Transactions Manager - Cash Vault Research Services Team jobs at Jpmorgan in United States, Indiana, Indianapolis

Job Profile:

As a Senior Home Lending Manager within Chase Home Lending, you will be presented with a unique opportunity to progress your career and make a substantial impact on the business. Your role will involve promoting Mortgage Banking strategies, managing P/L, and influencing business investments. You will also be responsible for leading and developing Lending Managers and Advisors, cultivating partnerships, and recruiting top talent.

Job Responsibilities:

• Significantly impacts business P/L by developing and executing Mortgage Banking strategies and managing regulatory controls.
• Leads P/L ownership for the market, guiding pricing, staffing, and expense management.
• Manages relationships with key partners, including Retail Bank, IT, Product, Operations, and external vendors.
• Actively recruits talent, recognizes high-potential employees, and fosters an inclusive work environment.
• Monitors loan applications and closings, provides business-building advice, and ensures regulatory compliance.
• Uses strategic skills to maintain a broad market perspective and identify opportunities in sales, staffing, and processes.
• Applies Mortgage Banking expertise to understand offerings, guidelines, and local market needs, and guides new lead source development for market growth.

Required Qualifications, Capabilities, and Skills:

• Bachelor's degree or equivalent experience in mortgage sales and banking.
• 7+ years of management experience, including leading teams of Sr. Managers.
• In-depth knowledge of Federal and State regulatory policies.
• Strong problem-solving, analytical, and organizational skills.
• Excellent communication and interpersonal abilities.
• Proficient in PC skills, including Excel, Word, and PowerPoint.
• Ability to perform well under stress.

Preferred Qualifications, Capabilities, and Skills:

• Strong Technical background preferred.

DESCRIPTION:

QUALIFICATIONS:

Minimum education and experience required: Master's degree in Information Technology, Computer Science, Computer Engineering, or related field of study plus five (5) years of experience in the job offered or as Product Manager/Owner, Business Analyst, Application Developer, Database Developer, Systems Engineer, or related occupation. The employer will alternatively accept a Bachelor's degree in Information Technology, Computer Science, Computer Engineering, or related field of study plus seven (7) years of experience in the job offered or as Product Manager/Owner, Business Analyst, Application Developer, Database Developer, Systems Engineer, or related occupation.

Skills Required: This position requires five (5) years of experience with the following: Performing data manipulation and data structuring using SQL; Generating reports to measure the performance of SLAs using Excel; Performing statistical analysis using Python and Pandas on multivariate datasets to measure the performance of API services; Writing user stories to define the product backlog using Jira; Creating filters and dashboards on Jira to assess the health of product backlogs; Managing product backlogs using MoSCoW, Cost of delay, Weighted Shortest Job First, Stack Ranking and RICE prioritization; Defining sprint goals for quarterly deliverables. This position requires three (3) years of experience with the following: Evaluating and assessing Privileged Access Management solutions using CyberArk Enterprise Password Vault v 9.xx or newer; Designing and developing workflows using Lucid and Visio; Designing and developing IAM services for managing passwords and secrets for large scale enterprise onboarding. This position requires two (2) years of experience with the following: Designing and developing Risk and Control journeys using ARIS for IAM services; Planning product increments using Jira Align; Defining the quarterly book of work, strategy, objectives and key results for an API product. This position requires one (1) year of experience with the following: Designing and developing Python scripts to automate the creation of Excel reports.

Job Location: 575 Washington Blvd., Jersey City, NJ 07310.

Full-Time. Salary: $155,500 - $187,500 per year.

Job Responsibilities:

• Work directly with senior sector analysts to generate and present investment recommendations grounded in proprietary fundamental credit research
• Conduct due diligence by engaging with management teams, industry participants and competitors as well as sell-side analysts
• Develop and maintain financial models for covered companies
• Monitor market themes and sector trends, and undertake ongoing surveillance of held investments
• Assess business fundamentals, model financial results, and evaluate new investment opportunities
• Present and debate investment ideas
• Respond to client requests

What to Expect:

• Work directly with senior investment professionals and gain an understanding of corporate bond, leveraged loan and private credit markets
• Leverage insights of industry/sector experts across JP Morgan Asset Management
• Develop innovative ideas to drive returns for our clients
• Network with industry leaders and access best-in-class training

Required Qualifications, Capabilities and Skills:

• Bachelor’s degree in a related field
• Excellent communication, presentation, and interpersonal skills
• Strong quantitative, analytical, and organizational skills
• Proficient in Microsoft Excel and financial analysis
• Genuine interest in financial markets and investing
• Authorization to work permanently in the U.S

Preferred Qualifications, Capabilities and Skills:

• Background in financial accounting, financial analysis or mathematics
• CFA Charter-holder or CFA candidate preferred

As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you’ll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. You’ll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships.

Job Responsibilities

• Manage, retain and deepen a portfolio of approximately 80-100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
• 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. Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects
• Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships
• Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
• Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities
• Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements

Required qualifications, capabilities, and skills

• Minimum of 5 years’ experience in a Business Banking Relationship Management role or related business lending experience
• Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses 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; presents proactive solutions and innovative alternatives when appropriate
• Demonstrated ability to anticipate clients’ issues, own problems on clients’ behalf, and follow through with commitments
• Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes, and leverage technology to interact with clients effectively and efficiently
• Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
• Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
• Balance needs of clients with associated risks and interests of the firm

Preferred qualifications, capabilities, and skills

• Bachelor’s degree in Finance or related field, or equivalent work experience
• Minimum of 3 years’ managing clients >$10+MM revenue
• Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
• In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts

As a Business Relationship Manager I, Officer in the Military Pathways Direct Hire Program, you will build, manage, and retain a portfolio of business clients, providing customized banking solutions tailored to their financial needs. You will have the opportunity to develop relationships with clients and internal partners, ensuring a seamless client experience while adhering to risk management protocols.

Military Pathways Direct Hire Program, Business Banking, Business Relationship Manager I, Officer

• Induction training and acclimation support in your first month on the job
• 12-months of program support, coaching and career development
• Networking opportunities with your Pathways colleagues
• Exposure to senior members
• Professional skills training throughout the year

To ensure continuous development throughout the program, you will receive mentorship, guidance, and support from your individual manager, program manager, veteran sponsor and many other influential business partners across the firm.

Job Responsibilities

• Build, manage, and retain a portfolio of 100 - 115 business clients after an initial training phase, with annual revenue of $1 - $5 million for your assigned branches; provide deposit and cash management solutions and manage 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. Work within risk parameters that protect the bank. Seek out expertise of others to enhance existing knowledge and ensure a positive client experience
• Provide the best in client advice and service while developing the relationship to ensure a seamless client experience throughout Chase. Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business
• 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
• Protect the firm by following sound risk management protocols and adhering to regulatory requirements. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships with clients and prospects. Regularly review processes and strategies with manager, making adjustments as needed

Required qualifications, capabilities, and skills

• Enlisted/Junior Officer background with minimum of 4 years of Military experience
• Up to 7 years of separation from military service

Preferred qualifications, capabilities, and skills

• Bachelor’s degree or equivalent work experience
• General business knowledge and understanding of core business products and services
• Strong communication skills with individuals at all levels, internally and externally. Ability to build relationships with clients and internal partners
• Ability to travel occasionally for key business meetings and training

As a Transaction Manager I in Customer Resolution Services, you will oversee high-risk processes and controls to mitigate risks effectively. Leading a team of 12-15 Specialists, you will be accountable for achieving key service metrics, meeting financial goals, ensuring satisfaction among business partners and employees, and driving continuous improvement initiatives. Your role involves making high-level decisions while adhering to risk and control guidelines, ensuring all work meets service levels and Legal/Compliance requirements.

Job responsibilities:

• Execute business initiatives through open communication with employees, peers, leadership, and other business lines
• Make informed business decisions using independent judgment, expertise, and documented policies
• Identify and own end-to-end process improvement opportunities, including recommending solutions and implementing changes
• Ensure adherence to operating policies, procedures, and legal/compliance regulations
• Manage team performance, leading by example and coaching for sustained results

Required qualifications, skills and capabilities:

• People management experience
• Minimum 3 years of experience in financial services
• Ability to drive change in a high-production environment
• Detail-oriented with the ability to work under pressure
• Deliver coaching and feedback effectively
• Multitasking skills to meet deadlines in a fast-paced environment
• Strong verbal and written communication skills
• Prioritization and organization skills to handle multiple assignments
• Problem-solving skills with a focus on balancing risk and customer experience
• Proficiency in MS Office Suite, especially Excel

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: