Treasury Sales Group Manager - Commercial Bank Executive Director jobs at Jpmorgan

As a Transactions Manager II in the Subpoena Department at JPMorgan Chase, you will play a pivotal role in ensuring compliance with all Subpoenas, IRS Summons, and other legal correspondences served to us. You will lead a team of analysts to ensure compliance with legal requirements, act as a liaison, and collaborate with state and federal agencies, as well as in-house attorneys, on documentation-related issues.

Job Responsibilities:

• Lead a team of managersoverseeing multiple Subpoenas functional processes.
• Specialize on Legal verbiage, Regulatory laws and Chase documents to ensure subpoena's are fulfilled correctly and timely.
• Act as a liaison between JPMorgan Chase and the issuing party of the Subpoena, applying legal requirements to negotiate complex documentation.
• Collaborate with state and federal agencies, as well as in-house attorneys, on documentation-related issues.
• Maintain customer contact and follow up with agencies on deficient documentation.
• Prioritize tasks to ensure world-class service delivery.
• Provide guidance and development for Unit Leads and Front-line Analysts, focusing on daily production, quality expectations, and process improvement initiatives.
• Conduct case audits to identify and mitigate processing errors, fulfillment delays, and privacy breaches, and provide coaching based on audit results.

Required Qualifications, Skills, and Capabilities:

• Minimum of two years of experience with related system applications, document review, or in the legal documentation industry.
• At least five year of leadership experience.
• Product knowledge.
• Excellent oral and written communication skills.
• Strong interpersonal skills to effectively interact with all organizational levels internally and externally.
• Highly organized with the ability to manage multiple assignments and competing priorities.
• Detail-oriented and capable of working under deadline pressure.
• Ability to work independently and collaboratively as a team player.

As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you’ll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You’ll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships.

Job Responsibilities

• Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
• Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
• Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
• Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners
• Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects
• Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship
• Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
• Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience
• Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements

Required qualifications, capabilities, and skills

• Minimum of 5 years’ experience in a Business Banking Relationship Management role or related business lending experience
• Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards
• Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
• Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently
• Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate
• Balance needs of clients with associated risks and interests of the firm
• Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines

Preferred qualifications, capabilities, and skills

• Bachelor’s degree in Finance or related field, or equivalent work experience
• Minimum of 3 years’ managing clients >$10+MM revenue
• In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts
• Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint

As a Payments Client Manager (PCM) in the Global Payments Corporate Sales organization, you will manage a portfolio of well-established and complex client relationships within a specific industry or region, responsible for client objectives and for fostering strong partnerships to retain, optimize and deepen those relationships. Acting as the client's advocate within the firm, you will effectively navigate the organization on their behalf, ensuring ongoing business retention and promoting long-term growth.

Job responsibilities:

• Serving as a trusted advisor to clients, understanding industry nuances, the client operating model and objectives, providing strategic insights and recommendations and serve as a primary contact for the client
• Collaborate across Global Payment Sales Managers, Product Sales Specialists, Client Service Account Managers, Implementation Managers, Onboarding teams, and Corporate Banking partners to meet client specific needs/requirements
• Prepare and deliver periodic business reviews and analysis on strategic client relationship; monitor and maintain client health indicators, proactively addressing issues
• Drive product and solutions activation to enhance client value
• Obtain the correct deal documentation, ensure functional alignment, and secure necessary approvals to expedite deal execution
• Drive deal execution to achieve timely realization of business outcomes
• Manage pricing events and optimize pricing to maximize revenue, and oversee the setup, maintenance, and monitoring of credit facilities to optimize utilization
• Manage Know Your Customer (KYC) requirements and provide clients with necessary regulatory updates
• Take ownership of ensuring high standards in pipeline and account planning and be responsible for the accurate administration of client coverage
• Lead and be accountable for the governance of deals and the effective implementation of requests

Required qualifications, skills and capabilities:

• 5+ years of experience in client management, sales, or a related role
• Experience working with large multi-dimensional clients (multiple products/regions/etc.)
• Strong understanding of payments products and payments industry dynamics
• Knowledge of Public Sector Industry
• Excellent communication and interpersonal skills
• Ability to build and maintain strong client relationships
• Analytical mindset with the ability to identify growth opportunities and optimize processes
• Proficiency in CRM software and Microsoft Office Suite
• This role supports US Federal government contracts that require, U.S. citizenship or lawful permanent status

As an Executive Assistant in Commercial & Investment Banking, you will need to work well in a team environment, be able to represent the manager/group 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. You will need to adapt procedures, processes, and techniques to complete assignments in line with the department's activities and goals.

Job Responsibilities

• Maintain detailed calendars, ensuring efficient time management
• Coordinate visitor access and manage logistics
• Organize all aspects of onsite and offsite events,(virtual and in-person) including invitations, catering and transportation
• Screen incoming calls and determine the level of priority, while using caution in dispensing information
• Manage the coordination and logistics of both internal and external meetings
• Arrange and coordinate high volumes of domestic and international travel
• Process T&E expenses for team members. Ensure all policies are followed and items are processed within provided guidelines. Act as a subject matter expert for policies and procedures
• Produce high quality emails and messages to individuals at all levels of the organization
• Handle regular activities without prompting, and provide advance notice of any issues or delays

• Assist in editing spreadsheets and presentations, including printing and binding, for client meetings

Required qualifications, skills and capabilities

• At least 3 years of administrative experience
• Advanced calendar management and the ability to organize and prioritize tasks
• 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
• Excellent telephone etiquette and ability to manage competing priorities i.e. calendar management

Preferred qualifications, capabilities, and skills

• Experience supporting at the Managing Director level (or equivalent) or above
• College degree is a plus

• PMP Certification