1+ months

JPM- Escrow- Sales Associate

Houston, TX 77002
  • Job Code
    210317713

Primary Responsibilities

  • Develop a thorough understanding of Escrow products & services, risks inherent in our daily business, the clients and intermediaries we serve and associated sales strategies
  • Review of clients before onboarding to ensure appropriate documentation is requested
  • Handle communication with clients, Sales, relationship bankers, Wholesale Client Onboarding (WKO) and Client Service to coordinate proper collection, tracking and loading of necessary KYC documentation
  • Oversee KYC approval process by answering client and internal questions, addressing system issues and ensuring adequate KYC checks have been performed in advance of the deal closing
  • Partner with WKO and Compliance regarding risk issues as they arise --escalate as necessary
  • Timely input of deal information and call report activities into internal sales system and oversight of pipeline report and weekly pipeline meeting
  • Work closely with Sales to further business development by assisting in research and sales call preparation
  • Develop understanding of deal acceptance criteria in order to be able to mitigate risk exposure to the firm.
  • Assist with client correspondence, including preparation of marketing materials, thank-you cards, follow-up materials
  • Handle additional sales support activities and projects as they arise and serve in a back-up capacity during Sales Executives™ travel including phone coverage and new deal responsibilities
  • Attend and participate in client/prospect meetings and in presentations to other banking departments

Qualifications:

  • Demonstrated strong working relationships with colleagues and fostering a team mentality
  • Keen focus on client satisfaction with the ability to prioritize and handle multiple tasks while working in a high-volume, fast-paced environment
  • Excellent verbal and written communication skills
  • Well organized and exhibiting good time-management skills
  • Ability to think critically, learn rapidly, generate ideas and use creativity for new business development support
  • Proficient in Outlook, MS Office (Word, Excel, PowerPoint) with the ability to learn and use various PC/internet-based systems.
  • Essential character traits: Positive attitude, team-oriented, hard-working, enthusiastic. detail oriented and exhibiting self-accountability
  • 1-3 years™ experience in Banking or related Financial Services field with a BS/BA

Keyword: card%20services

Primary Responsibilities

  • Develop a thorough understanding of Escrow products & services, risks inherent in our daily business, the clients and intermediaries we serve and associated sales strategies
  • Review of clients before onboarding to ensure appropriate documentation is requested
  • Handle communication with clients, Sales, relationship bankers, Wholesale Client Onboarding (WKO) and Client Service to coordinate proper collection, tracking and loading of necessary KYC documentation
  • Oversee KYC approval process by answering client and internal questions, addressing system issues and ensuring adequate KYC checks have been performed in advance of the deal closing
  • Partner with WKO and Compliance regarding risk issues as they arise --escalate as necessary
  • Timely input of deal information and call report activities into internal sales system and oversight of pipeline report and weekly pipeline meeting
  • Work closely with Sales to further business development by assisting in research and sales call preparation
  • Develop understanding of deal acceptance criteria in order to be able to mitigate risk exposure to the firm.
  • Assist with client correspondence, including preparation of marketing materials, thank-you cards, follow-up materials
  • Handle additional sales support activities and projects as they arise and serve in a back-up capacity during Sales Executives™ travel including phone coverage and new deal responsibilities
  • Attend and participate in client/prospect meetings and in presentations to other banking departments

Qualifications:

  • Demonstrated strong working relationships with colleagues and fostering a team mentality
  • Keen focus on client satisfaction with the ability to prioritize and handle multiple tasks while working in a high-volume, fast-paced environment
  • Excellent verbal and written communication skills
  • Well organized and exhibiting good time-management skills
  • Ability to think critically, learn rapidly, generate ideas and use creativity for new business development support
  • Proficient in Outlook, MS Office (Word, Excel, PowerPoint) with the ability to learn and use various PC/internet-based systems.
  • Essential character traits: Positive attitude, team-oriented, hard-working, enthusiastic. detail oriented and exhibiting self-accountability
  • 1-3 years™ experience in Banking or related Financial Services field with a BS/BA

Keyword: card%20services
JPMorgan Chase & Co., 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. In accordance with applicable law, we make reasonable accommodations for applicants™ and employees™ religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the œWELL Health-Safety Rating for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm™s current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm™s vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

Equal Opportunity Employer/Disability/Veterans
The Corporate & Investment Bank is a global leader across investment banking, payments, markets and securities services. The world™s most important corporations, governments and institutions entrust us with their business in more than 100 countries. We provide strategic advice, raise capital, manage risk and extend liquidity in markets around the world.


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Posted: 2022-07-18 Expires: 2022-10-29

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world.

Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries.

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JPM- Escrow- Sales Associate

JPMorgan Chase & Co.
Houston, TX 77002

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