Jobs in United States, Parker

Job responsibilities

• Assist in AWM Legal Department’s global budget planning and ongoing forecast expense management
• Advise Finance & Business Management on forecasting, headcount monitoring and outside counsel spend
• Manage internal and external spend including tracking headcount and financials and develop reports for senior management
• Support overall strategic agendas and prioritization process
• Plan and developing materials for business reviews, town halls, off-sites, and weekly management meetings
• Coordinate for administrative functions within the organization
• Participate in initiatives as assigned by senior management team including presentations, ad-hoc analysis

Required qualifications, capabilities, and skills:

• 8+ years in Business Analytics and/or Financial Planning. Experience in analyzing budgets, forecasting and communicating variances to plan
• Analytical and commercial mind-set to evaluate the returns on investment initiatives and the financial implications of various structure and process changes
• Strong skills in data analytics and presentation; including the ability to distill information into headline story lines supported by appropriate detail
• Expert level in Microsoft Excel, including the ability to join data together via lookups and related functions, to create clear presentable results using pivot tables, charts, conditional formatting, etc.
• Very strong project and process management skills, including the ability to run meetings, create agendas, and keep teams on task to meet deliverables
• Ability to escalate issues with proposed solutions and keep key stakeholders informed of issue status
• Ability to excel in a disbursed environment where your colleagues and key partners are geographically spread
• Excellent verbal, written, creative thinking and presentation skills. Self-motivated, results-oriented, with focus on detail and quality

Preferred qualifications, capabilities, and skills:

• Experience with financial infrastructure and data systems, and some programming experience (eg. SQL, Tableau) a plus
• Experience with financial reporting systems and processes, Essbase, databases, Tableau, business objects, etc. is a plus

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:

Vice President

As aVice President with

Job Responsibilities:

• Organize complex information strategically, demonstrating strong design acumen in Excel and PowerPoint.
• Communicate effectively with key business partners to understand projects and drive next steps.
• Manage and deliver projects and key work streams and tasks.
• Maintain and track objectives and key results reflecting strategic priorities.
• Develop and manage organization communication strategies for key stakeholders.
• Coordinate team activities and prepare materials for town halls, employee recognition, and strategy sessions.
• Create ad-hoc analysis and presentations for senior management.
• Help design new reports to increase efficiency.
• Collaborate with senior Managing Directors and Leadership Teams.
• Provide Business Management support across business updates and data analysis.
• Challenge peers with inquisitive, enthusiastic, and diligent approach.

Required Qualifications, Capabilities, and Skills:

• Previous product knowledge and/or prior Financial Management, Business Management, or Chief Operating Office experience.
• Ability to communicate effectively with all levels of employees, including senior management.
• Strong proficiency with PowerPoint, Word, Excel, Outlook.Bachelor’s degree in Business, Finance, Economics, or other related area
• Strong knowledge and understanding of Securities Services
• Build positive internal relationships across different lines of business
• Self-motivated, tenacious, and be able to work with high degree of independence. Excellent time management/prioritization skills is required
• Should be able to define and deliver to conclusion a strategic agenda across multiple groups
• Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
• Excellent project management and organizational skills. Attention to detail with logical thought process

Preferred Qualifications, Capabilities, and Skills:

• Bachelor’s degree in Business, Finance, Accounting, or a related discipline.
• Software skills in SharePoint, Teams, Tableau, and Alteryx Suite.

As a Relationship Banker , you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.

Job responsibilities

• Delivers an exceptional customer experience by acting with a customer-first attitude
• Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
• Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
• Influences, educates, and connects customers to technology
• Possesses initiative and knowledge to provide financial options for customers using a consultative approach
• Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
• Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs

Required qualifications, capabilities, and skills

• 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
• High school degree, GED, or foreign equivalent
• Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
• Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
• Ability to work branch hours including weekends and some evenings

Preferred qualifications, capabilities, and skills

• College degree or military equivalent
• Professional, thorough, and organized with strong follow-up skills
• Exude confidence with clients when sharing product knowledge and solutions
• Experience adhering to policies, procedures, and regulatory banking requirements

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: