Jp Morgan Wealth Management – Private Client Advisor Thornton Co jobs at Jpmorgan in United States, Thornton

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:

As a Global Operations Specialist within the Document & Business Solutions (DBS) Management team, you will be a strategic leader focused on fostering relationships, managing teams, and promoting operational excellence across many locations. You will ensure effective delivery of DBS products and services, align operations with controls and risk management processes, and serve as the first point of contact for DBS Management, managing work requests and volumes effectively. You will oversee compliance governance and financial management, acting as the 'Local Contact' for outsourcing governance, contributing to the organization's financial health.

Job Responsibilities:

• Develop key client partnerships, meeting clients regularly to update on service performance.
• Support performance development processes and meet with the team to review priorities, development, training, and coaching.
• Promote and manage an inclusive work environment, providing direct management oversight, guidance, and development of employees and teams, in line with JPMorgan Chase Business Principles.
• Manage, measure, and report key business metrics to influence decision-making.
• Capture and manage risk issues or incidents following the required escalation model and procedures
• Coach and mentor team members, maintaining a mix of skills and experience to meet goals and future services.
• Manage compliance to assure adherence to established policies, protocols, procedures, and processes.

Required Qualifications, Capabilities, and Sills:

• Strong written and spoken English skills.
• Self-motivated, organized, and efficient.
• Demonstrated leadership, communication, and people skills.
• Effective management and organizational skills to direct employee activity, oversee resources, and ensure timely delivery of DBS products.
• Operational oversight to ensure consistency and adherence to SLA’s, including management of procedures and workflows.
• Initiative in defining and delivering departmental initiatives, projects, and ongoing activities, keeping stakeholders informed.
• Analytical skills to identify gaps and opportunities for improvement, recommending and implementing solutions to enhance effectiveness and efficiency.
• Client-focused approach to build and maintain business relationships, handle client requests and manage service expectations.

As a Financial Reporting Product Controller in the Global Equities team, you will manage key external reporting disclosures across our global business. You will work with us to ensure accuracy and timeliness in financial reporting submissions. Together, we will implement robust financial controls and support new business initiatives. You will have the opportunity to analyze complex issues, generate efficiencies, and communicate effectively with senior leadership.

As a Financial Reporting Product Controller in the Global Equities team, you will manage key external reporting disclosures across our global business. You will work with us to ensure accuracy and timeliness in financial reporting submissions. Together, we will implement robust financial controls and support new business initiatives. You will have the opportunity to analyze complex issues, generate efficiencies, and communicate effectively with senior leadership.

Job Responsibilities:

• Deliver detailed financial analysis and reporting to key stakeholders.
• Ensure accuracy and timeliness in financial reporting submissions.
• Collaborate with business units to implement robust financial controls.
• Coordinate with support functions to resolve control and reporting issues.
• Serve as a key analytical resource for product control projects.
• Handle ad-hoc requests to support business needs.
• Establish and maintain strong relationships with business partners and regulators.
• Participate in continuous improvement efforts for data quality and reporting processes.
• Access continuous learning opportunities to advance your career.

Required Qualifications, Capabilities, and Skills:

• Good understanding of accounting, financial statements, and related areas.
• Strong analysis and data manipulation skills; proficiency in Excel, Alteryx, and Tableau.
• Enthusiastic self-starter with a desire to understand the ‘big picture’.
• Good problem-solving skills and ability to work independently.
• Attention to detail and strong self-review of work.
• Well-organized with the ability to prioritize competing requirements.
• Excellent communication and relationship-building skills.
• Control/efficiency mindset and strong analytical skills.

Preferred Qualifications, Capabilities, and Skills:

• Banking experience and understanding of equities products.
• Ability to build and sustain strong relationships with key stakeholders and other teams.