Account Executive jobs in United States, Ohio, Cleveland

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

Job Responsibilities:

• Acquire, build and maintain a holistic relationship management role with a target client base of 15-20 accounts
• Take accountability to formulate and implement the account plans for the client portfolio working closely with product partners with a cross-sell strategy
• Focus on growing the portfolio, identifying and securing new business opportunities and increasing the bank's share of wallet across the client base
• Partner with Credit Risk team to manage all credit risk related matters
• Conduct comprehensive client analysis to identify business needs that can be met with J.P. Morgan's broad array of corporate banking products across debt capital markets, risk management, treasury and securities services and asset management: Conversion of client analysis into concrete financial solutions

Required qualifications, capabilities, and skills:

• Bachelor’s degree in a relevant discipline
• At least 6 years of relevant relationship management experience in an corporate banking business with global capabilities
• A proven track record of originating new business
• Solid knowledge of flow derivatives, FX, commodities, transaction banking and securities processing
• Strong leadership skills
• Strong credit structuring/documentation skills
• Team player with strong communication and interpersonal skills
• Fluent Japanese and business level English to communicate effectively with clients in Japan and internally

Job Description Summary:

As an Technical Account Mgmt, you will need to build and maintain long-term relationships with our customers, as well as providing guidance to a team of Technical Account Managers and Advanced Support Engineers.

The position requires strong oral and written communication skills. Oral communication skills include the ability to speak clearly and persuasively, to listen carefully to ensure full understanding of the situation, and to respond well to questions when dealing with both positive and negative situations. All positions also require the ability to write clearly to provide full information as well as to understand and interpret written information.

Key Responsibilities:

• Provide first level supervision to a team of Technical Account Managers and Advanced Support Engineers managing workload, response, resolution and quality
• Assist with the recruitment process by conducting interviews and ensure new hires are onboarded successfully, provide ongoing mentorship, guidance and conducting weekly 1-2-1 sessions, PDP guidance and completion of reflect.
• Monitor and manage support queues and escalate issues as necessary
• Responsible for operational excellence utilizing tools available such as the Ops dashboard and being ahead of performance and KPI measurements such as SLA violations and call answer rates
• Perform case reviews and provide feedback to the team ensuring there is continuous improvement
• Responsible for onboarding of new customers, explaining the service purchased and continually driving value through service points consumption to ensure a successful renewal
• Be flexible to work with the Sr. Manager, Advanced Support on higher priority tasks Improve productivity by highlighting deficiencies and recommending changes in methods, processes and tools.
• Manage customer escalations; follow up with customer satisfaction surveys.
• Highlight serious issues and bugs to engineering and escalation teams for resolution.
• Ensure TAMs and ASEs have the proper training, tools and environment according to business needs
• Strong troubleshooting and problem solving skills
• Previously worked in a technical support position with the telco and large enterprise space.
• Demonstrated leadership skills
• Participate in customer conference calls or face to face customer meetings to discuss technical issues and ongoing projects
• Review bug-scrub, upgrade test and best practices documents created by the TAMs and ASEs for their Premium customers

Skills and Attributes Requirements:

• Energized by making customers happy and successful
• Translator between business, technical, and sales people
• Excellent organizational, analytical and negotiation skills
• Effective communication and customer management skills
• Excellent written and verbal communication skills
• Driven to create success in a hopeless situation, through brilliant problem solving, communication, and relentless persistence
• Able to perform well in the face of tight deadlines and tough technical and organizational challenges
• Steadfast and calm in explosive situations
• Previous call center experience, preferably supporting data networking products and/or security products is desirable.

Educational and Experience Requirements:

• Experience in a high technical support/post-sales role
• Experience with direct customer interaction, preferably in a supervisory role
• Bachelor’s degree in Computer Science, Software Engineering or related field, or an equivalent combination of training and experience is desirable

• Owns the vision and definition of the product. Serves as the voice of the Customer. Ensures the Scrum Team(s) effort is concentrated on the right priorities based on business value.
• Defines and conveys the vision to the team(s) in order to address client requirements to ensure a successful product for business objectives.
• Accountable for the creation of and the integrity of the product backlog. Prioritizes and leads grooming of the product backlog.
• Works closely with the Scrum Master(s) and development team(s), to ensure the right items are focused on during the development process. Primary point of contact for questions from the team(s) and is empowered to make decisions.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

• Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
• Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and requiredneeded to be successful in this position.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

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