-
Join the Wealth Management Solutions team as a Product Manager focused on the firm's Donor Advised Fund (DAF) product offering.
This role is responsible for driving the strategy, design, and integration of new DAF product launches and features, with a particular emphasis on optimizing investment processes, trading execution, and enhancing the digital client experience.
The ideal candidate is a highly organized, analytical, and adaptable leader with a strong background in capital markets, investment support, and product management.
Candidates should possess excellent critical thinking and problem-solving skills, demonstrate strong communication abilities in both written and oral forms, and have experience contributing to strategy initiatives across teams and partners.
A passion for digital and financial services is essential.
Successful candidates will be expected to move up the learning curve quickly and contribute effectively to a fast-moving agenda.
FINRA Series 7 and Series 63/66 licenses are required, and additional certifications such as CFA, CFP, or CMT are advantageous.
Key Responsibilities:
* Lead cross-functional teams to enhance operating models and create future-state value propositions for DAF products, focusing on trading, investment, and digital client experience.
* Partner with digital product teams to develop and improve investment workflows, implementation, and client-facing features.
* Manage projects from strategy development through agile implementation, with a focus on investment execution, asset servicing, and regulatory compliance.
* Identify and analyze new product capabilities and features based on customer demand and market opportunities, especially in investment options.
* Develop clear documentation, including use cases, product requirements, and wireframes to support UX design, technology development, and operations.
* Collaborate with Legal, Compliance, and Risk to address regulatory exposure and ensure robust risk management in trading and investment activities.
* Present executive updates on performance metrics, delivery status, and client/advisor feedback, emphasizing investment performance and trading efficiency.
* Support go-to-market strategy and rollout of new investment-related offerings, ensuring seamless communication and positioning to clients, advisors, and stakeholders.
* Identify and manage interdependencies across initiatives to ensure successful product launches.
Qualifications:
* Bachelor's degree or higher, preferably in Business Administration, Finance, Economics, or a related field.
* 7+ years of experience in financial services or strategy consulting, with a focus on wealth management, capital markets, or investment support.
* 3-5 years of direct experience in trading, investment management, or related financial services roles.
* FINRA Series 7 and Series 63/66 licenses required.
* Additional certifications (CFA, CFP, CMT)...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-29 07:59:08
-
Step into the role of Junior Associate, Marketing Transformation, where you'll help shape and communicate our multi-year roadmap.
Collaborate with cross-functional teams to deliver clear, impactful executive updates and drive strategic initiatives in the age of AI.
As a Marketing Transformation Senior Associate in the Firmwide Marketing organization, you will partner with the Head of Marketing Transformation to advance strategic initiatives and support program management.
You'll focus on tracking and reporting transformation KPIs and OKRs, generating actionable insights for executive audiences, and ensuring initiatives deliver on time and achieve business value.
Your work will help drive progress on our transformation agenda and maintain consistent, data-driven messaging across the organization.
Job Responsibilities:
* Support the development and execution of strategic marketing transformation initiatives.
* Distill complex topics such as AI, data strategy, and product life cycle into clear, concise communications.
* Prepare presentations, reports, and materials for senior leadership and stakeholders.
* Track and organize OKRs and roadmap milestones for transformation programs.
* Provide hands-on program management support for key projects.
* Collaborate with Product, Technology, Data, and Marketing teams (across Lines of Business, Channels, and Operations).
* Ensure consistent messaging and alignment with the multi-year transformation roadmap.
* Stay current on AI and marketing trends, bringing innovative ideas to the team.
* Contribute to executive updates and transformation communications.
* Maintain high standards of organization and attention to detail
* Identify opportunities to improve processes and outcomes.
Required qualifications, capabilities and skills:
* Bachelor's degree in Marketing, Business, Communications, or related field.
* 2 plus years of experience in business consulting, product strategy, or marketing.
* Proven ability to simplify and communicate complex concepts clearly.
* Strong strategic thinking and analytical skills.
* Exceptional written and verbal communication skills.
* Highly organized and detail-oriented.
* Ability to work collaboratively in a fast-paced environment.
* Demonstrated initiative and proactive problem-solving.
Preferred qualifications, capabilities and skills:
* Experience with marketing transformation and AI-driven marketing.
* Familiarity with program management methodologies.
* Experience preparing executive-level communications and presentations.
* Exposure to cross-functional collaboration in large organizations.
* Knowledge of data strategy or product life cycle management.
* Prior experience in a financial services or technology environment.
* Advanced proficiency with presentation and collaboration tools.
Additional Information:
* Opportunity to work at...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-10-29 07:59:07
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Universal City, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-29 07:59:05
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Pleasanton, US-CA
Salary / Rate: Not Specified
Posted: 2025-10-29 07:59:05
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Homestead, US-PA
Salary / Rate: Not Specified
Posted: 2025-10-29 07:59:04
-
You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Commercial Banker is for you.
As a Commercial Banker on the Multinational Corporations team within J.P.
Morgan's Middle Market Banking & Specialized Industries group, you will focus on growing and retaining profitable relationships with innovative companies.
This role is customer-focused, relationship-driven, and offers the opportunity to deliver the full breadth of J.P.
Morgan's capabilities to clients.
Job Responsibilities:
* Champion a culture of innovation and customer centricity
* Stay current with industry trends to identify opportunities for innovation and strategic partnerships
* Drive new client acquisition in collaboration with bankers
* Foster a culture of respect, diversity, and inclusion
Required qualifications, capabilities and skills:
* 5+ years of direct lending or credit support experience, with a focus on business relationships
* Understanding of Commercial Banking products and services
* Ability to mobilize internal networks and resources
* Proven track record of meeting or exceeding sales goals
* Strong organizational skills; able to manage, prioritize, and meet tight deadlines under pressure
* Excellent verbal and written communication skills
* Strong interpersonal and influencing skills; able to build credibility and partnerships with senior business and control partners
Preferred qualifications, capabilities and skills:
* Bachelor's degree and formal credit training
* Sales management and business development skills
* Proficiency in building and maintaining positive client relationships
* Creative problem-solving abilities; flexible and able to multitask in changing business environments
* Excellent business judgment, strategic thinking, self-direction, and proactivity
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, men...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-29 07:59:03
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Royersford, US-PA
Salary / Rate: Not Specified
Posted: 2025-10-29 07:59:02
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Grants Pass, US-OR
Salary / Rate: Not Specified
Posted: 2025-10-29 07:58:59
-
Join our dynamic team as an Executive Director in Tax Operations Team.
This is your opportunity to lead initiatives that set new standards for operational excellence in the financial services industry!
As the Executive Director, Tax Operations Director, you will lead the U.S.
Information Reporting and Withholding Operations team for the Commercial and Investment Bank (CIB).
You will be at the forefront of driving operational excellence and leveraging advanced data capabilities to optimize processes and deliver results.
Your expertise in data analysis and operational management will enable you to streamline workflows, enhance reporting accuracy, and implement innovative solutions across the team ensuring regulatory compliance.
Your ability to harness data and operational insights will be the key to ensuring timely and precise U.S.
tax information reporting and effective management of withholding obligations.
Your leadership will support the organization in adapting to evolving U.S.
tax laws and maintaining best-in-class practices for information reporting and withholding.
Job Responsibilities:
* Lead, mentor, and develop multiple teams of professionals, fostering a culture of collaboration, accountability, and continuous improvement.
* Define and execute the strategic direction for U.S.
information reporting and withholding operations, leveraging data-driven insights to inform decision-making and process improvements.
* Ensure the team's adherence to all relevant U.S.
tax regulations, proactively identifying and mitigating risks, and maintaining robust controls to safeguard the firm.
* Utilize advanced data tools-including Alteryx, Python, and Tableau-to analyze large datasets, automate workflows, and deliver actionable reporting.
* Communicate complex regulatory and operational topics clearly to senior management, stakeholders, and regulators, adapting communication style to diverse audiences.
* Build strong relationships with internal and external stakeholders, including business partners, technology teams, and vendors, to ensure alignment and effective delivery of objectives.
Required qualifications, capabilities, and skills:
* 8+ years of experience in financial services operations or an equivalent field, with a proven track record of leadership.
* Demonstrated experience managing multiple teams, driving performance, and fostering collaboration across diverse groups.
* Proficiency in Alteryx and Tableau and can apply these tools to solve complex operational challenges.
* Possesses deep knowledge of U.S.
withholding and information reporting requirements.
* The ability to effectively prioritize and manage multiple deliverables in a fast-paced environment.
* Strategic thinker, anticipate future needs, and drive innovative solutions.
* Effective communicator and relationship builder, able to influence and collaborate across all levels of the organization.
JPMorganChase, one o...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-10-29 07:58:58
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Moraga, US-CA
Salary / Rate: Not Specified
Posted: 2025-10-29 07:58:57
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Shreveport, US-LA
Salary / Rate: Not Specified
Posted: 2025-10-29 07:58:56
-
The Credit QR team is responsible for developing and maintaining models for valuation, risk, PL calculations, as well as quoting and market making algorithms and analysis tools for the Global Spread business.
The responsibilities of the team span the full range from new model specification, going through model approval, ensuring compliance with internal policies and industry regulations, implementation of model in library, to integration into risk and PL systems.
Job Summary:
As a Vice President on the Quantitative Research (QR) Credit Team, you will focus on the Collateralized Loan Obligation (CLO) business, delivering analytics and ensuring that the QR team is providing analytical support to the primary CLO issuance desk.
You will span all aspects of QR coverage, but there will be particular emphasis on the delivery of process automation tools, as well as analytics which can provide an edge and increase the amount of deals that the desk arranges.
Job Responsibilities:
* Streamline structuring and syndicate workflows to accelerate the automation agenda on the CLO primary desk.
* Leverage the vast amount of data available to proactively identify opportunities for the desk.
* Explore synergies with the secondary CLO trading desk.
* Document all ideas, and either directly implement proposed solutions or liaise with the broader team to achieve results.
* Collaborate with model control teams to facilitate timely and efficient review and approval of models.
* Demonstrate knowledge of the CLO market and the issuance/origination process.
* Execute effectively during developing market conditions.
* Interact with other sub-teams within Credit QR, as well as the broader CLO and Loan Financing team.
Required qualifications, capabilities, and skills:
* An advanced degree in math, statistics, physics, financial engineering, computer science or equivalent subject
* At least 3 years of experience supporting a fixed income market making desk or the same amount of time partially spent on sell-side and buy-side firm
* Exceptional analytical, quantitative and problem-solving skills
* Domain Knowledge and experience of the CLO or other structured products
* Hands on experience in Machine Learning and AI.
* Strong software design and data science skills with Python knowledge and experience
* Pro-active attitude: should have a natural interest to learn about our business, models, and infrastructure
* Ability to work in a high-pressure environment
* Attention to detail and focus on quality of deliverable
* Excellent written communication skills are also required for meeting the high standards of the model documentation
Preferred qualifications, capabilities, and skills:
* Experience with Rating Agency model and Intex deal maker is a strong plus
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, sma...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-29 07:58:54
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Manassas, US-VA
Salary / Rate: Not Specified
Posted: 2025-10-29 07:58:53
-
We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Senior Lead Software Engineer at JPMorgan Chase within the Engineering Services & Platforms of CTO, you'll apply your skills and expertise to solve business problems through innovation and engineering practices.
You need to have a high degree of empathy toward customers (developers in this case) and their challenges, understand their core use cases / business deliverables and help them accelerate the implementation of quality products and features that meet their end-user requirements.
This is a highly technical and hands-on role and at times you will act as a technical advisor to customers.
You will build and nurture long term relationships with our customer base and directly impact the success of them and the firm.
In order to succeed in this team, you must possess the tenacity and ability to work in a constantly changing large scale complex technology, have strong passion to get to the bottom of failures across multi layered dependent components and keep the customer delight as a primary focus.
Job responsibilities:
* Leads technology and process implementations to achieve functional technology objectives
* Makes decisions that influence teams' resources, budget, tactical operations, and the execution and implementation of processes and procedures
* Delivers technical solutions that can be leveraged across multiple businesses and domains
* Influences peer leaders and senior stakeholders across the business, product, and technology teams
* Champions the firm's culture of diversity, Opportunity, inclusion, and respect
* Work collaboratively to ensure team and organization standards are followed and the team is consistently focused on continuous improvements and sustained delivery.
* Employ simple design and pragmatic implementation techniques to drive business value.
* Pair program with team members to build high-quality solutions.
* Be passionate about technology and constantly seek ways of learning new technology and practices
* Mentor junior team members to progress their technical and professional skills.
Be open and actively seeking learning opportunities from more senior team members
Required qualifications, capabilities, and skills:
* Formal training or certification on software engineering concepts and 5+ years applied experience
* 10+ years of software engineering experience, with firm understanding of various design patterns, cloud native microservices architecture and engineering practices
* Strong experience working with Java, Spring Boot and Oracle, along with good understanding of pypi, nuget, npm and maven build tooling
* Comfortable in more than two programming languages with a strong understanding of fundamental web/internet technologies.
* Experience with both Private and Public clouds ranging from IaaS to PaaS solutions.
Han...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-29 07:58:51
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Alameda, US-CA
Salary / Rate: Not Specified
Posted: 2025-10-29 07:58:50
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Vacaville, US-CA
Salary / Rate: Not Specified
Posted: 2025-10-29 07:58:48
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: East Longmeadow, US-MA
Salary / Rate: Not Specified
Posted: 2025-10-29 07:58:44
-
Join a dynamic team shaping the tech backbone of our operations, where your expertise fuels seamless system functionality and innovation.
As a Technology Support II team member in the Commercial & Investment Bank, you will play a vital role in ensuring the operational stability, availability, and performance of our production application flows.
Your efforts in troubleshooting, maintaining, identifying, escalating, and resolving production service interruptions for all internally and externally developed systems support a seamless user experience and a culture of continuous improvement.
Job responsibilities
* Serve as the escalation point of contact, leveraging strong product knowledge to support the Payments Solution Center, Service teams, and other internal partners, with a particular focus on Managed File Transfer Services
* Provide direct assistance to our Client Onboarding and Service Solution Center analysts, addressing complex questions and escalations via phone, email, and chat.
* Present research, options ,and explanations directly to our external clients via video conferencing tools such as Zoom and Microsoft Teams
* Act as a point of contact during Major Incidents, collaborating with the Global Incident Management team and other partners to communicate client, product, and helpdesk impacts
* Communicate with senior leadership regarding Incidents and priority client issues
* Represent the Payments Solution Center in meetings with clients and internal partners, including client calls, business reviews, root cause analysis (RCA) discussions, and project meetings
* Analyze service cases and collaborate with stakeholders to prevent potential escalations and recurrence of previous issues.
* Contribute expertise to the development of new support documentation, along with updating existing documentation
* Collaborate on future work streams to add additional Solution Center support teams within the Solution Center Escalations team
Required qualifications, capabilities, and skills
* 2+ years of experience or equivalent expertise troubleshooting, resolving, and maintaining information technology services
* Strong Oral and Written Communication
* Strong m eeting facilitation and influencing skills
* Strong Problem-Solving Skills/Critical Thinking Skills/Decisive and Detail Oriented
* Understanding of Corporate Treasury Management, Payment Processing, and Reconciliation
* Working knowledge of Microsoft Operating System and Office Suite
* Able to Effectively Multi-Task in a fast-paced environment , with effective Time Management and Organizational Skills
* Demonstrate s technical fluency and an ability to learn and understand new technical concepts and products
Preferred qualifications, capabilities, and skills
* Fluency in a 2 nd language (Spanish)
* Experience working with Client Relationship Management tools
* Experience working in Digital Ch...
....Read more...
Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-10-29 07:58:42
-
Join Wholesale Know Your Customer (KYC) Operations as a Project Manager and spearhead transformative KYC initiatives that elevate operational excellence, ensure regulatory compliance, and modernize processes-driving our strategic vision forward with every project you lead.
As a Project Manager within Wholesale KYC Operations, you will lead and deliver KYC (Know Your Customer) transformation projects that drive operational excellence, regulatory compliance, and process modernization.
You will be responsible for managing project lifecycles, coordinating cross-functional teams, and ensuring successful execution of KYC transformation initiatives.
This role is pivotal in supporting the Wholesale KYC Operations agenda and advancing our strategic objectives.
Job Responsibilities:
* Manage end-to-end delivery of KYC transformation projects, including planning, execution, monitoring, and closure, ensuring alignment to business goals.
* Develop detailed project plans, define scope, set milestones, allocate resources, and track progress to ensure timely and successful project delivery.
* Partner with senior leadership and cross-functional teams to drive project outcomes, resolve issues, and communicate status updates.
* Champion a culture of innovation and change, encouraging adoption of new technologies and approaches to enhance KYC operations.
* Identify project risks and issues, develop mitigation strategies, and escalate as needed to ensure project objectives are met.
* Collaborate with business and technology teams to re-engineer KYC processes, implement best practices, and support continuous improvement initiatives.
* Ensure projects adhere to internal controls, governance standards, and audit-readiness requirements for KYC data and processes.
* Utilize data visualization and automation tools (e.g., Alteryx, Tableau) to monitor project metrics, generate insights, and support decision-making.
Required qualifications, skills and capabilities
* Minimum five years of project management experience in KYC, AML, or regulatory transformation projects.
* Strong organizational skills with the ability to manage multiple projects and competing priorities.
* Excellent written and verbal communication skills, with proven ability to develop senior level presentations.
* Demonstrated ability to work independently and escalate complex issues appropriately.
* Strong problem-solving skills and attention to detail.
* Experience with digital tools such as SharePoint, Tableau, and Alteryx.
* Knowledge of Know Your Customer, Anti-Money Laundering, or regulatory compliance processes
Preferred qualifications, skills and capabilities
* BA/BS degree or equivalent work experience in financial services.
* 5 - 10 years relevant experience in AML/KYC.
Final Job Grade and officer title will be determined at time of offer and may differ from this posting.
Please note this role is not eligibl...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-10-29 07:58:41
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Bossier City, US-LA
Salary / Rate: Not Specified
Posted: 2025-10-29 07:58:39
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Richmond, US-VA
Salary / Rate: Not Specified
Posted: 2025-10-29 07:58:39
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: East Longmeadow, US-MA
Salary / Rate: Not Specified
Posted: 2025-10-29 07:58:37
-
You will be at the forefront of shaping our credit policies and managing credit risk.
This role offers an exciting opportunity to lead a diverse team, optimize credit processes, and make a significant impact on our operations and public image.
Your expertise will drive innovative solutions and enhance customer satisfaction, contributing to our success.
As a Credit Operations Manager III within our team, you will play a pivotal role in shaping credit policies and managing credit risk.
Your leadership will guide a diverse team towards achieving performance targets, ensuring alignment with organizational goals and risk management strategies.
You will leverage your expertise in credit operations to optimize processes related to credit assessment, approval, and management.
Your skills in conflict management, strategic thinking, and delegation will be crucial in navigating complex issues and driving innovative solutions.
As a recognized expert in customer service, you will ensure a seamless customer journey, making a significant contribution to our success.
Job responsibilities
* Lead the development and implementation of credit policies, managing credit risk and aligning with organizational goals.
* Optimize credit assessment, approval, and management processes to enhance efficiency and effectiveness.
* Manage a diverse credit team, fostering an inclusive environment and ensuring achievement of performance targets.
* Utilize expert customer service skills to enhance customer satisfaction and our brand image.
* Identify and implement process improvement opportunities to drive operational excellence and business growth.
Required qualifications, capabilities, and skills
* Expertise in crafting and executing credit policies, with over seven years of experience in managing credit risk and aligning with organizational objectives.
* Proven track record in optimizing credit assessment, approval, and management processes.
* Demonstrated ability in leading diverse teams, with advanced skills in team building, coaching, and delegation.
* Expertise in customer service, with a deep understanding of customer interactions and decision-making to enhance satisfaction.
* Advanced proficiency in identifying and implementing process improvement opportunities, utilizing problem-solving and strategic thinking skills.
Preferred qualifications, capabilities, and skills
* Proficiency in prompt writing for clear and concise credit-related communications and documentation.
* Experience in integrating artificial intelligence tools to enhance credit operations processes and streamline workflows.
* Basic digital proficiency for effective utilization of credit management systems and tools, including automation solutions.
* Capability to conduct preliminary data analytics to support credit decision-making and identify trends.
* Strong collaboration skills to work effectively with team members and en...
....Read more...
Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-10-29 07:58:36
-
JPMorgan's Corporate Investment Banking division delivers premier advisory and financial structuring services to clients.
The Product Controller team ensures the integrity of financial statements, robust transaction controls, and provides strategic business advisory and accounting support.
Key responsibilities span financial and management reporting, compliance with accounting policies, business analytics, and expense management.
As the Loans Product Controller within the Global Investment Bank, you will have the dynamic opportunity to develop expertise across banking products, collaborate with senior business leaders, and partner with Commercial and Investment Bank Central Finance teams.
Job responsibilities
* Evaluate and manage complex syndicated loan transactions, ensuring appropriate accounting in accordance with Corporate Accounting Policy and effective coordination with internal and external stakeholders.
* Lead formal learning sessions on loan syndication requirements for business partners.
* Oversee month-end close, ensuring accuracy, timeliness, and effective risk mitigation, while ensuring compliance with P&L, legal entity, and product control standards, including transfer pricing regulations.
* Analyze and report on Debt Capital Markets RWA, liquidity outflows, and balance sheet metrics, and advise on efficient balance sheet and RWA management at business and regional levels.
* Support balance sheet, capital, and external reporting, as well as forecasting and planning cycles.
* Drive new business initiatives and lead strategic projects for the DCM business.
* Collaborate with Corporate Tax, Legal Entity Control, Legal, and other stakeholders to execute new SLAs.
* Investigate and communicate business drivers behind significant financial movements to key partners.
* Respond to audit inquiries and support regulatory reporting, SOX testing, and ad hoc business requests.
* Champion continuous improvement by identifying and addressing process deficiencies.
* Lead forecasting and provide commentary for regulatory disclosures.
Required qualifications, capabilities and skills
* Bachelor's degree in Finance/Accounting
* 5+ years relevant experience.
* Detail-oriented, adaptable, and able to manage multiple priorities under pressure.
* Strong work ethic, self-motivated, and process improvement mindset.
* Excellent interpersonal, communication, and influencing skills.
* Organized, with proven project management capabilities.
* Strong written and verbal communication skills for global stakeholder engagement.
* Advanced Excel proficiency.
* Experience with Essbase, CDGL, and LIQ .
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
O...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-29 07:58:36
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2025-10-29 07:58:34
