דרושים Branch Operations Lead- Detroit Metro Southwest- Mi ב-גיי פי מורגן ב-United States, Detroit

About Us:The Global Trusts & Estates Practice is a cornerstone of the services we offer to clients. With over 160 years of experience in serving as a corporate fiduciary for families, our Trust and Estate services are delivered by highly skilled professionals who possess both technical expertise and the ability to engage effectively with diverse families and individuals.

As a Regional Director in J.P. Morgan’s Closely Held Asset Management (“CHAM”) team, you will play a pivotal role in strategically growing and managing closely held business assets owned in trusts and estate accounts of Private Banking clients. Reporting to the CHAM Practice Lead, you will lead a team of professionals, oversee the management of closely held assets, and ensure the delivery of exceptional service to our clients. Your role will involve strategic planning, business development, asset due diligence, and collaboration with senior management to drive initiatives to completion. You will manage a team responsible for asset review reporting activities to assess and manage risk, support account acceptance and holding recommendations, and ensure compliance with banking regulations and fiduciary standards.

Job Responsibilities:

• Business Development: Help drive business development initiatives in collaboration with Trust Officers, Bankers, Wealth Advisors, and external legal and tax advisors to grow revenue and assets under management for the Trusts & Estates practice. Conduct due diligence on closely held business interests to support the new business acceptance process.
• Fiduciary Management: Oversee the management of closely held assets where J.P. Morgan serves as a corporate fiduciary, ensuring compliance with banking regulations, policies, and J.P. Morgan standards. Implement effective risk management and mitigation for assigned assets and accounts.
• Asset Management: Oversee completion of regulatory and due diligence reviews of closely held assets, including business reviews, management interviews, analysis of financial and operating performance, and determining marketability and account holding recommendations. Review corporate governance and financial reporting. Evaluate key actions, including attending shareholder meetings, approving changes in key governing documents, and evaluating purchase and sale transactions.
• Strategic Leadership: Provide leadership and guidance to CHAM Asset Managers and internal partners, ensuring alignment with the broader goals of the Global Trusts & Estates Practice. Provide training/education and help develop marketing materials to support business priorities.
• Team Management: Lead and mentor a team of Asset Managers, providing guidance and support to ensure successful execution of their responsibilities.
• Stakeholder Engagement: Serve as a liaison with internal Compliance, Legal, and Risk partners to address complex client issues and ensure adherence to regulatory requirements.
• Process Improvement: Continuously evaluate business processes to identify and implement efficiencies.
• Communication: Prepare and present complex analyses and recommendations to internal and external stakeholders, including clients, trust beneficiaries, professional advisors, executive management, and internal committees.

Qualifications, Capabilities, and Skills:

• Bachelor’s degree in Business, Finance, or a related field. Advanced degrees and professional credentials (e.g., CTFA, JD, CFA, MBA, CPA, ASA, AM, etc) are advantageous.
• A minimum of 10 years of experience in trusts & estates, business valuation, investment management, private business advisory, legal, and/or accounting.
• Proven ability to lead and manage a team of financial and other asset management professionals.
• Detail-oriented with strong organizational skills and excellent oral and written communication abilities.
• Proficient in conducting in-depth analyses and utilizing problem-solving skills to achieve desired outcomes.
• Willingness to travel as necessary (less than 15%).

As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.

Job Responsibilities

• Acquire, manage, and retain a portfolio of 70 – 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
• Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
• Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
• Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed
• Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
• Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
• Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements

capabilities, and skills

• Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
• General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
• Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
• Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
• Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients’ behalf and follow through with commitment
• Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint

capabilities, and skills

• Bachelor’s degree in Finance or related field or equivalent work experience
• Strong current business network

As a Virtual Banking Assistant II in Consumer Banking, you will contribute significantly to the success of the Virtual Branch helping clients by providing strong customer service, offering advice and sharing products and services to help them meet their financial needs while partnering with Specialists including Private Client Advisors, Private Client Bankers, Mortgage Bankers and Business Relationship Managers, to connect customers to experts who can help them with specialized financial needs. You will engage clients over the phone and video both inbound and outbound providing strong customer service, offering advice, sharing products and services to help them meet their financial needs by making them feel appreciated and being their advocate. You will also show initiative and proactively prevent problems for our clients while being able to maintain success in an ever-changing environment making 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.

Job responsibilities

• Manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
• Demonstrates success using a value-added, relationship-oriented approach to acquire and deepen client relationships
• Makes personal connections, engages and educates customers, asks open-ended questions and listens to establish trust and build lasting relationships
• Partners with Specialists including Private Client 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 Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationships, and revenue generation
• High school degree, GED, or foreign equivalent
• Outstanding financial planning and use of financial planning tools while adhering to policies, procedures, and regulatory banking requirements
• Strong team orientation with a commitment of long-term career with the firm
• Excellent written and verbal communication skills
• Reading and speaking in both Spanish and English fluently is required for this role

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:

Join our fun, high-energy team as a Community 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.

Job responsibilities

• Maintain an active knowledge of Chase home lending products, as well as local housing assistance programs and grants available for down payment and/or closing cost assistance
• Promoting mortgage products to existing Chase customers and to other customers in the community you serve, continually engaging with a pipeline of customers ‘not mortgage ready’ for home ownership through education and counseling processes until they are ready to apply, while maintaining compliance with current lending guidelines and Chase policies
• Act as the internal and external mortgage expert, conduct productive activities that promote mortgage loan originations with external relationships in the community you serve
• Partner with the branch team, by providing training on products and services, , meeting with their customers and introducing new clients to bankers for additional products and services
• 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
• Serve as the single point of contact through the customer mortgage loan origination process while being adept at addressing customer concerns and reservations, explaining financial terms and requirements, coordinating with partners and stakeholders, troubleshooting and tackling obstacles, and tracking progress from initial engagement to application through closing

Required qualifications, capabilities, and skills

• Ability to read, write and speak Spanish fluently.
• A Bachelor's degree or equivalent work experience in sales and/or real estate
• Five years of proven mortgage sales experience including strong product, credit, and mortgage process knowledge and an understanding of Federal Housing Administration (FHA), Veterans Administration (VA), Federal National Mortgage Association (FNMA), and Federal Home Loan Mortgage Corporation (FHLMC) guidelines Unique Requirements, and low-down payment products. (Regional Management approval required for internal Home Lending Advisors who have been in their position for less than one year.)
• Knowledge of real estate market in local area and the ability to build new external referral sources and networks (e.g., realtors, nonprofits, community groups, civic/professional organizations required)
• Track record of customer satisfaction as demonstrated in customer satisfaction scores and customer comments
• Superior written and verbal communication skills for preparing and presenting in your community outreach when providing homeowner education and demonstrating knowledge while working with community-based nonprofits, community groups, consumer advocacy groups, and civic/professional groups.
• Intermediate Personal Computer skills in a Windows environment

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:

Join our fun, high-energy team as a Community 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.

Job responsibilities

• Maintain an active knowledge of Chase home lending products, as well as local housing assistance programs and grants available for down payment and/or closing cost assistance
• Promoting mortgage products to existing Chase customers and to other customers in the community you serve, continually engaging with a pipeline of customers ‘not mortgage ready’ for home ownership through education and counseling processes until they are ready to apply, while maintaining compliance with current lending guidelines and Chase policies
• Act as the internal and external mortgage expert, conduct productive activities that promote mortgage loan originations with external relationships in the community you serve
• Partner with the branch team, by providing training on products and services, , meeting with their customers and introducing new clients to bankers for additional products and services
• 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
• Serve as the single point of contact through the customer mortgage loan origination process while being adept at addressing customer concerns and reservations, explaining financial terms and requirements, coordinating with partners and stakeholders, troubleshooting and tackling obstacles, and tracking progress from initial engagement to application through closing

Required qualifications, capabilities, and skills

• A Bachelor's degree or equivalent work experience in sales and/or real estate
• Five years of proven mortgage sales experience including strong product, credit, and mortgage process knowledge and an understanding of Federal Housing Administration (FHA), Veterans Administration (VA), Federal National Mortgage Association (FNMA), and Federal Home Loan Mortgage Corporation (FHLMC) guidelines Unique Requirements, and low-down payment products. (Regional Management approval for internal Home Lending Advisors who have been in their position for less than one year.)
• Knowledge of real estate market in local area and the ability to build new external referral sources and networks (e.g., realtors, nonprofits, community groups, civic/professional organizations required)
• Track record of customer satisfaction as demonstrated in customer satisfaction scores and customer comments
• Superior written and verbal communication skills for preparing and presenting in your community outreach when providing homeowner education and demonstrating knowledge while working with community-based nonprofits, community groups, consumer advocacy groups, and civic/professional groups.
• Intermediate Personal Computer skills in a Windows environment

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:

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