Business Relationship Manager Senior Not-for-profit - Vice President jobs at Jpmorgan in United States, Indianapolis

DESCRIPTION:

QUALIFICATIONS:

Minimum education and experience required: Bachelor's degree in Finance, Business Administration, Information Technology, Information Systems, Cybersecurity, Data Management, Data Analytics, or related field of study plus 7 years of experience in the job offered or as Tech Audit Manager, Assistant Vice President - Technology Auditor, Associate - Senior Technology Auditor, Associate - Risk & Controls, Team Lead - Identity and Access Administration, or related occupation.

Skills Required: This position requires seven (7) years of experience with the following: planning and leading technology audit coverage, including both integrated and technology general control reviews; assessing IT General Controls, including system development practices, management of production events and incidents, technology resiliency, data protection, technology access controls, data management (including data use, storage, retention, and purging), and overall technology governance processes; evaluating Application Controls, including system functionality, completeness and accuracy of system interfaces through both batch and real-time processing, and business use of data models; documenting the designs of tested controls, the independent testing approach, and the operating effectiveness of the controls tested; conveying status updates and observations to key stakeholders, including Senior Management; evaluating and determining the adequacy of tested controls, and assessing the probability and impact of control weaknesses by considering the risk to the business and technology in an integrated manner; guiding staff on engagement for controls in scope, performing quality reviews of work performed, and providing constructive feedback to ensure audit workpapers meet department quality standards.

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.

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

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.

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

Job Profile:

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers’ chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business.

As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.

Job responsibilities

• Coaches and mentors the branch team by providing training on products and services.
• Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
• Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
• Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
• Builds role as the internal and external mortgage expert and maintains good relationships with customers.
• Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.

Required qualifications, capabilities, and skills

• Bachelor's degree or equivalent work experience in sales and/or real estate
• 3+ years of mortgage lending and proven sales experience in retail banking
• Knowledge of real estate market in local area
• Excellent written and oral communication skills
• Knowledge of FHA, VA, FNMA, and FHLMC guidelines

Preferred qualifications, capabilities, and skills

• FHA/VA sales experience
• Marketing, promoting, relationship building, and consulting skills
• Intermediate PC skills in a Windows environment

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: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx.