I’ve been an RB at JPMC for 1yr and I’m really young. I don’t want to stay on the retail side - but I’m not quite sure exactly what I want. Any tips on how to move up? Didn’t study finance btw

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I've been in that same role 15 years ago and felt the same way. My path out was through an entry level position in Commercial Banking. I gained experienced and eventually went through the credit training program. Since then I've been an CB underwriter, Special Assets Manager and eventually left the bank and went into financial services consulting learning a wide variety of skillsets (internal audit, project management, data analytics, business transformation, etc.). Now I'm back at Chase in a highly visible role. My advice, start small and things will start turn around. P.S. I dont have a Finance degree either.

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Hello, I used to be a branch manager so I think I can provide some helpful insights. There are several options if you wanna stay in retail: you can either go into management track and become branch manager/ regional manager, or continue on the sales track and become financial advisor. If you want to try another line of business, you can apply for a sales support role in commercial banking, or if you are really good at sales, network hard enough to land a RM role in commercial/ corporate banking. Another option is to study GMAT now and do MBA in a few years.

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I don’t know anyone personally who made that transition but I’d try to reach out to people of different teams internally and set up coffee chats. Go to ERG meetings and other company-wide events, make some connections, and start the conversations that way. Ask for 10-15 minutes of their time and talk to them about their jobs- what do they do, what skills they used, how they got to where they are. That will help you figure out your next steps

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agree with the first two comments. 1. Figure what you like and don’t like. Think about where you’d fit best. 2. Go to networking events, happy hours etc and talk to people. Listen to what they do on a daily basis and see if that where you can see yourself. You have to do your homework but JPM is good about internal mobility. Check the internal website for job postings and reach out to people on the desk. Make sure to read primers/ research before speaking to people. If you have access to JPM Morgan Markets that’s a great place to start.

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I started in retail at Chase. You need to decide what you want to move up to. From where you are, there are dozens of different opportunities within Chase for you to pursue.

No matter what though, be a top performer. Nobody wants to talk to you unless you can rock the top of the scorecard. Unless you want to go into ops. Then nobody cares what you’re good at.

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What do you not like about retail side? The answers will lead you. Happy to help with more leading questions.

And as A1 said, meet people from across different divisions.

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