Part Time Hours Associate Banker Goliad Branch San Antonio Tx jobs at Jpmorgan in United States, San Antonio
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JPM
JPMorgan Part Time Hours Associate Banker Goliad Branch San Antonio T... United States, Texas, San Antonio
Understand and implement of KYC standards, guidelines, policies, and procedures. Handle and maintain confidential client documentation. Understand the firm’s KYC requirements when completing documentation inclusive of Customer Identification Program (CIP),...
Maintain skill set, including skilling/re-skilling specialists. Call routing verification and auditing. Analyze call routing data and performance metrics to identify trends, patterns, and areas for improvement. 2+ years’ experience in...
Develop new and manage existing client relationships, providing exceptional service that exceeds expectations. Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person...
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...
Develop content for strategic meetings with clients regarding M&A transactions. Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives....
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...
Provide subject matter expertise, confirm scope, products, and services. Assist with client call preparation by creating relationship review materials, account plans, and conducting customer research. Coordinate with Sales and implementation...
Understand and implement of KYC standards, guidelines, policies, and procedures. Handle and maintain confidential client documentation. Understand the firm’s KYC requirements when completing documentation inclusive of Customer Identification Program (CIP),...
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