Part Time Hours Associate Banker Tampa Palms Branch Fl jobs at Jpmorgan in United States, Tampa

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers’ chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business.

As a Senior Home Lending Advisor in Chase Home Lending, you will take your clients on a first-class journey to home ownership and deliver strong sales results. You will put your exceptional knowledge and understanding of home lending products to good use by serving as your customers’ chief point of contact throughout the life of the loan. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.

Job responsibilities

• Coaches and mentors the branch team by providing training on products and services.
• Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
• Partners with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts
• Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and can function well within formal and dotted-line reporting relationships
• Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances

Required qualifications, capabilities, and skills

• Minimum three years of mortgage lending and proven sales experience in retail banking
• Knowledge of real estate market in local area
• Excellent written and oral communication skills
• Knowledge of FHA, VA, FNMA, and FHLMC guidelines

Preferred qualifications, capabilities, and skills

• FHA/VA sales experience
• Marketing, promoting, relationship building, and consulting skills
• Intermediate PC skills in a Windows environment
• Bachelor's degree or equivalent work experience in sales and/or real estate

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:

Job Summary:

As a Trade Lifecycle Associate within our Securities Services Operation, you will be responsible for the end-to-end process of the trade lifecycle, ensuring timely processing and settlement of trades. You will investigate and resolve trade-related breaks in accordance with established work practices and procedures. Collaborate with various internal teams such as Middle Office, Pre-Matching, Cash Processing, Account Opening, and Asset Servicing to process transactions and resolve any exceptions in a timely manner. Perform root cause analysis for clients to increase Straight Through Processing (STP) and reduce client inquiries. Establish and maintain relationships with operations and middle office contacts at clients. Manage issues and exceptions above materiality thresholds for resolution, ensuring all day-to-day queries are dealt with within required SLAs and escalate issues to the team leader.

Job Responsibilities:

• Ensure timely processing and settlement of trades, investigate and resolve trade-related breaks.
• Collaborate with internal teams to process transactions and resolve exceptions promptly.
• Perform root cause analysis to increase STP and reduce client inquiries.
• Establish and maintain relationships with operations and middle office contacts at clients.
• Manage risk and issues exceptions above materiality thresholds for resolution.
• Ensure all day-to-day queries are dealt with within required SLAs and escalate issues as needed.

Required Qualifications, Capabilities, and Skills:

• Bachelor's Degree required.
• Knowledge of financial markets, trade lifecycle, and settlement practices.
• Excellent verbal and written communication skills, adept at communicating with all levels of the business and technical parts of the organization.
• Ability to operate effectively in a dynamic environment with tight deadlines and exhibit time management skills.
• Exposure to business intelligence tools (e.g., Tableau, Alteryx, UiPath, OwlDQ); comfortable working with data.

As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you’ll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. You’ll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships.

Job Responsibilities

• Manage, retain and deepen a portfolio of approximately 80-100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
• Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
• Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio. Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects
• Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships
• Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
• Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities
• Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements

Required qualifications, capabilities, and skills

• Minimum of 5 years’ experience in a Business Banking Relationship Management role or related business lending experience
• Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate
• Demonstrated ability to anticipate clients’ issues, own problems on clients’ behalf, and follow through with commitments
• Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes, and leverage technology to interact with clients effectively and efficiently
• Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
• Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
• Balance needs of clients with associated risks and interests of the firm

Preferred qualifications, capabilities, and skills

• Bachelor’s degree in Finance or related field, or equivalent work experience
• Minimum of 3 years’ managing clients >$10+MM revenue
• Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
• In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts

• In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts