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Banker Associate - Middle Market Banking jobs at Jpmorgan in United States, Irvine

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Irvine
34 jobs found
17.09.2025
JPM

JPMorgan Treasury Sales Associate - Commercial Bank United States, California, Irvine

Limitless High-tech career opportunities - Expoint
Assist in the deployment and configuration of Genetec Security Center on Windows servers, ensuring successful implementation and integration of security systems. Provide first-level technical support to end-users, troubleshoot issues related...
Description:

Job responsibilities

  • Assist in the deployment and configuration of Genetec Security Center on Windows servers, ensuring successful implementation and integration of security systems.

  • Provide first-level technical support to end-users, troubleshoot issues related to Genetec Security Center, and offer recommendations on best practices.

  • Recognize and eliminate toil through systems engineering or automation, and implement observability patterns to improve service level indicators, objectives monitoring, and alerting solutions.

  • Collaborate with senior IT staff and participate in training sessions to improve knowledge and skills related to Genetec Security Center and other IT systems.

  • Monitor system performance and availability of core Genetec Security Center services, ensuring optimal transparency and analysis.

  • Document and maintain accurate records of system configurations, changes, and support requests, ensuring clear communication and organization.

  • Package Genetec Security Center software for client and server installs, and provide on-call support as needed to address urgent issues.

Required qualifications, capabilities, and skills

  • Formal training or certification on software engineering concepts and 2+ years applied experience.
  • 2+ years’ experience working with Genetec Security Center, including configuring federations, and experience with installing and upgrading Genetec Security Center software while managing Windows patching.

  • Familiarity with observability practices such as white and black box monitoring, service level objective alerting, and telemetry collection using tools like Grafana, Dynatrace, Prometheus, Datadog, and Splunk.

  • Possession of Genetec Security Center Omnicast certification and a good understanding of network protocols and security principles.

  • Experience working with third-party applications deployed on Windows Server environments and the ability to work with SQL Server, including running queries.

  • Strong problem-solving skills and attention to detail, ensuring effective troubleshooting and resolution of issues.

  • Excellent communication and interpersonal skills, facilitating collaboration and effective interaction with team members and stakeholders.

  • Ability to work independently and as part of a team, demonstrating flexibility and adaptability in various work environments.

  • Willingness to learn and adapt to new technologies, staying current with industry trends and advancements.

Preferred qualifications, capabilities, and skills

  • General knowledge of financial services industry
  • Experience working with third-party applications.
  • Experience working with any other video management solutions
  • Experience working with Intrusion Detection systems
  • Genetec Mission Control certification is a plus
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17.09.2025
JPM

JPMorgan Client Success Officer - Startup Banking United States, California, Irvine

Limitless High-tech career opportunities - Expoint
Provides primary servicing support and treasury management solutions for a portfolio of Startup Banking clients. Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury...
Description:

As a Client Success Officer within our Commercial Bank Startup Banking, you will leverage your deep treasury product knowledge to develop and execute a localized market and product strategy, serving as a key liaison for Commercial Bank clients. By offering Treasury solutions in conjunction with service, the Client Success Officer plays an important role in the execution of the firm’s retention, growth, and client experience strategies, including accountability to deliver on broader organizational service and revenue expansion. The Client Success Officer will play a vital role in partnering with Commercial Bankers, Implementation Managers, and Know Your Client (KYC) teams to enhance business development efforts, ensuring efficient execution and maintaining a high level of client satisfaction through active engagement.

Job Responsibilities

  • Provides primary servicing support and treasury management solutions for a portfolio of Startup Banking clients
  • Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
  • Responsible for fostering and expanding long-term relationships with clients by effectively managing their treasury needs, while ensuring a high level of client satisfaction
  • Coordinate with the banking team to participate in positioning solutions for prospect clients to show the value add of the service model
  • Help the coordination and project management of product implementations and service related needs
  • Maintain ongoing relationship management routines
  • Manage/resolve client escalations and issues
  • Identify additional banking needs for clients by partnering with Commercial Bankers on cross sell opportunities
  • Review sales, service and client onboarding processes and recommend process enhancements to leadership
  • Coordinate with the Banker and operational partners, such as Client Data Management Team, & KYC, to assist with the onboarding of new to bank clients and to assist with periodic client renewals
  • Partner with Banking and Sales on growth opportunities by contributing to strategic client relationship reviews and long-term planning
  • Assist in development of relationship review documents and create actionable objectives for relationship review meetings with clients
  • Work with Risk partners for certain elements of risk management including fraud prevention.
  • Operational and functional knowledge of suite of treasury and cash management products offered to Startup Banking clients

Required qualifications, skills and capabilities

  • Bachelor’s degree and/or 5+ years of equivalent prior work experience in Business Operations / Client Services / Sales Support
  • 7+ years of comprehensive knowledge of Treasury Products and Services
  • Proven client interaction skills to calibrate & manage client expectations
  • Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
  • Strong time management, organizational and planning skills
  • Proven proficiency in managing client problem resolution and delivering solutions; ability to mobilize internal resources to move quickly to resolve issues
  • Ability to motivate cross-functional teams and interact with all levels of the organization including senior management, sales, IT, operations and product management, banking, implementation, service, KYC, liquidity, merchant, card, credit, legal, compliance, etc.
  • Working knowledge of Microsoft Office suite of products such as Project, Power-point and Excel
  • Demonstrated team building skills and ability to work in a team environment along with experience in managing conflict and adapting to change
  • Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions

Preferred qualifications, skills and capabilities

  • Certified Treasury Professional designation
  • PMP or other Project Management Certifications
  • Strong creative solution and problem-solving abilities

Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.

  • Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
  • Help the community through expansive volunteer opportunities
  • Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees

Final Job Grade and officer title will be determined at time of offer and may differ from this posting.

Some travel required (20%) to visit clients and internal partners.

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17.09.2025
JPM

JPMorgan Risk Management - Credit Officer Senior Associate United States, California, Irvine

Limitless High-tech career opportunities - Expoint
Oversee all aspects of credit analysis on commercial real estate/multifamily loans. Evaluate and manage risks in complex transactions. Serve as a back-up mentor for more junior Credit Analysts and Credit...
Description:

As a Lead Credit Officer within the Credit Risk team, you will play a critical role in evaluating and identifying risks, as well as interpreting data to support management in making well-informed credit decisions on multifamily commercial real estate loan requests. You will operate in a dynamic, high-volume, and fast-paced environment, analyzing loans ranging from $1MM to $25MM+. You will be part of a highly collaborative team that prioritizes learning, professional development, inclusivity, and mentorship.

Job Responsibilities:

  • Oversee all aspects of credit analysis on commercial real estate/multifamily loans.
  • Evaluate and manage risks in complex transactions.
  • Serve as a back-up mentor for more junior Credit Analysts and Credit Officers
  • Build and maintain strong relationships with internal business stakeholders including sales, processing, closing, and legal.
  • Gain a thorough understanding of relevant policies, standards, procedures, and regulatory requirements.
  • Apply data analysis techniques to interpret results and provide insights and recommendations to management.
  • Serve as a technical expert in addressing inquiries and resolving system-related issues specific to credit risk analysis and management tools.
  • Keep up with industry trends and best practices in credit risk management to enhance decision-making and maintain a competitive edge.

Required Qualifications, Capabilities, and Skills:

  • Minimum 7+ years of experience in commercial real estate lending, credit analysis, or loan workouts.
  • Thorough understanding of multifamily real estate property valuations and cash flow analysis.
  • Excellent financial analysis skills, including evaluating property cash flows, property valuation, and personal financial statements.
  • Demonstrated success in thriving within a fast-paced, collaborative environment while maintaining a high level of attention to detail.
  • Excellent verbal/written communication and problem-solving skills.
  • Ability to prioritize, plan, and manage people and processes to complete credit analysis and other assignments as needed.
  • Proficiency in Microsoft Word, Excel, and PowerPoint, with the ability to quickly adapt to proprietary systems.

Preferred Qualifications, Capabilities, and Skills:

  • Bachelor's degree in accounting, finance, economics, or real estate is preferred.
  • Experience as a loan underwriter in commercial real estate lending is highly desirable.
  • Familiarity with regional markets and municipal regulations.
  • Advanced degree in a related field.
  • Experience with proprietary credit risk management tools.
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16.09.2025
JPM

JPMorgan Relationship Banker - Irvine Market Mandarin Required United States, California, Irvine

Limitless High-tech career opportunities - Expoint
Executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems. Creates secure and high-quality production...
Description:

Job responsibilities

  • Executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
  • Creates secure and high-quality production code and maintains algorithms that run synchronously with appropriate systems
  • Produces architecture and design artifacts for complex applications while being accountable for ensuring design constraints are met by software code development
  • Gathers, analyzes, synthesizes, and develops visualizations and reporting from large, diverse data sets in service of continuous improvement of software applications and systems
  • Proactively identifies hidden problems and patterns in data and uses these insights to drive improvements to coding hygiene and system architecture
  • Contributes to software engineering communities of practice and events that explore new and emerging technologies
  • Adds to team culture of diversity, opportunity, inclusion, and respect

Required qualifications, capabilities, and skills

  • Formal training or certification on software engineering concepts and 3+ years applied experience.
  • Hands-on practical experience in system design, application development, testing, and operational stability
  • Proficient in coding in one or more languages
  • Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages
  • Overall knowledge of the Software Development Life Cycle
  • Solid understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
  • Demonstrated knowledge of software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)

Preferred qualifications, capabilities, and skills

  • Familiarity with modern front-end technologies
  • Exposure to cloud technologies
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09.09.2025
JPM

JPMorgan Portfolio Banker - Emerging Middle Market Banking Executive ... United States, California, Irvine

Limitless High-tech career opportunities - Expoint
Manage, retain and deepen a portfolio of Commercial Banking business clients with annual revenue between $20 million - $100 million. Champion a culture of innovation and a customer centric mindset....
Description:

Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and J.P. Morgan Merchant Services. Our strongest Bankers have a methodical approach to the market activity and prospecting. We deliver locally and therefore our ideal candidate has deep local connections and market knowledge.

Job Responsibilities

  • Manage, retain and deepen a portfolio of Commercial Banking business clients with annual revenue between $20 million - $100 million
  • Champion a culture of innovation and a customer centric mindset
  • Utilize knowledge of business, finance, payment solutions, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
  • Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
  • Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
  • Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements

Required Qualifications, Capabilities and Skills

  • Seven plus years direct lending or credit support related experience with a focus on business relationships
  • Understanding of Commercial Banking products and services
  • Ability to collaborate with internal partners and resources
  • Demonstrated experience of meeting or exceeding sales goals
  • Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
  • Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
  • Strategic and inquisitive mindset, knowledge of the bank and its offerings, and ability to gain support from partners to manage large client book

Preferred Qualifications, Capabilities and Skills

  • Bachelor’s degree and formal credit training
  • Sales management, business development skills, proficiency in building and maintaining positive client relationships
  • Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
  • Excellent business judgment, strategic thinking, self-directed, proactive and creative

FEDERAL DEPOSIT INSURANCE ACT:

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21.08.2025
JPM

JPMorgan Commercial Real Estate Client Service Senior Associate United States, California, Irvine

Limitless High-tech career opportunities - Expoint
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over...
Description:
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
  • Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
  • Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
  • Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
  • Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
  • Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
  • Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
  • 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
  • Ability to create memorable experiences for our clients – elevate the client experience.
  • Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
  • Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience.
  • Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
  • High school degree, GED, or foreign equivalent.
  • The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC’s licensing program within 180 days of hire, study materials and support provided.
  • Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
  • College degree or military equivalent.
  • Experience adhering to banking policies, procedures, and regulatory requirements.
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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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:
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20.08.2025
JPM

JPMorgan US Private Bank - Banker Vice President United States, California, Irvine

Limitless High-tech career opportunities - Expoint
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...
Description:

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 and 66 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
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Limitless High-tech career opportunities - Expoint
Assist in the deployment and configuration of Genetec Security Center on Windows servers, ensuring successful implementation and integration of security systems. Provide first-level technical support to end-users, troubleshoot issues related...
Description:

Job responsibilities

  • Assist in the deployment and configuration of Genetec Security Center on Windows servers, ensuring successful implementation and integration of security systems.

  • Provide first-level technical support to end-users, troubleshoot issues related to Genetec Security Center, and offer recommendations on best practices.

  • Recognize and eliminate toil through systems engineering or automation, and implement observability patterns to improve service level indicators, objectives monitoring, and alerting solutions.

  • Collaborate with senior IT staff and participate in training sessions to improve knowledge and skills related to Genetec Security Center and other IT systems.

  • Monitor system performance and availability of core Genetec Security Center services, ensuring optimal transparency and analysis.

  • Document and maintain accurate records of system configurations, changes, and support requests, ensuring clear communication and organization.

  • Package Genetec Security Center software for client and server installs, and provide on-call support as needed to address urgent issues.

Required qualifications, capabilities, and skills

  • Formal training or certification on software engineering concepts and 2+ years applied experience.
  • 2+ years’ experience working with Genetec Security Center, including configuring federations, and experience with installing and upgrading Genetec Security Center software while managing Windows patching.

  • Familiarity with observability practices such as white and black box monitoring, service level objective alerting, and telemetry collection using tools like Grafana, Dynatrace, Prometheus, Datadog, and Splunk.

  • Possession of Genetec Security Center Omnicast certification and a good understanding of network protocols and security principles.

  • Experience working with third-party applications deployed on Windows Server environments and the ability to work with SQL Server, including running queries.

  • Strong problem-solving skills and attention to detail, ensuring effective troubleshooting and resolution of issues.

  • Excellent communication and interpersonal skills, facilitating collaboration and effective interaction with team members and stakeholders.

  • Ability to work independently and as part of a team, demonstrating flexibility and adaptability in various work environments.

  • Willingness to learn and adapt to new technologies, staying current with industry trends and advancements.

Preferred qualifications, capabilities, and skills

  • General knowledge of financial services industry
  • Experience working with third-party applications.
  • Experience working with any other video management solutions
  • Experience working with Intrusion Detection systems
  • Genetec Mission Control certification is a plus
Show more
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