Private Client Banker - Irmo Branch New Build Columbia Sc jobs at Jpmorgan in United States, Columbia

As a Regulatory Reporting Business Associate within the Regulatory Reporting Team, you will support Mortgage Banking External/Regulatory Reporting by gathering and documenting business requirements in accordance with regulatory requirements. You will be responsible for regulatory and non-regulatory exam requirements, working under tight deadlines to ensure compliance and timely completion of projects.

Job Responsibilities

• Interpret business needs of customers and translate them into application and operational requirements (BRD) in compliance with JPMC standards, utilizing strong analytical and product management skills.

• Liaise between product and IT to understand customer requirements/demands and prioritize the product roadmap.

• Collaborate with IT and business stakeholders to define product enhancements, new features, and address existing issues, serving as a channel between internal-external customers and the IT team through which requirements flow.

• Gather information from multiple sources, critically evaluate it, reconcile conflicts, disseminate high-level information into details, and distinguish user requests from their true needs.

• Participate in user acceptance testing and undertake the functionality testing of new systems. Ensure solutions meet business needs and requirements.

• Prioritize initiatives based on business needs and requirements. Monitor deliverables and ensure timely completion of projects. Assess, understand, and manage interdependencies with other work streams.

• Maintain compliance with all relevant JP Morgan policies and guidelines during all stages of the project life cycle.

• Demonstrate advanced analytical acumen and solution orientation, possessing critical thinking skills and the ability to understand requirements to provide insightful observations, identify trends, and communicate these effectively.

• Act independently to make timely and informed decisions aligned to the role’s remit or escalate as appropriate to management or others in IT as needed.

• Strive to be strategic, look beyond ‘stop gap’ measures, and seek to drive improvements to reporting and analysis practices in a manner that is both effective and supportive of the value firm has to the business.

• Be a self-starter, able to multi-task, work well under tight deadlines, and be comfortable working with technical and business teams.

Required qualifications, capabilities, and skills :

• A minimum of 5 years of Business Analysis experience with banking domain knowledge
• Degree in Business or a related discipline
• Experience working in Agile framework and product management.
• Mandatory experience in SQL with focus on data retrieval and analysis from multiple data sources is mandatory.
• The ability to influence stakeholders and work closely with them to determine acceptable solutions.
• Experience creating detailed reports and giving presentations. Excellent documentation skills
• Maintains basic knowledge of Data Analytics and Data Visualization best practices.
• Experience in working with large datasets, derive insights and present information through visualization and reports.
• Ability to present effectively to both business and technical audiences at all levels of the organization

Preferred qualifications, capabilities, and skills

• Regulatory Reporting experience preferred
• Basic knowledge of Tableau & Python would be beneficial.
• Shift: 2PM to 11PM IST

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:

As a Client Center Meeting Coordinator within our Amenity Services, you will play an integral role in creating a positive and lasting impression of our organization for both employees and clients. Your role extends beyond managing the front desk and you will be the embodiment of our commitment to hospitality and exceptional customer service. Your responsibilities will include escorting clients to their meeting rooms, providing meeting planning support, and assisting with meeting inquiries.

Job Responsibilities

• Stand, greet, and welcome all clients to the Client Center throughout the day. Escort clients to the appropriate meeting room or space, offering coat room and bag check services to enhance their comfort.
• Assist, tend to, and anticipate guest needs on the floor, ensuring a seamless and pleasant experience for all visitors.
• Work closely with JPMorgan Chase's internal and external partners, including catering, security, audio-visual, events, and facility teams, to ensure smooth operations and exceptional service delivery
• Manage essential front desk functions, including answering phones, promptly returning emails, reviewing and analyzing meeting room requests, and understanding the schedule of events taking place.
• Join Event Planners on pre-conference calls for events, assist with data entry, and support the execution of events, ensuring all details are meticulously managed.
• Check meeting rooms to ensure that catering, audio-visual, and room setups match the Banquet Event Order (BEO), guaranteeing that all client specifications are met.
• Master the usage of EMS (Event Management System) to detail reservations, review incoming requests, and manage all event logistics efficiently.
• Understand meeting room capabilities and catering offerings to provide informed assistance to clients and employees.
• Take the lead in planning and coordinating small events, ensuring that all logistical details are handled with precision and that the events run smoothly.
• Provide support to Event Planners in the execution of larger events, assisting with coordination and ensuring that all aspects of the event are aligned with client expectations.
• Demonstrate flexibility by working early mornings or late evenings as needed for event coverage, ensuring that all events are adequately supported.

Required qualifications , capabilities and skills

• Bachelor’s degree required
• 3+ plus years’ experience in the Hospitality Industry, 5-Star Hotels, Event Planning and Food & Beverage with high touch customer service, demonstrating a strong foundation in customer service and organizational skills
• Excellent interpersonal and communication skills, with the ability to engage with clients and colleagues professionally and warmly
• Ability to effectively manage guest experiences and expectations using a high level of tact and diplomacy
• Highly organized, with the ability to multitask and prioritize tasks effectively
• Working knowledge of audio-visual systems. Familiarity with Microsoft Office is essential
• Flexibility to thrive in a fast-paced and diverse environment
• Willingness to work flexible shifts to cover conference center hours and locations

Preferred qualifications , capabilities and skills

• knowledge of the EMS booking system is a plus