דרושים Global Philanthrophy- Program Officer ב-גיי פי מורגן ב-United States, Orlando

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

As a Program Officer in the Global Philanthropy function within CR, you will lead strategies at a market level in the Southeast U.S. This includes designing and executing philanthropic strategies aligned to the firm’s business objectives, developing and managing a grant portfolio, and establishing external relationships to advance strategic priorities. The Program Officer will report to the Regional Executive for the U.S. Southeast Region.

Job esponsibilities

• Collaborate with internal and external stakeholders to develop market strategies aligned to the firm’s business priorities and CR’s social impact agenda, which include the focus areas of jobs and skills, small business and entrepreneurship, financial health, and affordable housing and neighborhood development
• Develop and maintain a productive network of professional relationships with key government, philanthropic, business, and nonprofit leaders
• Monitor social, political and economic trends that may impact market strategies and/or philanthropic activities
• Think creatively about the firm’s assets and tools, identify opportunities for firmwide collaboration to drive impact
• Lead engagement with internal JPMorganChase stakeholders, including line of business leaders, Market Leadership Teams, cross-CR partners, and other functional partners such as HR and communications
• Communicate the firm’s approach to expanding economic opportunity and CR initiatives to multiple internal constituencies;
• Develop, manage and execute philanthropic programs end-to-end (from concept design and budgeting, approval process, execution to program closing), in collaboration with community partners, that advance the firm’s impact objectives
• Provide robust budget management to maximize value of philanthropic activities
• Understand the risk profile of the grant portfolio and propose the right level of mitigation; escalate controls issues with partners appropriately
• Monitor grant progress and use insights from performance to shape future direct strategy; plan convening, evaluation and communications activities to amplify impact

Required qualifications, capabilities, and skills

• Bachelor’s degree required
• At least eight years of relevant work experience in program development, implementation, strategy, and/or policy in nonprofit, corporate, and/or government environment
• Passion for Global Philanthropy’s mission; deep knowledge of and experience in economic inclusion, with a focus on issues related to financial health, employment and labor markets, affordable housing and neighborhood development, and small business and entrepreneurship
• Demonstrated ability to think strategically about solving structural issues, as well as program design and implementation
• Understanding of grant making and the nonprofit sector; ability to assess track record and capacity of nonprofit organizations
• Excellent relationship management and people skills; ability to communicate (verbal and written) complex ideas and professional perspective to diverse audiences
• Creative, flexible, and collaborative with an ability to work in a team-oriented environment
• Demonstrate a high-degree of initiative; results-oriented