Branch Operations Leads - Brandermill Chesterfield Va jobs at Jpmorgan

As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources.

Job responsibilities

• Shares the value of Chase Private Client with clients that may be eligible
• Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
• Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
• Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
• Adheres to policies, procedures, and regulatory banking requirements

Required qualifications, capabilities, and skills

• Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
• 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
• Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
• Compliance with Dodd Frank/Truth in Lending Act*
• High school degree, GED, or foreign equivalent
• Adherence to policies, procedures, and regulatory banking requirements
• Ability to work branch hours, including weekends and some evenings

Preferred qualifications, capabilities, and skills

• Excellent communication skills
• College degree or military equivalent
• Experience cultivating relationships with affluent clients
• Strong team orientation with a commitment of long-term career with the firm

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:

• PMP Certification

The
AI in Operations program

As a Portfolio Manager within The AI in Operations Transformation Office, you will own the end to end process around the AI use cases to ensure appropriate scaling and collaboration of AI capabilities and prioritization of highest value opportunities across the Operations space. Your experience in program management and understanding of the AI space will enable you to manage this complex, firmwide process. Adept navigation through ambiguity, adaptation to change, and leveraging of advanced analytical reasoning and influencing skills are essential for driving mutually beneficial outcomes. Your exceptional communication abilities will foster productive relationships with stakeholders, cross-functional teams, and clients. Through your technical fluency and thought leadership, you will play a pivotal role in achieving business goals, shaping the firm's technology landscape, and moving work forward that has firmwide impact.

Job responsibilities:

• Own the AI in Operations portfolio management process end to end including the intake process, prioritization and workflow process, and metrics and reporting
• Advance and mature the portfolio management process including driving the future direction, strategy, design, governance, and deliverables for the process
• Manage reporting and communicate portfolio performance and accomplishments to senior-level stakeholders
• Manage AI in Operations portfolio operating model – responsible for documentation, implementation, change management and ongoing strategy and planning
• Track key performance indicators (KPIs) and objectives, key results (OKRs) and own all tracking and reporting on program performance and outcomes
• Proactively manage team to ensure the success of programs including clearing of team roadblocks and supporting key escalations & challenges
• Collaborate with cross-functional teams, including AI in Operations program teams, AI teams across the firm, and Operations teams across the firm. Communicate enhancements, risks, and issues to stakeholders and executive leadership. Build and maintain strong relationships with internal and external stakeholders
• Advise and influence senior leaders and business executives on key business decisions, prioritized AI capabilities, and major change initiatives
• Develop deep, trust-based advisor relationships with key client stakeholders in management and the Lines of Business (LoBs) to drive delivery and achieve organizational alignment and buy-in
• Build, lead, and mentor a high-performing team of program managers; ensure the team has the necessary resources, skills, and support to achieve their goals; promote the sharing of best practices and lessons learned across the team

Required qualifications, capabilities and skills:

• 8 years of industry experience working on program management & change management related activities within a large-scale organization with a focus on large-scale transformation initiatives; BA required
• High proficiency with Microsoft PowerPoint for executive level documents and Excel based model for program analytics
• Highly effective organizational and project management skills, strong attention-to-detail, independent, self-motivated with ability to manage multiple priorities in fast-paced environment
• Strong interpersonal skills, ability to build relationships and effectively partner with all levels of management across a diverse set of functions, locations and business
• Excellent oral and written executive-level communication and presentation skills
• Strategic thinking and problem-solving abilities, with proven ability to apply a range of analytical tools to develop solutions; working with ambiguity and laser focused on delivering results
• Strong leadership and team-building skills

Preferred qualifications, capabilities, and skills:

• Strategy or consulting experience is a plus
• A Master’s degree in Business Administration (MBA) can be advantageous
• Experience in Microsoft SharePoint and data visualization tools such as Alteryx or Tableau is a plus
• Strong understanding of AI/ML algorithms, frameworks, and applications and prior experience in AI/ML technology delivery is a plus