דרושים Commercial Banker Healthcare Services Middle Market Banking Vice President ב-גיי פי מורגן ב-United States, Tampa

As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you’ll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM. You’ll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share. As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships.

Job Responsibilities

• Manage, retain and deepen a portfolio of approximately 80-100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
• 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. Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects
• Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships
• Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
• Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities
• Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements

Required qualifications, capabilities, and skills

• Minimum of 5 years’ experience in a Business Banking Relationship Management role or related business lending experience
• Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate
• Demonstrated ability to anticipate clients’ issues, own problems on clients’ behalf, and follow through with commitments
• Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes, and leverage technology to interact with clients effectively and efficiently
• Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
• Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
• Balance needs of clients with associated risks and interests of the firm

Preferred qualifications, capabilities, and skills

• Bachelor’s degree in Finance or related field, or equivalent work experience
• Minimum of 3 years’ managing clients >$10+MM revenue
• Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint
• In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts

• In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts

As a Vice President in Firmwide Control Management, you'll guide and support all Lines of Business and Corporate Functions to ensure consistent execution of firmwide program requirements. You'll play a key role in designing and implementing effective risk mitigation strategies and identifying process improvements. Your skills and knowledge will foster collaboration across teams, propelling the organization forward to maintain its best-in-class status while driving meaningful change and innovation throughout the organization. In this role, you'll work alongside highly motivated team members, sharing best practices and lessons learned to achieve optimal solutions for the firm.

Job responsibilities

• Support timely and successful delivery of milestones and deliverables for specific program initiatives
• Bring a risk and control mindset to guide evolution of the program while maintaining the integrity of our processes
• Support program governance including presentations and reporting to key stakeholders, working group members, metrics and steering groups
• Maintain and reassess the programs CORE Firmwide Common Process framework including associated risks and controls for consistent execution across the organization
• Provide support for audits, exams, and control testing
• Collaborate with LOB/CF Control Management teams, Compliance, Legal, and other applicable functional groups to develop framework, standards, and procedures (where applicable) and to provide guidance and direction on adherence whilst reducing risk for the Firm
• Support the design and implementation of new technology solutions, which are scalable and be leveraged across the Firm

Required qualifications, capabilities and skills

• Bachelor's degree or equivalent experience required
• 7+ years of financial service experience in controls, audit, risk management, or compliance
• Ability to exercise sound judgement in assessing risk, prioritizing work, engaging senior leaders, and managing through change
• Strong interpersonal skills, exceptional relationship building, influencing skills, and ability to effectively partner with all levels of management across numerous teams to help drive the control agenda
• Self-motivated. Work autonomously to effect change: flexible, adaptable to shifting priorities; manages competing priorities to achieve the most effective result and able to work in a fast-paced, results oriented environment. Ability to manage ambiguity, and make subjective and informed decisions, influence stakeholders and justify decision making.
• Excellent written and verbal communication skills, with the ability to communicate effectively at organizational levels
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) with the ability to develop compelling and meaningful executive presentations that will highlight opportunities/recommendation for improvement
• Problem solving/analytical skills: solid critical thinking, attention to detail and analytical skills; able to synthesize large amounts of data and formulate appropriate conclusions

Preferred qualifications, capabilities and skills

• Preferred background in financial services with experience in regulatory programs.
• Proficient in control and risk management, providing guidance on governance of operational risk and control environments.
• Excellent written and verbal communication skills for articulating business issues and controls.
• Strong interpersonal skills for building coalitions and influencing business leaders with an end-to-end mindset.
• Skilled in process analysis and design, understanding end-to-end processes and associated risks for effective control design and improvements.

As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you’ll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You’ll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships.

Job Responsibilities

• Acquire, retain and deepen a portfolio of approximately 40-50 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
• 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
• Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
• Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners
• Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects
• Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship
• Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
• Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience
• Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements

Required qualifications, capabilities, and skills

• Minimum of 5 years’ experience in a Business Banking Relationship Management role or related business lending experience
• Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards
• Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
• Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently
• Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate
• Balance needs of clients with associated risks and interests of the firm
• Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines

Preferred qualifications, capabilities, and skills

• Bachelor’s degree in Finance or related field, or equivalent work experience
• Minimum of 3 years’ managing clients >$10+MM revenue
• In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts
• Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint

Job Responsibilities:

• Serve as a key point of contact for Regional and Global WKOR/Production Leads, Policy, and GFCC, managing escalations, action plans, and risk items
• Stay up to date on process, procedure, and regulatory changes, ensuring your team is aware of and adheres to all updates
• Identify, lead, and implement process improvements, providing subject matter expertise on critical process and technology initiatives aligned with WKOR’s core objectives
• Oversee governance and location-specific tasks for Plano and Tampa Reviewer teams, proactively engaging with senior stakeholders
• Play an active role in the WKOR Target Operating Model Program, overseeing KYC record allocation, team capacity management, book of work, and quality control consistency
• Build, manage, and maintain strong stakeholder relationships for all deliverables and escalations, supporting NA entity types and international sales lines of business
• Lead, motivate, and develop your team through one-on-ones, skip-level meetings, coaching, and fostering a resilient, high-performing team culture
• Monitor team performance using scorecards, metrics, KPIs, and KRIs, ensuring SLAs and cycle times are met with minimal stakeholder escalations
• Engage in governance and quality assurance monitoring, analyzing error trends to prevent recurring issues and drive continuous improvement
• Provide subject matter expertise on key risks identified at all levels of KYC due diligence

Required qualifications, skills, and capabilities:

• In-depth knowledge of the financial industry, with experience in high-profile operations and controls environments
• Demonstrated leadership and managerial expertise, with a strong drive to inspire and achieve team success
• Exceptional verbal and written communication skills, with the ability to influence stakeholders at all levels
• Advanced time management, organizational, risk management, team building, and strategic planning abilities
• Creative problem-solving skills, with a focus on accountability, ownership, and delivering effective solutions
• Proven ability to mobilize resources, navigate complex internal networks, and negotiate with senior leaders
• Track record of managing change and cultivating strong relationships and partnerships with stakeholders across the organization
• Excellent analytical and research skills, with keen attention to detail and the ability to thoroughly investigate and resolve issues

Preferred qualifications, skills, and capabilities:

• Prior experience in KYC, AML, Compliance, Audit, Risk, Controls, or related fields
• Familiarity with a wide range of client types and structures, including SPVs, personal investment vehicles, trusts and foundations, governments, organizations, and banks
• Understanding of diverse financial products such as trade, escrow, treasury services, custody, and securities & collateral management
• Proficiency in basic reporting and presentation skills for effective communication with senior leadership
• Bachelor’s degree or equivalent qualification