דרושים Relationship Banker - Golden Gate Market ב-גיי פי מורגן ב-United States, San Francisco

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

Job Responsibilities:

• Act as a primary interface with our Mid-Cap Investment Banking Team
• Acquire new clients and maintaining and deepening a portfolio of relationships.
• Act as the interface between our financial sponsors team and portfolio companies
• Growing and retain profitable relationships within the Mid-Corporate Banking target market
• Champion a culture of innovation and a customer centric mindset
• Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
• Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies

Required Qualifications, Capabilities and Skills:

• Fifteen years plus years of lending or credit support related experience with a focus on business relationships
• Understanding of Commercial Banking products and services
• Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
• Ability to collaborate with internal partners and resources
• Demonstrated experience of meeting or exceeding sales goals
• Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
• Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
• Deep local connections and market knowledge
• Corporate finance expertise and strong transaction execution skills
• FINRA Series 24, 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire

Preferred Qualifications, Capabilities and Skills:

• Bachelor’s degree and formal credit training
• Sales management, business development skills, proficiency in building and maintaining positive client relationships
• Experience with Financial Sponsors, Direct Lending and Capital Markets Solutions.
• Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
• Excellent business judgment, strategic thinking, self-directed, proactive and creative

FEDERAL DEPOSIT INSURANCE ACT:

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:

As a Lead Credit Officer - Vice President in the Key Relationship Group, you will be part of a team that performs independent technical and specialized analysis of Commercial Real Estate relationships, involving complex and larger size portfolios of $250MM+ of debt collateralized primarily by stabilized apartment complexes.

Job Responsibilities

• Performing complex real estate based financial analysis, identifying and interpreting data for management's use in rendering sound credit decisions. Analysis is based on property operating statements, rent rolls, client's financial balance sheet, schedule of real estate owned and verification of deposit statements and understanding of current market conditions and the implication on overall portfolio.
• Completing credit actions (annual family credit reviews) which summarizes the financial analysis completed on a client's portfolio, including recommendations for future business.
• Analyze troubled loans, including quarterly reporting to management.
• Actively contribute to special assignments, including the evaluation of income property loan portfolios, training less experienced credit officer/analyst or division employees, and updating credit policies.
• Formulating new analytical processes and enhancing existing reports to improve the quality of information available to top management.
• Establish and maintain effective relationships with internal and external clients.

Required qualifications, capabilities and skills

• Bachelor's Degree or equivalent experience.
• Minimum 7+ years of relevant experience in credit analysis, risk assessment, credit review and analysis loan review and/or loan workouts.
• Understanding of Commercial Real Estate valuation concepts and methodologies.
• Strong organizational and time-management skills – ability to multitask, prioritize, and work with others in an integrated way to achieve individual objectives and team results.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft desktop tools including Word, Excel, Power Point and the ability to quickly acclimate to proprietary systems.

Preferred qualifications, capabilities and skills

• Working experience with historical property cash flow analysis preferred.
• Experience as a loan underwriter in commercial real estate lending is highly desirable.