5 relationship banker jobs found

At J.P. Morgan Wealth Management, we empower clients throughout their wealth journey, adapting to their evolving needs with precision and care. Our goal is to deliver the best advice and service across each of our sales channels, leveraging innovation and deep expertise.   We are seeking a dynamic Executive Director to design and implement innovative B2B2C client acquisition tactics and asset gathering techniques within our JP Morgan Wealth Management Workplace Strategies team. This is a unique opportunity for a proven leader who thrives on building new experiences and capabilities, and reengineering established processes and technology to deliver services through employer benefits programs.   The ideal candidate will have a deep background in wealth management, business development, and product management, with demonstrated leadership, strategic thinking, influence, and complex problem-solving skills.     The role involves designing and implementing innovative...

Our Client Skills Training & Practice Management Team creates engaging training programs and impactful experiences to empower our AWM Analysts, Global Private Bank Advisors, and Sales Managers. We harness the collective power of our firm to build the elite advisors and specialists of tomorrow. As a Training Strategy and Operations Management Associate on the Global Private Bank Client Skills Training & Practice Management team, you will manage projects across multiple training workstreams and keep them moving to completion. Reporting to the team’s COO, you will support one or more senior leaders by building and tracking project plans, running check-ins, following up on commitments, and flagging risks early. You will also support the day-to-day operations of the team and provide light program coordination where needed. This role offers broad exposure to senior leadership, a deep understanding of how our training business runs, and a strong foundation for a long-term career...

Are you ready to make a significant impact across the Consumer & Community Banking finance organization? Join the CCB Treasury Analytics team and help to  manage JPM’s fortress balance sheet and support high-profile decision making in areas including interest rate risk, capital, liquidity, transfer pricing, valuation, and balance sheet strategy. As an Associate with the Consumer and Community Bank Treasury Analytics team your work will directly influence the Firm’s asset-liability management strategy and drive best practices and profitability across the Consumer and Community Bank. This is a fast-paced role with exposure to senior business leaders. Qualified candidates will be self-motivated, intellectually curious, analytical, able to operate independently, and willing to address ambiguous problems. Job Responsibilities: Preparing BAU reports for consumption by senior management and business partners Designing and executing accurate,...

  Lending Professionals partner with clients to align credit needs with the bank’s lending solutions, taking a strategic, long-term approach that supports clients across market cycles. The role works closely with Lending Advisors, Credit, and internal/external stakeholders to originate, fund, and maintain a diverse portfolio of credit facilities while proactively managing risk and ensuring an excellent client experience. Key Responsibilities Own day-to-day management of an existing loan portfolio, balancing portfolio maintenance and new business priorities. Lead portfolio review meetings and coordinate workflow across Lending Advisors and Credit partners. Manage deal execution and loan funding in partnership with clients, Middle Office teams, and third parties (e.g., family office reps, notaries, couriers, borrower’s counsel). Identify, prioritize, and resolve risk exceptions (e.g., covenant issues, delinquencies, missing legal documents) to protect portfolio...

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.  Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions – helping clients achieve their financial goals. Job Responsibilities  Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet...