Relationship Banker - Oakland Branch Pittsburgh Pa jobs at Jpmorgan in United States, Pittsburgh

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:

As a Vice President in the Credit Card Loss Forecasting within the Consumer & Community Banking (CCB) Risk Management group, you will be responsible for credit forecasting for the $220B credit card portfolio. The role encompasses important aspects of loss forecasting like, CECL, Budget, and Model analytics. This is an exciting opportunity to work in a high-impact team as they become the key focus of the firm and across the financial services industry. You will excel at creative thinking and problem-solving, be self-motivated, confident, and ready to work in a fast-paced, energetic environment.

Job Responsibilities:

• Lead the quarterly ACL process for the Card portfolio using CECL approach
• Provide attribution analysis for quarterly changes as well as impact analysis of latest Macroeconomic forecast
• Identify emerging risks and be creative in sizing the potential impact on the portfolio using alternate data sources
• Collaborate with the central loss forecasting team to manage process timelines and provide necessary information.
• Work with Finance, Modeling, and Risk Strategy teams to understand changes in the portfolio, model, or strategies and apply adjustments as needed
• Partner with the Risk Modeling team to ensure the model functions as desired and provide regular inputs for improvement
• Create and present quarterly ACL to senior management with a clear storyline and data support.
• Support annual stress testing (CCAR), the Risk Appetite framework, and strategy integrations
• Enhance consistency and efficiency across existing processes and reporting to meet the changing needs of the business
• Demonstrate initiative and the ability to work on multiple projects with limited guidance, while mentoring and coaching junior analysts to develop their risk management skills and finance knowledge.
• Confidently defend the loss forecasting numbers in front of senior management, the Model Review Group, and internal/external auditors/regulators.

Required Qualifications, Capabilities and Skills:

• Master’s/Bachelor’s degree in a quantitative discipline (Finance/Statistics/Economics/Mathematics/Engineering) from an accredited college/university required.
• 5+ years of experience in Credit Risk Management, Statistical Modeling, Marketing Analytics, and/or Consulting.
• 7+ years of related analytical experience.
• Strong knowledge of Python, SAS, SQL, and MS Office required.
• Strong P&L knowledge and understanding of drivers of profitability
• Strong analytical, interpretive, and problem-solving skills with the ability to interpret large data sets and their impact in both operational and financial areas.
• Excellent oral and written communication and presentation skills.

Preferred Qualifications, Capabilities and Skills:

• Advanced degree is preferred.

As a Senior Assistant Supervisor - Business Support Management within our executive support team, you will be at the heart of managing complex administrative tasks and fostering strong relationships. You will unlock your potential to promote operational efficiency and strategic goals, providing priority alignment with high-touch Managing Directors (MDs) and Executive Directors (EDs). You will efficiently manage calendars, schedule meetings, coordinate travel, process expenses, and organize events, ensuring professionalism and confidentiality. Your role includes preparing high-quality documents, supporting projects, building relationships, serving as a Subject Matter Expert (SME), and mentoring new hires.

Job responsibilities:

• Provide administrative support to MDs and EDs, acting as primary or alternate admin support and interim backup.
• Efficiently manage and coordinate active calendars for multiple executives, ensuring optimal scheduling.
• Manage meeting scheduling and communications with professionalism and confidentiality.
• Exhibit effective communication through conversations and well-structured emails.
• Arrange and manage intricate domestic and international travel logistics.
• Process invoices and expense claims, ensuring compliance with firm guidelines.
• Organize and coordinate internal and external events, including meetings and conferences.
• Prepare high-quality reports, presentations, and internal communications using Microsoft Office.
• Assist with projects and initiatives, supporting operational efficiency and strategic goals.
• Foster strong relationships with key partners to create a collaborative work environment.
• Serve as SME in areas such as Travel & Expense, Sales Enablement, MS Tools, and LLM; mentor new hires and facilitate the new hire admin training program.

Required qualifications, capabilities, and skills:

• Minimum of 5 years in a senior administrative or executive assistant role
• Excellent written and verbal communication skills, strong proficiency in Microsoft Office Suite.
• Exceptional organizational skills and ability to manage multiple priorities in a fast-paced environment.
• Strong team orientation and ability to build relationships with internal and external stakeholders.
• Proactively anticipates needs and provides valuable insights, adapting to changing priorities.
• Demonstrated discretion and good judgment in handling confidential information.
• Willing to work onsite 5 days a week.

Preferred qualifications, capabilities, and skills:

• Highly comfortable with learning and adapting to new technologies and productivity tools.
• Willingness to work flexible hours as dictated by business needs.
• Experience in client-facing role in a multinational firm.

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:

The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning. On an integrated team you will work with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program. Promotional opportunities within J.P. Morgan are based on our business needs and the Analyst’s performance.

Job Responsibilities

• Help devise customized financial strategies for existing and prospective clients
• Prepare pitch books and meeting materials
• Collaborate with integrated team members to analyze balance sheets and understand a clients’ investment objectives to produce customized recommendations that consider appropriate risk/return objectives
• Become an expert in a range of proprietary models to provide recommendations on tailored solutions
• Conduct research and analysis; assist with product development and prospecting efforts
• Research client inquiries and manage follow up communication and materials
• As you progress in your role, you will assume significant responsibility by interacting frequently with senior management and working directly with clients

Required Qualifications, Capabilities, Skills

• Bachelor’s degree with a minimum overall GPA of 3.2
• No more than two years of work experience following completion of undergraduate program
• Demonstrated aptitude for sales and client relationship management

Preferred Qualifications, Capabilities, Skills

• Superior multi-tasking and organizational skills
• Excellent communication skills and poise giving presentations
• Genuine interest in financial markets and macro-level economic trends
• Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions