דרושים ב-Jpmorgan ב-United States, Little Rock

FEDERAL DEPOSIT INSURANCE ACT:

• Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
• Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
• Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
• Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
• Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

• 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
• Ability to create memorable experiences for our clients – elevate the client experience.
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
• Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience.
• Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
• High school degree, GED, or foreign equivalent.
• The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC’s licensing program within 180 days of hire, study materials and support provided.
• Ability to work branch hours including weekends and some evenings.

• College degree or military equivalent.
• Experience adhering to banking policies, procedures, and regulatory requirements.

• Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
• Greet clients warmly as they enter the branch, making them feel valued and appreciated. Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
• Engage clients with clear, polite communication to understand and help them effectively. Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
• Lead branch operations, including managing cash devices like the cash vault and ATM. Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
• Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity. Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
• Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
• Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.

• You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
• You are committed to maintaining a keen eye for detail and staying organized, which helps you juggle multiple tasks effectively.
• You are proud of your leadership skills and operational proficiency, ensuring transaction accuracy while thriving in a collaborative team environment.
• You have a strong passion for educating the branch team and partners, helping them stay connected and informed.
• You excel at building meaningful connections and engaging with clients, always ready to educate them and refer them to our team of experts when needed.
• You have 1+ years of retail banking experience.
• You have a high school degree, GED, or foreign equivalent.
• You have the ability to work branch hours including weekends and evenings.

• You have 6+ months of Associate Banker (Teller) experience.
• You have a college degree or military equivalent.

• You’ll successfully complete our Branch Operations Lead Training Program before being considered for placement as a Branch Operations Lead.
• You’ll need to be able to travel as required for in-person training and meetings.

Join the fast-paced and dynamic JPM Suisse Private Bank Client Operations team to onboard new clients, maintain existing accounts and drive best practices whilst ensuring we adhere to regulatory requirements.

Client Operations Tax Team is part of the wider Client Operations team, with a particular focus on ensuring adherence to local and International Tax regulations and tax requirements for the Swiss platform.

As a Tax Officer within Client Operations Tax Team, you will play a key role in the review and acceptance of client tax documentation, the maintenance of data in a variety of systems, regular review of existing client files to ensure data consistency and processing of any ad hoc changes requested by our clients. In addition the Client Operations Tax Team coordinates the Tax projects from an operational perspective, plus they also act as Center of Excellence for the Business who refer to them for any Onboarding/Operational Tax issues/questions or complex situation. Client Ops Tax team produces reporting to tax authorities across multiple jurisdictions and ensuring compliance with local tax and regulatory static data requirements

Job Responsibilities

• Complete review of client tax documentation and systems input
• Provide guidance, advice and training to other teams in tax matters relevant to account opening and due diligence in the implementation of International Tax Agreements
• Perform controls and reconciliations in order to ensure that tax information stored in our systems is accurate and in line with client’s documentation
• Monitor the different tax reporting deadlines as per domestic law and international tax conventions

Required qualifications, capabilities and skills

• Law/business degree or background
• Understanding of the different structures (e.g. Trust, Foundations, Partnerships, PHC) opened within the Wealth Management industry
• Knowledge of Common Reporting Standard (CRS) and familiarity with US tax forms - FATCA QI
• General knowledge on the European tax regime, i.e. Swiss, Spanish, Italian, UK, French, German
• Excellent organizational skills - attention to detail, methodical, process driven
• Ability to manage multiple streams of work concurrently and prioritize effectively
• A flexible, team spirited approach with the ability to work independently
• Ability to work accurately within tight deadlines in a demanding environment
• A strong sense of ownership and responsibility
• Fluency in English mandatory
• Strong Microsoft Office skills, in particular with Word, Excel, the ability to use data analytics tools and AI solutions.

Preferred qualifications, capabilities, and skills

• Degree qualification or professional certification relating to Tax
• Fluency in French, German, Spanish, Italian, Portuguese, or Arabic would also be a strong advantage.

• Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
• Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
• Engage in clear, polite, consultative communication to understand and help clients, building trust – ask questions and listen to understand, anticipate their needs.
• Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
• Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
• Adhere to policies, procedures, and regulatory banking requirements.

• 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
• Ability to create memorable experiences for our clients – elevate the client experience.
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
• Ability to quickly and effectively resolve client issues with attention to detail – providing consistent client experience.
• Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
• High school degree, GED, or foreign equivalent.
• The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC’s licensing program within 180 days of hire, study materials and support provided.
• Ability to work branch hours including weekends and some evenings.

• College degree or military equivalent.
• Experience adhering to banking policies, procedures, and regulatory requirements.