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<h2>Job Description</h2> You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you’ll have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs. You’ve successfully collaborated with colleagues and worked as part of a team to achieve business results. As a Private Client Banker, you are the main point of contact for a select group of Chase’s affluent clients, as well as other customers in the Branch. You’ll manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You’ll help acquire new clients by actively soliciting referrals and developing internal and external sources. Job Responsibilities <ul> <li>Share the value of Chase Private Client with clients that may be eligible</li> <li>Actively manage their banking relationship through an advice-based approach, ensuring each client receives the best products, services for their needs</li> <li>Partner with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs</li> <li>Make lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week</li> <li>Adhere to policies, procedures and regulatory banking requirements</li> </ul> Required Qualifications, Capabilities and Skills <ul> <li>Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships</li> <li>Minimum of one year Branch Banking Banker, or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationship, and revenue generation</li> <li>Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required - or must be successfully completed within 180 days of starting the role</li> <li>Compliance with Dodd Frank/Truth in Lending Act*</li> <li>High school degree, GED or foreign equivalent required </li> <li>Adherence to policies, procedures, and regulatory banking requirements</li> <li>Ability to work branch hours, including weekends and some evenings </li> </ul> Preferred Qualifications, Capabilities and Skills <ul> <li>Excellent communication skills</li> <li>College degree or military equivalent strongly preferred</li> <li>Experience cultivating relationships with affluent clients is strongly preferred</li> <li>Strong team orientation with a commitment of long-term career with the firm</li> </ul> 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: <a href="http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default" target="_blank">http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default </a>

J.P. Morgan

Private Client Banker - Oklahoma North Market - Tulsa, OK

<h2>Job Description</h2> We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers. Job responsibilities <ul> <li>Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings</li> <li>Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements</li> <li>Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want</li> <li>Assists clients and the branch team by helping with new account openings when needed <ul> <li>Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures</li> </ul> </li> </ul> Required qualifications, capabilities, and skills <ul> <li>6+ months of customer service experience </li> <li>High school diploma or GED equivalent </li> </ul> Preferred qualifications, capabilities, and skills <ul> <li>Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures</li> <li>Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills</li> <li>Strong desire and ability to influence, educate, and connect customers to technology</li> <li>Cash handling experience</li> </ul>

Part Time Associate Banker Oklahoma North (30 hours)

<h2>Job Description</h2> ﻿If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management. Job Responsibilities <ul> <li>Acquire, manage, and retain a portfolio of 70 – 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000</li> <li>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</li> <li>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</li> <li>Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed</li> <li>Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships</li> <li>Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs</li> <li>Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements</li> </ul> Required qualifications, capabilities, and skills <ul> <li>Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience</li> <li>General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market</li> <li>Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners</li> <li>Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently</li> <li>Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients’ behalf and follow through with commitment</li> <li>Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint</li> </ul> Preferred qualifications, capabilities, and skills <ul> <li>Bachelor’s degree in Finance or related field or equivalent work experience</li> <li>Strong current business network</li> </ul> <h2>About Us</h2> Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our <a href="https://careers.jpmorgan.com/us/en/how-we-hire/faqs" target="_blank">FAQs</a> for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans <h2>About the Team</h2> Our Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. Our business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S. Customers turn to us for financing and advice as they start, run and grow their businesses. We partner with clients throughout the process, investing in our communities and people for the long-term.

Business Relationship Manager I - Officer

<h2>Job Description</h2> We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities <ul> <li>Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience</li> <li>Generate business results and acquire new assets, both from existing client base and new client acquisition </li> <li>Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs</li> <li>Partner with internal specialists to provide interdisciplinary expertise to clients when needed</li> <li>Connect your clients across all lines of business of J.P. Morgan Chase &amp; Co. </li> <li>Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach</li> <li>Strictly adhere to all risk and control policies, regulatory guidelines and security measures</li> </ul> Required Qualifications, Capabilities, and Skills <ul> <li>Six plus years of work experience in Private Banking or Financial Services</li> <li>Bachelor’s Degree required</li> <li>Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date</li> <li>Proven sales success and strong business acumen </li> <li>Strong community presence with an established network </li> <li>Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts </li> <li>Focuses on the client experience and works tirelessly on the client’s behalf</li> </ul> Preferred Qualifications, Capabilities, and Skills <ul> <li>MBA, JD, CFA, or CFP preferred</li> <li>Proactive, takes initiative, and uses critical thinking to solve problems </li> <li>Dynamic and credible professional who communicates with clarity and has exceptional presentation skills </li> <li>Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business</li> <li>Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate</li> </ul>

4 J.P. Morgan Jobs