Know Customer Relationship Officer jobs at Jpmorgan in United States, Plano
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Company (1)
Job type
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Job title (1)
United States
State
Plano
18 jobs found
20.07.2024
JPM
JPMorgan Know Customer Relationship Officer United States, Texas, Plano
Manage client and partner expectations and understanding in a consultative way. Exhibit ownership of Know Your Customer/Anti-Money Laundering experience and client experience. Ensure Know Your Customer/Anti-Money Laundering deliverables are met...
Manage client and partner expectations and understanding in a consultative way. Exhibit ownership of Know Your Customer/Anti-Money Laundering experience and client experience. Ensure deliverables are met and hold internal partners...
Manage client and partner expectations and understanding in a consultative way. Exhibit ownership of KYC/AML experience and client experience. Ensure KYC/AML deliverables are met and hold internal partners accountable. Demonstrate...
Prepare and review less complex SBA credit applications and requests for modification to undisbursed or existing SBA loans for determination of SBA eligibility. Verify SBA packages are complete and in...
Perform on-site compliance examinations of broker-dealer and investment advisory business to determine adherence to JPMorgan Securities policies and procedures. Develop scope, process flows, design evaluation, testing evaluations to ensure risk...
Drives product adoption, expansion, and retention activities to maintain a healthy customer base. Conducts regular and proactive account meetings to share best practices, provides use case demonstrations to illustrate key...
Delivers an exceptional customer experience by acting with a customer-first attitude. Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships,...
Manage client and partner expectations and understanding in a consultative way. Exhibit ownership of Know Your Customer/Anti-Money Laundering experience and client experience. Ensure Know Your Customer/Anti-Money Laundering deliverables are met...
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