Commercial Private Side Fx Sales - Analyst jobs at Jpmorgan in United States, Dallas

As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.

Job responsibilities

• Shares the value of Chase Private Client with clients that may be eligible
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
• Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
• Adheres to policies, procedures, and regulatory banking requirements

Required qualifications, capabilities, and skills

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
• Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
• Compliance with Dodd Frank/Truth in Lending Act*
• High school degree, GED, or foreign equivalent
• Adherence to policies, procedures, and regulatory banking requirements
• Ability to work branch hours, including weekends and some evenings

Preferred qualifications, capabilities, and skills

• Excellent communication skills
• College degree or military equivalent
• Experience cultivating relationships with affluent clients
• Strong team orientation with a commitment of long-term career with the firm

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 Private Bank - Client Skills Training Designer and Facilitator - Vice President on the Client Skills Training and Practice Management US Private Bank team, you will partner closely with Global Private Bank Analysts and Sales Professionals across the globe. You will possess relevant experience, a deep understanding of the client skills and practice management concepts that are key to an Analyst and Advisor’s success, and interest and skill in building and empowering elite advisors and specialists of tomorrow is paramount.

Job responsibilities:

• Develop and implement our Client Skills Training Strategy and Programs built for Asset and Wealth Management Analysts and Private Bank Advisors, ensuring alignment with business objectives and participant needs.
• Understand the practices of high-performing Analysts and Advisors and use this knowledge to build collateral for training programs, ensuring content relevance and effectiveness.
• Oversee the development, facilitation, management, and marketing of training experiences, including detailed planning and execution of logistics, operations, and participant engagement.
• Lead the planning, facilitation, and execution of training experiences, managing the project plan and ensuring smooth participant engagement and successful program delivery.
• Collaborate with global faculty, Human Resources partners, business stakeholders, and program sponsors to design and implement training programs, ensuring strategic alignment and seamless coordination.
• Design comprehensive program curricula, craft engaging presentations, and manage in-person training experiences, while distributing clear communications to meet training requirements and set participant expectations.
• Oversee budget, training resources, project planning, and data integrity, ensuring strong controls and compliance with company policies and regulatory changes.

Required qualifications, capabilities and skills:

• 3+ years work experience related to the role
• B.A. degree in related field
• Experience designing, building and facilitating training programs or with creating and executing project plans
• Ability to articulate complex concepts clearly to differing audiences
• Ability to prioritize tasks, work independently, exercise good judgment, troubleshoot and implement changes, and maintain strong attention to detail and organization.
• Ability to work with large data sets to pull trends and insights, and provide regular reporting to senior stakeholders
• Inclusive leadership skills with the ability to collaborate across different groups and regions

Preferred qualifications, capabilities and skills:

• coaching certification and/or experience in Wealth Management or Private Banking business is desired

As a Commercial Banker, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries (MMBSI) specializing in Innovation Economy, Startup Banking.

Job Responsibilities:

• Demonstrate the ability to build a brand within your market that represents Startup Banking as the “Leading Innovation Economy bank serving the best and most diverse clients”
• Develop new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments
• Relentlessly focus on seeking out the best and most diverse founders powering innovation by leveraging a referral network built through business activities and relationship development
• Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately
• Be passionate about innovation, the early stage (pre series A) startup ecosystem and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
  

Required Qualifications, Capabilities and Skills:

• 5+ years of related experience
• Strong understanding of Commercial Banking products and services
• Excellent sales management and business development skills
• Proficiency in building and maintaining positive client relationships
• Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
• Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done

Preferred Qualifications, Capabilities and Skills

• Bachelor’s degree and formal credit training preferred
• Strong committed team player, looking to add to a national team of likeminded, passionate Innovation Economy bankers

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 Client Onboarding Specialist within J.P. Morgan, you will be a key player in implementing JPMorgan Payments products to enhance our clients' eCommerce business capabilities and treasury operations. Your role will be pivotal in promoting and coordinating all aspects of a positive client onboarding experience. You will utilize your expertise to guide and lead clients in adopting JPMorgan Payments technology and products across Treasury, Cash Management, Trade, and Merchant Acquiring businesses. This role requires a strong project governance discipline to execute proven client and product onboarding methodologies. You will be responsible for the post-mandate client experience, starting from solution finalization through onboarding, testing, and live production operation. You will be expected to manage multiple concurrent client implementations, prioritize tight deadlines, and lead communications with senior stakeholders while adhering to applicable legal, risk, compliance, and control frameworks.

Job Responsibilities

• Serve as the single point of contact, providing overall ownership of the client experience and satisfaction during the onboarding process.
• Manage multi-entity/jurisdiction product implementation and account opening requests, including cross-region implementation deals.
• Collaborate with clients and coverage teams to develop and execute implementation plans, establishing clear expectations and transparency of timelines using project management principles.
• Lead client-facing activities such as workshops to refine solutions, establish project plans, conduct product testing, and manage legal documentation.
• Ensure compliance with audit and controls policies and procedures, with a focus on risk management.
• Drive improvements to the global operating model with internal partners in Sales, Product, Legal, Compliance, Operations, Technology and Client Service to deliver high client satisfaction and internal efficiencies.
• Provide subject matter expertise for international regulatory requirements, products, documentation, and services.
• Support global and regional onboarding initiatives to enhance client experience and meet operational and local regulatory requirements.
• Monitor the progress of implementation requests and escalate issues as needed to ensure timely execution.

Required qualifications, capabilities, and skills

• Bachelor's degree
• Superior leadership and teamwork skills, demonstrating the ability to work independently within a matrix, cross-functional, global organization, are essential.
• Accomplished project manager operating in a client facing environment such as Consulting or Business transformation
• Strong organizational skills and attention to detail, with the ability to meet deadlines in a fast-paced environment.
• Strong and effective verbal, written, and interpersonal communication and presentation skills in both Japanese and English.

Preferred qualifications, capabilities, and skills

• Relevant industry experience in Cash Management, Transaction Banking, Corporate Finance or Non-bank Payment service providers
• Having knowledge or hands-on experience with enterprise applications such as SAP, Oracle, etc., particularly in the finance/treasury domain, would be advantageous.
• Familiarity with Payment file/data transfer technologies such as ISO format, enterprise connectivity like SFTP, API, SWIFT , would be advantageous.
• Positions held in client-facing roles and proven project management skills are preferred.

As a Real Estate Banking (REB) Client Associate in Commercial Real Estate, your primary responsibility will be to assist in relationship management and business development with the banker team (REB Client Executives). You will participate in the Banking Associate program, which is designed for progression of job functions from Associate level 1 to Associate level 3 working to develop skills over time for a successful career within the firm and ability to pursue more senior roles within Commercial Real Estate such as a Client Executive position.

Job Responsibilities

• Focus on the support and delivery of value-added solutions to clients and prospects, helping them reach their goals and maximize revenues over the life of the relationship.
• Help foster strong internal relationships, particularly with Risk, Product Specialists, Treasury Services partners, Real Estate Investment Banking and other groups as applicable to help properly identify solutions to meet the needs of clients and prospects.
• Support the REB Client Executives with financial modeling, prescreening, market sizing, client planning analysis, etc.
• Assist in managing firm-wide risks as well as adherence to policy & regulatory compliance standards, including AML/KYC, credit exposure-including daily transactional risks and reputational risks

Required qualifications, capabilities and skills

• BS/BA degree
• Experience in building and maintaining positive client relationships
• Superior Excel, Word and Power Point skills
• Excellent problem solving, as well as oral and written communication skills
• Superior analytical, quantitative, leadership, and interpersonal skills
• Keen attention to detail, as well as a proactive and creative mindset
• Proven ability to multitask and meet deadlines in a fast-paced environment

Preferred qualifications, capabilities and skills

• 2+ years of credit analyst experience in Commercial Banking or Investment Banking, focused in real estate
• Completion of a major corporate bank credit training program (or the equivalent corporate banking/corporate finance experience)