Part Time Hours Associate Banker Walton Adams Branch Rochester Hills Mi jobs at Jpmorgan in United States, Rochester Hills
JPMorgan US Private Bank - Banker Vice President United States, New York, City of Rochester
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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, 66 and Insurance 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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JPMorgan Branch Operations Lead - Walton Adams Rochester Hills MI United States, Michigan, Rochester Hills
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Job responsibilities
- Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
- Greet clients warmly as they enter the branch, making them feel valued and appreciated. Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
- Engage clients with clear, polite communication to understand and help them effectively. Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
- Lead branch operations, including managing cash devices like the cash vault and ATM. Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
- Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity. Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
- Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
- Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
- You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
- You are committed to maintaining a keen eye for detail and staying organized, which helps you juggle multiple tasks effectively.
- You are proud of your leadership skills and operational proficiency, ensuring transaction accuracy while thriving in a collaborative team environment.
- You have a strong passion for educating the branch team and partners, helping them stay connected and informed.
- You excel at building meaningful connections and engaging with clients, always ready to educate them and refer them to our team of experts when needed.
- You have 1+ years of retail banking experience.
- You have a high school degree, GED, or foreign equivalent.
- You have the ability to work branch hours including weekends and evenings.
- You have 6+ months of Associate Banker (Teller) experience.
- You have a college degree or military equivalent.
- You’ll successfully complete our Branch Operations Lead Training Program before being considered for placement as a Branch Operations Lead.
- You’ll need to be able to travel as required for in-person training and meetings.
JPMorgan Relationship Banker - Rochester NY United States, New York, City of Rochester
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As a Relationship Banker , you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
- 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, discover financial needs, and tailor product and service recommendations
- Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
- Influences, educates, and connects customers to technology
- Possesses initiative and knowledge to provide financial options for customers using a consultative approach
- Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
- Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
- 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
- High school degree, GED, or foreign equivalent
- Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
- Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
- Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
- Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
- College degree or military equivalent
- Professional, thorough, and organized with strong follow-up skills
- Exude confidence with clients when sharing product knowledge and solutions
- Experience adhering to policies, procedures, and regulatory banking requirements
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:
JPMorgan Part Time hours Associate Banker Walton Adams Branch Rochest... United States, Michigan, Rochester Hills
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- 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.
- 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.
- Strong desire and ability to influence, educate, and connect customers to technology solutions.
- Cash handling experience.
JPMorgan Relationship Banker- South Blvd Crooks- Rochester Hills MI United States, Michigan, Rochester Hills
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As a Senior Associate within the State and Local Government Relations Policy Team, you will play a pivotal role in coordinating and communicating both daily and long-term objectives. You will work closely with opinion leaders, elected officials, and issue experts, ensuring that our firm remains at the forefront of policy developments. Your contributions will be vital in assessing political risks and opportunities, supporting executive engagements, and supporting specific policy issues. Join us in fostering a culture of collaboration and excellence, where your work will have a meaningful impact on the firm and the wider community.
Job Responsibilities
- Coordinate and communicate daily and long-term objectives with key stakeholders.
- Assist in developing and supporting executive engagement in state policymaker meetings and third-party events.
- Assess the political and policy landscape to identify existing and emerging policy risks and opportunities.
- Lead specific policy issues, collaborating with Global Government Relations and other colleagues.
- Develop and coordinate national updates on key issues for business partners.
- Execute special internal- and external-facing projects as assigned.
- Assist with presentations, briefs, and talking points as needed.
Required Qualifications, Capabilities, and Skills
- Bachelor’s Degree required with a minimum of 3 years relevant work experience.
- Demonstrated understanding of financial service and business issues
- Strong analytical and independent problem-solving skills; sound judgment and strong collaborative decision-making skills
- Strong verbal and written communication skills and strong ability to articulate concepts and strategies effectively
- Strong organizational skills and project management experience
- Excellent relationship-building skills
- High attention to detail; follows through to ensure accuracy and comprehensiveness
- Positive self-starter with proactive approach, excellent time management and prioritization skills
- Flexibility to manage constantly changing priorities and timelines
Preferred Qualifications, Capabilities, and Skills
- Background in policy and/or government.
JPMorgan Associate Relationship Banker - Rochester Medical Center NY United States, New York, City of Rochester
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- 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.
- 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.
- Strong desire and ability to influence, educate, and connect customers to technology solutions.
- Cash handling experience.
JPMorgan Investment Professional Associate United States, New York, City of Rochester
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As an Investment Professional in the U.S. Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.
Job Responsibilities
- Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates
- Create mandates for discretionary accounts
- Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis.
- Work with Team Leader to monitor risk metrics across the team
- Work with Team Leader to monitor Client Advisor loadings
- Submit and monitor fee schedules and billing
- Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct
Required Qualifications, Capabilities, and Skills
- Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
- Bachelor’s Degree required
- One plus years of industry related experience
- Exceptional follow-up and follow-through skills
- PowerPoint and Excel expertise
Preferred Qualifications, Capabilities, and Skills
- Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software
- Experience and interest in financial markets and concepts
- Excellent interpersonal skills
- Self-starter, extremely organized and detail-oriented with strong commitment to accuracy
- Proactively generate investment ideas and reasons to call clients to aid the team in growing client relationships.
- Gather and interpret market, product and client information as well as research.
- Prepare, Review and approve Investment Performance review presentations for Client Advisors to deliver to clients.
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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, 66 and Insurance 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
These jobs might be a good fit
