דרושים National Client Team Associate ב-גיי פי מורגן ב-United States, San Francisco

As a Senior Associate within theTeam, you will generate insightful analytics and provide recommendations concerning risk criteria development, implementation, operational controls, and performance monitoring. Your role will require a deep understanding of the problem universe, data analysis to understand root causes, and the use of analytics to design and implement solutions. You will play a pivotal role in promoting end-to-end solutions that mitigate risk while balancing the minimization of revenue loss, operating costs, and customer impacts.

Job Responsibilities:

• You will monitor the fraud trends in the portfolio to develop insights around potential gaps in our defenses and propose solutions by leveraging data from across the firm, advanced machine learning models, and other advanced analytics.
• You will develop strategies and actions that balance the tradeoff amongst fraud losses, operational expenses driven by fraud strategies, and customer impacts from fraud prevention efforts.
• You will work closely with partners across the firm to deliver on joint priorities that keep the firm and our customers safe from fraud while helping the business grow.
• You will also be responsible for working closely with fraud risk technical product team to deliver best in class fraud fighting capabilities to protect our customers.

Required Qualifications, Capabilities and Skills:

• Bachelor’s degree.
• 2+ years of professional experience related to risk management, strategic analytics, or data science.
• Strong knowledge of programming language like SAS, SQL.
• Strong analytical, interpretive, and problem-solving skills with the ability to interpret large amounts of data to monitor and uncover behaviors and trends in fraudulent activity.
• Strong, clear, and concise written and verbal communication with ability to edit and prepare executive level communications. Proficient in Excel & PowerPoint.
• Excellent organizational and project management skills; able to manage competing priorities under tight deadlines.
• Proven ability to collaborate and build strong partnerships.
• High degree of initiative, self-direction, and ability to work well under pressure.

Preferred Qualifications, Capabilities and Skills:

• Prior experience working in Fraud strategy
• Intellectual curiosity with a proven ability to learn quickly

As a Documentation Team Lead within the Commercial Bank, you will be responsible for leading and managing an experienced documentation team that work with external clients, internal implementation managers and other partners to ensure all required documentation is on hand for new or updated client accounts. Leads are responsible for setting team strategy, partnering with internal functions including sales, product and service, and continually improving processes and client experience.

Job Responsibilities:

• Lead a high-performance team to deliver client onboarding and documentation solutions
• Oversee research, creation, validation, and negotiation of client documentation for account opening
• Interact directly with clients to answer questions and minimize documentation requirements
• Collaborate with internal partners to ensure a seamless onboarding experience
• Drive process improvements and innovation opportunities within the team
• Resolve escalations promptly and effectively
• Manage client and internal partner expectations, striving to exceed them
• Develop subject matter expertise to meet evolving client needs
• Use metrics and data to drive team performance and results
• Coach and develop team members to achieve world-class talent standards
• Empower the team to own their roles and escalate issues when needed

Required Qualifications, Capabilities, and Skills:

• Minimum 3 years management experience
• Excellent verbal and written communication skills
• Proven experience running an operations team
• Strong client focus and ability to partner with internal groups
• Experience in financial services
• Ability to communicate and influence across diverse teams and markets
• Demonstrated continuous improvement mindset
• Strong risk and control orientation
• Aptitude for operating in a fast-paced, dynamic environment
• Ability to develop subject matter expertise
• Experience identifying, coaching, and developing talent

Preferred Qualifications, Capabilities, and Skills:

• Experience with client documentation processes
• Enthusiasm for learning new systems and procedures
• Familiarity with Commercial Banking products and services
• Ability to leverage critical thinking for customized client solutions
• Experience managing escalations and resolving issues
• Commitment to diversity and inclusion
• Participation in innovation or transformation initiatives

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: