Jp Morgan Chase Work Values

Daily Duties at Jp Morgan Chase:

• Maintain Calendars via MSOutlook as well as gather, develop and distribute meeting agendas as appropriate • Act as “gate-keeper” meeting independently with and/or screening those requesting to meet with Executive Director, thus, reserving and protecting the executive’s time • Prepare weekly pre-call agendas and materials based on in depth knowledge of client's business model, industry profile, current relationship services and planned client activities • Coordinate all meetings and events including reserving WebEx, internal rooms or outside venues, catering, managing internal/external invitations, agenda for marketing events etc. • Provide sales support including: Utilizing PowerPoint to gather and compile information for prospect analysis, annual client relationship reviews, as well as assist bankers with call preparation and prospect management • Provide back up support for fellow Sales Associates and Administrative Staff • Act as liaison for TMOs by managing relationships with Customer Service and Implementations to ensure clients are properly on boarded with all necessary products and systems requested • Prepare client pitch books, presentation materials and marketing materials as needed for the Treasury Management Officers (TMO) and bankers when they attend client calls • Manage Data Quality and Reporting; maintain monthly treasury pipeline accuracy by verifying deals that will close and portfolio reporting is accurate and current • Ensure training & compliance requirements are met for the bankers in a timely manner, monitor training, and work with the market to adhere to the clean desk policy • Establish partnerships with building services, IT and vendors for managing office and equipment resulting in uninterrupted business operations • Revitalized Crisis Management Policy to include the entire southeastern region and familiarize employees with the importance of the plan • Assist Mid-Corporate Business Manager with space planning of Atlanta corporate offices by working with corporate and business units to understand growth, internal office moves and improvement projects • Investigate budget discrepancies and increased efficiency of inventory system by streamlining equipment and saving over $30k in excess spending for the department

What they like about Jp Morgan Chase:

You highly value a work environment built on a formal structure, rules, and regulations. You do not enjoy the unpredictability of shifting priorities and deadlines that upset your routine. You require and enjoy direction, input and accountability as part of your work environment. You have a strong need to participate in making key decisions and feel left out if your superiors or co-workers do not seek your input when making decisions. You thrive on providing good customer service to both internal or external customers, and doing so makes you feel good.

Tags

Adobe Professional, Education has always been very important to me therefore I am currently enrolled and working on completing my degree in Business Administration at Kaplan University

Skills

Adaptability—I am able to adapt to changes in the work environment, manage competing demands and am able to deal with frequent change, delays or unexpected events, Dependability—I am consistently at work and on time, follow instructions, respond to management direction and solicit feedback to improve my performance, Quality control—I demonstrate accuracy, thoroughness, and monitor my own work to ensure quality, Planning/organizing—I prioritize and plan my work activities and to use my time efficiently, As a leader in my community I am currently serving as the Sunday school teacher to the 3rd - 5th grade level at Ewing Road Baptist Church

These are some of the questions we asked our climbers about their experiences with Jp Morgan Chase: