דרושים Private Client Banker - Flintridge La Ca ב-גיי פי מורגן ב-United States, Irvine

Join our fun, high-energy team as a Home Lending Assistant 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

• Utilize your understanding of the home loan process to take all initial inquiry calls for prequalification, take complete applications, request documentation from borrowers and review with Home Loan Advisor(s).
• Discuss products and pricing at the request of, or in the absence of, the Home Lending Advisor(s).
• Proactively review complex files to identify potential problems with loan applications and arrive at workable solutions with the Home Lending Advisor(s) prior to submission to processing.
• Manage pipeline, consistently communicating updates to Home Lending Advisor(s) on pipeline status and updating borrowers and builders on status of loans while watching for and preventing pipeline fallout and quote rate to pipeline floats.
• Act as a liaison between Home Lending Advisor(s), branch, processing center (if applicable), and group of established realtors (20-30) to coordinate submissions and closings to allow Home Lending Advisor(s) to concentrate on generating new business.
• Coordinate and manage marketing to buyers, sellers, realtors, and builders assist in staffing Realtor/builder open houses and trade shows.
• Establish with Home Lending Advisor(s) the annual number of loans required to fund and close and/or incremental increase in Home Lending Advisor(s)'s annual production; and, if applicable, support Home Lending Advisor(s) to achieve high usage of laptop originations.

Required qualifications, capabilities, and skills

• Bachelor's degree or equivalent work experience in sales and/or real estate
• A minimum of four years’ work experience in mortgage loan processing
• Intermediate computer skills (familiar with MS Office products or similar software)
• Excellent customer service skills
• Excellent written/oral communication
• Excellent organization skills
• Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand

Preferred qualifications, capabilities, and skills

• Marketing and advertising experience

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:

As a Client Success Officer within our Commercial Bank Startup Banking, you will leverage your deep treasury product knowledge to develop and execute a localized market and product strategy, serving as a key liaison for Commercial Bank clients. By offering Treasury solutions in conjunction with service, the Client Success Officer plays an important role in the execution of the firm’s retention, growth, and client experience strategies, including accountability to deliver on broader organizational service and revenue expansion. The Client Success Officer will play a vital role in partnering with Commercial Bankers, Implementation Managers, and Know Your Client (KYC) teams to enhance business development efforts, ensuring efficient execution and maintaining a high level of client satisfaction through active engagement.

Job Responsibilities

• Provides primary servicing support and treasury management solutions for a portfolio of Startup Banking clients
• Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
• Responsible for fostering and expanding long-term relationships with clients by effectively managing their treasury needs, while ensuring a high level of client satisfaction
• Coordinate with the banking team to participate in positioning solutions for prospect clients to show the value add of the service model
• Help the coordination and project management of product implementations and service related needs
• Maintain ongoing relationship management routines
• Manage/resolve client escalations and issues
• Identify additional banking needs for clients by partnering with Commercial Bankers on cross sell opportunities
• Review sales, service and client onboarding processes and recommend process enhancements to leadership
• Coordinate with the Banker and operational partners, such as Client Data Management Team, & KYC, to assist with the onboarding of new to bank clients and to assist with periodic client renewals
• Partner with Banking and Sales on growth opportunities by contributing to strategic client relationship reviews and long-term planning
• Assist in development of relationship review documents and create actionable objectives for relationship review meetings with clients
• Work with Risk partners for certain elements of risk management including fraud prevention.
• Operational and functional knowledge of suite of treasury and cash management products offered to Startup Banking clients

Required qualifications, skills and capabilities

• Bachelor’s degree and/or 5+ years of equivalent prior work experience in Business Operations / Client Services / Sales Support
• 7+ years of comprehensive knowledge of Treasury Products and Services
• Proven client interaction skills to calibrate & manage client expectations
• Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
• Strong time management, organizational and planning skills
• Proven proficiency in managing client problem resolution and delivering solutions; ability to mobilize internal resources to move quickly to resolve issues
• Ability to motivate cross-functional teams and interact with all levels of the organization including senior management, sales, IT, operations and product management, banking, implementation, service, KYC, liquidity, merchant, card, credit, legal, compliance, etc.
• Working knowledge of Microsoft Office suite of products such as Project, Power-point and Excel
• Demonstrated team building skills and ability to work in a team environment along with experience in managing conflict and adapting to change
• Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions

Preferred qualifications, skills and capabilities

• Certified Treasury Professional designation
• PMP or other Project Management Certifications
• Strong creative solution and problem-solving abilities

Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.

• Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
• Help the community through expansive volunteer opportunities
• Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees

Final Job Grade and officer title will be determined at time of offer and may differ from this posting.

Some travel required (20%) to visit clients and internal partners.

Job responsibilities

• Executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
• Creates secure and high-quality production code and maintains algorithms that run synchronously with appropriate systems
• Produces architecture and design artifacts for complex applications while being accountable for ensuring design constraints are met by software code development
• Gathers, analyzes, synthesizes, and develops visualizations and reporting from large, diverse data sets in service of continuous improvement of software applications and systems
• Proactively identifies hidden problems and patterns in data and uses these insights to drive improvements to coding hygiene and system architecture
• Contributes to software engineering communities of practice and events that explore new and emerging technologies
• Adds to team culture of diversity, opportunity, inclusion, and respect

Required qualifications, capabilities, and skills

• Formal training or certification on software engineering concepts and 3+ years applied experience.
• Hands-on practical experience in system design, application development, testing, and operational stability
• Proficient in coding in one or more languages
• Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages
• Overall knowledge of the Software Development Life Cycle
• Solid understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
• Demonstrated knowledge of software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)

Preferred qualifications, capabilities, and skills

• Familiarity with modern front-end technologies
• Exposure to cloud technologies

As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines. With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business.

Job responsibilities

• Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations.
• Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage—whether short-term, medium-term, or long-term—through a comprehensive and personalized planning approach.
• Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person consultations with prospects and clients at their places of business and other locations.
• Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication.
• Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance.
• Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth.
• Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities.
• Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise.
• Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence.

Required qualifications, capabilities, and skills

• Possess 10+ years in Financial Services, including affluent or complex relationship management and business development.
• Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business.
• Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships.
• Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning.
• Demonstrate a passion for guiding clients through what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service.
• The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC’s licensing program within 150 days of hire, with study materials and support provided.

Preferred qualifications, capabilities, and skills

• Hold a college degree or military equivalent.

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:

As a Client Service Account Manager Vice President in Healthcare Payments, you will be part of the Relationship Management team. You will be responsible for managing and growing relationships with some of the largest and most prestigious healthcare customers. In this position you will have the opportunity to directly impact revenue retention and revenue growth. You are a self-motivated, proactive, results-oriented candidate who wants to excel and learn in an open, professional, and team-oriented environment.

Job Responsibilities

• Manage large, high profile health systems, ensuring the health and satisfaction of customer relationships.
• Maintain accurate customer account information, opportunity pipeline data, and documentation of activities. Serve as the Customer’s primary healthcare payments business contact to help facilitate regular business activities that are both strategic and operational, deigned to promote value to ensure client satisfaction.
• Identify and build strategic relationships with operational and executive staff within your assigned accounts to ensure the highest levels of efficient interaction.
• Partner with JP Morgan Bankers and Treasury Management Officers to stay connected on customer relationship across our lines of business. Develop strong relationships with client leads and executives/C-suite.
• Support Business Development activities which contribute to the achievement of the annual revenue plan including execution of regular Strategic Business Reviews, Strategic Account Plans, Customer Governance Calls and Solution Demonstrations.
• Identify upsell and new solution expansion opportunities within payments, banking and treasury to ensure revenue growth, and provide referrals as appropriate across the firm.
• Promotes adoption of InstaMed’s solutions across your territory by identifying or promoting opportunities where InstaMed can offer value.
• Identify possible risk areas that could impact customer retention or damage the customer relationship and appropriately communicate and escalate internally in a timely and effective manner.
• Serve as a customer escalation point and help coordinate internal activities across various departments that result in a successful resolution for the customer.
• Prepare, deliver and execute customer Orders, Contracts, and Renewals to support retention and growth.
• Demonstrate a thorough understanding of InstaMed solutions, products and processes. Demonstrate a thorough understanding of customers EHR systems, and how InstaMed supports and integrates with systems

Required qualifications, capabilities, and skills

• 5 + years of proven success in a revenue-generating role
• 5 + years of experience within healthcare, health-tech, and merchant services
• Excellent people skills and ability to build relationships with customers.
• Sound judgment in setting customer expectations and managing sensitive customer situations.
• Excellent organizational skills in daily task management and follow-ups.
• Influence without direct authority
• Displays strong analytical and problem-solving skills.
• Proficient with building and delivering customer presentations, decks, and executive level summary notes and action items.
• Travel 25%

Preferred qualifications, capabilities, and skills

• Healthcare Revenue Cycle, Financial Services, Banking & Treasury Experience.
• Bachelor’s degree or higher
• Prior work experience in healthcare payment processing
• Demonstrates knowledge of healthcare patient accounting systems / practice management systems

FEDERAL DEPOSIT INSURANCE ACT:

Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and J.P. Morgan Merchant Services. Our strongest Bankers have a methodical approach to the market activity and prospecting. We deliver locally and therefore our ideal candidate has deep local connections and market knowledge.

Job Responsibilities

• Manage, retain and deepen a portfolio of Commercial Banking business clients with annual revenue between $20 million - $100 million
• Champion a culture of innovation and a customer centric mindset
• Utilize knowledge of business, finance, payment solutions, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
• Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
• Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
• Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements

Required Qualifications, Capabilities and Skills

• Seven plus years direct lending or credit support related experience with a focus on business relationships
• Understanding of Commercial Banking products and services
• Ability to collaborate with internal partners and resources
• Demonstrated experience of meeting or exceeding sales goals
• Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
• Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
• Strategic and inquisitive mindset, knowledge of the bank and its offerings, and ability to gain support from partners to manage large client book

Preferred Qualifications, Capabilities and Skills

• Bachelor’s degree and formal credit training
• Sales management, business development skills, proficiency in building and maintaining positive client relationships
• Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
• Excellent business judgment, strategic thinking, self-directed, proactive and creative

FEDERAL DEPOSIT INSURANCE ACT: