JPMorgan Business Analyst - Associate 

United States, Ohio 

113448659

As a Business Analyst II within the Consumer Banking – Controls Management organization, you will play a crucial role in evaluating and enhancing sales practices and business processes. You will use your strong analytical skills, attention to detail, and ability to prioritize tasks effectively while collaborating with various stakeholders to maintain compliance and operational efficiency.

You will be a strong advocate for fair customer treatment by field employees, maintaining this as a key responsibility and focus, while ensuring adherence to policy and the code of conduct. You should possess a strong understanding of risk management and control processes, playing a crucial role in maintaining the integrity and security of the firm’s operations.

Job Responsibilities:

• Regularly review action plans to detect potential sales practice misconduct, conduct outreach to field leadership, and resolve inquiries effectively. Follow up promptly within Service Level Agreements (SLAs), which may involve ongoing communication or providing explanations to field leaders. Maintain a full understanding of appropriate branch behavior and serve as the subject matter expert in this area.
• Monitor various aspects of employee fee refund usage to ensure compliance with fair treatment and UDAAP standards. Serve as the subject matter expert for field leadership and other departments, resolving inquiries effectively within SLAs. Maintain a full understanding of the fee refund policy and ongoing changes.
• Examine high-risk regulatory complaints and conduct reviews of business practices to identify themes and trends related to employee conduct. Provide reporting, act as a champion to drive change where needed. Serve as the subject matter expert in the following elevated themes: Sales Practice Misconduct, Employee Improper Conduct, and Discrimination.
• Collaborate with legal, risk, compliance, and controls partners to thoroughly document upcoming legal changes and assess their impact on the sales practices team.
• Organize and build the monthly forum with a focus on clear communication and precise coordination. Incorporate relevant partners to develop monthly content and organize data and metrics, and manage the timeline of events, including accurate deck preparation and coordination, effective topic requests, and proper planning with key speakers. Oversee post-forum activities and maintain thorough documentation.
• Focus on change management and issue review by identifying and addressing various updates affecting sales practices within various lines of business. Attend meetings to detect sales practice impacts, collaborate, and engage necessary stakeholders. Review outgoing field training to align with proper business sales practices behavior. Update procedures and job aids for governance on an ongoing basis to support sustainability.
• Partner with Technology and Data teams to streamline processes and minimize manual work in sales practices.

Required Qualifications, Capabilities, and Skills:

• Bachelor's degree or minimum of 5 years of experience in financial services.
• Strong analytical skills with experience in data-driven decision-making and root cause analysis.
• Self-starter with excellent time management and organizational skills, capable of managing multiple tasks and priorities in a fast-paced environment. Ability to collaborate effectively across multiple lines of business and take on additional tasks as needed to achieve team goals.
• Excellent communication and presentation skills, with the ability to articulate insights, trends, and solutions to all levels of management, with opportunities for engagement with senior leaders.
• Proficiency in LLM Suite, Excel, Microsoft Word, and PowerPoint.
• Involvement in upcoming projects and solutions, with a focus on automation and forward-thinking strategies.

Preferred Qualifications, Capabilities, and Skills:

• Knowledge of branch banking is preferred.
• Experience with data analysis tools and techniques.
• Familiarity with regulatory requirements in the financial services industry.