דרושים Relationship Banker – West Central-houston Tx ב-גיי פי מורגן ב-United States, Houston

Job Responsibilities

• Assisting frontline specialists with escalations and general support needs via assist queues and other means (i.e. chat, email, etc.)
• Monitoring queues, specialist adherence, and share service level updates
• Assisting with system access tickets
• Following outage procedures during on and off hours
• Providing assistance to Help Desk and Tech Support with incoming calls when call volume requires it and complete case review if needed from client follow-ups
• Coaching frontline specialists through various mediums (i.e. huddles, reworks, email, new hire training)
• Assisting as subject matter expert and peer support during training and/or upskilling
• Handling special projects and tasks as assigned by Management

Required qualifications, capabilities and skills

• Payments industry experience servicing merchants or relevant customer support experience, either by phone or in person
• Background and experience in Merchant Services Enterprise Call Center (ECC) or related function required
• Must be willing to work in an environment that requires 100% phone-based customer interaction
• Proficiency with data tools (excel, database), data visualization tools (PowerPoint, Tableau) are strongly preferred

Preferred qualifications, capabilities and skills

• Bilingual English/French is highly preferred

Work Schedule

• Must be willing to work schedules during our operating hours, which can include evenings, weekends, and holidays

Job Profile:

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

As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.

Job responsibilities

• Coaches and mentors the branch team by providing training on products and services.
• Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
• Collaborates with your team to 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.
• Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
• Builds role as the internal and external mortgage expert and maintains good relationships with customers.
• Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.

Required qualifications, capabilities, and skills

• Bachelor's degree or equivalent work experience in sales and/or real estate
• 3+ years of mortgage lending and proven sales experience in retail banking
• Knowledge of real estate market in local area
• Excellent written and oral communication skills
• Knowledge of FHA, VA, FNMA, and FHLMC guidelines

Preferred qualifications, capabilities, and skills

• FHA/VA sales experience
• Marketing, promoting, relationship building, and consulting skills
• Intermediate PC 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: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx.

As a Vice President in Cash Equity Sales, you will market existing Equity products and J.P. Morgan Research, cover institutional investors, and develop new client relationships. You'll independently pitch sales ideas and solutions, collaborate with various desks, and engage in investor education and execution of IPOs and ECM transactions.

Job Responsibilities

• Market existing Equity products and J.P. Morgan Research.
• Cover and co-cover institutional investors in the Nordic region other team members.
• Enhance existing client relationships and build new ones.
• Independently develop and pitch sales ideas and solutions for clients.
• Collaborate closely with Sales-Trading, Trading, Equities Derivatives, Prime-Brokerage, and Fixed Income desks.
• Engage in investor education and execute IPOs and ECM transactions, working closely with ECM and Banking.

Required Qualifications, Capabilities, and Skills

• Experience in a markets-based role, preferably in Equities.
• Strong fundamental and analytical skills.
• Good communication, marketing, and people skills.
• Ability to work efficiently as part of a team.
• Strong written and verbal language skills in English & a Nordic Language.
• Drive and desire to contribute to the growth of our Continental Cash Equities franchise.
• Proficiency in Microsoft Excel and PowerPoint, with excellent IT skills in general.

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 100 – 130 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

Required qualifications, 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

Preferred qualifications, capabilities, and skills

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