דרושים ב-Jpmorgan ב-United States, Palmdale

• Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
• Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
• Demonstrate a deep understanding of financial markets and sound business judgement
• Exhibit unwavering integrity that points toward doing right by clients at every opportunity
• Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
• Provide a holistic view of clients’ needs and financial coaching beyond investments
• Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want

• At least 2 years in a Financial Advisor role or equivalent financial services experience
• Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
• Demonstrated ability and commitment to goals-based planning and advice
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
• A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment

FEDERAL DEPOSIT INSURANCE ACT:

• Certified Financial Planning (CFP®) certification is preferred
• Bachelor’s degree preferred

• Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
• Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
• Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
• Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions – introducing them to our team of experts to help achieve their financial goals.
• Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.

• Acts as the standard bearer of Chase and creates a world-class customer experience
• Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
• Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
• Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
• Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
• Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
• Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch

• Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
• Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
• Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
• Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
• Ability to work branch hours including weekends and evenings
• High school degree, GED, or foreign equivalent

• College degree or military equivalent
• 2+ years of management, Retail Banking experience or equivalent Chase leadership experience
• Strong desire and ability to influence, educate, and connect team, partners and customers to technology
• Ability to adapt quickly to a changing environment and be a strong decision maker