PART 3: JP MORGAN CHASE CULTURE & ALIGNMENT

Question 1

JPMorgan Chase 5 Core Values

Answer 1

– Customer focus
– Operational excellence
– Integrity and ethics
– Innovation
– Diversity and inclusion

Question 2

Customer focus

Answer 2

Emphasize your client-first approach from New York Life

Question 3

Operational Excellence

Answer 3

Highlight your systems development at Franchise Synergy

Question 4

Integrity and Ethics

Answer 4

Reference your training of sales teams on ethical issues

Question 5

Innovation

Answer 5

Discuss your implementation of innovative sales strategies

Question 6

Diversity and Inclusion

Answer 6

Mention your experience with diverse client segments

Question 7

JPMorgan Chase Private Client Banking Focus

Answer 7

– Consultative approach
– Cross-functional collaboration
– Performance measurement
– Brand consistency
– Digital integration

Question 8

Consultative approach

Answer 8

Position yourself as a trusted advisor, not product salesperson

Question 9

Cross-functional collaboration

Answer 9

Highlight team collaboration at New York Life

Question 10

Performance measurement

Answer 10

Emphasize your track record of exceeding metrics

Question 11

Brand consistency

Answer 11

Discuss your professionalism and service quality standards

Question 12

Digital integration

Answer 12

Mention your comfort balancing technology with personal service