Relationship Executive - Mid-corporate Banking Director jobs at Jpmorgan in United States, Houston

As a USD Treasury Payments Sr Product Associate within Global Clearing, you will have responsibilities across Payments products, specifically responsibilities for Clearing House Settlement and CLS USD Nostro Services.

Job responsibilities

• Supporting all clients discussions and providing RFP responses on CHSS and CLS product inquiries
• Working closely with external clients and partners across LOBs: sales/service, implementation, tech & ops, risk, compliance, legal and other groups to ensure proper due diligence and review prior to presenting to stakeholders
• Ensuring client-facing materials, agreements and internal job aids are accurate, up-to-date and position/protect appropriately
• Identifying and implementing the technical and business requirements to support additional clearinghouses
• Deepening relationships with clearinghouses, CCPs and CLS Bank to ensure information exchange and alignment with strategic initiatives
• Partner with the Product Managers to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery
• Considers and plans for upstream and downstream implications of new product features on the overall product experience
• Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers
• Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle
• Writes the requirements, epics, and user stories to support product development

Required qualifications, capabilities, and skills

• 3+ years of experience or equivalent expertise in product management or a relevant domain area
• Proficient knowledge of the product development life cycle
• Experience in product life cycle activities including discovery and requirements definition
• Developing knowledge of data analytics and data literacy
• Experience in High Value (wire) transfers, Fedwire, ISO 20022
• Experience with Clearinghouse Settlement & CLS
• Knowledge of securities services including custody, transfer agency and other funds services

Preferred qualifications, capabilities, and skills

• Experience in client-facing roles
• Proven track record in risk identification and management
• Demonstrated prior experience working in a highly matrixed, complex organization
• Blend of critical and creative thinking, outstanding communication skills, and ability to inspire and work well with others

Job Responsibilities

• Assisting frontline specialists with escalations and general support needs via assist queues and other means (i.e. chat, email, etc.)
• Monitoring queues, specialist adherence, and share service level updates
• Assisting with system access tickets
• Following outage procedures during on and off hours
• Providing assistance to Help Desk and Tech Support with incoming calls when call volume requires it and complete case review if needed from client follow-ups
• Coaching frontline specialists through various mediums (i.e. huddles, reworks, email, new hire training)
• Assisting as subject matter expert and peer support during training and/or upskilling
• Handling special projects and tasks as assigned by Management

Required qualifications, capabilities and skills

• Payments industry experience servicing merchants or relevant customer support experience, either by phone or in person
• Background and experience in Merchant Services Enterprise Call Center (ECC) or related function required
• Must be willing to work in an environment that requires 100% phone-based customer interaction
• Proficiency with data tools (excel, database), data visualization tools (PowerPoint, Tableau) are strongly preferred

Preferred qualifications, capabilities and skills

• Bilingual English/French is highly preferred

Work Schedule

• Must be willing to work schedules during our operating hours, which can include evenings, weekends, and holidays

As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.

Job Responsibilities

• Acquire, manage, and retain a portfolio of 100 – 130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
• Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
• Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
• Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed
• Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
• Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
• Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements

Required qualifications, capabilities, and skills

• Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
• General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
• Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
• Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
• Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients’ behalf and follow through with commitment
• Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint

Preferred qualifications, capabilities, and skills

• Bachelor’s degree in Finance or related field or equivalent work experience
• Strong current business network

Job responsibilities

• Develop Mobile applications for chase apps using Swift, Swift UI and Objective C
• Optimize applications for various mobile screen sizes, iPad, iWatch and other iOS devices
• Work on large and complex mobile apps and in implementing complex mobile front-end solutions and experience with automated testing and test driven development
• Collaborate with UX designers on rapid prototypes of new concepts and features to implement superior user experiences
• Optimize mobile applications for maximum speed, reliability and scalability, follow and promote Agile practices including Scrum, Lean, BDD and Continuously Delivery
• Research new technologies, identify and learn best practice, adapt quickly and provide technical guidance across the organization and work with multiple globally distributed teams to deliver end-to-end solution across regions
• Promote excellent user experience and system performance by supporting SRE practices

Required qualifications, capabilities, and skills

• Formal training or certification on software engineering concepts and 5+ years applied experience
• Proficient in mobile development frameworks including iOS Swift, Objective C, UIKit and Cocoa
• Strong understanding of iOS design patterns MVVMC,MVP, MVC, MVVM, VIPER and others
• Integrate various native features like Camera, Push Notifications, GPS, CoreML, VisionKIt
• Experience securing application via device registration, biometrics, platform integrity and keychain
• Experience in mobile app encryption, data protection, and addressing security vulnerabilities
• Experience in integration of APIs with Mobile app and proficient in using iOS development tool XCode
• Build responsive apps for various iOS device sizes and experience in releasing apps to App Store or Enterprise App Stores using CI/CD pipeline
• In depth knowledge of GIT and source code management and understanding of CI/CD best practices, experience in developing unit, component, and end to end testing for mobile apps and knowledge of agile software development methodologies
• Must possess excellent interpersonal skills including strong written and verbal communication and excellent analytical, problem solving, and decision making skills

Preferred qualifications, capabilities, and skills

• Agile/Scrum as well as Waterfall development methodologies
• Mobile Native Application and Mobile Browser Testing via devices and simulators in both iOS and Android platform
• Build automation (static and dynamic analysis) and frameworks with software engineers that are able to improve security, whilst also improving developer and customer experience.
• Understanding of mobile app vulnerabilities, experience in Apple platforms, FIDO Technologies.
• Provide challenge and assessment of potential technology risks including information and cyber security control weaknesses by performing threat modelling exercises.

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