דרושים Treasury Sales Group Manager - Multinational Corporations ב-גיי פי מורגן ב-United States, Irvine

Job responsibilities

• Assist in the deployment and configuration of Genetec Security Center on Windows servers, ensuring successful implementation and integration of security systems.

• Provide first-level technical support to end-users, troubleshoot issues related to Genetec Security Center, and offer recommendations on best practices.

• Recognize and eliminate toil through systems engineering or automation, and implement observability patterns to improve service level indicators, objectives monitoring, and alerting solutions.

• Collaborate with senior IT staff and participate in training sessions to improve knowledge and skills related to Genetec Security Center and other IT systems.

• Monitor system performance and availability of core Genetec Security Center services, ensuring optimal transparency and analysis.

• Document and maintain accurate records of system configurations, changes, and support requests, ensuring clear communication and organization.

• Package Genetec Security Center software for client and server installs, and provide on-call support as needed to address urgent issues.

Required qualifications, capabilities, and skills

• Formal training or certification on software engineering concepts and 2+ years applied experience.

• 2+ years’ experience working with Genetec Security Center, including configuring federations, and experience with installing and upgrading Genetec Security Center software while managing Windows patching.

• Familiarity with observability practices such as white and black box monitoring, service level objective alerting, and telemetry collection using tools like Grafana, Dynatrace, Prometheus, Datadog, and Splunk.

• Possession of Genetec Security Center Omnicast certification and a good understanding of network protocols and security principles.

• Experience working with third-party applications deployed on Windows Server environments and the ability to work with SQL Server, including running queries.

• Strong problem-solving skills and attention to detail, ensuring effective troubleshooting and resolution of issues.

• Excellent communication and interpersonal skills, facilitating collaboration and effective interaction with team members and stakeholders.

• Ability to work independently and as part of a team, demonstrating flexibility and adaptability in various work environments.

• Willingness to learn and adapt to new technologies, staying current with industry trends and advancements.

Preferred qualifications, capabilities, and skills

• General knowledge of financial services industry
• Experience working with third-party applications.
• Experience working with any other video management solutions
• Experience working with Intrusion Detection systems
• Genetec Mission Control certification is a plus

You are customer focused, enjoy building relationships and providing financial services to your clients. A role as an International Product Specialist is for you. As an International Product Specialist within the Middle Market Banking Group, you will be responsible for supporting the growth of our international business among clients and prospects in the fast-growing and dynamic Innovation Economy portfolio, which is comprised of Technology, Disruptive Commerce, Life Sciences and Healthcare Services industry groups. You will promote international revenue generation by partnering with bankers, treasury management officers, and other product partners. You will provide in-depth and technical expertise to develop new business and expand existing global relationships in the area of treasury services, lending, trade finance and foreign exchange.

Job Responsibilities

• Consult clients on their international banking needs, with a strong emphasis on Treasury Services and working capital solutions
• Leverage partnerships with relationship managers and product partners to develop and deliver custom global treasury, trade, and lending solutions for corporate clients
• Partner and influence Treasury Services and Commercial Banking teams to establish and drive business development strategies
• Represent the firm's International capabilities at both internal and external events in the market
• Help with prospect conversion, leveraging JP Morgan’s international capabilities, and provide input into product development, marketing, and other strategic initiatives

Required Qualifications, Capabilities and Skills

• 5+ years of successful direct sales or relationship management - focused on International Treasury Management and solutions delivery
• Success in providing consultation on the aspects on international banking and cash management
• Extensive knowledge of International banking products, services, and markets (Treasury, lending, trade finance and foreign exchange)
• Executive presence and consultative sales acumen; ability to develop advisory relationships with clients and prospects
• Proven track record of results-oriented performance, as well as building and influencing strategic relationships; capable of working with minimal supervision
• Time management, organizational and planning skills with proven ability to multi-task and meet deadlines in a fast-paced environment
• Highly proficient in Microsoft Office (PowerPoint, Excel and Word) and superior analytical and quantitative skills

Preferred Qualifications, Capabilities and Skills

• Credit training preferred, with experience financing overseas operations and screening transactions with credit or other risk issues

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:

As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you’ll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. You’ll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships.

Job Responsibilities

• Manage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
• 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. Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects
• Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships
• Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
• Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities
• Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements

Required qualifications, capabilities, and skills

• Minimum of 5 years’ experience in a Business Banking Relationship Management role or related business lending experience
• Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate
• Demonstrated ability to anticipate clients’ issues, own problems on clients’ behalf, and follow through with commitments
• Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes, and leverage technology to interact with clients effectively and efficiently
• Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
• Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
• Balance needs of clients with associated risks and interests of the firm

Preferred qualifications, capabilities, and skills

• Bachelor’s degree in Finance or related field, or equivalent work experience
• Minimum of 3 years’ managing clients >$10+MM revenue
• Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
• In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts

FEDERAL DEPOSIT INSURANCE ACT: