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Global Private Bank Finance Associate at JPMC Candidate Experience page
Plano, Texas, United States - Full Time
Skills Needed
Analytical Ability, Financial Analysis, Communication Skills, Detail Oriented, Strategic Thinking, Time Management, Ownership, Decision Making, Automation Technology, Sql, Python, Deposit Pricing, Liquidity Management, Interest Rate Risk, Data Synthetization, Proactive Approach
Specialization
Candidates should have a bachelor's degree and at least 3 years of relevant experience. Strong analytical skills, attention to detail, and the ability to communicate effectively with management are essential.
Experience Required
Minimum 2 year(s)
Relationship Banker - Upper Darby, PA at JPMC Candidate Experience page
Upper Darby, Pennsylvania, United States - Full Time
Skills Needed
Sales Experience, Client Relationship Management, Communication Skills, Problem Solving, Financial Knowledge, Attention To Detail, Technology Solutions, Consultative Communication, Regulatory Compliance, Customer Service, Team Collaboration, Product Knowledge, Listening Skills, Client Education, Hospitality, Diversity And Inclusion
Specialization
Candidates must have at least 1 year of sales experience in retail banking or related fields and possess strong communication skills. A high school degree or equivalent is required, along with the ability to obtain necessary financial licenses within 180 days of hire.
Service Officer-BRANCH BANKING-Service at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Detail Oriented, Customer Focused, Communication Skills, Operational Accuracy, Efficiency
Specialization
The ideal candidate should possess a strong sense of responsibility and excellent communication skills. A keen eye for detail is also essential for this position.
Service Officer-BRANCH BANKING-Service at Kotak Mahindra Bank
, , - Full Time
Skills Needed
N/A
Specialization
Candidates should have a strong customer service orientation and effective communication skills. Previous experience in banking or financial services is preferred.
Service Officer-BRANCH BANKING-Service at Kotak Mahindra Bank
, , - Full Time
Skills Needed
N/A
Specialization
Candidates should have a strong customer service orientation and effective communication skills. Previous experience in banking or a related field is preferred.
Relationship Banker - Upper Darby, PA at JPMC Candidate Experience page
Upper Darby, Pennsylvania, United States - Full Time
Skills Needed
Sales Experience, Client Relationship Management, Communication Skills, Problem Solving, Financial Knowledge, Attention To Detail, Technology Solutions, Consultative Communication, Regulatory Compliance, Team Collaboration, Customer Service, Client Education, Listening Skills, Risk Management, Product Knowledge, Time Management
Specialization
Candidates must have at least 1 year of sales experience in retail banking or related fields, along with a high school diploma or equivalent. Licenses such as the Securities Industry Essential (SIE) exam and FINRA Series 6 are required within 180 days of hire.
Service Officer-BRANCH BANKING-Service at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Detail Oriented, Customer Focused, Communication Skills, Operational Accuracy, Efficiency, Cash Transactions, Non Cash Transactions, Promoting Banking Services
Specialization
The ideal candidate should possess excellent communication skills and a strong sense of responsibility. A keen eye for detail is also essential for this position.
Service Officer-BRANCH BANKING-Service at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Detail Oriented, Customer Focused, Communication Skills, Operational Accuracy, Efficiency, Cash Transactions, Non Cash Transactions, Promoting Banking Services
Specialization
The ideal candidate should possess excellent communication skills and a strong sense of responsibility. A keen eye for detail is also essential for this position.
Service Officer-BRANCH BANKING-Service at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Detail Oriented, Customer Focused, Communication Skills, Operational Accuracy, Efficiency, Cash Transactions, Non Cash Transactions, Promoting Banking Services
Specialization
The ideal candidate should possess excellent communication skills and a strong sense of responsibility. A keen eye for detail is also essential for this position.
Service Officer-BRANCH BANKING-Service at Kotak Mahindra Bank
, , - Full Time
Skills Needed
N/A
Specialization
Candidates should have a strong customer service orientation and effective communication skills. Previous experience in banking or a related field is preferred.
SDO Authorizer-BRANCH BANKING-Service at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Customer Focused, Branch Banking, Service Officer Support, Client Servicing, Query Resolution, Non Transactional Servicing, Reconciliation, Cross Selling, Financial Products
Specialization
The ideal candidate should be customer-focused and experienced in branch banking operations. Experience in non-transactional servicing and cross-selling of financial products is also important.
Experience Required
Minimum 2 year(s)
SDO Authorizer-BRANCH BANKING-Service at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Customer Service, Branch Banking, Client Servicing, Query Resolution, Non Transactional Servicing, Reconciliation, Cross Selling, Financial Products
Specialization
The ideal candidate should be customer-focused and experienced in branch banking operations. Experience in non-transactional servicing and cross-selling of financial products is also important.
Experience Required
Minimum 2 year(s)
Service Officer-BRANCH BANKING-Service at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Detail Oriented, Customer Focused, Communication Skills, Operational Accuracy, Efficiency, Cash Transactions, Non Cash Transactions, Promoting Banking Services
Specialization
The ideal candidate should possess excellent communication skills and a strong sense of responsibility. A keen eye for detail is also essential for this position.
Service Officer-BRANCH BANKING-Service at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Detail Oriented, Customer Focused, Communication Skills, Operational Accuracy, Efficiency, Cash Transactions, Non Cash Transactions, Promoting Banking Services
Specialization
The ideal candidate should possess excellent communication skills and a strong sense of responsibility. A keen eye for detail is also essential for this position.
Service Officer-BRANCH BANKING-Service at Kotak Mahindra Bank
, , - Full Time
Skills Needed
N/A
Specialization
Candidates should have a strong customer service orientation and effective communication skills. Previous experience in banking or financial services is preferred.
Service Officer-BRANCH BANKING-Service at Kotak Mahindra Bank
, , - Full Time
Skills Needed
N/A
Specialization
Candidates should have a strong customer service orientation and effective communication skills. Previous experience in banking or financial services is preferred.
Manager IT Governance / Data Flow Bank at coni+partner AG
Zurich, Zurich, Switzerland - Full Time
Skills Needed
It Governance, Data Management, Data Governance, Ai Governance, Risk Management, Compliance, Data Quality, Agile Project Management, Analytical Skills, Problem Solving, Team Orientation, Cross Functional Collaboration, Presentation Skills, German, English
Specialization
Candidates should have a Bachelor's or Master's degree in relevant fields and professional experience in IT governance. Knowledge of data management principles and agile project management is essential, along with proficiency in German and English.
Experience Required
Minimum 5 year(s)
SDO Authorizer-BRANCH BANKING-Service at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Customer Service, Branch Banking, Client Servicing, Query Resolution, Non Transactional Servicing, Reconciliation, Cross Selling, Financial Products
Specialization
The ideal candidate should be customer-focused and experienced in branch banking operations. Experience in non-transactional servicing and cross-selling of financial products is also important.
Experience Required
Minimum 2 year(s)
Personal Banker (Full Time) - Navasota at PROSPERITY BANK
Navasota, Texas, United States - Full Time
Skills Needed
Customer Service, Communication, Public Relations, Sales, Problem Solving, Account Management, Financial Services, Time Management, Attention To Detail, Team Collaboration, Math Skills, Bookkeeping, Professionalism, Data Entry, Training, Motivation
Specialization
A high school diploma or equivalent is required, along with general customer service experience. Personal banker and previous banking experience are preferred.
Service Officer-BRANCH BANKING-Service at Kotak Mahindra Bank
, , - Full Time
Skills Needed
N/A
Specialization
Candidates should have a background in customer service and banking. Strong communication skills and a customer-oriented approach are essential.
Global Private Bank Finance Associate at JPMC Candidate Experience page
Plano, Texas, United States -
Full Time


Start Date

Immediate

Expiry Date

10 Jan, 26

Salary

0.0

Posted On

12 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Analytical Ability, Financial Analysis, Communication Skills, Detail Oriented, Strategic Thinking, Time Management, Ownership, Decision Making, Automation Technology, SQL, Python, Deposit Pricing, Liquidity Management, Interest Rate Risk, Data Synthetization, Proactive Approach

Industry

Financial Services

Description
JP. Morgan Asset & Wealth Management Finance and Business Management (“AWM F&BM”) is seeking a Financial Associate based in Plano, Texas. This position will report directly to the Global Private Bank (GPB) Deposit & Mortgage CFO. This role will be part of the Banking CFO Team covering Deposit & Mortgage products for the Global Private Bank from a finance perspective. The position includes financial analytics around the profitability of these products, forecasting, and analytics to support business decisions. As a Banking Finance Associate within the Deposit & Mortgage CFO team, you will influence outcomes for the business and challenge performance. You will be an integral part of our efforts to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis, and recommendations to improve results and drive decisions, you will ensure the company can navigate all types of market conditions while protecting our fortress balance sheet. Job responsibilities: Serve as a strategic partner to the business by providing analytics and guidance which drives business development and aids in the execution of key business initiatives Understand and evaluate the financial impact: changes in the yield curve, Fed balance sheet actions, flows, product mix, and impacts Take active role in the forecasting process, its improvement/automation, and in articulating the drivers of revenue and balance changes Support the Deposit & Mortgage CFO on deposit stress testing and related analytics which impacts the firm’s capital adequacy assessment and its capital plan Continuously improve the way we do business through review of current practices/processes, identifying deficiencies and/or weaknesses, and delivering solutions to enhance the current control framework of the business, particularly through innovation employing automation technology Execute on ad-hoc requests from various stakeholders and senior management (e.g., various business senior leaders, both AWM and Corporate Finance & Treasury organizations, etc.) Required qualifications, capabilities, and skills: Ability to take ownership and work independently Analytical ability with capacity to tell the story and see the big picture Interact and communicate clearly and confidently with all levels of management, including senior management within the Global Private Bank & AWM Ability to articulate ideas in a clear, concise, and structured manner Detail oriented, strategic thinker with skills in analysis, data synthetization, and acute decision making Highly organized and structured; ability to prioritize and time manage is crucial Sense of urgency: being more proactive than reactive, and ability to complete tasks/ requests in timely matter are key Utilize judgment and discretion in working with highly confidential information Bachelor’s degree 3+ years relevant experience ' Preferred qualifications, capabilities, and skills: Experience in Deposits, Mortgages, Financial Analysis, or Treasury Understanding of deposit pricing, liquidity management, and IRRBB (interest rate risk in the banking book) is a plus Proficiency in SQL and/or Python is a plus Proficiency in LLMs AI tools (Alteryx, Thoughtspot, DataBricks) is a plus
Responsibilities
The Banking Finance Associate will provide financial analytics around the profitability of Deposit & Mortgage products and support business decisions. This role involves forecasting, financial reporting, and managing risk to drive growth and efficiencies.
Global Private Bank Finance Associate at JPMC Candidate Experience page
Plano, Texas, United States - Full Time
Skills Needed
Analytical Ability, Financial Analysis, Communication Skills, Detail Oriented, Strategic Thinking, Time Management, Ownership, Decision Making, Automation Technology, Sql, Python, Deposit Pricing, Liquidity Management, Interest Rate Risk, Data Synthetization, Proactive Approach
Specialization
Candidates should have a bachelor's degree and at least 3 years of relevant experience. Strong analytical skills, attention to detail, and the ability to communicate effectively with management are essential.
Experience Required
Minimum 2 year(s)
Relationship Banker - Upper Darby, PA at JPMC Candidate Experience page
Upper Darby, Pennsylvania, United States - Full Time
Skills Needed
Sales Experience, Client Relationship Management, Communication Skills, Problem Solving, Financial Knowledge, Attention To Detail, Technology Solutions, Consultative Communication, Regulatory Compliance, Customer Service, Team Collaboration, Product Knowledge, Listening Skills, Client Education, Hospitality, Diversity And Inclusion
Specialization
Candidates must have at least 1 year of sales experience in retail banking or related fields and possess strong communication skills. A high school degree or equivalent is required, along with the ability to obtain necessary financial licenses within 180 days of hire.
Service Officer-BRANCH BANKING-Service at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Detail Oriented, Customer Focused, Communication Skills, Operational Accuracy, Efficiency
Specialization
The ideal candidate should possess a strong sense of responsibility and excellent communication skills. A keen eye for detail is also essential for this position.
Service Officer-BRANCH BANKING-Service at Kotak Mahindra Bank
, , - Full Time
Skills Needed
N/A
Specialization
Candidates should have a strong customer service orientation and effective communication skills. Previous experience in banking or financial services is preferred.
Service Officer-BRANCH BANKING-Service at Kotak Mahindra Bank
, , - Full Time
Skills Needed
N/A
Specialization
Candidates should have a strong customer service orientation and effective communication skills. Previous experience in banking or a related field is preferred.
Relationship Banker - Upper Darby, PA at JPMC Candidate Experience page
Upper Darby, Pennsylvania, United States - Full Time
Skills Needed
Sales Experience, Client Relationship Management, Communication Skills, Problem Solving, Financial Knowledge, Attention To Detail, Technology Solutions, Consultative Communication, Regulatory Compliance, Team Collaboration, Customer Service, Client Education, Listening Skills, Risk Management, Product Knowledge, Time Management
Specialization
Candidates must have at least 1 year of sales experience in retail banking or related fields, along with a high school diploma or equivalent. Licenses such as the Securities Industry Essential (SIE) exam and FINRA Series 6 are required within 180 days of hire.
Service Officer-BRANCH BANKING-Service at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Detail Oriented, Customer Focused, Communication Skills, Operational Accuracy, Efficiency, Cash Transactions, Non Cash Transactions, Promoting Banking Services
Specialization
The ideal candidate should possess excellent communication skills and a strong sense of responsibility. A keen eye for detail is also essential for this position.
Service Officer-BRANCH BANKING-Service at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Detail Oriented, Customer Focused, Communication Skills, Operational Accuracy, Efficiency, Cash Transactions, Non Cash Transactions, Promoting Banking Services
Specialization
The ideal candidate should possess excellent communication skills and a strong sense of responsibility. A keen eye for detail is also essential for this position.
Service Officer-BRANCH BANKING-Service at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Detail Oriented, Customer Focused, Communication Skills, Operational Accuracy, Efficiency, Cash Transactions, Non Cash Transactions, Promoting Banking Services
Specialization
The ideal candidate should possess excellent communication skills and a strong sense of responsibility. A keen eye for detail is also essential for this position.
Service Officer-BRANCH BANKING-Service at Kotak Mahindra Bank
, , - Full Time
Skills Needed
N/A
Specialization
Candidates should have a strong customer service orientation and effective communication skills. Previous experience in banking or a related field is preferred.
SDO Authorizer-BRANCH BANKING-Service at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Customer Focused, Branch Banking, Service Officer Support, Client Servicing, Query Resolution, Non Transactional Servicing, Reconciliation, Cross Selling, Financial Products
Specialization
The ideal candidate should be customer-focused and experienced in branch banking operations. Experience in non-transactional servicing and cross-selling of financial products is also important.
Experience Required
Minimum 2 year(s)
SDO Authorizer-BRANCH BANKING-Service at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Customer Service, Branch Banking, Client Servicing, Query Resolution, Non Transactional Servicing, Reconciliation, Cross Selling, Financial Products
Specialization
The ideal candidate should be customer-focused and experienced in branch banking operations. Experience in non-transactional servicing and cross-selling of financial products is also important.
Experience Required
Minimum 2 year(s)
Service Officer-BRANCH BANKING-Service at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Detail Oriented, Customer Focused, Communication Skills, Operational Accuracy, Efficiency, Cash Transactions, Non Cash Transactions, Promoting Banking Services
Specialization
The ideal candidate should possess excellent communication skills and a strong sense of responsibility. A keen eye for detail is also essential for this position.
Service Officer-BRANCH BANKING-Service at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Detail Oriented, Customer Focused, Communication Skills, Operational Accuracy, Efficiency, Cash Transactions, Non Cash Transactions, Promoting Banking Services
Specialization
The ideal candidate should possess excellent communication skills and a strong sense of responsibility. A keen eye for detail is also essential for this position.
Service Officer-BRANCH BANKING-Service at Kotak Mahindra Bank
, , - Full Time
Skills Needed
N/A
Specialization
Candidates should have a strong customer service orientation and effective communication skills. Previous experience in banking or financial services is preferred.
Service Officer-BRANCH BANKING-Service at Kotak Mahindra Bank
, , - Full Time
Skills Needed
N/A
Specialization
Candidates should have a strong customer service orientation and effective communication skills. Previous experience in banking or financial services is preferred.
Manager IT Governance / Data Flow Bank at coni+partner AG
Zurich, Zurich, Switzerland - Full Time
Skills Needed
It Governance, Data Management, Data Governance, Ai Governance, Risk Management, Compliance, Data Quality, Agile Project Management, Analytical Skills, Problem Solving, Team Orientation, Cross Functional Collaboration, Presentation Skills, German, English
Specialization
Candidates should have a Bachelor's or Master's degree in relevant fields and professional experience in IT governance. Knowledge of data management principles and agile project management is essential, along with proficiency in German and English.
Experience Required
Minimum 5 year(s)
SDO Authorizer-BRANCH BANKING-Service at Kotak Mahindra Bank
, , - Full Time
Skills Needed
Customer Service, Branch Banking, Client Servicing, Query Resolution, Non Transactional Servicing, Reconciliation, Cross Selling, Financial Products
Specialization
The ideal candidate should be customer-focused and experienced in branch banking operations. Experience in non-transactional servicing and cross-selling of financial products is also important.
Experience Required
Minimum 2 year(s)
Personal Banker (Full Time) - Navasota at PROSPERITY BANK
Navasota, Texas, United States - Full Time
Skills Needed
Customer Service, Communication, Public Relations, Sales, Problem Solving, Account Management, Financial Services, Time Management, Attention To Detail, Team Collaboration, Math Skills, Bookkeeping, Professionalism, Data Entry, Training, Motivation
Specialization
A high school diploma or equivalent is required, along with general customer service experience. Personal banker and previous banking experience are preferred.
Service Officer-BRANCH BANKING-Service at Kotak Mahindra Bank
, , - Full Time
Skills Needed
N/A
Specialization
Candidates should have a background in customer service and banking. Strong communication skills and a customer-oriented approach are essential.
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