Private Banker jobs in United States, Indiana, Valparaiso

As a Business Control Manager Vice President within the Commercial & Investment Bank, you will ensure the line of business has a sustainable and disciplined end-to-end control environment. You will identify and escalate issues with urgency, partner with the business to ensure timely remediation, and assist in top-down risk analysis, real-time control issue detection, escalation, root cause analysis, and remediation.

Job Responsibilities:

• Evaluate and perform end-to-end analysis of the business’ risk and control environment with stakeholders.
• Identify significant gaps and weaknesses and determine root causes of control breaks.
• Ensure controls are properly designed, operating effectively, and essential to a proactive risk and control culture.
• Leverage proven evaluation strategies and sound change management protocols.
• Perform ongoing analysis of program-related data (e.g., KRI/KPI) to support business programs and strategies.
• Develop ad-hoc reports as requested to support business-related programs.
• Assist with development of Risk & Control Self-Assessment mapping and documentation.
• Participate in end-to-end process walkthroughs and deep dives with assigned business units.
• Collaborate with team members across global time zones to drive control initiatives.
• Communicate findings and recommendations to senior management.
• Prioritize multiple tasks and ensure completion within established timeframes.

Required Qualifications, Capabilities, and Skills:

• Bachelor’s degree or equivalent experience required.
• 7 years of professional experience in financial services with a background in controls, audit, quality assurance, operational risk management, or compliance; or equivalent subject matter expertise in a relevant business-related function.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).
• Strong written and verbal communication skills, with the ability to summarize business data and convey complex ideas simply.
• Confident professional with good judgment, maturity, and poise to interact with and influence senior management.
• Well-organized with the ability to prioritize and complete multiple tasks.
• Collaborative style, flexible, and able to partner with team members across global time zones.

Preferred Qualifications, Capabilities, and Skills:

• Basic understanding of trade life cycle, equity, and markets.
• Prior front office exposure.

Job Responsibilities

• Champion a culture of innovation and a customer centric mindset
• Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
• Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
• Develop a weekly sales plan prioritizing revenue generating sales opportunities, cultivate referral sources, and institutionalize relationships and calling

Required Qualifications, Capabilities and Skills

• Five plus years lending or credit support related experience with a focus on business relationships
• Understanding of Commercial Banking products and services
• Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
• Ability to collaborate with internal partners and resources
• Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
• Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
• Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
• Deep local connections and market knowledge

Preferred Qualifications, Capabilities and Skills

• Bachelor’s degree and formal credit training preferred
• Sales management, business development skills, proficiency in building and maintaining positive client relationships
• Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
• Excellent business judgment, strategic thinking, self-directed, proactive and creative

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: