Commercial Banker - Mid-corporate Banking Vice President jobs at Jpmorgan in United States, San Francisco
JPMorgan Private Client Banker - San Diego 4S Ranch Branch CA United States, California, San Diego
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As a Documentation Team Lead within the Commercial Bank, you will be responsible for leading and managing an experienced documentation team that work with external clients, internal implementation managers and other partners to ensure all required documentation is on hand for new or updated client accounts. Leads are responsible for setting team strategy, partnering with internal functions including sales, product and service, and continually improving processes and client experience.
Job Responsibilities:
- Lead a high-performance team to deliver client onboarding and documentation solutions
- Oversee research, creation, validation, and negotiation of client documentation for account opening
- Interact directly with clients to answer questions and minimize documentation requirements
- Collaborate with internal partners to ensure a seamless onboarding experience
- Drive process improvements and innovation opportunities within the team
- Resolve escalations promptly and effectively
- Manage client and internal partner expectations, striving to exceed them
- Develop subject matter expertise to meet evolving client needs
- Use metrics and data to drive team performance and results
- Coach and develop team members to achieve world-class talent standards
- Empower the team to own their roles and escalate issues when needed
Required Qualifications, Capabilities, and Skills:
- Minimum 3 years management experience
- Excellent verbal and written communication skills
- Proven experience running an operations team
- Strong client focus and ability to partner with internal groups
- Experience in financial services
- Ability to communicate and influence across diverse teams and markets
- Demonstrated continuous improvement mindset
- Strong risk and control orientation
- Aptitude for operating in a fast-paced, dynamic environment
- Ability to develop subject matter expertise
- Experience identifying, coaching, and developing talent
Preferred Qualifications, Capabilities, and Skills:
- Experience with client documentation processes
- Enthusiasm for learning new systems and procedures
- Familiarity with Commercial Banking products and services
- Ability to leverage critical thinking for customized client solutions
- Experience managing escalations and resolving issues
- Commitment to diversity and inclusion
- Participation in innovation or transformation initiatives
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JPMorgan Part Time hours Associate Banker East Foothills Branch San J... United States, California, San Jose
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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.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offerdiversions or program entries.
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JPMorgan Relationship Executive Mid Corporate Banking- Managing Direc... United States, California, San Francisco
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Job Responsibilities:
- Act as a primary interface with our Mid-Cap Investment Banking Team
- Acquire new clients and maintaining and deepening a portfolio of relationships.
- Act as the interface between our financial sponsors team and portfolio companies
- Growing and retain profitable relationships within the Mid-Corporate Banking target market
- Champion a culture of innovation and a customer centric mindset
- Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
- Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills:
- Fifteen years plus years of lending or credit support related experience with a focus on business relationships
- Understanding of Commercial Banking products and services
- Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
- Ability to collaborate with internal partners and resources
- Demonstrated experience of meeting or exceeding sales goals
- Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
- Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
- Deep local connections and market knowledge
- Corporate finance expertise and strong transaction execution skills
- FINRA Series 24, 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills:
- Bachelor’s degree and formal credit training
- Sales management, business development skills, proficiency in building and maintaining positive client relationships
- Experience with Financial Sponsors, Direct Lending and Capital Markets Solutions.
- Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
- Excellent business judgment, strategic thinking, self-directed, proactive and creative
FEDERAL DEPOSIT INSURANCE ACT:
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JPMorgan Part Time Associate Banker Golden Gate Hours United States, California, San Francisco
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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.
These jobs might be a good fit
JPMorgan Banker Associate Life Sciences - Middle Market United States, California, San Francisco
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As an associate banker in our Life Sciences industry, you will work both independently and as part of a team to introduce our comprehensive solutions to clients. You will be responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue. You will be required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services.
Job Responsibilities
- Champion a culture of innovation and a customer centric mindset
- Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
- Find ways to drive new client acquisition in partnership with the bankers
- Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
- 3+ years in a similar banking, venture, credit or treasury role
- Outstanding professional reputation and integrity
- Strong leadership skills required
- Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
- Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
- Extensive knowledge of products and services
- FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
- Bachelor’s degree preferred
- Superior knowledge of the market dynamics and its business environment preferred
- Excellent problem solving, oral, and written communication skills
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JPMorgan Private Client Banker - San Diego Bay Market CA United States, California, San Diego
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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:
FEDERAL DEPOSIT INSURANCE ACT:
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JPMorgan Relationship Executive - Healthcare Services Banking Directo... United States, California, San Francisco
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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.
These jobs might be a good fit
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As a Documentation Team Lead within the Commercial Bank, you will be responsible for leading and managing an experienced documentation team that work with external clients, internal implementation managers and other partners to ensure all required documentation is on hand for new or updated client accounts. Leads are responsible for setting team strategy, partnering with internal functions including sales, product and service, and continually improving processes and client experience.
Job Responsibilities:
- Lead a high-performance team to deliver client onboarding and documentation solutions
- Oversee research, creation, validation, and negotiation of client documentation for account opening
- Interact directly with clients to answer questions and minimize documentation requirements
- Collaborate with internal partners to ensure a seamless onboarding experience
- Drive process improvements and innovation opportunities within the team
- Resolve escalations promptly and effectively
- Manage client and internal partner expectations, striving to exceed them
- Develop subject matter expertise to meet evolving client needs
- Use metrics and data to drive team performance and results
- Coach and develop team members to achieve world-class talent standards
- Empower the team to own their roles and escalate issues when needed
Required Qualifications, Capabilities, and Skills:
- Minimum 3 years management experience
- Excellent verbal and written communication skills
- Proven experience running an operations team
- Strong client focus and ability to partner with internal groups
- Experience in financial services
- Ability to communicate and influence across diverse teams and markets
- Demonstrated continuous improvement mindset
- Strong risk and control orientation
- Aptitude for operating in a fast-paced, dynamic environment
- Ability to develop subject matter expertise
- Experience identifying, coaching, and developing talent
Preferred Qualifications, Capabilities, and Skills:
- Experience with client documentation processes
- Enthusiasm for learning new systems and procedures
- Familiarity with Commercial Banking products and services
- Ability to leverage critical thinking for customized client solutions
- Experience managing escalations and resolving issues
- Commitment to diversity and inclusion
- Participation in innovation or transformation initiatives
These jobs might be a good fit
