CCB - Home Lending - Head of Affluent - Executive Director Details

CCB - Home Lending - Head of Affluent - Executive Director

JPMorgan Chase Bank, N.A. - New York, NY

Employment Type : Full-Time

Home Lending is planning to increase its presence in the affluent segment by improving its value proposition to affluent clients and providing a differentiated customer experience in this segment. The Head of Affluent role is responsible for developing and executing against affluent strategy, including assessment of customer experience opportunities, developing innovative insights based on internal and external data and overseeing design and implementation of new products and enhanced service model. The role will report to Head of Centralized Sales. The scope of the role will cover all of Home Lending, including originations and servicing, and require extensive interactions with senior leaders and other partners across multiple functions in Home Lending (e.g., Channel leads, Product, Risk, Marketing, Finance) as well as other Chase businesses (e.g., Wealth Management, Consumer Bank).

Responsibilities will include:

• • Lead initiatives to improve end-to-end experience for affluent clients across home lending originations and servicing
  • Understand affluent client's home lending needs and service expectations to define target client experience
  • Lead design and implementation of operating model changes (e.g., process improvements) to deliver target client experience
  • Monitor industry trends and competition as it relates to lending to affluent clients (e.g., product guidelines, service models)
  • Enhance financial advisor (FA) and Banker experience & drive FA and Banker engagement
  • Manage segment performance including production, deepening our share of affluent segment, throughput/close rate, and customer satisfaction
  • Partner with channel leaders and operations executives as well as cross-functional teams (e.g., Product, Transformation, Marketing) to drive progress
  • Collaborate with other businesses (e.g., Consumer Bank, Wealth Management, Private Bank) to provide the best end-to-end client experience
  • Partner with other businesses on financial modeling to support business cases for offers, support models

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

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 "WELL 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. These requirements may include sharing information in the firm's vaccine record tool, vaccination or regular testing, mask wearing, social distancing and daily health checks. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests.

Equal Opportunity Employer/Disability/Veterans