Jobs in United States, Ojai

Job Description:

Job Description:
This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines.Responsibilities:
• Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
• Assists, educates, and trains clients on conducting simple transactions through self-service technologies
• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
• Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirementsRequired Qualifications:
• Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment. In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months.
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
• Is confident in identifying solutions for helping new and existing clients based on their needs.
• Has strong written and verbal communications skills.
• Is able to communicate effectively and confidently, and is comfortable engaging all clients (in-person and by phone).
• Has the ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances.
• Applies strong critical thinking and problem-solving skills to meet clients’ needs.
• Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.• Can be flexible to work weekends and/or extended hours as needed.Desired Qualifications:
• An associate’s degree or bachelor’s degree in business, finance, or a related field.
• Experience working in a financial center where goals were met or exceeded.
• Retail and/or sales experience in a salary plus incentive environment.
• Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded.
• Experience with financial information, spreadsheets and financial skills.
• Knowledge of banking products and services.
• Strong computer skills including MS applications and previous experience utilizing laptop technology.Skills:
• Active Listening
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management

High School Diploma / GED / Secondary School or equivalent

J.P. Morgan's Commercial & Investment Bank is looking to hire a top performing executive assistant to support diverse teams. A successful Executive Assistant should have excellent interpersonal skills, attention to detail, quality focus, smart, possess a “can-do” attitude, high energy and flexibility to a high-paced deadline driven organization. In this role 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.

As anin Commercial & Investment Bank, you will be responsible for performing an array of administrative functions requiring confidentiality, initiative and sound decision making for the executive, their team of managers, and other stakeholders. You bring years of experience being an Executive Assistant while being very adaptable, and welcoming change. You confidently make independent decisions when handling administrative tasks and communicating at an exceptional standard. You develop an understanding of what matters to the team, and actively apply that knowledge to your day-to-day activities with ownership and ability to multitask and move inside a fast paced changing environment. You act as an owner and a problem solver.

Job responsibilities:

• Demonstrate strong ability to manage and handle complex and detailed calendars, dealing with multiples and or urgent meeting, setting up of meetings and conference calls, internally and externally. Handle all associated logistical aspects, including frequent coordination with local and overseas offices around the region and globe
• Employ good judgment when handling confidential information
• Identify and escalate critical issues and follow up with necessary actions
• Provide professional telephonic, and on-floor visitor support, with ability to address issues and redirect as appropriate, in a timely, appropriate manner with impeccable etiquette
• Arrange and coordinate complicated domestic and international travel arrangements (air, hotel accommodations and ground transportation); prepare detailed itineraries, required travel visas/documents, and assure accuracy and timely delivery of plans/tickets to travelers
• Coordinate schedules and logistics for and support overseas VIP visitors to the region
• Assist in organizing high quality client or senior internal meeting and events logistics, in close coordination with internal corporate function teams, internal front office teams, and clients
• Adhere to control policies and procedures, such as budget and compliance approvals, compliance policies, documentation etc.; act as a subject matter expert for policies and procedures with appropriate record keeping.
• Process invoices and T&E expense claims for team members and invoice process for consultants.
• Be open to take on increased and/or new responsibilities at any time
• Assist with overflow, special projects, and support other assistants for backup coverage (Calendar/Travel/Concur) as part of the Assistant pool of support and back up arrangements, working in a team where required to ensure seamless support is maintained, including other duties as directed by Business Support Manager / Line of Business.

Required qualifications, capabilities, and skills:

• Minimum of 8 years’ experience in an Executive Assistant role in financial institutions, including strong experience supporting senior stakeholders
• Strong interpersonal and partnership skills, i.e., develop relationships with peers, clients etc.
• Ability to collaborate and work well with others, with a calm and willing attitude, in a fast-paced and team-orientated environment.
• Prioritize and simultaneously handle multiple tasks with flexibility.
• Work with limited supervision, perform under pressure and meet tight deadlines
• Excellent interpersonal and communications skills, with ability to prepare diligent written internal and external correspondences, proven experience interacting with senior management
• Meticulous attention to detail, excellent organizational skills and discretion with confidential information
• Strong analytical, problem solving and critical thinking skills

Preferred qualifications, capabilities, and skills:

• Project management experience, secretarial or administrative professional certification a plus
• Experience in Events planning, and Investment Banking environment preferred
• Business level spoken and word processing capabilities in English and Mandarin

In this role you will:

• Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers

• Complete operational activities while minimizing risks under established policies

• Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization

• Receive direction from managers and exercises judgment within defined policies and procedures

• Escalate questions and issues to more experienced roles

• Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions

• Identify information and services to meet customers financial needs

Required Qualifications:

• 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• Bilingual speaking and listening proficiency in Spanish/English

Desired Qualifications:

• Customer service focus with experience handling complex transactions across multiple systems

• Ability to educate and connect customers to technology and share the value of mobile banking options

• Ability to interact with integrity and professionalism with customers and team members

• Experience working with others on a team to meet customer needs

• Cash handling experience

• Ability to follow policies, procedures, and regulations

• Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss

• Well-organized, independent and able to prioritize in a fast-paced environment

• Ability to exercise judgment, raise questions to management, and adhere to policy guidelines

• Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting

• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues

Job Expectations:

• Ability to work a schedule that may include most Saturdays

• This position is not eligible for Visa sponsorship

• Must take and pass required language assessment

Posting Location(s):

• 202 East Matilija Street, Ojai, CA 93023

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.