דרושים Client Success Officer - Vice President ב-גיי פי מורגן ב-United States, Tempe

As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering, improving, and growing client relationships. You will serve as the primary contact for all service-related needs of a Private Banking client. Your role will necessitate working in a dynamic, team-focused environment alongside advisors, product partners, and operations teams to guarantee a comprehensive and seamless approach across all Private Banking products.

Job responsibilities

• Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests
• Adhere to and maintain the firm’s controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities
• Collaborate with respective client facing teams and internal business groups to deliver and execute client transactions
• Review and identify potential business opportunities for clients to engage in additional products and services

Required qualifications, capabilities, and skills

• FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines
• Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook

Preferred qualifications, capabilities, and skills

• College degree or equivalent client service experience preferred
• Experience with a wide array of financial products preferred

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 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

As a Special Credits Officer - Vice President in Business Banking Risk, you will focus on risk-managing and maximizing the recovery of the bank’s credit exposure through early intervention in dealing with stressed/distressed borrowers or obligors. You will manage and service a problem credit portfolio of small business client relationships with an aggregate exposure greater than $500,000. You will play a key role in identifying credit issues early, allowing the bank to mitigate risk and help manage deteriorating exposure.

Job responsibilities

• Review existing collateral and loan documentation to identify errors, omissions, or other deficiencies, and remediate as needed and to the extent possible.
• Obtain current financial information and collateral valuation(s) in accordance with procedures, and evaluate client's financial strength / capacity and collateral to repay outstanding debt.
• Assess client and facility risk ratings in accordance with procedures.
• Determine stay / leave strategy for individual clients, and develop / implement a plan of action to protect and improve the bank's position in the credit.
• Negotiate satisfactory restructure of credit facilities and obtain additional collateral as appropriate.
• Monitor progress in accordance with approved strategy, and timely document systems to reflect current status.
• Initiate appropriate legal action when necessary to protect interests of the bank, including litigation and liquidation / foreclosure of collateral.
• Document all contact, agreements and discussions that transpire with the client, outside vendors and attorneys.
• Timely submission of loans to the Small Business Administration (SBA) for repurchase when the defaulted credit facility is enhanced with a SBA guarantee.

Required qualifications, capabilities, and skills

• 5+ years of commercial collections and workout loan experience
• Strong working knowledge of financial statement analysis, standard accounting practices, accounts receivable/borrowing base analysis, and collateral perfection
• Expert understanding of commercial real estate and accounts receivable / inventory lending.
• Strong functional and technical skills: Negotiation and influencing skills, written and verbal communication, decision quality, conflict management, interpersonal, and analytic / problem solving skills.
• Expert knowledge of credit philosophy, policies & procedures, loan documentation, SBA, collections litigation, federal bankruptcy laws, and state collection laws.
• Excellent verbal and written communication skills.
• Excels in high pressure situations and thrives in fast paced environments.

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 concept

Job responsibilities

• Lead the strategic development and implementation of the sales enablement platform
• Collaborate with sales, marketing, and technology teams to align platform capabilities with business goals
• Drive the adoption and utilization of sales tools and resources to enhance sales effectiveness
• Develop and deliver training programs to equip the sales team with the necessary skills and knowledge
• Analyze sales performance data to identify trends and opportunities for improvement
• Foster a culture of continuous learning and development within the sales team
• Ensure seamless integration of the sales enablement platform with existing systems and processes
• Monitor industry trends and best practices to keep the platform competitive and innovative
• Engage with senior leadership to communicate platform impact and strategic direction
• Manage vendor relationships and oversee platform enhancements and updates
• Champion a client-centric approach to sales enablement, ensuring alignment with client needs and expectations

Required qualifications, capabilities, and skills

• Minimum of 10 years of experience in asset management or a related field
• Proven track record in leading sales enablement or marketing initiatives
• Effective leadership and team management skills
• Excellent communication and presentation abilities
• In-depth understanding of sales processes and tools
• Ability to analyze data and derive actionable insights
• Experience in managing cross-functional projects and teams
• Proven strategic thinking and problem-solving skills
• Proficiency in CRM and sales enablement platforms
• Ability to work effectively in a fast-paced, dynamic environment
• Commitment to fostering a diverse and inclusive workplace

Preferred qualifications, capabilities, and skills

• Experience in the Hong Kong or APAC asset management market
• Familiarity with Salesforce or similar CRM systems
• Advanced degree in marketing, business, or a related field
• Experience in digital marketing and client engagement strategies
• Large network within the asset management industry
• Ability to influence and drive change across diverse teams
• Passion for leveraging technology to enhance sales and marketing efforts

Step into the role of a Client Service Associate within our Commercial Bank and become an integral part of our clients' success stories. As the primary point of contact, you'll build strong relationships with high-level executives, delivering tailored solutions and upholding the esteemed standards of JP Morgan Chase. With opportunities for career growth and community involvement, join our diverse and innovative global organization to make a meaningful impact in the ever-evolving world of commercial banking.

As a Client Service Associate within our Commercial Bank, you will play a pivotal role in managing relationships with our clients. Your role will involve resolving client requests and providing comprehensive support for our complex treasury and cash management products and services. With a keen eye for continuous improvement, you will apply innovation and design thinking techniques to enhance the efficiency and resilience of our operating platform. Your role will require you to establish productive relationships with internal stakeholders, leveraging your ability to influence and persuade to drive mutually beneficial outcomes. You will also be expected to demonstrate your data and tech literacy, partnering with Technology and the Business to implement new technology that creates a competitive advantage.

Job Responsibilities

• Manage client relationships, addressing issues that arise with our treasury and cash management products and services, ensuring client satisfaction and retention.
• Apply innovative techniques to enhance the efficiency and resilience of our operating platform, contributing to the continuous improvement of our services.
• Establish and maintain productive relationships with internal stakeholders, to drive mutually beneficial outcomes and adjusting approach based on needs and circumstances.
• Leverage data and tech literacy to collaborate with Technology and Business teams, assisting in the implementation of new technology to create a competitive advantage.
• Participate in project management activities, including planning, execution, and addressing concerns with sponsors and impacted parties, ensuring project objectives are met.

Required qualifications, capabilities and skills

• Minimum of 2 years of experience or equivalent expertise in managing client relationships and/or internal stakeholders
• Demonstrated experience in applying innovative techniques for process improvement, with a focus on enhancing operational efficiency and resilience.
• Proven ability to establish and maintain productive relationships with internal stakeholders, with a track record of driving mutually beneficial outcomes.
• Experience in leveraging data and tech literacy to collaborate with Technology and Business teams, particularly in the implementation of new technology.
• Experience in managing projects, including planning, execution, and addressing concerns with sponsors and impacted parties.
• Advanced analytical and problem solving skills, with the ability to assess situations and develop effective solutions
• Strong written and verbal communication skills
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), with a focus on reviewing Data, reports, and creating presentations to support client service activities

Preferred qualifications, capabilities and skills

• Mentor team members to enhance their skills and foster a collaborative service environment.
• Engage in strategic planning to align client services with organizational goals and client needs.
• Collaborate with cross-functional teams to ensure seamless client service operations
• Build and maintain strong client relationships to support long-term business success.
• Experience in managing projects, including planning, execution, and addressing concerns with sponsors and impacted parties
• Bachelor’s degree and/or equivalent work experience

Job responsibilities:

• Advise bankers on structuring, originating, servicing and documenting a variety of types of commercial real estate financing transactions, nationally;
• Advise the business on client related issues – including reputational, KYC and AML issues – and support other risk identification and mitigation matters (legal and other);
• Provide legal interpretations of regulations and state and federal laws, and guidance on their applicability to the CRE businesses;
• Participate in team projects on regulatory and other matters, as well as new products and services management;
• Prepare and update standard forms and procedures and manage external counsel relationships;
• Provide training for bankers and other functional partners; and
• Escalate issues within the legal department as appropriate and partner with risk, controls, compliance and other functions across JPMCB on risk and control, and other operational, matters.

Required qualifications, capabilities, and skills:

• Five years minimum of experience at a law firm and/or in-house legal department;
• Knowledge of the legal and regulatory requirements related to commercial real estate financing and servicing and related businesses with transferrable skills/knowledge;
• Ability to prioritize work in a fast-moving environment, manage a large number of issues at one time, and interact with senior and executive management;
• Ability to understand business needs and develop/leverage collaborative relationships with internal partners across the supported businesses, the broader legal department and external stakeholders;
• Ability to maintain a collaborative team culture;
• Excellent verbal and written communications skills; and
• Licensed to practice law and a member in good standing in NY, IL or TX, or otherwise in compliance with the in-house counsel registration rules in such state.

Preferred qualifications, capabilities, and skills:

• Eight (8) plus years of commercial real estate financing transactional experience;
• Demonstrated strategic problem solving and project management skills, judgment and character; and
• Participation in team initiatives and strategies that promote growth and continuous learning.