דרושים Part Time Associate Banker Cleveland East Hours ב-גיי פי מורגן ב-United States, Mentor

The opportunity will empower someone to transform our operating environment while being exposed to global KYC requirements and partnering with Wholesale KYC Operations (WKO) teams across the globe.

As a global production oversight lead within the Global Production Oversight (GPO) team, you will be responsible for managing the remediation book of work, coordinating analysis on population and impact. You will also be responsible for executing root cause analysis and working on solutions from end to end. You will engage partnership across our compliance, operations, technology, and product teams to establish and deliver scalable processes and controls leveraging strategic infrastructure and intelligent automation solutions to meet the Firm’s regulatory obligation. You will provide support to global WKO stakeholders and GPO leads, assisting with metrics, deck preparation and review. You will be responsible for running internal controls and ensuring internal protocols are being followed.

Job responsibilities

• Contribute to the creation of weekly reporting, regional and adhoc decks
• Provide key metrics and reports to management which outline progress of the quality framework, frequency and materiality of findings
• Run internal controls to ensure processes and defined protocols are properly followed and executed
• Contribute to ad hoc projects with the objective to improve the overall quality of the KYC framework
• Build and develop partnerships, identify challenges and eliminate roadblocks with all internal partners
• Stay up to date of any changes to processes and procedures, regulatory change and ensure impacts are identified for in-progress requests
• Manage personal workload and priorities ensuring timely escalation of key risks/issues to management

Required qualifications, capabilities, and skills

• Resilient interpersonal skills, ability to partner with internal stakeholders
• Logical, structured approach to planning, problem solving and decision-making
• Excellent verbal, written, interpersonal and presentation skills
• Aptitude for learning new regulations, processes and technologies
• Bachelor degree or equivalent education
• Minimum 1 year of relevant working experience or related internal controls or compliance experience
• Knowledge in KYC regulations or process

Preferred qualifications, capabilities, and skills

• Alteryx, Visual Basic, or other technical skills
• Experience working in a professional services firm or financial services firm

As a Business Manager Senior Associate in the Commercial & Investment Bank, you will support WLS and develop product investment business cases, conduct portfolio analyses, and provide quantitative and qualitative analysis to drive optimization efforts. Collaborate with leaders to structure complex problems, design management reporting packages, and create executive-level presentations.

Job Responsibilities:

• Partner with WLS leaders and F&BM colleagues to develop product investment business cases and KPIs.
• Utilize large datasets to conduct portfolio analyses and drive investment opportunities.
• Analyze operational throughput to identify efficiency opportunities.
• Provide analysis to enable leaders to make optimization decisions.
• Analyze data, assess KPI trends, and assist in developing WLS strategy.
• Lead data-driven analyses to provide transparency and enable decision-making.
• Structure complex problems into simple frameworks.
• Design management reporting packages to communicate business results.
• Create executive-level presentations using PowerPoint PitchPro+.

Required Qualifications, Skills, and Capabilities:

• Bachelor’s degree.
• 5 years of experience in financial data analysis and storytelling.
• Ability to work collaboratively and develop strong partnerships with employees at multiple levels.
• Strong presentation skills and ability to communicate initiatives effectively.
• Strong verbal and written communication skills.
• Ability to produce results in a fast-paced environment.
• Ability to interpret and present complex data.
• Strong attention to detail and solid work ethic.
• Highly motivated, proactive attitude, with a passion to learn and an inquisitive personality.
• Excellent problem-solving and critical thinking skills.
• Strong PowerPoint, Excel, and Word skills required.

Preferred Qualifications, Skills, and Capabilities:

• Experience in financial services or a related field.
• Familiarity with data visualization tools and techniques.

A typical day consists of assisting customers and performing transactions. You will also look for opportunities to make customers lives easier by setting up self-service options and building relationships. Throughout the week, you will schedule time to review branch operations and share updated policy and procedures with branch employees. This results in the business is adhering to control expectations.

As a Relationship Banker , you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.

Job responsibilities

• Delivers an exceptional customer experience by acting with a customer-first attitude
• Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
• Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
• Influences, educates, and connects customers to technology
• Possesses initiative and knowledge to provide financial options for customers using a consultative approach
• Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
• Works in partnership with Specialists (Financial 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 experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
• High school degree, GED, or foreign equivalent
• Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
• Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
• Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
• Ability to work branch hours including weekends and some evenings

Preferred qualifications, capabilities, and skills

• College degree or military equivalent
• Professional, thorough, and organized with strong follow-up skills
• Exude confidence with clients when sharing product knowledge and solutions
• Experience adhering to policies, procedures, and regulatory banking requirements

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:

A typical day consists of assisting customers and performing transactions. You will also look for opportunities to make customers lives easier by setting up self-service options and building relationships. Throughout the week, you will schedule time to review branch operations and share updated policy and procedures with branch employees. This results in the business is adhering to control expectations.