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Once a relationship is established and the initial transaction is complete, the BDO transfers the client to a Small Business Banker to deepen and expand the long term banking relationship, allowing the BDO to focus on the primary role of identifying and booking SBA lending solutions.
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Craft compelling value propositions: Demonstrate how our cloud data services (AWS, Google Cloud Platform, Azure, Snowflake, Databricks) deliver tangible business outcomes and competitive advantage.
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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.
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Introduce appropriate opportunities to segment partners, based on their financial goals, including but not limited to Financial Advisor, Wealth Advisor, Home Loan Officer, Small Business Partners.
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Introduce appropriate opportunities to segment partners, based on their financial goals, including but not limited to Financial Advisor, Wealth Advisor, Home Loan Officer, Small Business Partners, etc.
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Financial Risk Manager (FRM)/Certified Financial Analyst (CFA) or equivalent advanced risk certificationUnderstanding and familiarity with key processes associated within [Consumer and Small Business Banking, Enterprise Operational Services, Enterprise Technology, Finance, Government Affairs and Legal Team, Human Resources, Risk Management Organization, Wholesale] line of business / corporate function.
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Oversees all Consumer Lending operations functions including: origination, processing, underwriting, closing/funding, and servicing of all consumer loans Provides relevant lending-related and credit risk-related input to the annual budget, and maintains accountability for achieving budgetary goals and limits.
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Provides gap analysis, recommendations, and strategic direction to enhance business programs, projects, agile projects and/or processes in a client consulting capacity in direct support of AML/KYC initiatives.
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You will join the Regulatory Operations Legal Team (Reg Ops Legal)which provides cross line of business legal support to the Consumer and Community Bank (CCB), which includes Auto Finance, Home Lending, Business Banking, Card Services, Consumer Banking, JPMorgan Wealth Management and associated operations.
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Post graduate degree or additional certifications i.e. CFA, CAIA 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.
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Serve as a strategic legal partner and advisor to the business teamsCoordinate and work on various corporate projects as determined by senior legal leadershipEssential Duties and Responsibilities IncludeProvide legal support for special assets and consumer collections, answering questions, conducting legal research, reviewing loan files, and providing legal advice as-requested.
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Provide personalized financial services such as wealth management, estate planning, investment management, banking, and tax planning to a portfolio of client relationships. We offer a full range of personal banking, commercial banking, lending, trust, and wealth management services.
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2+ years of experience of credit risk management and analytical projects for consumer lending products, preferably with experience in data driven strategy creation and decision making. Experience with Credit Karma LightBox strategy, or valuation (NPV) model for consumer lending products.
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Success in new client acquisition, cultivating and maintaining relationships through exceptional service, and revenue generation, including but not limited to: Planning/banking/lending product referrals and sales and investment referrals.
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In relation to Ag Business, the Extension Agent will primarily focus on supporting small farmers by assisting them in identifying and accessing new market opportunities to increase profitability and sustainability, providing training and resources on innovative marketing strategies such as digital marketing, direct-to-consumer sales, and branding, and offering guidance on business planning, financial management, and risk mitigation tailored to the unique needs of small-scale farmers.
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business banking consumer lending branch small client advisor jobs Title: manager
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