Senior Home Lending Advisor - Tulsa Ok jobs at Jpmorgan in United States, Tulsa

Partner with Middle and Front office teams for client onboarding. Drive results through leadership, communication, and influence. Function effectively in a high-volume, deadline-oriented environment. Manage KPIs to ensure quality and...

JPMorgan Relationship Banker - North Market Tulsa OK United States, Oklahoma, Tulsa

Limitless High-tech career opportunities - Expoint

Job Summary:

As a Client Operations Lead within the Wealth Management Client Operations team, you will partner with global business-facing teams to ensure compliance and meet day-to-day deliverables. You will identify opportunities for automation and service improvement, maximizing productivity and quality. Your leadership will drive team development and enhance client experiences.

Job Responsibilities:

Partner with Middle and Front office teams for client onboarding.
Drive results through leadership, communication, and influence.
Function effectively in a high-volume, deadline-oriented environment.
Manage KPIs to ensure quality and timeliness.
Serve as an escalation point for Client Operations issues.
Promote process improvement and share best practices.
Support consistent hiring and performance management.
Manage risk, identify issues, and escalate as needed.
Assess process and system improvements, providing solutions.
Create an effective control environment within the team and build partnerships with onshore leads through communication and governance.

Required Qualifications, Capabilities, and Skills

12+ years of experience in Financial Services or Operations.
Proven leadership in strategic change management and process re-engineering.
Experience managing across multiple locations.
Strong relationship-building and influencing skills.
Industry experience with understanding of standards and networking.
Consultative approach, anticipating business partner needs.
Critical thinking and proactive best practices.
Motivated with advanced strategy and problem-solving skills.
Commercial background with ability to transform operations.
Knowledge of automation tools and AI/ML understanding.

Preferred Qualifications, Capabilities, and Skills:

Client Operations experience in Investment Banking or Wealth Management.
Experience in technology-driven projects.
Strong industry networking and peer relationships.
Ability to collaborate with Operations Leaders and key partners.
Understanding of client needs and impact on relationships.
Proven ability to transform operations across business areas.
Advanced interpersonal and communication skills.

These jobs might be a good fit

JPMorgan Relationship Banker - North Market Tulsa OK United States, Oklahoma, Tulsa

JPMorgan Relationship Banker - North Market Tulsa OK United States, Oklahoma, Tulsa

JPMorgan Branch Manager - North Market Tulsa OK United States, Oklahoma, Tulsa

JPMorgan Branch Manager - North Market Tulsa OK United States, Oklahoma, Tulsa

09.09.2025

Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over...

JPMorgan Branch Manager - North Market Tulsa OK United States, Oklahoma, Tulsa

As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities

Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
Adhere to policies, procedures, and regulatory banking requirements.

Required qualifications, capabilities, and skills

1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
Ability to create memorable experiences for our clients – elevate the client experience.
Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience.
Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
High school degree, GED, or foreign equivalent.
The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC’s licensing program within 180 days of hire, study materials and support provided.
Ability to work branch hours including weekends and some evenings.

Preferred qualifications, capabilities, and skills

College degree or military equivalent.
Experience adhering to banking policies, procedures, and regulatory requirements.

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 JPMorganChase, 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 JPMorganChase. Your continued employment in this position with JPMorganChase 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 JPMorganChase. 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:

These jobs might be a good fit

08.09.2025

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...

JPMorgan Part Time Hours Associate Banker Utica Square Branch Tulsa O... United States, Oklahoma, Tulsa

As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts – helping clients achieve their financial goals.

Job Responsibilities

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.

Required Qualifications, Capabilities, and Skills

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.

Preferred Qualifications, Capabilities, and Skills

Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.

These jobs might be a good fit

20.08.2025

JPMorgan Part Time Hours Associate Banker New Build W 71st St Elwood ... United States, Oklahoma, Tulsa

Required Qualifications, Capabilities, and Skills

Job Responsibilities

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.

Preferred Qualifications, Capabilities, and Skills

Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.

These jobs might be a good fit

20.08.2025

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...

JPMorgan JP Morgan Wealth Management - Private Client Advisor Tulsa O... United States, Oklahoma, Tulsa

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.

Job responsibilities

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

Required qualifications, capabilities, and skills

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

Preferred qualifications, capabilities, and skills

Certified Financial Planning (CFP®) certification is preferred
Bachelor’s degree preferred

INVESTMENT AND INSURANCE PRODUCTS ARE:

• 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

These jobs might be a good fit

20.08.2025

JPMorgan Part Time Hours Associate Banker New Build W 71st St S Elwoo... United States, Oklahoma, Tulsa

Required Qualifications, Capabilities, and Skills

Job Responsibilities

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.

Preferred Qualifications, Capabilities, and Skills

Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.

These jobs might be a good fit

13.08.2025

Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture. Engages clients as they enter...

JPMorgan Branch Operations Lead - North Market OK United States, Oklahoma, Tulsa

Required qualifications, capabilities, and skills

A typical day consists of assisting customers and performing transactions. You will also look for opportunities to make customers lives easier by setting up self-service options and building relationships. Throughout the week, you will schedule time to review branch operations and share updated policy and procedures with branch employees. This results in the business is adhering to control expectations.

Job responsibilities

Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture
Engages clients as they enter the branch by welcoming them and making customers feel appreciated, performing transactions, managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Introduces customers to the branch team who will build relationships and assist with specialized financial needs
Makes customers’ lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
Supports the Branch Manager with all aspects of branch operations, including loss control, compliance, and audit standards

High school degree, GED, or foreign equivalent
Detail-oriented, organized, and have the ability to multi-task with a dedication to follow policies, procedures, and regulatory banking requirements
Availability to work Branch hours including weekends and some evenings

Preferred qualifications, capabilities, and skills

Demonstrated ability to make connections, engage, and educate customers and refer to colleagues as appropriate
Strong desire and ability to influence, educate, and connect team, partners, and customers to technology
Demonstrated leadership abilities and proficiency in operations and transaction accuracy while working well in a team environment
Some College level or military equivalent or 2+ years of branch banking experience

Training requirement

Successful completion of the Branch Operations Lead training program is a pre-requisite to be considered active in Branch Operations Lead role

JPMorganRelationship Banker - North Market Tulsa OK

These jobs might be a good fit

1 2 3

United States, Oklahoma, Tulsa

169483426

17.09.2025

Description:

Job Summary:

Job Responsibilities:

Partner with Middle and Front office teams for client onboarding.
Drive results through leadership, communication, and influence.
Function effectively in a high-volume, deadline-oriented environment.
Manage KPIs to ensure quality and timeliness.
Serve as an escalation point for Client Operations issues.
Promote process improvement and share best practices.
Support consistent hiring and performance management.
Manage risk, identify issues, and escalate as needed.
Assess process and system improvements, providing solutions.
Create an effective control environment within the team and build partnerships with onshore leads through communication and governance.

Required Qualifications, Capabilities, and Skills

12+ years of experience in Financial Services or Operations.
Proven leadership in strategic change management and process re-engineering.
Experience managing across multiple locations.
Strong relationship-building and influencing skills.
Industry experience with understanding of standards and networking.
Consultative approach, anticipating business partner needs.
Critical thinking and proactive best practices.
Motivated with advanced strategy and problem-solving skills.
Commercial background with ability to transform operations.
Knowledge of automation tools and AI/ML understanding.

Preferred Qualifications, Capabilities, and Skills:

Client Operations experience in Investment Banking or Wealth Management.
Experience in technology-driven projects.
Strong industry networking and peer relationships.
Ability to collaborate with Operations Leaders and key partners.
Understanding of client needs and impact on relationships.
Proven ability to transform operations across business areas.
Advanced interpersonal and communication skills.

These jobs might be a good fit

JPMorgan Relationship Banker - North Market Tulsa OK United States, Oklahoma, Tulsa

JPMorgan Relationship Banker - North Market Tulsa OK United States, Oklahoma, Tulsa

JPMorgan Branch Manager - North Market Tulsa OK United States, Oklahoma, Tulsa