Executive Assistant jobs in United States, California, Palo Alto

Job Profile:

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers’ chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business.

As a Senior Home Lending Advisor in Chase Home Lending, you will take your clients on a first-class journey to home ownership and deliver strong sales results. You will put your exceptional knowledge and understanding of home lending products to good use by serving as your customers’ chief point of contact throughout the life of the loan. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.

Job responsibilities

• Coaches and mentors the branch team by providing training on products and services.
• Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
• Partners with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts
• Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and can function well within formal and dotted-line reporting relationships
• Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances

Required qualifications, capabilities, and skills

• Minimum three years of mortgage lending and proven sales experience in retail banking
• Knowledge of real estate market in local area
• Excellent written and oral communication skills
• Knowledge of FHA, VA, FNMA, and FHLMC guidelines

Preferred qualifications, capabilities, and skills

• FHA/VA sales experience
• Marketing, promoting, relationship building, and consulting skills
• Intermediate PC skills in a Windows environment
• Bachelor's degree or equivalent work experience in sales and/or real estate

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:

As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

Job Responsibilities

• Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate business results and acquire new assets, both from existing client base and new client acquisition
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Connect your clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Required Qualifications, Capabilities, and Skills

• Six plus years of work experience in Private Banking or Financial Services
• Bachelor’s Degree required
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Proven sales success and strong business acumen
• Strong community presence with an established network
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
• Focuses on the client experience and works tirelessly on the client’s behalf

Preferred Qualifications, Capabilities, and Skills

• MBA, JD, CFA, or CFP preferred
• Proactive, takes initiative, and uses critical thinking to solve problems
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
• Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

As an Executive Director within Business Development in Merchant Services, you will focus primarily on generating new business from prospective clients. You will work closely with an established team of Commercial Bankers and Treasury Sales teams within the Technology & Disruptive Commerce segment. This tech focused banking group will bring a widespread or client types spanning multiple different sub verticals (i.e. Software, Internet, Applied Tech, Climate Tech, Disruptive Commerce, and Payments)

Job Responsibilities

• Cultivates new business opportunities within the portfolio by aligning with the Banker and Treasury team to achieve individual sales goals
• Serves as a trusted advisor and client advocate, leveraging core knowledge, to recommend and promote banking and payment processing solutions to clients to ensure a seamless client experience across JP Morgan
• Create strategic dialogues around key client-centric issues, incorporating best practices, benchmarking, opportunity quantification and solution positioning
• Build template-driven business case quantification for clients in support of payment solutions
• Completes analysis to competitively identify and price JP Morgan products and services for profitability
• Demonstrates ability to communicate effectively both verbally and in writing with key decision-makers at a variety of levels (C-level executives) to evaluate needs, propose solutions from our suite of merchant services products
• Partner with internal product stakeholders when representing the client perspective in the development/evolution of complex products and solutions; works with internal partners to ensure successful implementation and product ramp-up
• Protects the firm by following sound risk management protocols and adhering to regulatory requirements. Works directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations
• Apply consultative influencing and selling to develop and execute strategies to deliver appropriate solutions across various stakeholders. I.e. Finance, IT, Product, Marketing
• Drive complex contract renegotiations
• Make recommendations on new products and services dependent on client input and general industry observations

Required qualifications, skills and capabilities

• Possesses a minimum of 8+ years of related sales and relationship management experience
• Strong knowledge of the merchant services industry, products and services with a strong technical acumen
• Excellent communication skills with individuals at all levels, internally and externally
• Proven ability to build relationships with clients and internal partners and influence others to achieve desired outcomes
• Uses sound judgment to offer comprehensive and customized solutions that best meet client needs; able to identify and recommend appropriate alternatives when traditional solutions do not apply
• Ability to balance needs of clients with associated risks and interests of the firm
• Demonstrated ability to anticipate clients’ issues, own problems on clients’ behalf, and follow through with commitments
• Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint

FEDERAL DEPOSIT INSURANCE ACT:

As an Executive Administrative Assistant within Commercial Banking, you will manage busy calendars, travel, plan and assist with local events and projects for the business. You will tap into your thought leadership to manage priorities, ensure efficient use of executives’ time, and collaborate closely with colleagues to ensure robust on-site support and backup coverage. You will also work with key stakeholders in the business, partner with various teams. to complete projects.

Job Responsibilities:

• Manage complex calendars for leaders in a fast paced and dynamic environment, arrange travel plans, adjust and prioritize last-minute changes including logistics such as conference rooms, events, and catering, etc.
• Support local event planning and execute as needed and/or support local employee engagement activities such as team recognition, events, etc.
• Support the physical site support demands required including phone coverage, assistance with new hire integration, facilities maintenance, supplies, floor access, presence at local events, greeting clients and guests and escorting them throughout the location, food orders/set up and takedown of conference rooms, ensuring superior client service at all times
• Provide general team support such as time keeping, training tracking, and assist in ad hoc projects as needed
• Maintain confidential data, enforce internal controls, and comply with policies and procedures
• Support Salesforce or other LOB reporting activity within scope for role and simple reporting for the business such as pulling canned reports and scorecards

Required qualifications, capabilities and skills:

• 3+ years of administrative support experience with background in a client facing sales and financial services environment
• Strong organizational skills and ability to work independently in a demanding, changing and fast paced environment
• Effective travel planning skills and knowledge
• Self-motivated, personal leadership, ability to be discrete, highly collaborative and team oriented. Assisting with projects and tasks as needed
• Effective interpersonal skills and excellent communication - confident, organized, and clear
• Fluent in Microsoft Office, PitchPro and Adapts easily to process changes and learns new technologies
• Project and event management experience
• Service oriented and able to greet clients, distribute packages, restock pantry items, and other floor duties as required
• Strong knowledge of invoice payment processing and/or Sponsorship and Donation processes
• Commitment to customer service and ability to work in team-oriented environment tied to solid judgment, decision making and problem-solving skills
• This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.

As a Market Team Lead in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

In addition to managing and building your own book of business, you will also be responsible for developing and retaining a local team of Client Advisors. You will partner with local leadership on developing and executing on the strategy of the local market, including hiring and training.

Job Responsibilities

• Manage and build relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate business results and acquire new assets, both from existing client base and new client acquisition; advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Act as a business coach to help the team generate new business and challenge them to think creatively about approaching opportunities; share best practices and lessons learned across the team
• Participate in developing the team’s business plan and ensure goals and objectives are being measured and achieved on an individual and team level
• Provide ongoing coaching, feedback and development to local Client Advisors
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed; connect your clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach while strictly adhering to all risk and control policies, regulatory guidelines and security measures

Required Qualifications, Capabilities, and Skills

• Ten plus years of work experience in Private Banking or Financial Services industry
• Five plus years of experience in a leadership position
• Bachelor’s degree required
• FINRA Series 7, 66, 9, 10 and Insurance licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 120 days of start date
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts

Preferred Qualifications, Capabilities, and Skills

• MBA, JD, CFA, or CFP preferred
• Proven record of being a player-coach within a high performing team model
• Proven sales success and strong business acumen
• Ability to attract, retain and develop a high performing Client Advisor team
• Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate