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Workplace Solutions - Business Development Representative jobs at Jpmorgan in United States, Nashville-davidson

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United States
State
Nashville-davidson
8 jobs found
17.09.2025
JPM

JPMorgan Consultant Senior- Business Banking- Vice President United States, Tennessee, Nashville-Davidson

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Description:

As a Consultant Senior in Business Banking, you’ll help improve the lives of our clients and the well-being of their businesses through solutions, education, and advice. You’ll be responsible for leading our business development efforts in your assigned territory, specifically focusing on underserved small businesses.

Job Responsibilities

  • Build relationships, utilize networks and local centers of influence to identify and support underserved entrepreneurs.
  • Build and maintain a current business network and active involvement in community organizations such as Chambers of Commerce and non-profit organizations; leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts; and employ creative marketing techniques utilizing Chase resources and materials to develop business networks and prospects.
  • Provide the best in client advice and service and develop the relationship to ensure a seamless client experience throughout Chase. Build collaborative relationships with partners across Chase, including Branches, Home Lending, Chase Wealth Management, Merchant and Card Services, to provide our clients the best solutions for all of their financial need.
  • Deliver an outstanding experience to Chase business clients by using knowledge of business, finance, banking, credit and risk management, while leveraging relationships, to identify, recommend, and promote solutions that best serve the client.
  • Build collaborative internal and external relationships to provide the best in client advice and service to develop the business network and ensure a seamless experience for the business client.

Required qualifications, capabilities, and skills

  • Minimum of 5 years’ experience in business banking relationship management role or related business / commercial lending experience
  • Bachelor’s degree in Finance or related field, or equivalent work experience
  • Strong relationship management skills; demonstrate strong tactical business development and negotiation skills
  • Demonstrate 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 and present proactive solutions
  • Able to identify opportunities, issues, and viable alternatives, while managing risk, when traditional solutions do not apply

Preferred qualifications, capabilities, and skills

  • Extensive knowledge of business and credit underwriting with commercial credit training
  • Experience owning / operating a small business
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19.08.2025
JPM

JPMorgan Workplace Solutions Proposals Manager Vice President United States, Tennessee, Nashville-Davidson

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Description:
As an Associate Banker within Chase, 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. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts – helping clients achieve their financial goals.
Job Responsibilities
  • Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
  • Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
  • Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
  • Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions – introducing them to our team of experts to help achieve their financial goals.
  • Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
  • Ability to put clients first and exceed their expectations – delivering attentive and friendly service, creating a welcoming environment.
  • Ability to build trusted relationships – demonstrating genuine care and concern during interactions with clients.
  • Ability to engage clients – communicating clearly and politely to understand and help, anticipating client needs.
  • Ability to quickly and effectively resolve client issues with attention to detail – providing a consistent client experience.
  • Ability to elevate the client experience – working collaboratively as a team to deliver seamless service with care and sincerity.
  • Ability to quickly and accurately learn products, services, and procedures.
  • Client service experience or comparable experience.
  • High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
  • Strong desire and ability to influence, educate, and connect customers to technology solutions.
  • Cash handling experience.
Expand
12.08.2025
JPM

JPMorgan Workplace Solutions - Business Development Representative United States, Tennessee, Nashville-Davidson

Limitless High-tech career opportunities - Expoint
Description:

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
  • Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
  • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
  • Demonstrate a deep understanding of financial markets and sound business judgement
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity
  • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
  • Provide a holistic view of clients’ needs and financial coaching beyond investments
  • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
  • At least 2 years in a Financial Advisor role or equivalent financial services experience
  • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
  • Demonstrated ability and commitment to goals-based planning and advice
  • A valid and active Series 7
  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
  • Certified Financial Planning (CFP®) certification is preferred
  • Bachelor’s degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:

• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Expand
07.07.2025
JPM

JPMorgan Workplace Solutions - Sales Enablement Associate United States, Tennessee, Nashville-Davidson

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Description:

A typical day consists of assisting customers and performing transactions. You will also look for opportunities to make customers lives easier by setting up self-service options and building relationships. Throughout the week, you will schedule time to review branch operations and share updated policy and procedures with branch employees. This results in the business is adhering to control expectations.

Job responsibilities
  • Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture
  • Engages clients as they enter the branch by welcoming them and making customers feel appreciated, performing transactions, managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
  • Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
  • Introduces customers to the branch team who will build relationships and assist with specialized financial needs
  • Makes customers’ lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
  • Supports the Branch Manager with all aspects of branch operations, including loss control, compliance, and audit standards
Required qualifications, capabilities, and skills
  • High school degree, GED, or foreign equivalent
  • Detail-oriented, organized, and have the ability to multi-task with a dedication to follow policies, procedures, and regulatory banking requirements
  • Availability to work Branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
  • Demonstrated ability to make connections, engage, and educate customers and refer to colleagues as appropriate
  • Strong desire and ability to influence, educate, and connect team, partners, and customers to technology
  • Demonstrated leadership abilities and proficiency in operations and transaction accuracy while working well in a team environment
  • Some College level or military equivalent or 2+ years of branch banking experience
Training requirement
  • Successful completion of the Branch Operations Lead training program is a pre-requisite to be considered active in Branch Operations Lead role
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24.04.2025
JPM

JPMorgan Workplace Solutions - Financial Reporting Associate United States, Tennessee, Nashville-Davidson

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Description:

Join our integral financial reporting team as a financial reporting associate. The ideal candidate will manage the financial reporting requirements of our corporate clients in compliance with US GAAP and IFRS.

As a financial reporting associate within Workplace Solutions you will contribute to assisting clients with the implementation and setup of financial reporting on our platform, supporting their ongoing reporting needs, maintaining documentation and controls to ensure quality, and contributing to platform product development.

Job Responsibilities:Manage client reporting relationships, including but not limited to:

  • Interact with corporate client contacts to set up financial reporting on the platform and reconcile reports for sign-off.
  • Respond to client queries to fulfill their reporting requirements on a monthly/quarterly basis.
  • Provide client education related to ASC 718, IFRS 2, and maintain ongoing client communications.
  • Assist in sales demonstrations.
  • Participate in product development and process improvement initiatives.
  • Aid in the development and documentation of key procedures and controls related to financial reporting.

Required Skills, Capabilities, and Qualifications:

  • Excellent Microsoft Excel skills and ability to work with large data files.
  • Ability to work independently and manage time effectively to meet individual goals and deadlines.
  • Establish effective working relationships with other team members and team leads.
  • Demonstrate commercial acumen with an ability to be innovative, proactive, and able to multi-task.

Preferred Skills, Capabilities, and Qualifications:

  • Understanding of relevant US GAAP & IFRS reporting standards requirements for share-based payments, best practices, and procedures.
  • Third-level degree in Business/Finance/Accounting or equivalent experience preferred.
  • Prior experience in the share plan industry.
Expand
15.04.2025
JPM

JPMorgan Workplace Solutions Business Development Representative BDR United States, Tennessee, Nashville-Davidson

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

As a Consultant Senior in Business Banking, you’ll help improve the lives of our clients and the well-being of their businesses through solutions, education, and advice. You’ll be responsible for leading our business development efforts in your assigned territory, specifically focusing on underserved small businesses.

Job Responsibilities

  • Build relationships, utilize networks and local centers of influence to identify and support underserved entrepreneurs.
  • Build and maintain a current business network and active involvement in community organizations such as Chambers of Commerce and non-profit organizations; leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts; and employ creative marketing techniques utilizing Chase resources and materials to develop business networks and prospects.
  • Provide the best in client advice and service and develop the relationship to ensure a seamless client experience throughout Chase. Build collaborative relationships with partners across Chase, including Branches, Home Lending, Chase Wealth Management, Merchant and Card Services, to provide our clients the best solutions for all of their financial need.
  • Deliver an outstanding experience to Chase business clients by using knowledge of business, finance, banking, credit and risk management, while leveraging relationships, to identify, recommend, and promote solutions that best serve the client.
  • Build collaborative internal and external relationships to provide the best in client advice and service to develop the business network and ensure a seamless experience for the business client.

Required qualifications, capabilities, and skills

  • Minimum of 5 years’ experience in business banking relationship management role or related business / commercial lending experience
  • Bachelor’s degree in Finance or related field, or equivalent work experience
  • Strong relationship management skills; demonstrate strong tactical business development and negotiation skills
  • Demonstrate 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 and present proactive solutions
  • Able to identify opportunities, issues, and viable alternatives, while managing risk, when traditional solutions do not apply

Preferred qualifications, capabilities, and skills

  • Extensive knowledge of business and credit underwriting with commercial credit training
  • Experience owning / operating a small business
Expand
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