Banking Officer jobs in United States, Arizona, Tempe
JPMorgan Commercial Banking Client Service Associate United States, Arizona, Tempe
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Step into the role of a Client Service Associate within our Commercial Bank and become an integral part of our clients' success stories. As the primary point of contact, you'll build strong relationships with high-level executives, delivering tailored solutions and upholding the esteemed standards of JP Morgan Chase. With opportunities for career growth and community involvement, join our diverse and innovative global organization to make a meaningful impact in the ever-evolving world of commercial banking.
As a Client Service Associate within our Commercial Bank, you will play a pivotal role in managing relationships with our clients. Your role will involve resolving client requests and providing comprehensive support for our complex treasury and cash management products and services. With a keen eye for continuous improvement, you will apply innovation and design thinking techniques to enhance the efficiency and resilience of our operating platform. Your role will require you to establish productive relationships with internal stakeholders, leveraging your ability to influence and persuade to drive mutually beneficial outcomes. You will also be expected to demonstrate your data and tech literacy, partnering with Technology and the Business to implement new technology that creates a competitive advantage.
Job Responsibilities
- Manage client relationships, addressing issues that arise with our treasury and cash management products and services, ensuring client satisfaction and retention.
- Apply innovative techniques to enhance the efficiency and resilience of our operating platform, contributing to the continuous improvement of our services.
- Establish and maintain productive relationships with internal stakeholders, to drive mutually beneficial outcomes and adjusting approach based on needs and circumstances.
- Leverage data and tech literacy to collaborate with Technology and Business teams, assisting in the implementation of new technology to create a competitive advantage.
- Participate in project management activities, including planning, execution, and addressing concerns with sponsors and impacted parties, ensuring project objectives are met.
Required qualifications, capabilities and skills
- Minimum of 2 years of experience or equivalent expertise in managing client relationships and/or internal stakeholders
- Demonstrated experience in applying innovative techniques for process improvement, with a focus on enhancing operational efficiency and resilience.
- Proven ability to establish and maintain productive relationships with internal stakeholders, with a track record of driving mutually beneficial outcomes.
- Experience in leveraging data and tech literacy to collaborate with Technology and Business teams, particularly in the implementation of new technology.
- Experience in managing projects, including planning, execution, and addressing concerns with sponsors and impacted parties.
- Advanced analytical and problem solving skills, with the ability to assess situations and develop effective solutions
- Strong written and verbal communication skills
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), with a focus on reviewing Data, reports, and creating presentations to support client service activities
Preferred qualifications, capabilities and skills
- Mentor team members to enhance their skills and foster a collaborative service environment.
- Engage in strategic planning to align client services with organizational goals and client needs.
- Collaborate with cross-functional teams to ensure seamless client service operations
- Build and maintain strong client relationships to support long-term business success.
- Experience in managing projects, including planning, execution, and addressing concerns with sponsors and impacted parties
- Bachelor’s degree and/or equivalent work experience
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JPMorgan Cash Management Solutions Officer United States, Arizona, Tempe
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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.
- 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
- 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
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor’s degree preferred
• 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
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JPMorgan Account Specialist II - Small Merchant Banking United States, Arizona, Tempe
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As a Specialist II in Account Service at JPMorganChase, you will be the first point of contact for our clients, providing exceptional customer service for various financial products. Your role involves handling inbound calls, building strong customer relationships, and offering innovative solutions to meet client needs. You'll thrive in a fast-paced call center environment, leveraging your communication, multitasking, and results-oriented skills. You will be working within a well-defined framework, performing routine tasks and following established procedures, with any non-standard issues referred to your supervisor.
Job responsibilities
- Manages a high volume of inbound calls (potentially over 100 daily), delivering comprehensive support for financial products
- Utilizes customer service expertise to interpret needs and deliver continuous insights
- Navigates multiple computer systems with efficiency, demonstrating adaptability and resilience
- Excels both independently and collaboratively, driving team success and achieving goals
- Follows all regulatory and departmental practices and procedures diligently
- Takes ownership of each customer interaction while treating them with respect and responding with empathy
- Reading and speaking in both Spanish and English fluently is required for this role
- Communication, information gathering, and decision-making skills
- Customer interaction and support skills with at least 2 years of experience in phone or face-to-face settings, while being able to multitask with computer systems and work accurately
- Ability to manage complex customer interactions using empathy, composure, and sound judgment
- Ability to adjust to new situations and effectively navigate different cultural contexts and workplace environments
- Adaptability and efficiency in fast-paced, dynamic, and results-driven environments
- Ability to solve problems and effectively present and explain solutions
- Ability to learn products and systems quickly, embrace challenges as opportunities, and actively seek feedback to improve performance and achieve goals
- Proficient computer literacy skills, with experience in using technology to solve problems and communicate in a professional setting
- High school diploma or GED required
- Developing ability to use data to understand issues and opportunities
- Developing skills in using AI technology for automation and prompt writing
Additional information
- Work Schedule: Monday, Tuesday, Wednesday, Thursday & Friday 6:00am-2:30pm; Off Saturday and Sunday
- 100% onsite (No hybrid or remote)
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JPMorgan Treasury Management Officer - Commercial Banking United States, Arizona, Tempe
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- Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships
- Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
- Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
- Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
- Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
- Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms
- Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships
- 6+ years of cash management, sales and relationship management experience
- Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
- Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
- Excellent verbal and written communication skills
- Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
- Strong time management, organizational and planning skills
- Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
- Bachelor’s degree
- Certified Treasury Professional designation
- Strong creative solution and problem-solving abilities
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JPMorgan Virtual Banking Site Lead - Tempe AZ United States, Arizona, Tempe
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As a Virtual Banking Site Lead within the Virtual Bank team you will manage a team of Virtual Banking Managers, ensuring the site(s) meets and exceeds customer expectations and help create a customer obsessed culture. You will focus on strategizes and sales behaviors that help deepen relationships with clients across multiple channels, drive one chase partnerships, develop and coach Virtual Branch Managers, while overseeing the management of the team. You will also play a key role in ensuring our Customer Promise comes to life for our clients. You will help acknowledge who our customers are and what’s most important to them. You will make it easy to bank and invest when, where and how our customers want. You will also help give access to solutions, strategies, and expertise when our customers need them. As a successful Virtual Banking Site Lead you will create a culture of excellence and an environment that meets a high standard of customer and employee experience and excellence within the team by building deep relationships and delivering an exceptional customer experience.
Job Responsibilities
- Manages and coaches Virtual Banking Managers on best practice techniques for coaching, reviewing business, and ensuring compliance
- Recruits, retain, and develop excellent talent to be customer-obsessed
- Encourages partnerships between Virtual Bank and One Chase Partners to give our customers access to solutions, strategies and expertise to give our customers one place to meet all of their financial needs.
- Addresses any escalated client issues promptly and effectively
- Creates an environment where employees feel valued, supported, and able to achieve career growth
- Develops strategy to achieve key operational metrics including calls, meetings, referrals, customer experience, risk/control compliance and other leading indicators
- Connects with other market leaders (Community, Branch Managers, Market Director, Etc) to ensure we are active partners who are exploring ways to grow the business
- Has a passion for our customers which results in all our employees meeting and exceeding our customer expectations and creating a customer obsessed culture.
- Ensures that all Virtual Bank Managers are effectively mitigating risk and remaining in compliance to guarantee a safe banking experience for clients
- Conducts detailed business reviews to deep dive into results
- Deploys resources to optimize team performance while being a visionary who influences the use of technology to meet the customers’ needs of today and the future.
Required qualifications, capabilities and skills
- 5+ years of Branch, Sales, Consumer Banking management or other related leadership experience
- Proven track record of coaching and developing high performing sales teams
- Demonstrates ability to build relationships and proactively collaborate with all other areas of Consumer Community Banking
- Is proactive; takes initiative to identify solutions, has entrepreneurial business spirit and executes with a sense of urgency
- Creates a climate in which people want to do their best; motivates and empowers others by inviting input from each person and sharing ownership and visibility
- Ability to set the tone of commitment to diversity opportunity and inclusion
- Ability to effectively partner in person and across a multi-site organization and implement training
- Effectively prioritizes, multi-tasks, and plans and executes business growth strategy
- Ability to translate knowledge of banking and engagement best practices for execution of growth strategy
- Consumer/commercial credit knowledge; Understanding of financial planning and customer life cycle
- Strong commitment to upholding a sound risk and controls environment while pursuing and creating a customer centric organization
Preferred Qualifications, Capabilities, and Skills
- Bachelor of Arts/ Bachelor of Science degree
“This role is not eligible for immigration sponsorship”
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JPMorgan Cash Management Solutions Officer United States, Arizona, Tempe
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Job Responsibilities:
- Develop software applications that serves as the primary way customers interact with our platform and its associated services
- Absorb and anticipate requirements from developers and Product owners to lay the groundwork for technical distributed system design, development, deployment & release
- Build solid and concrete CI/CD pipelines which are dynamic in nature and tightly integrated with applications pipelines
- Troubleshoot issues and streamline code deployment across environments
- Manage AWS deployed Applications Support & Release management, including Interacting with Global Technology cloud SRE team to resolve cloud deployments incidents
- Implement robust logging & monitoring solutions
- Oversee improvement in existing AWS apps performance, resiliency, Monitoring/observability, and cost efficiency
- Participate in and drive system design through the various phases of planning, review, refinement, and implementation
Required qualifications, capabilities, and skills
Formal training or certification on software engineering concepts and 5+ years applied experience
- Hands-on experience with designing and implementing large scale distributed systems
- Hands-on experience with deploying, operating, and monitoring application in AWS
- Proficient with Photon/SpringBoot based frameworks
- Experience with front-end web application integration testing methodologies
- Proficient in scripting and automation using Python, Bash, Groovy, and various other scripting languages
- Experience with automating CI/CD pipelines from commit to deployments in cloud infrastructure
- Experience with building Infrastructure as Code (IaC) utilizing Terraform, Cloud Formation, Scepter, and Ansible for various AWS services including EKS, Lambda, EC2, RDC, and MSK
- Experience with containerization technology including Docker, Kubernetes, service mesh, and artifact repositories
- Strong knowledge on AWS services including VPC, IAM, EC2, RDS, EKS, ECS, Fargate, CloudWatch, S3, RDS, Lambda, IAM Roles, Security Groups, and KMS
- Experience with any modern observability/monitoring systems such as ELK, Splunk, Data Dog CloudWatch etc.
Preferred qualifications, capabilities, and skills
- Proficient with Angular, React, and various other JavaScript front-end frameworks
- Experience with CSS component libraries and design systems like Bootstrap and Tailwinds
- Experience writing/executing JavaScript unit tests using Jasmine and Karma tooling
- Knowledge of the HTTP protocol and how it works “under the hood”
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JPMorgan Treasury Management Officer - Commercial Banking United States, Arizona, Tempe
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DESCRIPTION:
Duties: Analyze opportunities to reduce costs and provide automation ideas. Drive the end-to-end development and delivery of automation projects. Implement solutions by leveraging various intelligent automation tools. Partner with business contacts to create solution design, document requirements, and create test scripts in support of automation projects. Partner with Robotics and Rapid Development teams on larger automation opportunities. Create training documentation, procedures, and presentations as needed. Ensure timely and concise communication with key business partners and senior management. Create and progress Jira stories through the entire automation project's lifecycle. Integrate intelligent automation solutions with API end-points and prepare JSON responses for further data workflow processing.
QUALIFICATIONS:
Minimum education and experience required: Bachelor's degree in Computer Engineering, Computer Science, Computer Information Systems or related field of study plus three (3 years) of experience in the job offered or as Intelligent Automation Developer, IT Associate/Consultant, Programmer Analyst, or related occupation.
Skills Required: This position requires experience with the following: Python; JSON; JavaScript; SQL; Agile Software Development Life Cycle; working with Jira stories using Atlassian; developing data transformations and automated solutions using Alteryx; developing data transformations suitable for inputs to Tableau; and documenting business processes and create decision models using Signavio.
Job Location: 500 Stanton Christiana Rd, Newark, DE, 19713.
Full-Time. Salary: $117,634 per year.
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Step into the role of a Client Service Associate within our Commercial Bank and become an integral part of our clients' success stories. As the primary point of contact, you'll build strong relationships with high-level executives, delivering tailored solutions and upholding the esteemed standards of JP Morgan Chase. With opportunities for career growth and community involvement, join our diverse and innovative global organization to make a meaningful impact in the ever-evolving world of commercial banking.
As a Client Service Associate within our Commercial Bank, you will play a pivotal role in managing relationships with our clients. Your role will involve resolving client requests and providing comprehensive support for our complex treasury and cash management products and services. With a keen eye for continuous improvement, you will apply innovation and design thinking techniques to enhance the efficiency and resilience of our operating platform. Your role will require you to establish productive relationships with internal stakeholders, leveraging your ability to influence and persuade to drive mutually beneficial outcomes. You will also be expected to demonstrate your data and tech literacy, partnering with Technology and the Business to implement new technology that creates a competitive advantage.
Job Responsibilities
- Manage client relationships, addressing issues that arise with our treasury and cash management products and services, ensuring client satisfaction and retention.
- Apply innovative techniques to enhance the efficiency and resilience of our operating platform, contributing to the continuous improvement of our services.
- Establish and maintain productive relationships with internal stakeholders, to drive mutually beneficial outcomes and adjusting approach based on needs and circumstances.
- Leverage data and tech literacy to collaborate with Technology and Business teams, assisting in the implementation of new technology to create a competitive advantage.
- Participate in project management activities, including planning, execution, and addressing concerns with sponsors and impacted parties, ensuring project objectives are met.
Required qualifications, capabilities and skills
- Minimum of 2 years of experience or equivalent expertise in managing client relationships and/or internal stakeholders
- Demonstrated experience in applying innovative techniques for process improvement, with a focus on enhancing operational efficiency and resilience.
- Proven ability to establish and maintain productive relationships with internal stakeholders, with a track record of driving mutually beneficial outcomes.
- Experience in leveraging data and tech literacy to collaborate with Technology and Business teams, particularly in the implementation of new technology.
- Experience in managing projects, including planning, execution, and addressing concerns with sponsors and impacted parties.
- Advanced analytical and problem solving skills, with the ability to assess situations and develop effective solutions
- Strong written and verbal communication skills
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), with a focus on reviewing Data, reports, and creating presentations to support client service activities
Preferred qualifications, capabilities and skills
- Mentor team members to enhance their skills and foster a collaborative service environment.
- Engage in strategic planning to align client services with organizational goals and client needs.
- Collaborate with cross-functional teams to ensure seamless client service operations
- Build and maintain strong client relationships to support long-term business success.
- Experience in managing projects, including planning, execution, and addressing concerns with sponsors and impacted parties
- Bachelor’s degree and/or equivalent work experience
These jobs might be a good fit
