Jobs at Jpmorgan in United States, The Woodlands
JPMorgan Part Time Associate Banker Greater Woodlands hours United States, Texas, The Woodlands
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You are a strategic and analytical thinker, capable of analyzing trends, aligning client needs, and support the smooth release, adoption of and continued engagement with our products. Leverage your analytic skillset to unlock the future of product innovation and help shape how clients experience our offerings
Job responsibilities
- Conducts comprehensive analysis on customer feedback to evaluate trends, and client behavior
- Understand user behavior, pain points & competitive user experience gaps in our client offerings.
- Own the ongoing optimization and iteration of our small business merchant experience from onboarding to ongoing management; Identify UX friction in our end-to-end workflows including client onboarding, internal reporting, and drive improvements to our products
- Create success metrics and roles and responsibilities for execution
- Collaborate with partners to define customer experience strategic improvements, implement strategy and measure impact by planning coordinating with the appropriate teams, such as product, servicing, operations and risk.
- Analyze customer experience trends to identify areas for improvement and develop actionable insights.
- Organize and host forums to share insights with stakeholders and gather feedback.
- Develop modern and easy-to-follow CSAT and NPS decks to present insights and recommendations.
- Collaborate with the support team to ensure content is relevant, up-to-date, and effectively addresses customer needs.
- Guide and direct the creation of helpful tips and videos to enhance our support content and influence customer satisfaction.
Required qualifications, capabilities, and skills
- 5+ years of experience or equivalent expertise in Marketing, Customer Experience, Product, or Project Management
- Strong understanding of risk management and controls, regional and local nuances, and governance requirements
- Proven ability to comprehend and interpret market regulatory requirements to confirm and secure required market approvals and operational requirements
- Proficiency in Microsoft Word, Excel, and PowerPoint
- Strong communication skills and ability to explain product related customer feedback to stakeholders
- Proven experience in customer experience, project management, or a related field.
- Strong analytical skills with the ability to interpret data and trends.
- Excellent communication and presentation skills.
- Experience in guiding the creation of engaging content, including videos and written materials.
- Ability to work collaboratively with cross-functional teams.
Proficiency in tools and software for creating presentations and videos. Strong organizational skills and attention to detail.
Preferred qualifications, capabilities, and skills
- Experience driving change with stakeholders using client feedback
- Experience with customer satisfaction metrics such as Customer Satisfaction (CSAT) and Net Promoter Score (NPS).
- Familiarity with customer support platforms and content management systems.
- Experience managing Customer Experience within Merchant Services.
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JPMorgan Part Time Associate Banker Cleveland East Hours United States, Ohio, Mentor-on-the-Lake
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As a Business Manager Senior Associate in the Commercial & Investment Bank, you will support WLS and develop product investment business cases, conduct portfolio analyses, and provide quantitative and qualitative analysis to drive optimization efforts. Collaborate with leaders to structure complex problems, design management reporting packages, and create executive-level presentations.
Job Responsibilities:
- Partner with WLS leaders and F&BM colleagues to develop product investment business cases and KPIs.
- Utilize large datasets to conduct portfolio analyses and drive investment opportunities.
- Analyze operational throughput to identify efficiency opportunities.
- Provide analysis to enable leaders to make optimization decisions.
- Analyze data, assess KPI trends, and assist in developing WLS strategy.
- Lead data-driven analyses to provide transparency and enable decision-making.
- Structure complex problems into simple frameworks.
- Design management reporting packages to communicate business results.
- Create executive-level presentations using PowerPoint PitchPro+.
Required Qualifications, Skills, and Capabilities:
- Bachelor’s degree.
- 5 years of experience in financial data analysis and storytelling.
- Ability to work collaboratively and develop strong partnerships with employees at multiple levels.
- Strong presentation skills and ability to communicate initiatives effectively.
- Strong verbal and written communication skills.
- Ability to produce results in a fast-paced environment.
- Ability to interpret and present complex data.
- Strong attention to detail and solid work ethic.
- Highly motivated, proactive attitude, with a passion to learn and an inquisitive personality.
- Excellent problem-solving and critical thinking skills.
- Strong PowerPoint, Excel, and Word skills required.
Preferred Qualifications, Skills, and Capabilities:
- Experience in financial services or a related field.
- Familiarity with data visualization tools and techniques.
JPMorgan JP Morgan Wealth Management - Private Client United States, Texas, The Woodlands
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As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
- Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of clients’ needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor’s degree preferred
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
JPMorgan Senior Home Lending Advisor - Woodlands TX United States, Texas, The Woodlands
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Job Profile:
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 join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
- Coaches and mentors the branch team by providing training on products and services.
- Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
- Collaborates 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 functions well within formal and dotted-line reporting relationships.
- Builds role as the internal and external mortgage expert and maintains good relationships with customers.
- 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
- Bachelor's degree or equivalent work experience in sales and/or real estate
- 3+ 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
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: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx.
JPMorgan Branch Manager - Panther Creek-The Woodlands TX United States, Texas, The Woodlands
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- Acts as the standard bearer of Chase and creates a world-class customer experience
- Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
- Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
- Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
- Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
- Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
- Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
- Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
- Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
- Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
- Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
- Ability to work branch hours including weekends and evenings
- High school degree, GED, or foreign equivalent
- College degree or military equivalent
- 2+ years of management, Retail Banking experience or equivalent Chase leadership experience
- Strong desire and ability to influence, educate, and connect team, partners and customers to technology
- Ability to adapt quickly to a changing environment and be a strong decision maker
- Successful completion of the Branch Manager training program is a pre-requisite to be considered active in Branch Manager role
- Ability to travel as required for in-person training and meetings; travel may include out of state
JPMorgan Branch Manager - Woodlands TX United States, Texas, The Woodlands
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- Acts as the standard bearer of Chase and creates a world-class customer experience
- Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
- Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
- Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
- Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
- Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
- Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
- Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
- Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
- Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
- Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
- Ability to work branch hours including weekends and evenings
- High school degree, GED, or foreign equivalent
- College degree or military equivalent
- 2+ years of management, Retail Banking experience or equivalent Chase leadership experience
- Strong desire and ability to influence, educate, and connect team, partners and customers to technology
- Ability to adapt quickly to a changing environment and be a strong decision maker
- Successful completion of the Branch Manager training program is a pre-requisite to be considered active in Branch Manager role
- Ability to travel as required for in-person training and meetings; travel may include out of state
JPMorgan Relationship Banker II-SB TSC Greater Woodlands TX United States, Texas, The Woodlands
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As a Relationship Banker , you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
- Delivers an exceptional customer experience by acting with a customer-first attitude
- Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
- Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
- Influences, educates, and connects customers to technology
- Possesses initiative and knowledge to provide financial options for customers using a consultative approach
- Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
- Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
- 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
- High school degree, GED, or foreign equivalent
- Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
- Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
- Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
- Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
- College degree or military equivalent
- Professional, thorough, and organized with strong follow-up skills
- Exude confidence with clients when sharing product knowledge and solutions
- Experience adhering to policies, procedures, and regulatory banking requirements
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:
Share
You are a strategic and analytical thinker, capable of analyzing trends, aligning client needs, and support the smooth release, adoption of and continued engagement with our products. Leverage your analytic skillset to unlock the future of product innovation and help shape how clients experience our offerings
Job responsibilities
- Conducts comprehensive analysis on customer feedback to evaluate trends, and client behavior
- Understand user behavior, pain points & competitive user experience gaps in our client offerings.
- Own the ongoing optimization and iteration of our small business merchant experience from onboarding to ongoing management; Identify UX friction in our end-to-end workflows including client onboarding, internal reporting, and drive improvements to our products
- Create success metrics and roles and responsibilities for execution
- Collaborate with partners to define customer experience strategic improvements, implement strategy and measure impact by planning coordinating with the appropriate teams, such as product, servicing, operations and risk.
- Analyze customer experience trends to identify areas for improvement and develop actionable insights.
- Organize and host forums to share insights with stakeholders and gather feedback.
- Develop modern and easy-to-follow CSAT and NPS decks to present insights and recommendations.
- Collaborate with the support team to ensure content is relevant, up-to-date, and effectively addresses customer needs.
- Guide and direct the creation of helpful tips and videos to enhance our support content and influence customer satisfaction.
Required qualifications, capabilities, and skills
- 5+ years of experience or equivalent expertise in Marketing, Customer Experience, Product, or Project Management
- Strong understanding of risk management and controls, regional and local nuances, and governance requirements
- Proven ability to comprehend and interpret market regulatory requirements to confirm and secure required market approvals and operational requirements
- Proficiency in Microsoft Word, Excel, and PowerPoint
- Strong communication skills and ability to explain product related customer feedback to stakeholders
- Proven experience in customer experience, project management, or a related field.
- Strong analytical skills with the ability to interpret data and trends.
- Excellent communication and presentation skills.
- Experience in guiding the creation of engaging content, including videos and written materials.
- Ability to work collaboratively with cross-functional teams.
Proficiency in tools and software for creating presentations and videos. Strong organizational skills and attention to detail.
Preferred qualifications, capabilities, and skills
- Experience driving change with stakeholders using client feedback
- Experience with customer satisfaction metrics such as Customer Satisfaction (CSAT) and Net Promoter Score (NPS).
- Familiarity with customer support platforms and content management systems.
- Experience managing Customer Experience within Merchant Services.
These jobs might be a good fit
