Commercial Banker - Government Specialized jobs at Jpmorgan in United States, Tempe

As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines. With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business.

Job responsibilities

• Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations.
• Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage—whether short-term, medium-term, or long-term—through a comprehensive and personalized planning approach.
• Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person consultations with prospects and clients at their places of business and other locations.
• Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication.
• Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance.
• Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth.
• Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities.
• Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise.
• Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence.

Required qualifications, capabilities, and skills

• Possess 10+ years in Financial Services, including affluent or complex relationship management and business development.
• Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business.
• Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships.
• Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning.
• Demonstrate a passion for guiding clients through what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service.
• The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC’s licensing program within 150 days of hire, with study materials and support provided.

Preferred qualifications, capabilities, and skills

• Hold a college degree or military equivalent.

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:

Step into the role of a Client Service Associate within our Commercial Bank and become an integral part of our clients' success stories. As the primary point of contact, you'll build strong relationships with high-level executives, delivering tailored solutions and upholding the esteemed standards of JP Morgan Chase. With opportunities for career growth and community involvement, join our diverse and innovative global organization to make a meaningful impact in the ever-evolving world of commercial banking.

As a Client Service Associate within our Commercial Bank, you will play a pivotal role in managing relationships with our clients. Your role will involve resolving client requests and providing comprehensive support for our complex treasury and cash management products and services. With a keen eye for continuous improvement, you will apply innovation and design thinking techniques to enhance the efficiency and resilience of our operating platform. Your role will require you to establish productive relationships with internal stakeholders, leveraging your ability to influence and persuade to drive mutually beneficial outcomes. You will also be expected to demonstrate your data and tech literacy, partnering with Technology and the Business to implement new technology that creates a competitive advantage.

Job Responsibilities

• Manage client relationships, addressing issues that arise with our treasury and cash management products and services, ensuring client satisfaction and retention.
• Apply innovative techniques to enhance the efficiency and resilience of our operating platform, contributing to the continuous improvement of our services.
• Establish and maintain productive relationships with internal stakeholders, to drive mutually beneficial outcomes and adjusting approach based on needs and circumstances.
• Leverage data and tech literacy to collaborate with Technology and Business teams, assisting in the implementation of new technology to create a competitive advantage.
• Participate in project management activities, including planning, execution, and addressing concerns with sponsors and impacted parties, ensuring project objectives are met.

Required qualifications, capabilities and skills

• Minimum of 2 years of experience or equivalent expertise in managing client relationships and/or internal stakeholders
• Demonstrated experience in applying innovative techniques for process improvement, with a focus on enhancing operational efficiency and resilience.
• Proven ability to establish and maintain productive relationships with internal stakeholders, with a track record of driving mutually beneficial outcomes.
• Experience in leveraging data and tech literacy to collaborate with Technology and Business teams, particularly in the implementation of new technology.
• Experience in managing projects, including planning, execution, and addressing concerns with sponsors and impacted parties.
• Advanced analytical and problem solving skills, with the ability to assess situations and develop effective solutions
• Strong written and verbal communication skills
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), with a focus on reviewing Data, reports, and creating presentations to support client service activities

Preferred qualifications, capabilities and skills

• Mentor team members to enhance their skills and foster a collaborative service environment.
• Engage in strategic planning to align client services with organizational goals and client needs.
• Collaborate with cross-functional teams to ensure seamless client service operations
• Build and maintain strong client relationships to support long-term business success.
• Experience in managing projects, including planning, execution, and addressing concerns with sponsors and impacted parties
• Bachelor’s degree and/or equivalent work experience

As a Compliance Risk Management Vice President within Compliance Conduct and Operational Risk (CCOR), you will act as an independent second line of defense and challenge function in the equity derivatives compliance team, focusing on the Sales and Trading businesses within the Corporate & Investment Bank line of business (LOB). You will be required to closely interact with the Line of Business and global/regional and functional CCOR teams and key stakeholders, including Legal, Business Control Managers, Technology, Internal Audit, Finance & Business Management, and other Control functions. Additionally, you will need to have experience in Compliance, as well as familiarity with regulatory best practices.

Job Responsibilities

• Act as independent second line of defense and challenge function to derivatives markets and sales and trading businesses, raising issues for the front office to remediate through action plans and partnering with the front office process owners in control design, control evaluation, and issue management of compliance and conduct risks.
• Collaborate with legal, regulatory engagement, the business and other control functions to gather information and review responses to regulatory examinations, audits, investigations, inquiries, and other information requests.
• Build and maintain strong client relationships with front office personnel, business management, control managers, legal, technology and business aligned Corporate Functions.
• Work proactively with Business Control Management to maintain, enhance and develop an effective control environment and supervisory program.
• Manage projects independently necessary to support initiatives both within the CCOR and across the firm globally.
• Draft and maintain Compliance policies, procedures and bulletins reasonably designed to support compliance with applicable regulatory obligations, corporate requirements and industry best practices.
• Design and deliver training to support compliance with applicable regulatory obligations, the firm’s compliance-related policies and procedures and industry best practices.
• Assist the team in identifying and escalating issues through formal escalation channels and facilitating timely and effective resolutions.
• Interact regularly with colleagues in other lines of business and other regions on regulatory matters, cross border questions, compliance risk assessments, project management and formulating consistent approaches on corporate regulatory policies.
• Identify compliance and conduct risks inherent within the equity derivatives business.

Required qualifications, capabilities, and skills

• Bachelor’s degree
• 5+ years of professional experience in the financial services industry in areas such as Compliance, law, risk management or audit
• Extensive knowledge of SRO and SEC rules and regulations relating to options compliance (e.g. Consolidated Audit Trail, Transaction Reporting, Best Execution), Sales and Trading.
• Ability to review and digest complex content and data, analyze and draw conclusions
• Strong organizational and project management skills; able to manage competing priorities under tight deadlines
• Strong interpersonal skills, with proven ability to build strong partnerships, collaborate and drive outcomes
• Intellectual curiosity with a proven ability to learn quickly
• Strong Excel skills

As a Business Solutions Banker in Business Banking, you will be helping to improve the lives of our clients and the well-being of their businesses by offering financial solutions, education and advice. You will manage a portfolio of business or Not-for-Profit clients, and build relationships through providing financial education and innovative solutions with a focus on client experience.

Job responsibilities

• Deliver an outstanding experience to Chase Business Banking clients by proactively providing comprehensive business banking solutions tailored to the financial needs and circumstances of the businesses
• Plan and conduct regularly-scheduled, agenda-based meetings with each client to understand their needs and goals; identify their banking needs, analyze current product usage, and pinpoint growth opportunities through Zoom and phone engagement; engage with clients through screen share tools to educate, guide, and assist the client with Chase online systems
• Use knowledge of banking, industry trends and internal tools to identify, recommend, and promote solutions that best serve the client while still working within risk parameters that protect the bank and ensure profitability of the portfolio
• Manage a portfolio of 225-275 high value business banking or Not-for-Profit clients by cultivating relationships to ensure a seamless client experience throughout Chase
• Understand the client’s short-term and long-term capital needs to identify and manage credit opportunities up to $250,000
• Understand the client’s cash flow cycle to identify Cash Management, Card, and Payment Solutions to help streamline and optimize processing efficiency for the client; understand and recommend ways to keep clients’ funds and accounts protected
• Own client experience from end-to-end, engaging appropriate service teams to resolve issues; own the survey results for all assigned clients; and know when to escalate issues that require additional assistance or resolution

Required qualifications, capabilities, and skills

• Minimum 3 years’ experience in a Business Banking Relationship Management or portfolio management role, or related business experience
• Maintain strong Zoom/phone-based and written communication skills with individuals at all levels internally and externally
• Ability to proactively build relationships with clients and internal partners, and influence others in a fast-paced environment to achieve desired outcomes
• Ability to take initiative and develop rapport to build and maintain client relationships virtually; to identify opportunities and issues by asking targeted questions to assess current client needs and goals; and to assess and recommend viable and appropriate solutions for the client
• General knowledge of core business products and services including deposit, lending, and cash management
• Proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint

Preferred qualifications, capabilities and skills

• Bachelor’s degree in Finance or related field, or equivalent work experience

As an Assistant General Counsel in the Fair and Responsible Banking practice group, you will play a crucial role in advising on legal, regulatory, and compliance matters related to ADA, accessibility, and EVP laws. You will work closely with business and legal clients to ensure compliance and protect the rights of our customers.

Job Responsibilities:

• Advise firmwide on legal, regulatory, and compliance matters related to ADA, accessibility, and EVP laws.
• Direct key partners in evaluating ADA accommodation requests and formulating effective responses.
• Advise on initiatives aimed at protecting elder and vulnerable customers from financial exploitation.
• Author and interpret ADA- and EVP-related policies and standards.
• Guide responses to regulatory inquiries and facilitate impact assessments.
• Collaborate with Government Relations on legislative developments and compliance.
• Draft, negotiate, and refine contractual provisions related to digital technology compliance.
• Partner to address accessibility issues in JPMC branch construction and maintenance.
• Counsel on laws related to supported decision-making agreements.
• Establish connections with global leaders to exchange best practices.
• Provide coherent accessibility standards across international operations.

Required Qualifications, Capabilities, and Skills:

• JD or educational equivalent, with compliance with relevant attorney licensing requirements.
• Minimum of five (5) years of legal or equivalent experience, preferably in financial regulatory environments.
• Familiarity with the Americans with Disabilities Act and related state laws.
• Experience in protections for elder and vulnerable individuals against financial exploitation.
• Strong analytical acumen and superior organizational, written, and oral communication skills.
• Ability to manage multiple high-priority issues and work effectively with interdisciplinary teams.
• Commitment to ethical legal practice and resilience in a dynamic environment.
• Successful completion of a conflicts of interest clearance review.

Preferred Qualifications, Capabilities, and Skills:

• Experience in consumer banking and consumer financial services laws.
• Demonstrated ability to translate complex legal nuances across diverse stakeholder groups.
• Experience in advising on accessibility considerations linked to technologies.
• Proven track record in collaborating with government relations on legislative developments.
• Strong negotiation skills in drafting contractual provisions related to digital technology.
• Experience in establishing global accessibility standards.
• Ability to thrive in a fast-paced environment while addressing emergent legal issues.

As a Business Solutions Banker in Business Banking, you will be helping to improve the lives of our clients and the well-being of their businesses by offering financial solutions, education and advice. You will manage a portfolio of business or Not-for-Profit clients, and build relationships through providing financial education and innovative solutions with a focus on client experience.

Job responsibilities

• Deliver an outstanding experience to Chase Business Banking clients by proactively providing comprehensive business banking solutions tailored to the financial needs and circumstances of the businesses
• Plan and conduct regularly-scheduled, agenda-based meetings with each client to understand their needs and goals; identify their banking needs, analyze current product usage, and pinpoint growth opportunities through Zoom and phone engagement; engage with clients through screen share tools to educate, guide, and assist the client with Chase online systems
• Use knowledge of banking, industry trends and internal tools to identify, recommend, and promote solutions that best serve the client while still working within risk parameters that protect the bank and ensure profitability of the portfolio
• Manage a portfolio of 225-275 high value business banking or Not-for-Profit clients by cultivating relationships to ensure a seamless client experience throughout Chase
• Understand the client’s short-term and long-term capital needs to identify and manage credit opportunities up to $250,000
• Understand the client’s cash flow cycle to identify Cash Management, Card, and Payment Solutions to help streamline and optimize processing efficiency for the client.; understand and recommend ways to keep clients’ funds and accounts protected
• Own client experience from end-to-end, engaging appropriate service teams to resolve issues; own the survey results for all assigned clients; and know when to escalate issues that require additional assistance or resolution

Required qualifications, capabilities, and skills

• Minimum 3 years’ experience in a Business Banking Relationship Management or portfolio management role, or related business experience
• Maintain strong Zoom/phone-based and written communication skills with individuals at all levels internally and externally
• Ability to proactively build relationships with clients and internal partners, and influence others in a fast-paced environment to achieve desired outcomes
• Ability to take initiative and develop rapport to build and maintain client relationships virtually; to identify opportunities and issues by asking targeted questions to assess current client needs and goals; and to assess and recommend viable and appropriate solutions for the client
• General knowledge of core business products and services including deposit, lending, and cash management
• Proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint

Preferred qualifications, capabilities and skills

• Bachelor’s degree in Finance or related field, or equivalent work experience