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Investment Middle Office Services Bank Loans Vice President at JPMC Candidate Experience page
Bengaluru, karnataka, India - Full Time
Skills Needed
Leadership, Trade Operations, Bank Loans, Post Trade Operations, Process Improvements, Exception Resolution, Client Facing, Communication, Trade Lifecycle, Reconciliations, Root Cause Analysis, Digital Solutions, System Enhancements, Compliance, Regulatory Requirements, Talent Development
Specialization
Candidates must demonstrate leadership experience in Investment or Securities Operations, possess excellent client-facing and communication skills, and have a deep understanding of the Bank Loans lifecycle. Required capabilities include managing deadlines, applying expertise in trades, cash, and reconciliations, and solving complex operational issues.
Experience Required
Minimum 5 year(s)
Premier Relationship Manager-Digital Banking Kotak 811-Sales at Kotak Mahindra Bank
, gujarat, India - Full Time
Skills Needed
Relationship Management, Customer Acquisition, High Net Worth Individuals (Hnwi), Digital Banking, Personalized Engagement, Product Offerings, Cross Selling, Query Resolution, Proactive Communication, Consultative Approach
Specialization
This position requires a strong customer orientation, high energy, and a consultative approach to relationship management for serving HNI clients in digital banking. The role demands seamless collaboration with internal teams to provide financial solutions and resolve customer queries promptly.
Experience Required
Minimum 2 year(s)
Relationship Banker - Golden Gate Market - San Francisco, CA at JPMC Candidate Experience page
San Francisco, California, United States - Full Time
Skills Needed
Client Relationship Management, Sales, Financial Knowledge, Consultative Communication, Client Experience Elevation, Issue Resolution, Risk Management, Compliance Adherence, Technology Education, Product Knowledge, Collaboration, Hospitality, Attention To Detail, Securities Industry Essential (Sie) Exam, Finra Series 6, Life Licenses
Specialization
Candidates must have at least one year of proven sales experience in Retail Banking or Financial Services, excellent communication skills, and the ability to quickly resolve client issues while adhering to risk parameters. Minimum licensing requirements include obtaining the SIE, Series 6, and Life licenses within 180 days of hire if not already held.
Private Client Banker - Wyckoff, NJ - NJ Bergen East Market at JPMC Candidate Experience page
Wyckoff, New Jersey, United States - Full Time
Skills Needed
Relationship Building, Customer Service, Client Acquisition, Relationship Management, Proactive Approach, Financial Advice, Self Service Options Setup, Regulatory Compliance, Team Collaboration, Communication Skills, Mortgage Banking, Business Relationship Management
Specialization
Candidates must demonstrate success using a value-added, relationship-oriented approach for client acquisition and deepening relationships, with a minimum of one year of Branch Banking or equivalent financial services experience showing success in acquisition and revenue generation. Required licenses (SIE, FINRA Series 6/7, state registrations, Life licenses) must be obtained within 180 days if not already held, and a high school diploma or equivalent is mandatory.
Business Analyst – Wholesale Banking - Immediate Requirement at Jobs for Humanity
Muscat, Muscat Governorate, Oman - Full Time
Skills Needed
Business Analysis, Wholesale Banking, Digital Transformation, Requirements Elicitation, Brd, Functional Specifications, User Stories, Process Mapping, Uat Support, Change Management, Corporate Banking, Transaction Banking, Trade Finance, Lending Systems, Stakeholder Management, Vendor Management
Specialization
Candidates must possess a minimum of 7+ years of experience as a Business Analyst within banking or financial services, with strong exposure to Wholesale Banking systems such as Corporate Banking, Transaction Banking, Trade Finance, and Lending. A Business Analysis certification is preferred, and candidates with previous GCC experience available to join quickly will be prioritized.
Experience Required
Minimum 5 year(s)
Part Time Associate Banker Northeast Miami North (30 Hours) at JPMC Candidate Experience page
Aventura, Florida, United States - Full Time
Skills Needed
Client Service, Hospitality, Relationship Building, Product Knowledge, Financial Technology, Transaction Assistance, Account Opening, Technology Education, Cash Handling, Issue Resolution, Attention To Detail, Team Collaboration, Learning Agility
Specialization
Candidates must be able to prioritize clients, exceed expectations with attentive and friendly service, and build trusted relationships through clear communication and empathy. A high school diploma or GED equivalent is required, along with prior client service experience or comparable background.
Financial Analysis Associate - Lending Private Bank CFO Team at JPMC Candidate Experience page
Plano, Texas, United States - Full Time
Skills Needed
Financial Analysis, Lending Products, Profitability Analytics, Forecasting, Ad Hoc Analytics, Data Analysis, Excel, Communication, Judgment, Discretion, Teamwork, Sql, Alteryx, Tableau, Python
Specialization
Candidates must possess 3+ years of experience, with required experience in Lending products, strong analytical skills for handling large datasets, and proficiency in Excel. The role demands the ability to communicate confidently with management and work effectively in a fast-paced, demanding environment.
Experience Required
Minimum 2 year(s)
Vice President / Executive Director – M&A Investment Banking at JPMC Candidate Experience page
Sydney, New South Wales, Australia - Full Time
Skills Needed
M&A, Valuation Analyses, Financial Modelling, Analytical Skills, Commercial Judgement, Client Management, Leadership, Mentorship, Strategic Thinking, Origination, Execution, Relationship Building, Team Environment, Business Development, Talent Development, Communication Skills
Specialization
Candidates must have a minimum of 8 years of experience in front office investment banking with a focus on M&A and possess strong financial modelling and analytical skills. A well-rounded academic background from a top-tier institution and impeccable communication skills are also required.
Experience Required
Minimum 10 year(s)
Union Client Relationship Consultant 3 (Banker) Farwell, WI at Elavon, Inc.
Shorewood, Wisconsin, United States - Full Time
Skills Needed
Client Relationship Building, Proactive Outreach, Digital First Mindset, Needs Assessment, Product Demonstration, Loan Products, Deposit Products, Account Management, Credit Application Submission, Service Requests Processing, Digital Product Education, Operational Excellence, Nmls Registration, Customer Service, Interpersonal Skills, Sales Campaigns
Specialization
A minimum of four to five years of retail banking experience or equivalent training is required, along with a high school diploma or equivalent. This position mandates National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act, which requires passing criminal background and credit checks.
Experience Required
Minimum 2 year(s)
Financial Analysis Associate - Lending Private Bank CFO Team at JPMC Candidate Experience page
Plano, Texas, United States - Full Time
Skills Needed
Financial Analysis, Lending Products, Profitability Analytics, Forecasting, Ad Hoc Analytics, Data Analysis, Excel, Communication, Judgment, Discretion, Teamwork, Sql, Alteryx, Tableau, Python
Specialization
Candidates must possess 3+ years of experience, with required experience in Lending products, strong analytical skills for handling large datasets, and proficiency in Excel. The role demands the ability to communicate confidently with management and work effectively in a fast-paced, demanding environment.
Experience Required
Minimum 2 year(s)
Part Time Associate Banker Northeast Miami North (30 Hours) at JPMC Candidate Experience page
Aventura, Florida, United States - Full Time
Skills Needed
Client Service, Hospitality, Relationship Building, Product Knowledge, Financial Technology, Transaction Assistance, Account Opening, Technology Education, Active Listening, Empathy, Cash Handling, Problem Resolution, Attention To Detail, Team Collaboration, Procedure Learning
Specialization
Candidates must be able to put clients first by delivering attentive and friendly service and building trusted relationships through clear communication and empathy. A high school diploma or GED equivalent is required, along with prior client service experience or comparable background.
Investment Banking Analyst/Associate (Future Opportunities) at Raymond James
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Analysis, Financial Modelling, Business Development, Transaction Experience, Communication, Presentation Skills, Quantitative Analysis, Qualitative Analysis, Industry Research, Data Analysis, Attention To Detail, Relationship Management, Tact, Discretion, Due Diligence
Specialization
Candidates must possess competence in financial analysis and modeling, familiarity with finance principles and capital markets, and proficiency in Microsoft Office. The ideal candidate needs strong analytical skills, the ability to work under demanding deadlines while maintaining detail, and excellent relationship management skills.
Experience Required
Minimum 2 year(s)
Investment Banking - General Industries - Analyst, Melbourne at JPMC Candidate Experience page
Melbourne, Victoria, Australia - Full Time
Skills Needed
Financial Modelling, Analytical Skills, Research Skills, Presentation Skills, Communication Skills, Team Collaboration, Client Interaction, Transaction Execution, M&A Understanding, Capital Markets Knowledge, Proactive Attitude, Motivation, Leadership, Cultural Awareness, Strategic Thinking
Specialization
Candidates should have 1-2 years of experience in investment banking or finance and a strong academic background from a top-tier institution. Strong financial modelling skills and effective communication abilities are essential.
Senior Relationship Manager - Commercial Banking| New Delhi at CSB Career Site
New Delhi, delhi, India - Full Time
Skills Needed
Customer Acquisition, Customer Retention, Income Generation, Asset Management, Nii Management, Fee Generation, Commercial Banking, Product Offering, Service Offering
Specialization
Candidates must possess significant experience, ranging from 10 to 14 years, in a relevant field. Essential educational qualifications include being a Chartered Accountant (CA) or holding an MBA.
Experience Required
Minimum 10 year(s)
Part Time Associate Banker Tampa Bay SW Pinellas (30 hours) at JPMC Candidate Experience page
Pinellas Park, Florida, United States - Full Time
Skills Needed
Client Service, Hospitality, Relationship Building, Product Knowledge, Financial Technology, Transaction Assistance, Account Opening, Technology Education, Active Listening, Empathy, Cash Handling, Problem Resolution, Attention To Detail, Team Collaboration, Procedure Adherence
Specialization
Candidates must be able to put clients first by delivering attentive and friendly service and building trusted relationships through genuine care and clear communication. A High school diploma or GED equivalent is required, along with client service experience or comparable experience.
Part Time Associate Banker Northeast Miami South (30 Hours) at JPMC Candidate Experience page
Miami Beach, Florida, United States - Full Time
Skills Needed
Client Service, Hospitality, Relationship Building, Product Knowledge, Financial Goals Achievement, Technology Education, Transaction Assistance, Account Opening, Policy Compliance, Cash Handling, Issue Resolution, Attention To Detail, Team Collaboration, Quick Learning
Specialization
Candidates must be able to prioritize clients, exceed expectations with attentive and friendly service, and build trusted relationships through genuine care. A High School Diploma or GED equivalent is required, along with prior client service or comparable experience.
Part Time Associate Banker Tampa Bay SW Pinellas (30 hours) at JPMC Candidate Experience page
Pinellas Park, Florida, United States - Full Time
Skills Needed
Client Service, Hospitality, Relationship Building, Product Knowledge, Financial Technology, Transaction Assistance, Account Opening, Technology Education, Active Listening, Empathy, Cash Handling, Problem Resolution, Attention To Detail, Team Collaboration, Procedure Adherence
Specialization
Candidates must be able to prioritize clients by delivering attentive and friendly service, building trusted relationships through genuine care, and engaging clients clearly to understand and resolve issues effectively. A High school diploma or GED equivalent is required, along with prior client service experience or comparable experience.
Corporate & Investment Banking -Trade Operation - Associate at JPMC Candidate Experience page
Pudong, Shanghai, China - Full Time
Skills Needed
Trade Finance, Transaction Allocation, Reconciliation, Workflow Management, Customer Enquiries Resolution, Process Improvement, Pboc/Safe/Nfra Reporting, Ucp Rules, Ofac Regulations, Communication, Customer Contact Techniques, Mandarin, Multitasking
Specialization
Candidates must possess a minimum of 5 years of Trade Finance experience, preferably at a foreign bank, along with a solid understanding of PBOC/SAFE/NFRA regulations and deep knowledge of UCP Rules, international trade, and OFAC regulations. Fluency in both English and Mandarin is required, as is the ability to manage multiple tasks effectively.
Experience Required
Minimum 5 year(s)
Private Client Banker - Hernando - Hernando, MS (New Build) at JPMC Candidate Experience page
Hernando, Mississippi, United States - Full Time
Skills Needed
Relationship Building, Client Acquisition, Financial Advice, Product Knowledge, Self Service Setup, Regulatory Compliance, Proactive Management, Referral Solicitation, Team Partnership, Communication Skills
Specialization
Candidates must demonstrate success in acquiring and deepening client relationships using a value-added approach, requiring at least one year of Branch Banking or equivalent financial services experience with proven success in acquisition and revenue generation. Specific securities licenses (SIE, Series 6/7, state registrations, Life licenses) are required or must be obtained within 180 days, alongside adherence to all regulatory requirements.
Venue Technology Assistant - Bank of New Hampshire Pavilion at ASM Global
Gilford, New Hampshire, United States - Full Time
Skills Needed
Point Of Sale System Support, Hardware Replacement, Software Diagnosis, Firmware Diagnosis, Analytical Skills, Problem Solving, Organization, Communication, Adaptability, Microsoft Applications, Physical Stamina
Specialization
Candidates must possess solid analytical and problem-solving skills with a proven ability to manage multiple tasks efficiently, alongside strong verbal and written communication skills. Essential physical requirements include the ability to be on feet for long distances and lift at least 50 lbs, while maintaining safe work habits.
Investment Middle Office Services Bank Loans Vice President at JPMC Candidate Experience page
Bengaluru, karnataka, India -
Full Time


Start Date

Immediate

Expiry Date

03 Jun, 26

Salary

0.0

Posted On

05 Mar, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Leadership, Trade Operations, Bank Loans, Post-Trade Operations, Process Improvements, Exception Resolution, Client Facing, Communication, Trade Lifecycle, Reconciliations, Root Cause Analysis, Digital Solutions, System Enhancements, Compliance, Regulatory Requirements, Talent Development

Industry

Financial Services

Description
Join a global leader in financial services, where your expertise drives operational excellence and client satisfaction. At JPMorgan Chase, we value leadership, innovation, and integrity, fostering a diverse and inclusive workplace. Discover rewarding opportunities in our Investment Middle Office, supporting clients across a range of products and lifecycle stages. Job Summary: As a Trade Operations Lead in the Investment Middle Office Service (IMOS) team, you manage post-trade operations for Bank Loans, ensuring accuracy and timeliness. You oversee daily activities, drive process improvements, and resolve exceptions within service level agreements. Your role provides a comprehensive view of the trade lifecycle and supports strategic business growth. Job Responsibilities: * Lead and represent the Trade Operations team, acting as the escalation point for clients. * Oversee daily operational activities, ensuring timeliness and accuracy. * Manage team performance, work allocation, and talent development. * Build strong relationships with internal and external stakeholders. * Capture and process trade instructions, facilitating end-to-end execution. * Perform reconciliations and resolve exceptions with root cause analysis. * Collaborate with Technology, Service, Product, and Operations teams. * Coordinate exception resolution with brokers, custodians, and client teams. * Support new business initiatives and client expansion opportunities. * Drive projects related to digital solutions and system enhancements. * Ensure compliance with market rules and regulatory requirements. Required Qualifications, Capabilities, and Skills: * Demonstrate leadership experience in Investment or Securities Operations. * Exhibit excellent client-facing and communication skills. * Possess deep understanding of Bank Loans lifecycle and related products. * Deliver results by managing deadlines and independent workload. * Apply expertise in trades, cash, and reconciliations. * Manage transaction lifecycle and reconciliation processes effectively. * Solve complex operational and technical issues. Preferred Qualifications, Capabilities, and Skills: * Initiate tasks independently as a self-starter. * Learn quickly and adapt to new challenges. * Hold a Bachelor’s Degree or equivalent qualification. * Possess CA or MBA (Finance) credentials. * Demonstrate experience with OTC, ETD, Fixed Income, or Equity products. * Drive process improvements and digital transformation projects. * Foster a culture of diversity and inclusion. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. 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 FAQs [https://careers.jpmorgan.com/us/en/how-we-hire/faqs] for more information about requesting an accommodation. J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. 
Responsibilities
The Trade Operations Lead manages post-trade operations for Bank Loans, ensuring accuracy and timeliness while overseeing daily activities and driving process improvements. This role involves acting as the escalation point for clients, managing team performance, and coordinating exception resolution with various internal and external stakeholders.
Investment Middle Office Services Bank Loans Vice President at JPMC Candidate Experience page
Bengaluru, karnataka, India - Full Time
Skills Needed
Leadership, Trade Operations, Bank Loans, Post Trade Operations, Process Improvements, Exception Resolution, Client Facing, Communication, Trade Lifecycle, Reconciliations, Root Cause Analysis, Digital Solutions, System Enhancements, Compliance, Regulatory Requirements, Talent Development
Specialization
Candidates must demonstrate leadership experience in Investment or Securities Operations, possess excellent client-facing and communication skills, and have a deep understanding of the Bank Loans lifecycle. Required capabilities include managing deadlines, applying expertise in trades, cash, and reconciliations, and solving complex operational issues.
Experience Required
Minimum 5 year(s)
Premier Relationship Manager-Digital Banking Kotak 811-Sales at Kotak Mahindra Bank
, gujarat, India - Full Time
Skills Needed
Relationship Management, Customer Acquisition, High Net Worth Individuals (Hnwi), Digital Banking, Personalized Engagement, Product Offerings, Cross Selling, Query Resolution, Proactive Communication, Consultative Approach
Specialization
This position requires a strong customer orientation, high energy, and a consultative approach to relationship management for serving HNI clients in digital banking. The role demands seamless collaboration with internal teams to provide financial solutions and resolve customer queries promptly.
Experience Required
Minimum 2 year(s)
Relationship Banker - Golden Gate Market - San Francisco, CA at JPMC Candidate Experience page
San Francisco, California, United States - Full Time
Skills Needed
Client Relationship Management, Sales, Financial Knowledge, Consultative Communication, Client Experience Elevation, Issue Resolution, Risk Management, Compliance Adherence, Technology Education, Product Knowledge, Collaboration, Hospitality, Attention To Detail, Securities Industry Essential (Sie) Exam, Finra Series 6, Life Licenses
Specialization
Candidates must have at least one year of proven sales experience in Retail Banking or Financial Services, excellent communication skills, and the ability to quickly resolve client issues while adhering to risk parameters. Minimum licensing requirements include obtaining the SIE, Series 6, and Life licenses within 180 days of hire if not already held.
Private Client Banker - Wyckoff, NJ - NJ Bergen East Market at JPMC Candidate Experience page
Wyckoff, New Jersey, United States - Full Time
Skills Needed
Relationship Building, Customer Service, Client Acquisition, Relationship Management, Proactive Approach, Financial Advice, Self Service Options Setup, Regulatory Compliance, Team Collaboration, Communication Skills, Mortgage Banking, Business Relationship Management
Specialization
Candidates must demonstrate success using a value-added, relationship-oriented approach for client acquisition and deepening relationships, with a minimum of one year of Branch Banking or equivalent financial services experience showing success in acquisition and revenue generation. Required licenses (SIE, FINRA Series 6/7, state registrations, Life licenses) must be obtained within 180 days if not already held, and a high school diploma or equivalent is mandatory.
Business Analyst – Wholesale Banking - Immediate Requirement at Jobs for Humanity
Muscat, Muscat Governorate, Oman - Full Time
Skills Needed
Business Analysis, Wholesale Banking, Digital Transformation, Requirements Elicitation, Brd, Functional Specifications, User Stories, Process Mapping, Uat Support, Change Management, Corporate Banking, Transaction Banking, Trade Finance, Lending Systems, Stakeholder Management, Vendor Management
Specialization
Candidates must possess a minimum of 7+ years of experience as a Business Analyst within banking or financial services, with strong exposure to Wholesale Banking systems such as Corporate Banking, Transaction Banking, Trade Finance, and Lending. A Business Analysis certification is preferred, and candidates with previous GCC experience available to join quickly will be prioritized.
Experience Required
Minimum 5 year(s)
Part Time Associate Banker Northeast Miami North (30 Hours) at JPMC Candidate Experience page
Aventura, Florida, United States - Full Time
Skills Needed
Client Service, Hospitality, Relationship Building, Product Knowledge, Financial Technology, Transaction Assistance, Account Opening, Technology Education, Cash Handling, Issue Resolution, Attention To Detail, Team Collaboration, Learning Agility
Specialization
Candidates must be able to prioritize clients, exceed expectations with attentive and friendly service, and build trusted relationships through clear communication and empathy. A high school diploma or GED equivalent is required, along with prior client service experience or comparable background.
Financial Analysis Associate - Lending Private Bank CFO Team at JPMC Candidate Experience page
Plano, Texas, United States - Full Time
Skills Needed
Financial Analysis, Lending Products, Profitability Analytics, Forecasting, Ad Hoc Analytics, Data Analysis, Excel, Communication, Judgment, Discretion, Teamwork, Sql, Alteryx, Tableau, Python
Specialization
Candidates must possess 3+ years of experience, with required experience in Lending products, strong analytical skills for handling large datasets, and proficiency in Excel. The role demands the ability to communicate confidently with management and work effectively in a fast-paced, demanding environment.
Experience Required
Minimum 2 year(s)
Vice President / Executive Director – M&A Investment Banking at JPMC Candidate Experience page
Sydney, New South Wales, Australia - Full Time
Skills Needed
M&A, Valuation Analyses, Financial Modelling, Analytical Skills, Commercial Judgement, Client Management, Leadership, Mentorship, Strategic Thinking, Origination, Execution, Relationship Building, Team Environment, Business Development, Talent Development, Communication Skills
Specialization
Candidates must have a minimum of 8 years of experience in front office investment banking with a focus on M&A and possess strong financial modelling and analytical skills. A well-rounded academic background from a top-tier institution and impeccable communication skills are also required.
Experience Required
Minimum 10 year(s)
Union Client Relationship Consultant 3 (Banker) Farwell, WI at Elavon, Inc.
Shorewood, Wisconsin, United States - Full Time
Skills Needed
Client Relationship Building, Proactive Outreach, Digital First Mindset, Needs Assessment, Product Demonstration, Loan Products, Deposit Products, Account Management, Credit Application Submission, Service Requests Processing, Digital Product Education, Operational Excellence, Nmls Registration, Customer Service, Interpersonal Skills, Sales Campaigns
Specialization
A minimum of four to five years of retail banking experience or equivalent training is required, along with a high school diploma or equivalent. This position mandates National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act, which requires passing criminal background and credit checks.
Experience Required
Minimum 2 year(s)
Financial Analysis Associate - Lending Private Bank CFO Team at JPMC Candidate Experience page
Plano, Texas, United States - Full Time
Skills Needed
Financial Analysis, Lending Products, Profitability Analytics, Forecasting, Ad Hoc Analytics, Data Analysis, Excel, Communication, Judgment, Discretion, Teamwork, Sql, Alteryx, Tableau, Python
Specialization
Candidates must possess 3+ years of experience, with required experience in Lending products, strong analytical skills for handling large datasets, and proficiency in Excel. The role demands the ability to communicate confidently with management and work effectively in a fast-paced, demanding environment.
Experience Required
Minimum 2 year(s)
Part Time Associate Banker Northeast Miami North (30 Hours) at JPMC Candidate Experience page
Aventura, Florida, United States - Full Time
Skills Needed
Client Service, Hospitality, Relationship Building, Product Knowledge, Financial Technology, Transaction Assistance, Account Opening, Technology Education, Active Listening, Empathy, Cash Handling, Problem Resolution, Attention To Detail, Team Collaboration, Procedure Learning
Specialization
Candidates must be able to put clients first by delivering attentive and friendly service and building trusted relationships through clear communication and empathy. A high school diploma or GED equivalent is required, along with prior client service experience or comparable background.
Investment Banking Analyst/Associate (Future Opportunities) at Raymond James
Toronto, Ontario, Canada - Full Time
Skills Needed
Financial Analysis, Financial Modelling, Business Development, Transaction Experience, Communication, Presentation Skills, Quantitative Analysis, Qualitative Analysis, Industry Research, Data Analysis, Attention To Detail, Relationship Management, Tact, Discretion, Due Diligence
Specialization
Candidates must possess competence in financial analysis and modeling, familiarity with finance principles and capital markets, and proficiency in Microsoft Office. The ideal candidate needs strong analytical skills, the ability to work under demanding deadlines while maintaining detail, and excellent relationship management skills.
Experience Required
Minimum 2 year(s)
Investment Banking - General Industries - Analyst, Melbourne at JPMC Candidate Experience page
Melbourne, Victoria, Australia - Full Time
Skills Needed
Financial Modelling, Analytical Skills, Research Skills, Presentation Skills, Communication Skills, Team Collaboration, Client Interaction, Transaction Execution, M&A Understanding, Capital Markets Knowledge, Proactive Attitude, Motivation, Leadership, Cultural Awareness, Strategic Thinking
Specialization
Candidates should have 1-2 years of experience in investment banking or finance and a strong academic background from a top-tier institution. Strong financial modelling skills and effective communication abilities are essential.
Senior Relationship Manager - Commercial Banking| New Delhi at CSB Career Site
New Delhi, delhi, India - Full Time
Skills Needed
Customer Acquisition, Customer Retention, Income Generation, Asset Management, Nii Management, Fee Generation, Commercial Banking, Product Offering, Service Offering
Specialization
Candidates must possess significant experience, ranging from 10 to 14 years, in a relevant field. Essential educational qualifications include being a Chartered Accountant (CA) or holding an MBA.
Experience Required
Minimum 10 year(s)
Part Time Associate Banker Tampa Bay SW Pinellas (30 hours) at JPMC Candidate Experience page
Pinellas Park, Florida, United States - Full Time
Skills Needed
Client Service, Hospitality, Relationship Building, Product Knowledge, Financial Technology, Transaction Assistance, Account Opening, Technology Education, Active Listening, Empathy, Cash Handling, Problem Resolution, Attention To Detail, Team Collaboration, Procedure Adherence
Specialization
Candidates must be able to put clients first by delivering attentive and friendly service and building trusted relationships through genuine care and clear communication. A High school diploma or GED equivalent is required, along with client service experience or comparable experience.
Part Time Associate Banker Northeast Miami South (30 Hours) at JPMC Candidate Experience page
Miami Beach, Florida, United States - Full Time
Skills Needed
Client Service, Hospitality, Relationship Building, Product Knowledge, Financial Goals Achievement, Technology Education, Transaction Assistance, Account Opening, Policy Compliance, Cash Handling, Issue Resolution, Attention To Detail, Team Collaboration, Quick Learning
Specialization
Candidates must be able to prioritize clients, exceed expectations with attentive and friendly service, and build trusted relationships through genuine care. A High School Diploma or GED equivalent is required, along with prior client service or comparable experience.
Part Time Associate Banker Tampa Bay SW Pinellas (30 hours) at JPMC Candidate Experience page
Pinellas Park, Florida, United States - Full Time
Skills Needed
Client Service, Hospitality, Relationship Building, Product Knowledge, Financial Technology, Transaction Assistance, Account Opening, Technology Education, Active Listening, Empathy, Cash Handling, Problem Resolution, Attention To Detail, Team Collaboration, Procedure Adherence
Specialization
Candidates must be able to prioritize clients by delivering attentive and friendly service, building trusted relationships through genuine care, and engaging clients clearly to understand and resolve issues effectively. A High school diploma or GED equivalent is required, along with prior client service experience or comparable experience.
Corporate & Investment Banking -Trade Operation - Associate at JPMC Candidate Experience page
Pudong, Shanghai, China - Full Time
Skills Needed
Trade Finance, Transaction Allocation, Reconciliation, Workflow Management, Customer Enquiries Resolution, Process Improvement, Pboc/Safe/Nfra Reporting, Ucp Rules, Ofac Regulations, Communication, Customer Contact Techniques, Mandarin, Multitasking
Specialization
Candidates must possess a minimum of 5 years of Trade Finance experience, preferably at a foreign bank, along with a solid understanding of PBOC/SAFE/NFRA regulations and deep knowledge of UCP Rules, international trade, and OFAC regulations. Fluency in both English and Mandarin is required, as is the ability to manage multiple tasks effectively.
Experience Required
Minimum 5 year(s)
Private Client Banker - Hernando - Hernando, MS (New Build) at JPMC Candidate Experience page
Hernando, Mississippi, United States - Full Time
Skills Needed
Relationship Building, Client Acquisition, Financial Advice, Product Knowledge, Self Service Setup, Regulatory Compliance, Proactive Management, Referral Solicitation, Team Partnership, Communication Skills
Specialization
Candidates must demonstrate success in acquiring and deepening client relationships using a value-added approach, requiring at least one year of Branch Banking or equivalent financial services experience with proven success in acquisition and revenue generation. Specific securities licenses (SIE, Series 6/7, state registrations, Life licenses) are required or must be obtained within 180 days, alongside adherence to all regulatory requirements.
Venue Technology Assistant - Bank of New Hampshire Pavilion at ASM Global
Gilford, New Hampshire, United States - Full Time
Skills Needed
Point Of Sale System Support, Hardware Replacement, Software Diagnosis, Firmware Diagnosis, Analytical Skills, Problem Solving, Organization, Communication, Adaptability, Microsoft Applications, Physical Stamina
Specialization
Candidates must possess solid analytical and problem-solving skills with a proven ability to manage multiple tasks efficiently, alongside strong verbal and written communication skills. Essential physical requirements include the ability to be on feet for long distances and lift at least 50 lbs, while maintaining safe work habits.
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