Market Executive Innovation Economy Technology Middle Banking jobs at Jpmorgan in United States, San Francisco
JPMorgan Branch Operations Lead - Golden Gate Market United States, California, San Francisco
Share
- 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.
These jobs might be a good fit
JPMorgan Relationship Executive Mid Corporate Banking- Managing Direc... United States, California, San Francisco
Share
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:
These jobs might be a good fit
JPMorgan JPMorgan Private Client Market Director - San Francisco CA United States, California, San Francisco
Share
As the Market Director within our team, you will be at the forefront of representing our brand by utilizing best-in-class banking, lending, investment solutions, and thought leadership, along with cutting-edge digital technology. You will lead and develop a team of highly skilled Relationship Managers who nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. Your role requires strategic thinking, a passion for exceptional client service, and a history of successfully building omni-channel businesses to meet the financial needs of affluent clients. Additionally, you'll need expertise in Sales and Practice Management to ensure dynamic and consistent performance at both the Relationship Manager and market levels.
Job responsibilities
- Recruit, lead, mentor, and manage a team of exceptional Relationship Managers. Foster their professional growth by providing training and development opportunities. Ensure they deliver the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication.
- Spearhead the development and execution of market strategic plans aimed at expanding the affluent client segment. Focus on achieving business objectives by identifying growth opportunities and implementing innovative strategies that align with the JPMorgan Private Client vision.
- Build and maintain strong relationships with key clients and centers of influence. Leverage these relationships to enhance client satisfaction, loyalty, and advocacy, ultimately driving business growth.
- Foster relationships with leaders across various lines of business to identify collaborative opportunities. Work together to enhance client relationships and support prospecting efforts, ensuring a seamless and integrated client experience.
- Promote a culture of excellence, collaboration, and continuous improvement within the team and among internal stakeholders. Encourage open communication, knowledge sharing, and a commitment to delivering outstanding client experiences.
- Establish clear performance expectations for team members. Provide regular feedback and coaching to help them achieve their goals and enhance their skills. Celebrate and recognize performance and outstanding achievements to motivate and retain talent.
- Serve as the escalation point for complex client issues, ensuring timely and effective resolution. Prioritize client satisfaction by addressing concerns with empathy and professionalism, reinforcing the firm's commitment to exceptional client care.
- Represent JPMorgan Chase at industry events and networking opportunities. Enhance the firm's brand visibility and reputation by showcasing its commitment to excellence and innovation in the financial services industry.
- Create and promote a culture of risk management and controls. Ensure that teams operate within the firm's risk and controls framework, including adherence to the firm's Code of Conduct. Take ultimate responsibility for safeguarding clients and the business by acting with appropriate understanding and urgency.
Required qualifications, capabilities, and skills
- Proven track record of growth and leadership with demonstrated success in building a business that features a holistic approach to banking, investments, and lending for affluent clients, with a strong emphasis on personalized client care and strategic growth initiatives.
- Extensive experience (10+ years) in banking, wealth management, or financial services, with a focus on serving affluent clients. At least 5 years of management experience, showcasing a commitment to nurturing talent and fostering a culture of excellence in client service.
- Proven expertise in recruiting, developing, and coaching exceptional professionals who can serve affluent clients across their banking, investment, and lending needs, with a focus on enhancing employee engagement and client loyalty.
- Strong capability to cultivate a client-centric culture that prioritizes personalized service and long-term relationship building, ensuring the highest level of client care and satisfaction.
- Strong track record in business development, including working with strategic clients and centers of influence to drive business growth and expand market reach, with a focus on innovative strategies for the affluent segment.
- Exceptional interpersonal and communication skills, coupled with strategic thinking abilities, to effectively engage with clients and employees, drive business growth, and uphold a sound risk and controls environment.
- Proven success in building and maintaining internal partnerships across various departments to enhance service delivery and client care, with a focus on collaborative growth strategies.
- Ability to travel 30% of the time; willingness and ability to travel as needed to support strategic growth initiatives and client engagement efforts.
Preferred qualifications, capabilities, and skills
- College degree or military equivalent preferred.
These jobs might be a good fit
JPMorgan Banker Associate Life Sciences - Middle Market United States, California, San Francisco
Share
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
These jobs might be a good fit
JPMorgan Private Client Banker - San Diego Bay Market CA United States, California, San Diego
Share
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:
These jobs might be a good fit
JPMorgan Executive Administrative Assistant United States, California, San Francisco
Share
As an Executive Assistant in Commercial & Investment Banking, you will need to work well in a team environment, be able to represent the manager/group with professional courtesy and acumen, and deliver flawless work output. Your daily routine also includes interaction with various executive level internal clients across the lines of businesses. You will need to adapt procedures, processes and techniques to complete assignments in line with the department's activities and goals.
Job responsibilities
- Maintain complex and detailed calendars
- Screen incoming calls and determine the level of priority, while using caution in dispensing information
- Manage the coordination and logistics of both internal and external meetings
- Arrange and coordinate complicated domestic and international travel
- Organize all aspects of internal and external events, including catering and transportation
- Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines
- Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access
- Produce high quality emails and messages to individuals at all levels of the organization
- Maintain department documents, including current organizational charts and Executive Bio’s
- Handle regular activities without prompting, and advise in advance with issues or delays
- Assist in editing spreadsheets and presentations, including printing and binding, for client meetings
Required qualifications, capabilities, and skills
- At least five years of administrative experience
- Advanced ability to organize
- Discretion and good judgment in confidential situations, and proven experience interacting with senior management
- Strong interpersonal, written, and oral communication skills
- Strong proficiency in Microsoft Office
- Excellent telephone etiquette and ability to manage competing priorities i.e. calendar management
Preferred qualifications, capabilities, and skills
- Experience supporting at the Managing Director level (or equivalent) or above
- College degree is a plus
These jobs might be a good fit
JPMorgan Relationship Executive - Healthcare Services Banking Directo... United States, California, San Francisco
Share
- 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
Share
- 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.
These jobs might be a good fit
