דרושים Credit Officer ב-United States, Ohio, Columbus

As an Investment Professional in the U.S. Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.

Job Responsibilities

• Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates
• Create mandates for discretionary accounts
• Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team
• Work with Team Leader to monitor Client Advisor loadings.
• Submit and monitor fee schedules and billing
• Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct

Required Qualifications, Capabilities, and Skills

• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Bachelor’s Degree required
• One plus years of industry related experience
• Exceptional follow-up and follow-through skills
• PowerPoint and Excel expertise

Preferred Qualifications, Capabilities, and Skills

• Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software
• Experience and interest in financial markets and concepts
• Excellent interpersonal skills
• Self-starter, extremely organized and detail-oriented with strong commitment to accuracy

• AWS Certifications
• Deep understanding of APIs, Transactional data, and working within a service as a product framework .
• Experience working in financial services, acquisition, digital products, online and mobile platforms, etc.
• Ability to prioritize a large book of work, meetings, team dynamics, and overall discovery.
• Ability to communicate to stakeholders with diverse points of view and maintain grounded and productive discussions, including senior leadership level audience.
  

If you excel at crafting tailored financial solutions and are eager to build strong client relationships, we have an exciting opportunity for you. By joining our Analyst Program, you'll become part of a team dedicated to delivering wealth management solutions and fostering client relationships across Mexico, Central America, South America, and Brazil.

As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service. You'll be encouraged to network across the firm and discover all our opportunities as you consider your next career move. After the program, many full-time Analysts are promoted to Associates and build long-lasting careers with usThe program begins with a five-week immersive global training program, in which you will join incoming Analysts from around the world to learn more about the firm and how we do business, build technical and professional skills, hear from senior executives and build global networks. For the entirety of the Advisor Training Program, you'll have ongoing formal and informal training opportunities, as well as continued opportunities for development, engagement, and the opportunity to participate in program initiatives. Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time.

Job responsibilities

• Work with our teams to understand client needs and examine market activities to develop and execute strategies that help clients meet their financial goals
• Work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the summer, you'll learn about our business and our clients while building your own expertise.
• Collaborate with various teams, including but not limited to market strategy, equity, and alternative investment teams to conduct research and analysis, develop products and respond to client needs as part of a Solutions Team.
• Continuously learn through one-on-one mentorship, learning sessions and ongoing events to grow your professional network

Required qualifications, capabilities, and skills

1. Pursuing a Bachelor’s or Master’s degree
2. Cultural knowledge and fluency in Spanish and/or Portuguese
3. Expected graduation date of December 2025 through June 2026
4. Highly-driven and enjoy working in teams to develop complex solutions
5. Exceptional interpersonal, communication, analytical and problem-solving skills
6. Excellent organizational skills and ability to multitask
7. Genuine interest in financial markets and macro-level economic trends
8. Desire to ultimately work with external clients in a relationship building and sales capacity
9. Ability to thrive in a fast-paced, collaborative environment
10. Highly inquisitive, focused and pro-active. Good judgment and discretion when working with confidential information

Locations:

• New York, NY
• Miami, FL
• Houston, TX

Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it’s important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications.

You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.

As a Vice President in Business Baking, you will manage the allowance process, ensuring effective risk assessment, performance tracking of the portfolio, and collaboration with stakeholders while mentoring junior analysts and providing strategic insights to senior management.

Job Responsibilities:

• Oversee forecasting and analytics for the BB portfolio to support allowance process.
• Compile, interpret, and summarize data to provide information, prepare reports, and present findings, analyses, and recommendations to Senior Management.
• Explain the model behavior and results, offering insights to support the outcomes from a business perspective.
• Understand the credit forecast process, including the needs and rationale behind business decisions.
• Coordinate interactions and partner with Controllers, Finance, P&A, Modeling, and MRGR to ensure consistency in the loss forecast.
• Mentor and coach junior analysts to enhance their risk management skills and financial knowledge.
• Implement and adhere to best practices, controls, and standards for all production processes.
• Provide thought leadership on complex problems, guiding and influencing others to achieve results.

Required qualifications, capabilities, and skills:

• Master's degree in a quantitative discipline (e.g., Finance, Mathematics, Statistics, Economics)
• Minimum 5+ years of related experience in Risk and/or Finance
• Strong communication and interpersonal skills, essential for presenting to and collaborating with business partners and model end-users, including the ability to explain and present analyses
• Strong analytical, interpretive, and problem-solving skills, with the ability to synthesize and analyze diverse information.
• Experience managing complex processes that leverage data and models
• Self-motivated and proactive, with the ability to work accurately under pressure to meet deadlines
• Proven ability to communicate effectively within a team environment and interact across departments
• Ability to clearly summarize and explain large and complex information to a wide range of audiences, including senior leaders, audit, controllers, finance, model developers, regulators, and controls
• Proficiency in analytical languages (e.g., SAS, Python, R)

Job Responsibilities

• Works with Business Relationship Managers with the development of new profitable Cash Management business while maintaining and growing the existing portfolio, via the phone
• Leverages core knowledge to recommend and promote Cash Management solutions to clients and prospects while working within the risk parameters that protect the bank
• Conveys a professional, knowledgeable and confident demeanor over the phone
• Regarded as the subject matter expert on Chase Business Online and One Card with Rewards. Performs onboarding of clients with professionalism and skill
• Builds collaborative internal relationships to develop and foster partnerships with assigned relationship managers, Area Managers, Market Managers, Divisional Directors and cross functional partners. Actively participates in partner meetings and communicates key Cash Management messages timely and accurately
• Manages customer expectations by communicating upfront timelines and deliverables. Partners with the client to ensure a successful implementation of Cash Management products
• Protects the firm by applying sound risk management protocols and adhering to regulatory requirements; Takes ownership of escalated Cash Management client issues and leverages the appropriate resources to champion results

Required qualifications, capabilities, and skills

• One year experience in Cash Management/Treasury Services or related business experience
• General knowledge of Cash Management products/solutions
• Bachelor’s Degree in Finance or related field
• Relationship Building – Ability to build relationships with clients and internal partners via the phone. Ability to influence those outside of direct management control.
• Marketing Expertise – Ability to leverage knowledge to proactively and creatively present solutions to clients and prospects.
• Business Acumen – Ability to understand the overarching Cash Management business environment both internally and externally. Ability to manage business results in alignment with strategic objectives.
• Time Management – Ability to establish and consistently follow a disciplined process to plan activities, manage time and accomplish tasks and objectives.

As a Cash Management Solutions Officer Senior (CMSO) within Business Banking, you will serve as a trusted Cash Management Advisor to Business Relationship Managers and their clients. You will play a key role in fostering and building partnerships within the market.

Job Responsibilities

• Works with Business Relationship Managers with the development of new profitable Cash Management business while maintaining and growing the existing portfolio, via the phone
• Leverages expert knowledge to recommend and promote Cash Management solutions to clients and prospects while working within the risk parameters that protect the bank
• Conveys a professional, knowledgeable and confident demeanor over the phone
• Regarded as subject matter expert on Chase Business Online and One Card with Rewards. Performs onboarding of clients with professionalism and skill
• Assists other CMSOs with client discussions and onboarding to build skills and share best practices.
• Builds collaborative internal relationships to develop and foster partnerships with assigned relationship managers, AMs, MMs, Divisional Directors and cross functional partners (if appropriate BSR or SBS teams). Actively participates in partner meetings and communicates key Cash Management messages timely and accurately
• Aligns daily activities to launch results; Engages in a disciplined relationship development process and manages quality call activities; Manages customer expectations by communicating upfront timelines and deliverables. Partners with the client to ensure a successful implementation of Cash Management products

Required Qualifications, Capabilities and Skills

• Minimum 3 years’ experience in Cash Management/Treasury Services or related business experience
• Solid Cash Management product/solution knowledge
• Bachelor’s Degree in Finance or related field
• Certified Treasury Professional certified or has ability to obtain certification

As a Senior Associate in the Middle Market Banking Group, you will support Middle Market Banking Specialized Industries general C&I industry clients with revenues generally between $20 million and $500 million. Clients in each of these sectors are active users of traditional commercial banking services and investment banking products and covered by dedicated bankers dispersed throughout the US.

Job Responsibilities

• Utilize excellent credit analysis skills to structure new transactions and work independently on the assigned credit portfolio. Appropriately assess risks / mitigants, balance risk / reward, diligently manage renewals, amendments and new transactions as well as maintain acceptable credit reporting metrics.
• Form well thought out, independent views and be able to voice your opinion in a clear, concise manner and to defend that position with partners and senior leadership.
• Work proactively, in a constructive, diplomatic manner, with both internal and external contacts to keep transactions moving, always acting with a sense of urgency to meet both internal and client deadlines.
• Partner effectively to develop fulsome client relationships
• Provide leadership in the market by being a positive contributor to the team, including embracing change and participating in various projects or improvement exercises for the benefit of the organization.
• Demonstrate strong communication skills both internally and externally and use those communication skills to effectively solve problems.

Required Qualifications, Capabilities and Skills

• BA/BS/BBA degree is required with some accounting and finance
• Completion of a major corporate or commercial bank credit training program (or the equivalent corporate banking/corporate finance experience) and a thorough understanding of bank credit policies and procedures
• Minimum 5 years’ experience in commercial banking/lending including extensive credit analysis
• Working knowledge of accounting and finance
• Demonstrated excellent verbal and written skills, interpersonal skills, and analytical and problem-solving skills
• Excellent organizational and project management skills; able to manage competing priorities under tight deadlines
• Proven ability to collaborate and build strong partnerships.
• Intellectual curiosity with a proven ability to learn quickly
• High degree of initiative, self-direction, and ability to work well under pressure