Career & Technical Education Collaborative

Externship

Jen SchwartzTeacher/ Elementary Teaching Vice PrincipalWagon Wheel ElementaryCapistrano Unified School District

Goal: To investigate a career path in the Banking industry

Thanks to Cody Schwartz and the JPMorgan Chase BankTeam in San Luis Obispo

THE WAY FORWARD

JPMORGAN CHASE BANK

CHASE IS A LEADING GLOBAL FINANCIAL SERVICES FIRM WITH ASSETS OF $2 TRILLION

OPERATIONS IN MORE THAN 60 COUNTRIES

MORE THAN 200,000 EMPLOYEES

CHASE SERVES MILLIONS OF US. CONSUMERS AND MANY OF THE WORLD’S MOST PROMINENT CORPORATE, INSTITUTIONAL GOVERNMENT CLIENTS

CHASE IS A LEADER IN INVESTMENT BANKING, FINANCIAL SERVICES FOR CONSUMERS, SMALL BUSINESS AND COMMERCIAL BANKING, FINANCIAL TRANSACTION PROCESSING, ASSET MANAGEMENT AND PRIVATE EQUITY

CHASE IS A COMPONENT OF THE DOW JONES INDUSTRIAL AVERAGE

COME BE A LEADER AT JPMORGAN CHASE

CHASE HAS ONE GOAL AND THAT’S TO BE THE BEST FINANCIAL SERVICES COMPANY IN THE WORLD. IN ORDER TO ACHIEVE THAT GOAL, CHASE HAS ESTABLISHED COMMITMENTS TO OUR CUSTOMERS, EMPLOYEES, SHAREHOLDERS AND THE COMMUNITIES IN WHICH WE RESIDE

IN ORDER TO ACHIEVE THIS GOAL, CHASE EMPLOYEES ARE COMMITTED TO CREATING AN OPEN, ENTREPRENEURIAL, AND DYNAMIC WORKPLACE THAT IS BUILT ON A MERITOCRACY AND ALLOWS EACH EMPLOYEE TO CONTRIBUTE TO THE BEST OF HIS OR HER ABILITY

IF YOU WANT A CAREER AT A COMPANY WHERE EMPLOYEESCAN BE LEADERS, WORK IN AN ENVIRONMENT THAT ENCOURAGESOPENNESS AND HONESTY, CARES ABOUT THE LOCAL COMMUNITY AND SETS HIGH STANDARDS, THEN JPMORGAN CHASE IS THE PLACE FOR YOU

THE FOLLOWING POSITIONS ARE IN DEMAND IN MANY

JPMORGAN CHASE BANKS:

TELLER PERSONAL BANKERBRANCH MANAGER MORTGAGE LOAN OFFICERFINANCIAL ADVISOR TELEPHONE BANKERAUTO FINANCE CUSTOMER SERVICE REPAUTO FINANCE UNDERWRITER AUTO FINANCE DOCUMENTATION ANALYSTBUSINESS BANKING RELATIONSHIP MANAGERBUSINESS BANKERCREDIT CARD SERVICES ADVISOR

TELLERCHASE TELLERS INTERACT WITH THE PUBLIC TO ASSIST CUSTOMERS WITH THEIR BANKING TRANSACTIONS, INFORM THEM ABOUT OUR PRODUCTS AND SERVICES AND REFER THEM TO APPROPRIATE STAFF FOR FURTHER ASSISTANCE

TO SUCCEED IN THIS ROLE, YOU NEED TO BE CUSTOMER-FOCUSEDAND GOAL-ORIENTED. YOU MUST ALSO HAVE TOP-NOTCH VERBAL COMMUNICATION AND INTERPERSONAL SKILLS, AS WELL AS A STRONG APTITUDE FOR MATH AND A BASIC KNOWLEDGE OF BANK PRODUCTS AND SERVICES.

CHASE OFFERS INDUSTRY-LEADING BENEFITS, COMPETITIVE COMPENSATION AND A UNIQUE CULTURE

TELLER POSITIONS ARE AVAILABLE WITHIN THE CONSUMER BANKING BUSINESS

BILINGUAL IS A BENEFIT

PERSONAL BANKER

CHASE PERSONAL BANKERS ARE RESPONSIBLE FOR RETAINING AND DEEPENING BANKING RELATIONSHIPS WITH EXISTING CUSTOMERS AS WELL AS ACQUIRING DESIRABLE NEW CUSTOMERS. THE PERSONAL BANKER IDENTIFIES CUSTOMERS FINANCIAL NEEDS, MATCHES PRODUCTS AND SERVICES TO HELP FULFILL THOSE NEEDS

CHASE REQUIRES PRIOR SUCCESSFUL RETAIL AND/OR SALES MANAGEMENT EXPERIENCE, POST HIGH SCHOOL DEGREE (PREFERABLE A BS OR BA)

THE PERSONAL BANKER POSITION IS AVAILABLE WITHIN THE CONSUMER BANKING BUSINESS

BILINGUAL IS A BENEFIT

BRANCH MANAGERCHASE BRANCH MANAGERS LEAD AND MANAGE THE SALES AND SERVICE PROCESS FOR THE BRANCH WHILE GROWING PROFITS. THEY LEAD A TEAM WHICH PROVIDES FINANCIAL SERVICES TO THE COMMUNITY AND GROWS LONG-TERM BUSINESS AND CONSUMER RELATIONSHIPS, ENSURING A WORKPLACE ENVIRONMENT OF TEAMWORK AND CUSTOMER SERVICE

CHASE REQUIRES PRIOR SUCCESSFUL RETAIL AND/OR SALES MANAGEMENT EXPERIENCE, POST HIGH SCHOOL DEGREE (PREFERABLY A BS OR BA)

THIS POSITION IS AVAILABLE WITHIN THE CONUMER BANKING BUSINESS

BILINGUAL IS A BENEFIT

MORTGAGE LOAN OFFICERAS A CHASE HOME FINANCE LOAN OFFICER, YOU WILL BE A MEMBER OF A TEAM OF MORTGAGE SPECIALISTS, MATCHING INNOVATIVE PRODUCTS TO INCREASINGLY SPECIALIZED CUSTOMER NEEDS.

AS A MEMBER OF THE CHASE TEAM, YOU WILL HAVE SEVERAL DISTINCT ADVANTAGES OVER THOSE AT OTHER LENDERS: EXCEPTIONAL PRODUCTS AND TOOLS THAT YOU NEED TO BE SUCCESSFUL, INCLUDING AN EXTENSIVE MORTGAGE PRODUCT PORTFOLIO, STATE-OF-THE-ART TECHNOLOGY, TRAINING OPPORTUNITIES AND OUTSTANDING SALES AND MARKETING SUPPORT

COMPETITIVE COMPENSATION INCLUDES AN EXCEPTIONAL BENEFITS PACKAGE: A MATCHING 401(K) PLAN, COMPANY-FUNDED PENSION PLAN, AND MEDICAL, DENTAL, LIFE AND DISABILITY INSURANCE

FINANCIAL ADVISORCHASE FINANCIAL ADVISORS HELP MAKE INVESTING EASY. THEY ARE COMMITTED TO OUR CLIENTS, OUR BRANCH STAFF, AND THE GROWTH OF OUR BUSINESS. CHASE FINANCIAL ADVISORS HELP OUR CLIENTS VISUALIZE THEIR DREAMS AND TURN THEM INTO REALISTIC GOALS

CHASE REQUIRES 1-2 YEARS OF SALES EXPERIENCE PREFERABLY IN THE SECURITIES AND/OR INSURANCE INDUSTRY. INSURANCE LICENSE NASD SERIES 7 AND 63 LICENSES AND COMPUTER SKILLS ARE REQUIRED

THIS POSITION IS AVAILABLE WITHIN THE CONSUMER BANKING BUSINESS

BILINGUAL IS A BENEFIT

TELEPHONE BANKER – CALL CENTERIN OUR TELEPHONE BANKING CALL CENTER, YOU WILL PROVIDE EXCEPTIONAL CUSTOMER SERVICE TO OUR BUSINESS AS WELL AS CONSUMER CUSTOMERS THROUGH INBOUND CALLS. YOU’LL HAVE THE OPPORTUNITY TO UNCOVER REFERRAL OPPORTUNITIES FOR PRODUCTS AND SERVICES AND HELP TO MEET THE CUSTOMER’S FINANCIAL NEEDS

SUCCESSFUL CHASE TELEPHONE BANKERS ARE ENTHUSIASTIC AND SALES DRIVEN, WITH EXCELLENT VERBAL AND WRITTEN COMMUNICATION SKILLS. THEY SHOULD ENJOY WORKING IN A FAST PACED ENVIRONMENT

CHASE REQUIRES A MINIMUM OF 6 MONTHS PREVIOUS CUSTOMER SERVICE OR SALES EXPERIENCE

THIS POSITION IS AVAILABLE WITHIN THE CONSUMER BANKING BUSINESS

BILINGUAL IS A BENEFIT

AUTO FINANCE CUSTOMER SERVICE REPRESENTATIVE

CHASE CALL CENTER PROVIDES QUALITY CUSTOMER SERVICE TO AUTOMOTIVE FINANCE CUSTOMERS ON A NATIONAL BASIS

CHASE OFFERS INDUSTRY-LEADING BENEFITS, COMPETITIVE COMPENSATION, AND A GREAT CULTURE THAT MAKES THEM AN EMPLOYER OF CHOICE

CLIENT SERVICE REPRESENTATIVES MUST MEET QUALITY, PRODUCTIVITY, SALES AND SIGN-IN TIME MEASURES AS WELL AS DEMONSTRATE THE JPMORGAN CHASE VALUES

FLEXIBILITY, ADAPTABILITY, ABILITY TO WORK IN FAST PACED ENVIRONMENT

BILINGUAL IS A BENEFIT

AUTO FINANCE DOCUMENTATION ANALYST CHASE DOCUMENTATION ANALYSTS REVIEW AUTO FINANCE LOAN CONTRACT PACKAGES AGAINST CHECKLIST IN ON-LINE BOOKING SYSTEM; USE INDEPENDENT ANALYSIS AND EXERCISE JUDGMENT TO DETERMINE IF APPLICABLE STANDARDS ARE MET; IDENTIFY CONTRACT PACKAGE IRREGULARITIES, UTILIZE AVAILABLE RESOURCES FOR RESOLUTION; PREPARE PACKAGES FOR RETURN TO DEALER FOR CORRECTIONS

CHASE OFFERS INDUSTRY-LEADING BENEFITS, COMPETITIVE COMPENSATION, AND A UNIQUE CULTURE THAT MAKES US AN EMPLOYER OF CHOICE

1-2 YEARS OF DATA ENTRY, CUSTOMER SERVICE AND/OR RETAIL SALES EXPERIENCE REQUIRED

7,500 KEYSTROKES PER HOUR

GOOD COMMUNICATION, INTERPERSONAL AND PROBLEM SOLVING SKILLS

BILINGUAL IS A BENEFIT

AUTO FINANCE UNDERWRITER AS AN AUTO FINANCE UNDERWRITER YOU WILL REVIEW AUTO FINANCE LOAN APPLICATIONS OF CREDIT AND RENDER APPROPRIATE CREDIT DECISIONS WITHIN CREDIT POLICY AND IN COMPLIANCE WITH ALL REGULATIONS. COORDINATE WITH RELATIONSHIP MANAGERS AND ASSIST IN ON-GOING BUSINESS DEVELOPMENT BY TELEPHONE AND THROUGH SCHEDULED OUTSIDE CALLING

CHASE OFFERS INDUSTRY-LEADING BENEFITS, COMPETITIVE COMPENSATION, AND A UNIQUE CULTURE THAT MAKES US AN EMPLOYER OF CHOICE

REQUIRES 3 TO 5 YEARS UNDERWRITING EXPERIENCE, AUTO FINANCE PREFERRED

REQUIRES EXCELLENT ORAL AND WRITTEN COMMUNICATION SKILLS

REQUIRES STRONG PROBLEM SOLVING, ORGANIZATIONAL, NEGOTIATION, AND INTERPERSONAL SKILLS

MUST BE HIGHLY SKILLED IN RENDERING CREDIT DECISIONS AND HAVE A SOLID UNDERSTANDING OF CONSUMER CREDIT, APPLICABLE FEDERAL AND STATE REGULATIONS RELATIVE TO CONSUMER LENDING

BUSINESS BANKING RELATIONSHIP MANAGER AS A RELATIONSHIP MANAGER YOU ARE RESPONSIBLE FOR BUSINESS DEVELOPMENT AND RELATIONSHIP MANAGEMENT FOR MEDIUM-SIZED BUSINESS CLIENTS. YOU WILL ACQUIRE NEW BUSINESS THROUGH CALLING ON TARGETED PROSPECTS AND WORKING WITH EXISTING CLIENTS TO SOLICIT REFERRALS, AS WELL AS EXPAND AND RETAIN EXISTING CLIENT RELATIONSHIPS. THE RELATIONSHIP MANAGER WILL CONSULT WITH THE CLIENT TO IDENTIFY PRODUCT AND SERVICE SOLUTIONS THAT WILL MEET THEIR FINANCIAL NEEDS AND WILL BENEFIT THE CLIENT’S BUSINESS

2+ YEARS OF DIRECT BUSINESS BANKING RELATIONSHIP MANAGEMENT AND BUSINESS DEVELOPMENT EXPERIENCE OF RELATED BUSINESS LENDING EXPERIENCE

CREDIT ANALYSIS OR FINANCIAL ANALYSIS EXPERIENCE RELATED TO COMMERCIAL LENDING IS PREFERRED. STRONG KNOWLEDGE FOR CREDIT PRODUCTS AND PROCESSES IS REQUIRED

STRONG CUSTOMER FOCUSED INDIVIDUAL WITH GOOD INTERPERSONAL SKILLS AND COMMUNICATION SKILLS

BACHELOR’S DEGREE IN FINANCE OR RELATED FIELD, OR EQUIVALENT WORK EXPERIENCE REQUIRED

BUSINESS BANKER

SUCCESSFUL BUSINESS BANKERS HAVE THE ABILITY TO PROSPECT FOR NEW BUSINESS CUSTOMERS, AND DEVELOP AND WORK CENTERS OF INFLUENCE TO EXPAND THE CUSTOMER BASE, DEEPEN AND RETAIN RELATIONSHIPS, COACH AND MENTOR THE ENTIRE BRANCH TEAM TO UNCOVER SALES OPPORTUNITIES AMONG BOTH CURRENT AND POTENTIAL BUSINESS CUSTOMERS, IDENTIFY CONSUMER PRODUCT OPPORTUNITIES AMONG BUSINESS OWNERS AND REFER TO OTHER PARTNERS WITHIN CHASE, AND DRIVE BRANCH P & L GROWTH

CHASE REQUIRES A MINIMUM OF 3+ YEARS RETAIL BRANCH BANKING SALES EXPERIENCE THAT INCLUDES BUSINESS BANKING SALES, OR OUTSIDE CONSULTATIVE BUSINESS TO BUSINESS SALES EXPERIENCE

STRONG RELATIONSHIPMANAGEMENT AND SALES PROSPECTING SKILLS ARE REQUIRED

2+ YEARS FINANCIAL SERVICES EXPERIENCE WITH BUSINESS BANKING SALES IS PREFERRED

THOROUGH KNOWLEDGE OF BUSINESS BANKING PRODUCTS AND SERVICES, POLICIES AND PROCEDURES IS NECESSARY

BACHELORS DEGREE OR EQUIVALENT WORK EXPERIENCE IS REQUIRED

CREDIT CARD SERVICES ADVISORAS A CHASE CREDIT CARD SERVICE ADVISOR IN OUR CALL CENTER, YOU WILL CREATE LIFELONG, ENGAGED RELATIONSHIPS WITH OUR CUSTOMERS BY BEING A TRUSTED PROVIDER OF FINANCIAL SERVICES. WE OFFER INBOUND AND OUTBOUND POSITIONS THAT WILL PROVIDE YOU OPPORTUNITIES TO IDENTIFY CLIENTS’ NEEDS AND RECOMMEND SUITABLE SOLUTIONS

A SUCCESSFUL CCSA IS DRIVEN BY RESULTS AND REWARDS, ENJOYS BEING ON THE PHONE FOR LONG PERIODS OF TIME, AND EXHIBITS STRONG COMMUNICATIONS, PROBLEM SOLVING, AND ORGANIZATION SKILLS

WE REQUIRE AT LEAST ONE YEAR CUSTOMER SERVICE AND / OR CALL CENTER EXPERIENCE

EXCELLENT COMMUNICATIN SKILLS, PARTICULARLY VERBAL SKILLS

BASIC COMPUTING SKILLS, INCLUDING MOUSE USAGE, KEYBOARD USAGE, LAUNCHING PROGRAMS, WINDOWS NAVIGATION

BASIC MATH ABILITIES AND COMPUTATION SKILLS

STRONG INTERPERSONAL SKILLS: PROFESSIONAL, COURTEOUS, FRIENDLY, WARM, EMPATHETIC, LEVEL-HEADED AND COMPOSED

FLEXIBLE AND ADAPTABLE TO QUICK CHANGING ENVIRONMENT

STRONG PROBLEM SOLVING SKILLS AND ABILITY TO MAKE SOUND JUDGMENTS

MUST BE VERY WILLING TO WORK IN AN ENVIRONMENT THAT REQURIES HEAVY PHONE-BASED CUSTOMER INTERACTION