Executive Director Customer Servicing Insights jobs at Jpmorgan in United States, Wilmington

As an Anaplan Model Builder within the Data, Analytics and Transformation team, you will be tasked with implementing the ICB Finance integrated planning roadmap using Anaplan. You will collaborate closely with finance and business management teams, finance transformation analysts, data engineers, and the firm-wide Anaplan Center of Excellence to develop the target state planning ecosystem for ICB Finance.

SUMMERY OF ROLE/JOB DESCRIPTION

Following the launch of our digital bank, Chase UK, we are embarking on a finance data transformation project to support the International Consumer Business (ICB). This will culminate in the development of a finance data platform to assist the Finance function in the execution of its business critical control responsibilities as well as supporting business decision making with modern finance analytics and insights. The project will deliver end to end data capabilities for the Finance function and other relevant stakeholders covering data modelling, reporting, dashboarding and the development of any bespoke tooling required.

In this role, your primary focus will be on implementing the ICB Finance integrated planning roadmap in Anaplan, which involves designing and developing planning models and ensuring seamless integration with other ICB Finance Transformation solutions and firm-wide tools. Collaborating closely with finance and business management teams, finance transformation analysts, data engineers, and the firm-wide Anaplan Center of Excellence, you will contribute to building the target state planning ecosystem for ICB Finance. Additionally, you will have the opportunity to utilize Google Looker and other modern data tools to deliver both tactical and strategic solutions to finance data challenges.

Job responsibilities:

• Analyze and understand existing forecasting processes and methodologies, translating them into Anaplan solutions that drive consistency and accuracy in generating financial projections, ensuring an informed decision-making process and organizational agility.
• Build and maintain Anaplan models as a part of the ICB Finance integrated planning roadmap, including requirements gathering, models design and documentation, development, end-user testing, and release management.
• Collaborate with the firm-wide Anaplan Center of Excellence and data engineers on the implementation of a fully integrated planning ecosystem, including seamless integration between Anaplan models, ICB data sources, and firm-wide solutions.
• Work closely with finance stakeholders to proactively identify and recommend enhancement opportunities in planning processes and forecasting methodologies.
• Collaborate in defining the Anaplan operating model for the ICB Finance function, including establishing roles and responsibilities, models governance, and support from firm-wide transformation teams.
• Ensure adherence to Anaplan best practices, intelligent solutions governance, and internal controls at all times

Required qualifications:

• Expertise in financial planning and/or modeling, including budgeting and stress testing methodologies
• Expertise in data analytics and visualization, with a strong understanding of UX/UI and design best practices
• Commercial acumen and expertise in retail banking products including current accounts, credit cards, insurance and mortgages
• Passionate about innovation, problem solving with focus on user-centric design and a keen eye for visual aesthetics
• Ability to work in collaborative, cross-functional agile teams as well as independently
• Skilled in influencing, educating and sharing technical and design knowledge with others
• Excellent communication skills, both written and verbal
• Strong self-starter and highly self-motivated, driving projects forward
• Experience working on large scale digital transformation projects, ideally in Finance / FinTech

Preferred qualifications:

• An Anaplan Model Builder certificate (or higher) with a minimum of 3 years of relevant Anaplan experience is preferred.
• Experience with any business intelligence, visualization, or automation tools (e.g., Alteryx, Looker) is highly desirable.
• A bachelor’s degree or equivalent in data analytics or computer science related fields is preferred. Accounting or finance related fields will also be considered.

J.P. Morgan offers an exceptional benefits program and a highly competitive compensation package.

You will be at the forefront on forging transformative partnerships with top-tier global brands, creating innovative co-brand card solutions that drive commerce and deliver unparalleled rewards. In addition, you will be responsible for helping to set a vision and develop Card services that boost our efficiency and effectiveness with our global brand partners.

Job responsibilities

• Develop and implement a comprehensive service strategy to focus on direct and indirect experiences and align business objectives and customer experience enhancement across multiple products and platforms

• Lead cross-functional teams to create storyboards, service blueprints, and research to identify pain points, opportunities for improvement, and champion innovation in products and features of moderate complexity

• Design service blueprints and document processes and touchpoints and incorporate inclusive design principles for seamless, personalized, and accessible experiences

• Create experience maps and service prototypes to illustrate customer journeys, with an iterative mindset for continuous refinement

• Collaborate with stakeholders and product partners to integrate customer-centric decision-making, inform prioritization, and develop experience-led metrics to align business goals

Required qualifications, capabilities, and skills

• 5+ years of experience or equivalent expertise in service design, experience design, or a related field, focusing on end-to-end customer experiences

• Proven record in innovative service design projects, including journey mapping, service blueprinting, and storyboarding

• Demonstrated expertise in creating direct and indirect experiences for diverse users

• Ability to work in cross-functional teams, facilitate collaboration, and encourage consensus toward common goals and objectives

• Experience with fast-paced, iterative design approaches involving frequent testing and refining of concepts

Preferred qualifications, capabilities, and skills

• Design leadership or managerial experience

• Navigate complex organizational dynamics

• Great stakeholder management

• Drive and lead workshops with business partners and cross functional teams.

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:

Loan Servicing Specialist – Team Member, a pivotal role within our Loans group. This essential position is designed to deliver on specific tasks and requirements, making it a crucial part of our team. As a Loan Servicing Specialist, you will gain valuable exposure to various aspects of operating a banking office, contributing to the seamless functioning and success of our financial services. Join us to play an integral role in our dynamic and collaborative environment.

Job Responsibilities

• Adhere to established QUALITY & QUANTITY SLAs consistently.
• Ensure 100% compliance with process-related policies, guidelines, and controls.
• Manage Deal Closing, Drawdowns, Rollovers, Repayments, and other financial processes efficiently.
• Support the secondary trading desk with trade booking and settlements.
• Liaise with bank departments and external contacts, including Borrowers and Trustees.
• Follow up timely with agents or customers for any missing notifications.
• Complete all funding within the SLA on the same day.
• Serve as the SME and first internal POC for process-related queries and clarifications.
• Act as the first point of escalation for process-related issues from customers.
• Pay attention to detail to ensure all documents are processed correctly.
• Identify changes to processes to improve productivity and efficiency.

Required Qualifications, Skills and Capabilities

• Hold a Bachelor’s degree in Finance or a related field, or possess equivalent work experience.
• Minimum 6 months of experience in the Financial Services industry with a proven track record of delivery.
• Understand business financial statements, cash flow capacity, and loans across various industries and business types.
• Exhibit strong research, analytical, and comprehension skills to analyze large data sets.
• Manage clients effectively, build partnerships, and lead while dealing with multiple stakeholders simultaneously.
• Utilize effective time management and prioritization skills to achieve business objectives.
• Communicate effectively with strong interpersonal and analytical skills, working independently on multiple assignments.

Preferred qualifications, skills and capabilities

• Build relationships with clients, internal partners, and peers effectively.
• Recognize issues or problems that need to be escalated promptly.
• Develop domain learning and exhibit strong interpersonal and communication skills.
• Apply analytical thinking and problem-solving skills effectively.
• Understand the product lifecycle and area product management thoroughly.

As an Executive Assistant within the Consumer and Community Banking team you will support the Marketing Growth and Innovation (MGI) business where you will assist teams in arranging complex meetings involving senior leadership or large groups. In addition, you will represent the executive leaders with professional courtesy and acumen, and deliver flawless work output. Your daily routine also includes interaction with various executive level internal clients across the lines of businesses. In addition, you will need to adapt procedures, processes and techniques to complete assignments in line with the department's activities and goals and be a part of the team’s work by helping our teams succeed through effective calendar management and event setup.

Job responsibilities:

• Maintain complex and detailed calendars across three executives who lead 1) Card Marketing Activation and Transformation (CMAT), 2) Pricing, and 3) New Initiatives and Control Execution (NICE)
• Use appropriate discretion in dispensing information; manage the coordination and logistics of both internal and external meetings across stakeholders, proactively prioritizing and connecting with other assistants
• Arrange and coordinate complicated domestic and international travel and associated invoices and T&E expense claims for the executives, ensuring policy compliance
• Organize all aspects of internal and external events, including catering and transportation
• Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access for new hires
• Produce high quality emails and messages to individuals at all levels of the organization
• Maintain department documents, including current organizational charts and Executive Bio’s
• Handle regular activities without prompting, and advise in advance with issues or delays
• Assist in editing spreadsheets and presentations, including printing and binding, for client meetings
• Manage priorities by understanding urgency, seniority, and importance of meeting content and participants

• Respond to firedrills with poise and balance relative to other priorities

Required qualifications, capabilities, and skills:

• 5+years of prior administrative experience
• Advanced organizational skills, ability and instinct to connect dots and escalate issues as required
• Discretion and good judgment in confidential situations, and proven experience interacting with senior management
• Strong interpersonal, written, and oral communication skills
• Strong proficiency in Microsoft Office
• Sound application of English grammar, punctuation and spelling
• Excellent written and spoken etiquette and ability to manage competing priorities i.e. calendar management
• Self-starter with ability to track and manage work across multiple priorities
• Professional maturity and ability to remain calm under stress
• Ability to provide and receive constructive feedback and coaching

Preferred qualifications, capabilities, and skills

• Experience supporting at an executive or Managing Director level (or equivalent) or above
• College degree