Transactions Specialist Ii- Rotating 1st 3rd Shift jobs at Jpmorgan in United States, North Carolina, Charlotte
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Company (1)
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United States
North Carolina
Charlotte
13 jobs found
19.08.2025
JPM
JPMorgan US Private Bank - Investment Specialist Vice President United States, North Carolina, Charlotte
Conduct investment reviews with clients to validate the clients’ current investment objectives and prepare recommendations of appropriate investment products. Develop investment policy statements and advise on asset allocation. Closes sales...
Supervise and coach a team of transaction specialists, ensuring efficient processing of document transactions and extraction of checks and remittances. Oversee remittance processing operations, setting daily production goals, delegating work,...
Lead the implementation of treasury products for clients transitioning to the Chase banking platform, ensuring a smooth and efficient onboarding experience. Utilize advanced risk management skills to identify potential risks...
Oversee daily workflow of specific workgroups and/or segments of the workflow process. Manage a team of full and part-time front line employees. Handle complex customer relationships while utilizing service improvement...
Executes security solutions design, development, and technical troubleshooting with the ability to apply knowledge of existing security solutions to satisfy security requirements for internal clients (e.g., product, platform, application owners)....
Test the quality of approved KYC records against Global KYC and Quality Assurance Standards, and record results in the case management system. Review the reliability and integrity of data collected,...
Review and identify client’s needs during a discovery call prior to training session. Build relationship with client. Partner with internal banking teams or internal card onboarding team to get full...
Conduct investment reviews with clients to validate the clients’ current investment objectives and prepare recommendations of appropriate investment products. Develop investment policy statements and advise on asset allocation. Closes sales...
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