 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 complex and detailed calendars
• 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 complicated domestic and international travel
• Organize all aspects of internal and external events, including catering and transportation
• Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines
• Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access
• Produce high quality emails and messages to individuals at all levels of the organization
• Maintain department documents, including current organizational charts and Executive Bio’s
• Handle regular activities without prompting, and advise in advance with issues or delays
• Assist in editing spreadsheets and presentations, including printing and binding, for client meetings

Required qualifications, capabilities, and skills

• At least five years of administrative experience
• Advanced ability to organize
• 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

(COS) organization provide best-in-class, cross-product client onboarding and servicing capabilities to J.P. Morgan’s clients across Payments, Merchant Services and Trade products. COS drives consistency and continues to transform the end-to-end servicing and implementation of the client experience across J.P. Morgan Payments products.

As a Controls Execution Oversight Director,you will align cross-functional support and lead governance initiatives. You will work closely with partners from Sales, Operations, Onboarding, Technology, Risk, Compliance and Legal, driving controls execution initiatives for WHEM Client Onboarding and Service. You will partner with global and regional colleagues to integrate controls into our organization’s DNA, ensuring resilience and success. Your role is crucial in promoting a proactive approach to control management, fostering a culture of trust and transparency.

In this role, you will provide expert advice on controls-related matters, lead problem-solving initiatives, and deliver high-quality reporting and analytics. Your efforts will directly contribute to reducing the business's residual risk profile and optimizing control frameworks.

Job Responsibilities:

• Ensure implementation and oversight of the end-to-end system of controls that mitigates risk through active engagement, thematic reviews, risk analysis and control deep dives which continuously manage and reduce the business’ residual risk profile
• Evaluate and continuously improve control processes to enhance efficiency and effectiveness. Implement best practices and innovative solutions to optimize control frameworks, leveraging AI and intelligent solutions
• Assess criticality and risk of outsourcing arrangements for WHEM Client Service & Onboarding (COS)
• Develop and manage governance framework for x-legal entity service provision including; inventory, service level standard monitoring and exit plans
• Represent COS in WHEM steering committees, where required, and on projects required to meet local, regional and global regulations
• Participate in the development, oversight and execution of respective WHEM business continuity plans
• Partner with the WHEM COS Control Management organization on, Internal and external audits, Data breach/privacy incidents, Risk and financial loss events/Early Escalations, Issue & Action Plan Closure, Data Risk Management, and Risk assessments.
• Anticipate internal and external factors impacting the business’ governance and implement plans to mitigate risks and capitalize on opportunities

Required Qualifications, Capabilities, and Skills:

• 10+ years experience in Payments industry
• Understanding of WHEM Regulatory compliance standards and requirements related to Payments
• Familiarity with the firm’s Inter-affiliate services program and technology solutions for outsourcing
• Ability to build strong working relationships with business partners in internal LOBs
• Advanced knowledge of controls design and evaluation concepts, risk assessment processes, OKR’s, Key Risk Indicator and other metrics development and the ability to assess the relevance of internal and external standards and procedures
• A good understanding of J.P. Morgan Payments’ products and services
• Attention to detail combined with an ability to absorb information and form an opinion/conclusion
• Strong analytical skills and familiarity with data visualization/automation tools – Tableau, Xceptor, Alteryx
• Excellent report writer and summarizer of complex issues/solutions. Superior presentation and communication skills, with an ability to influence and gain buy-in to your ideas
• Experience with use-case development and utilization of AI
• Ability to complete work to deadlines, with a sense of urgency thorough effective time management including: goal setting, planning, prioritizing, scheduling, and monitoring

As an Implementation Manager Vice President within the Commercial & Investment Bank, you will lead the charge in managing complex technical treasury product implementations. You will play a pivotal role in ensuring our clients have a seamless onboarding experience, leveraging your skills to build strong relationships and drive impactful outcomes. Join us in a collaborative and inclusive environment where your contributions matter and innovation thrives.

Job Responsibilities:

• Lead the implementation and training experience for assigned clients, ensuring a smooth onboarding process.
• Connect with clients through Zoom, Email, and other collaborative technologies.
• Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations, and Product Management.
• Manage client and partner expectations throughout the implementation process.
• Implement mixed payable solutions and support clients with file mapping exercises.
• Collaborate with Operations and Product Management to streamline processes.
• Identify and manage business risks, showing ownership of issues.
• Translate client requests into detailed technical specifications for treasury services.
• Document meeting agendas, minutes, and project plans using Microsoft Office tools.
• Demonstrate creative problem-solving and escalate issues when necessary.
• Manage conflicts and facilitate discussions to create optimal solutions.

Required qualifications, capabilities, and skills:

• 7+ years of experience in implementing treasury products or similar financial services.
• Proven track record in risk management and implementing mitigation strategies.
• Demonstrated ability in strategic planning and resource allocation.
• Advanced proficiency in data and tech literacy, including model interpretation.
• Strong skills in stakeholder management and relationship building.
• Technical project management experience in a client-facing environment.
• Ability to communicate, partner, and influence effectively.
• Comfort using technology such as WebEx, Zoom, and other collaboration tools.

Preferred qualifications, capabilities, and skills:

• Bachelor of Science or Bachelor of Arts 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.
• Experience in coaching or mentoring employees.
• Strategic thinking with adaptability to change.
• Experience in ERP, systems integration, or API space.

As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

Job Responsibilities

• Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate business results and acquire new assets, both from existing client base and new client acquisition
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Connect your clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Required Qualifications, Capabilities, and Skills

• Six plus years of work experience in Private Banking or Financial Services
• Bachelor’s Degree required
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Proven sales success and strong business acumen
• Strong community presence with an established network
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
• Focuses on the client experience and works tirelessly on the client’s behalf

Preferred Qualifications, Capabilities, and Skills

• MBA, JD, CFA, or CFP preferred
• Proactive, takes initiative, and uses critical thinking to solve problems
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
• Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

Job Responsibilities

• Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate business results and acquire new assets, both from existing client base and new client acquisition
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Connect your clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Required Qualifications, Capabilities, and Skills

• Six plus years of work experience in Private Banking or Financial Services
• Bachelor’s Degree required
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Proven sales success and strong business acumen
• Strong community presence with an established network
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
• Focuses on the client experience and works tirelessly on the client’s behalf

Preferred Qualifications, Capabilities, and Skills

• MBA, JD, CFA, or CFP preferred
• Proactive, takes initiative, and uses critical thinking to solve problems
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
• Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

As a Product Implementation 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

• Own the product implementation and training experience for your assigned clients
• Meet and connect with clients through Zoom, Email and other collaborative technologies
• Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management
• Manage client and partner expectations and understanding throughout the implementation process
• Implement mixed payable solutions and support our clients with file mapping exercises
• Work with partners in Operations and Product Management to streamline processes
• Identify instances of business risk and show ownership of issues when they arise
• Scope client requests and translate business requirements into detailed technical specifications for treasury services
• 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
• Manage client and internal partner expectations by establishing timeliness and dependencies with the goal to exceed expectations

Required Qualifications, skills and capabilities

• 6+ years of 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 - leading 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 or eagerness to learn
• Technical Consulting or business analysis experience in the Enterprise Resource Planning (ERP), systems integration or Application Programming Interface (API) space

Preferred qualifications, skills and capabilities

• Bachelor of Science or Bachelor of Arts 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

Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.

• Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
• Help the community through expansive volunteer opportunities
• Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees