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JOB DESCRIPTION
Join us on our digital-first journey and join the magic that is happening right now at Chubb.
Our teams are innovating, iterating, and solving customer problems at a rapid pace.
We are building upon our strength of delivering superior coverage and customer experience by leading the modernization of what insurance does and how we deliver it in a digital way.
This means technology is infused into the business and technology experts sit at the table with our insurance experts.
By being a part of the digital-first journey at Chubb, you will be a transformer at the forefront of driving change.
* Lead product to overall success according to clearly defined objectives and key results (OKRs) and key performance indicators (KPIs) as part of digital transformation.
* Accountable for the success of both "change" and "run" aspects of the domain, and for continuous prioritization between change and run to optimize business outcomes.
* Continuously identify areas of opportunities for the squad and provide input into sprint reviews and retrospectives.
* Lead a multidisciplinary team to deliver high quality work product (e.g., software, analytics, business intelligence, data product) via faster/shorter iterative cycles.
* Drive decision-making and remove impediments to squad's progress by influencing key stakeholders, engaging with other POs to manage interdependencies, and escalating issues appropriately.
* Working with Domain Leaders, own Squad vision and set priorities to deliver impact to the customer as quickly as possible through on-time delivery of quality releases to market
* Liaise with core product and ingestion teams, inclusive of technology and operations leads to understand scope of project work and key dependencies to be delivered.
* Successfully lead a cross-functional team to deliver high quality and on-time functionality each release.
* Define, refine, and prioritize user stories/epics/tasks daily including leading interactions with other units.
* Lead quarterly business reviews (QBRs) for integrated planning, prioritization, resource allocation, and to shape the OKRs for the squad.
* Manage dependencies and actively remove any blockers across squads within the domain or across sub-domains.
* Facilitate product demos and launches; advocating and communicating value to users and stakeholders.
* Build and maintain strong relationships with operational stakeholders as well as other product owners and domain leads.
* Manage the defect management process, ensuring timely identification, tracking and resolution of defects.
QUALIFICATIONS
* Bachelor's
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguishe...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:54
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JOB DESCRIPTION
Job Summary:
This is not your average Claims role.
When you think of a job handling insurance claims, you may think about storm damage or auto accidents.
Or maybe a large stack of paper?
A career in Employment Practices Liability exposes you to emerging issues in the workplace that have been and remain at the center of national and global media.
Issues such as the Me Too movement, Racial Injustice and Covid.
In this paperless environment, you will use your analytical skills to resolve workplace claims.
We will teach you about Employment Law, contracts and claims.
You will use your influence skills and knowledge to partner with defense counsel and our insureds in resolving discrimination, harassment and other workplace related claims.
The work is interesting.
The environment is collaborative.
Our Claims Professionals in Employment Practices Liability enjoy the work they do and working with their peers that come from a variety of backgrounds (including Law Enforcement, Human Resources, other disciplines in Claims and Legal, to name a few) and bring different perspectives into the team.
Responsibilities after training include:
* Contribute to a collaborative environment by raising new ideas, demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives
* Complete accurate and timely coverage, liability and damage investigations and evaluations on complex Employment Practices Liability insurance policies
* Establish, document and execute appropriate strategies to bring early and cost-effective resolution to assigned claims
* Represent the company at meetings with management and business partners, as well as virtually at mediations.
* Effectively utilize technology systems and tools to track and manage caseload in most efficient and effective manner.
* Build and maintain productive relationships with internal and external customers, including clients, underwriters and agents
* Consistently demonstrate sound claim handling practices by achieving compliance in areas including investigation, coverage, loss assessment, and case management
* Assume part of Training responsibilities for New claim examiners
* Provide coaching and guidance to new claim examiners
Qualifications
* BA/BS College Degree Preferred.
JD is helpful, but not required
* 3 to 5 years work experience, handling claims of a comparable complexity or working in a legal position
* Excellent verbal and written communication skills
* A personal commitment to superior performance that adds value to our company
* Strong interpersonal skills with the ability to interact and build relationships with all levels of internal and external contacts
* An aptitude for evaluating, analyzing, and interpreting technical information
* Sound decision making skills
* Proven ability to work independently as well as part of a team
* Must demonstrate a high ...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:53
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JOB DESCRIPTION
Our Chubb Associate Program is a great starting point for individuals seeking an entry-level role in the insurance industry.
As a Chubb Claims professional, you'll play a meaningful and collaborative role in helping clients, whether an individual or a business, recover when bad things happen.
When things are at their worst, claims team members are at their best.
This means Chubb claims professionals work with empathy, integrity, and our legendary attention to detail to make our clients whole.
Our Chubb Associate Claims roles offer growth opportunities and serve as a foundation for a career in insurance, while being supported by our experienced team members.
By joining the Chubb Associate Program, you will be part of a cohort of top early career talent who will participate in a robust, comprehensive technical and experiential learning journey.
Our two-year program is designed to accelerate your development, enhance your network, support you in reaching your career goals and enable you to contribute to the future success of Chubb.
As a Chubb Associate, you will be in a full-time position within the Claims Large Commercial Segmentation and you will experience:
* Challenging assignments and the opportunity to contribute to the results of a team.
* Collaborative learning and group assignments with your cohort to help gain broader organizational understanding.
* Technical training to develop an understanding of our industry and deepen your skill level within your chosen discipline.
* Personalized development opportunities to help your immersion into a professional work environment and support your career goals.
* Executive engagement allowing you the opportunity to network and learn from Chubb's thought leaders.
* Mentoring support from your manager and former Chubb Associates to help you navigate through professional situations.
Under direct supervision initially, handle a diverse mix of professional lines claims, including directors' and officers' liability claims.
MAJOR DUTIES & RESPONSIBILITIES:
Duties may include, but are not limited to:
* Develop skills to handle caseload of professional liability claims, including evaluating coverage, retaining outside counsel, documenting file, and participating in and influencing the outcome of the resolution of files
* Develop customer relation skills to allow for communication directly with agents, insureds, clients, claimants and other customers
* Develop negotiation skills to allow for direct participation in the resolution of claim files
* Become educated in general legal and insurance principals
QUALIFICATIONS
* Law
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished ...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:53
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JOB DESCRIPTION
The Westchester Casualty Claims Director is responsible for investigating and settling high exposure, high severity claims.
Ensure high level of customer service and claim file quality.
Duties include, but are not limited to:
* Provides outstanding customer service and works well with the insured, broker, TPA and claimant in the adjustment of Programs based business and specialty risks.
* Analyzes coverage and communicates coverage positions, as warranted, under direction of supervisor.
* Conducts, coordinates, and directs investigation into loss facts and extent of third-party damages.
* Directs and closely monitors assignments to experts and defense counsel.
* Evaluates information on coverage, liability, and damages to determine the extent of exposure to the insured and the company.
* Sets timely reserves within authority or makes claim recommendations concerning reserve changes to supervisor.
* Travels to conferences, mediations, and trials as necessary.
* Responsible for litigation management.
QUALIFICATIONS
Minimum
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:52
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JOB DESCRIPTION
The Westchester Casualty Claims Director is responsible for investigating and settling high exposure, high severity claims.
Ensure high level of customer service and claim file quality.
Duties include, but are not limited to:
* Provides outstanding customer service and works well with the insured, broker and claimant in the adjustment of small business and specialty risks.
* Analyzes coverage and communicates coverage positions, as warranted, under direction of supervisor.
* Conducts, coordinates, and directs investigation into loss facts and extent of third-party damages.
* Directs and closely monitors assignments to experts and defense counsel.
* Evaluates information on coverage, liability, and damages to determine the extent of exposure to the insured and the company.
* Sets timely reserves within authority or makes claim recommendations concerning reserve changes to supervisor.
* Travels to conferences, mediations, and trials as necessary.
* Responsible for litigation management.
QUALIFICATIONS
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:51
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JOB DESCRIPTION
ESIS is seeking an experienced Senior Claims Representative, AGL to handle commercial automobile and general liability claims for our client accounts.
The Senior Claims Representative, AGL, under the direction of the Claims Team Leader, investigates and settles claims promptly, equitably and within established best practices guidelines.
Duties include but are not limited to:
* Under limited supervision, receives assignments and reviews claim and policy information to provide background for investigation and may determine the extent of the policy's obligation to the insured depending on the line of business.
* Contacts, interviews and obtains statements (recorded or in person) from insureds, claimants, witnesses, physicians, attorneys, police officers, etc.
to secure necessary claim information.
* Depending on line of business, may inspect and appraise damage for property losses or arranges for such appraisal.
* Evaluates facts supplied by investigation to determine extent of liability of the insured, if any, and extent of the company's obligation to the insured under the policy contract.
* Prepares reports on investigation, settlements, denials of claims, individual evaluation of involved parties etc.
* Sets reserves within authority limits and recommends reserve changes to Team Leader.
* Reviews progress and status of claims with Team Leader and discusses problems and suggested remedial actions.
* Prepares and submits to Team Leader unusual or possible undesirable exposures.
* Assists Team Leader in developing methods and improvements for handling claims.
* Settles claims promptly and equitably.
* Obtains releases, proofs of loss or compensation agreements and issues company drafts in payments for claims.
* Informs claimants, insureds/customers or attorney of denial of claim when applicable.
QUALIFICATIONS
* 5
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other char...
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Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:50
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JOB DESCRIPTION
In-House Corporate Tax Counsel
Position Overview: We are seeking to hire a highly-skilled and experiencedtax professional witha strong background in corporate taxation and the ability to quickly become a key member of Chubb's global tax team.
Someone in this position will be analyzing and interpreting complex tax laws and regulations pertaining to Chubb's insurance and non-insurance businesses, reviewing documents pertaining to aspects of our global business including those related to business development, contracting, etc.
Importantly this position provides advice and supports others providing guidance to our internal business partners.
The position requires a team player who is technical, organized, and responsive and can handle multiple projects while producing accurate and timely results.
Please note: We prefer this person to be located on the East Coast (Philadelphia, Whitehouse Station, Jersey City, New York City).
However, we're open to this person being anywhere in the United States.
Key Responsibilities:
* Provide expert legal advice and guidance on corporate tax matters, including federal, state, and international tax law
* Conduct thorough reviews of transactions, contracts, and business structures to identify tax implications and mitigate potential risks
* Assist in the development and implementation of tax planning that align with the company's goals to pay the right tax at the right time
* Collaborate with legal, finance, treasury, and accounting teams to ensure compliance with tax laws and regulations
* Stay abreast of changes in tax legislation and policy developments that may impact the organization
* Advise on tax audits and dispute resolution with taxing authorities, as requested
* Provide training and support to internal teams on tax matters and best practices
* Collaborate with external advisors and consultants as needed to address complex tax issues
QUALIFICATIONS
* Juris
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information,...
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Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:50
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JOB DESCRIPTION
As a Senior Property Underwriter, you will play a critical role in evaluating and underwriting property risks for our wholesale clients.
You will leverage your expertise to assess complex risks, develop tailored insurance solutions, and build strong relationships with brokers and clients.
This position requires a deep understanding of property underwriting principles and a passion for delivering outstanding service.
Key Responsibilities:
* Underwrite and assess property insurance risks for middle market accounts, focusing on the West Coast territory.
* Analyze submissions, evaluate risk exposures, and determine appropriate coverage and pricing.
* Collaborate with brokers to develop customized insurance solutions that meet client needs.
* Maintain strong relationships with brokers and clients, providing exceptional service and support.
* Stay current on market trends, regulatory changes, and emerging risks to inform underwriting decisions.
* Mentor and support junior underwriters, sharing knowledge and best practices.
* Contribute to the development of underwriting guidelines and strategies to enhance profitability and growth.
QUALIFICATIONS
* Bachelor's
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:49
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JOB DESCRIPTION
Job Title: Underwriting Assistant
Department: Operations, Westchester Property & Inland Marine
KEY OBJECTIVES
This position serves as an integral member of the Operations team by supporting our Underwriting team with basic underwriting responsibilities and operational tasks.
This individual will be responsible for providing day to day service performing tasks including, but not limited to:
* Policy maintenance and servicing of accounts
* Resolve basic underwriting issues by executing workflow procedures to ensure that brokers have a superior service experience
* Provide quality service in accordance with published business unit service level agreements
* Collaborate with both internal and external customers
* Utilize Excel to capture and organize data and reporting
* Document workflow procedures and processes
+ Handle Policy Issuance and Change Requests.
MAJOR DUTIES & RESPONSIBILITIES
* Provide support to underwriting by performing a variety of data collection, file preparation and documentation storage related tasks
* Perform other essential duties and special projects as assigned including but not limited to System Testing, Data Entry, etc.
QUALIFICATIONS
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
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Type: Permanent Location: Malvern, US-PA
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:48
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JOB DESCRIPTION
As an Executive Underwriter, you will be responsible for driving the financial performance of a $7-10M book of upper-middle market, Property & Casualty business with a new business goal of $1.5M annually.
You will identify opportunities for growth, develop and execute strategies to capture new business, and enhance relationships with key producers and customers.
Core industries served include Manufacturing, Wholesale / Distribution, Professional Services, Cultural Institutions, Food Processing, and Real Estate.
Key Responsibilities:
* Drive new business growth, achieving an annual goal of $1.5M.
* Identify and capitalize on growth opportunities within existing and new production sources.
* Develop and implement a comprehensive business growth strategy.
Manage market penetration efforts and cultivate strong producer and customer relationships.
* Formulate agency strategies and goals, regularly monitoring progress.
* Identify cross-sell opportunities among our commercial product offerings.
* Evaluate and select risks in alignment with Chubb Commercial Insurance guidelines, ensuring thorough documentation.
* Negotiate pricing, coverage, and terms for new business and renewals while identifying account rounding opportunities.
* Present sales proposals to producers and clients, including product education and rollout of new offerings.
* Maintain consistent service standards while collecting and sharing industry insights.
QUALIFICATIONS
Knowledge,
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
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Type: Permanent Location: Troy, US-MI
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:47
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Starting rate at $15.00 per hour!
Ask about our Employee Referral Program for more details on how to earn $250 or more per referral.
We are looking for more amazing talent to grow our teams, just like you!
The Sales Associate Store is responsible for providing professional and courteous service to our customers by assisting them on the sales floor.
This position maintains our store environment with prompt and accurate product placement, merchandising and salvage.
RESPONSIBILITY LEVEL:
Contribute to the Goodwill Mission by providing professional and courteous service to our customers by assisting them on the sales floor.
Maintain our store environment with prompt and accurate product placement, merchandising and salvage.
PRINCIPAL DUTIES:
1.
Efficiently salvages, recovers, stocks and merchandises product following store environment standards.
2.
Effectively monitors product, while servicing customers with fitting rooms or locked cases.
3.
Communicates to store management about any issues with merchandise levels or merchandising standards, need for supplies and suggests ideas for process improvement.
4.
Places product and supplies in the correct area according to store environment standards.
5.
Consistently provides exceptional customer service answering questions and alerting management with customer concerns or when customers need additional support.
6.
Is familiar with Goodwill's store promotions and services to effectively answer inquiries and offer information about Goodwill to customers.
7.
Maintain the store environment standards to ensure a clean, friendly and safe environment for all internal & external customers.
8.
Other duties as assigned.
Goodwill Greater Milwaukee and Chicago is a people-driven organization.
As the largest Goodwill in the world, we are nearly 6,000 employees strong and growing.
You want more from your work; you want a sense of fulfillment.
You want a career with opportunities, not just a job.
You want Goodwill, where the power of work and exceptional customer service can transform your life and the lives of others.
Amazing Reasons
* Flexible scheduling so you can have a life.
* No extended hours for the holiday season so you are able to enjoy time with your family and friends!
* Career growth opportunities through our specialized training and development, including customer service training.
* A guaranteed ten thousand steps to keep you active and healthy !
* 20% store discount on purchases
* Early access to your wages
* Never the same day (or the same donation) twice!
* Once hired, refer your friends to add more money to your pocket after they complete their probationary period!
Requirements
* One year of customer service, retail, or production experience is preferred.
* Must be able to stand, bend, and reach for the duration of your shift while maintaining a
customer service mindset.
* Donation Attendants must be able to lift, push, and pull a ...
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Type: Permanent Location: Romeoville, US-IL
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:41
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You're energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you'll also have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As an Associate Relationship Banker in our Branch Banking team, you'll take a lead role in delivering an outstanding experience to Chase customers.
You'll welcome and assist customers that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs, by opening the right accounts and products for customers contributing to the success of the branch.
You'll be making the lives of customers easier by sharing and setting up self-service
Job responsibilities
* Engages clients making them feel welcomed and delivering an exceptional customer experience by acting with a customer-first attitude
* Engages with clients that enter the branch by making a personal connection, asking open ended questions, and listening to make recommendations on their accounts, financial, and complex servicing needs
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs, whenever, wherever, and however they want.
* Meets with branch assigned customers in person and over the phone to continue building lasting relationships, discover financial needs, tailor products, and offer new tools to help customers meet their consumer banking and investment goals.
* Partners with licensed bankers, financial advisors, mortgage bankers, and business relationship Managers to connect customers to experts who can help them with specialized financial needs
* Assists branches by performing branch operations when needed, which may include acting in dual control and assisting with maintenance of cash devices including cash vaults and ATMs while adhering to all bank policies and procedures.
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills in person and over the phone with proven ability to tailor features and benefits of products and services to customers with differing needs
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
* Profes...
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Type: Permanent Location: Thornton, US-CO
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:38
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Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information...
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Type: Permanent Location: Milpitas, US-CA
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:35
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice.
You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
* Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships.
Regularly review processes and strategies with manager, making adjustments as needed
* Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
* Determine and balance priorities on a daily basis to achieve bus...
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Type: Permanent Location: White Plains, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:34
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: Spartanburg, US-SC
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:33
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Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as our customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Centralized Sales Home Lending Associate within Chase's Home Equity and Streamline product team, you will play a pivotal role in serving our clients.
You will gain expertise in our programs, policies, and procedures, ensuring every client interaction is seamless and satisfying.
Job Responsibilities:
* Connect with clients through inbound and outbound calls, showcasing your ability to learn and serve customer's cash needs or desire to reduce interest expense.
* Maximize the opportunity to be passionate about helping every customer achieve their objective and choose Chase.
* Ensure every detail is perfect, from customer satisfaction to compliance with applicable statutes and procedures.
* Navigate multiple advanced computer systems with ease, supporting the lending process with automated programs and software.
* Maintain your cool in a high-volume, fast-paced environment, even during challenging situations like loan escalations.
* Work closely with partners and team members, sharing information and expertise to achieve common goals.
Be candid and honest with coworkers and referral sources.
* Keep up-to-date with the mortgage industry, business, and economic trends to better understand the local market and the needs of our clients.
* Provide valuable feedback on lead quality and accurately log all business activities within the firm's CRM.
Required qualifications, capabilities, and skills
* Demonstrated sales aptitude
* College degree, or 2 years equivalent work experience in sales
* Proficient with Microsoft Applications (Word, Excel, and PowerPoint)
* Extremely detail-oriented.
Highly organized with a demonstrated ability to manage multiple tasks and meet deadlines timely
* Demonstrated ability in providing superior customer service and consultative selling
* Self-motivation and demonstration of initiatives
* Strong adherence to compliance regulations
Compliance Requirements:
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last s...
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Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:32
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice.
You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
* Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships.
Regularly review processes and strategies with manager, making adjustments as needed
* Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
* Determine and balance priorities on a daily basis to achieve bus...
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Type: Permanent Location: Orangeburg, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:30
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We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Assists clients and the branch team by helping with new account openings when needed
* Performs 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
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
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 fina...
....Read more...
Type: Permanent Location: Marco Island, US-FL
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:30
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions, combined with cutting-edge financial technology and the most welcoming and friendly service, you'll be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch.
You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers.
You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
* Acts as the standard bearer of Chase and creates a world-class customer experience
* Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
* Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
* Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
* Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
* Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
* Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
* Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
* Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
* Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
* Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
* Ability to work branch hours including weekends and evenings
* High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, and...
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Type: Permanent Location: Mansfield, US-MA
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:28
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Bring your expertise to JPMorgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
As an Analyst in Principal Risk, you will employ critical thinking and expert judgment as you engage in risk management oversight of JPMorgan's industry leading portfolio of "tax equity" investments across two sectors: renewable energy (i.e., wind and solar farms) and affordable multi-family housing (i.e., low-income housing tax credits).
As part of the Principal Risk team, which oversees client-driven tax credit investing activity, you will help the firm grow its dynamic investment portfolio in a responsible way by anticipating new and emerging risks and using your expertise to solve real-world challenges that impact our company, customers and communities.
You will partner closely with the tax-oriented investment ("TOI") team to advise on the structuring and underwriting of new investment activity, analyze, risk-grade, and approve new investments, and assess the quality and performance of the portfolio.
Over time, you will develop a broad and deep understanding of the tax-equity business in order to be effective in identifying, measuring, monitoring and controlling risk ensuring internal and regulatory oversight standards are met.
Job Responsibilities:
* Identify, document, and articulate key risk factors associated with renewable energy investments as you complete forward-looking annual risk grade and performance assessments.
* Participate in the new investment review and approval process and facilitate the risk grading and booking of new investments to ensure accurate capture, processing, and reporting of investment metrics.
* Apply critical risk judgment to challenge investment underwriting assumptions developing an independent view of conclusions, due diligence sufficiency, and technical considerations related to engineering assessments in renewable energy.
* Join project site visits and diligence sessions to independently assess developer capabilities, project viability/attributes, and underwriting assumptions used to forecast investment performance.
* Take ownership of periodic projects including: 1) economic stress evaluation and documentation, 2) quarterly risk dashboard format/content, and 3) preparation of Risk material for various senior management presentations.
* Interact with TOI Portfolio Management/Asset Management deal teams to remain abreast of portfolio trends, watch list assets, and upcoming challenges.
* Work to identify and escalate ideas and methods for improving efficiency in the portfolio oversight and processing activities through the use of AI or other software tools.
* Work with middle office, controllers, and fron...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:27
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The AI in Operations program consists of Domain Product teams owning expansion of common capabilities and of the Strategy and Transformation Office, driving the Scaling and Reimagination teams, executive reporting and strategic direction into new Domains and Capabilities.
Working closely with AI teams across the firm, the program ensures efficient, thoughtful, innovative use of AI solutions across the Operations space.The newly formed Transformation Office functions as a strategic accelerator driving strategy and execution of AI initiatives, with a focus of leading and accelerating the implementation of the AI in Operations program and providing standardization and transparency into Operations AI use cases across the firm.
Given the importance and scale of this transformation, as part of this role you will have the unique opportunity to work closely with our most senior leaders across the business.
As a Portfolio Manager within The AI in Operations Transformation Office, you will own the end to end process around the AI use cases to ensure appropriate scaling and collaboration of AI capabilities and prioritization of highest value opportunities across the Operations space.
Your experience in program management and understanding of the AI space will enable you to manage this complex, firmwide process.
Adept navigation through ambiguity, adaptation to change, and leveraging of advanced analytical reasoning and influencing skills are essential for driving mutually beneficial outcomes.
Your exceptional communication abilities will foster productive relationships with stakeholders, cross-functional teams, and clients.
Through your technical fluency and thought leadership, you will play a pivotal role in achieving business goals, shaping the firm's technology landscape, and moving work forward that has firmwide impact.
Job responsibilities:
* Own the AI in Operations portfolio management process end to end including the intake process, prioritization and workflow process, and metrics and reporting
* Advance and mature the portfolio management process including driving the future direction, strategy, design, governance, and deliverables for the process
* Manage reporting and communicate portfolio performance and accomplishments to senior-level stakeholders
* Manage AI in Operations portfolio operating model - responsible for documentation, implementation, change management and ongoing strategy and planning
* Track key performance indicators (KPIs) and objectives, key results (OKRs) and own all tracking and reporting on program performance and outcomes
* Proactively manage team to ensure the success of programs including clearing of team roadblocks and supporting key escalations & challenges
* Collaborate with cross-functional teams, including AI in Operations program teams, AI teams across the firm, and Operations teams across the firm.
Communicate enhancements, risks, and issues to stakeholders and executive lead...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:26
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Do you have early careers recruiting experience and people management skills? Apply today!
As a Recruiting Lead in Early Careers in Asset and Wealth Management, you will lead a team responsible for building a strong pipeline of diverse summer and full-time analysts across our North America US Private Bank (USPB) team.
You will assist in executing a best-in-class talent acquisition strategy to ensure that we hire great entry-level talent.
Job Responsibilities
* Assist the team in facilitating the end-to-end recruiting process from sourcing to hiring, managing the life cycle of the candidate
* Build and partner with key stakeholders to formulate an effective recruiting strategy
* Formulate effective recruiting processes considering firm hiring principles and business hiring priorities
* Assist with regional and New York-based sourcing channels leveraged by the Early Careers team, partnering with internal teams to deploy strategic sourcing for the USPB and the broader organization
* Coordinate closely with employer brand and marketing to ensure that we are maximizing our brand, continuously innovating, and have the latest collateral for candidates
* Communicate our results/hiring statistics, successes, and challenges across the recruiting timeline, ensuring transparency with our stakeholders
* Work to ensure that we are well connected and networked with key diversity strategies and organizations, such as our firmwide Historically Black Colleges & Universities (HBCUs) team and our diversity groups
* Help manage early identification programs for all candidates considered for the upcoming internship
* Prepare and distribute resumes to the interviewing team, track candidate progression, facilitate first-round interviews, review pre-recorded video interviews, organize and attend final round (Super Day) interviews, and communicate offer decisions to candidates
* Complete assigned projects and/or tasks to ensure the smooth running of key initiatives during periods of high volume
* Leverage tools such as Oracle, Yello, Excel, PitchPro+, and more to assist with data accuracy and reporting on a daily basis
Required Qualifications, Capabilities, and Skills
* 5 years minimum experience in a similar recruiting position
* 2 years minimum experience as a people manager
* Experience leveraging a customer relationship management tool of some kind
* Ability to handle human resources (HR) information and data both confidentially and sensitively
* Manage recruiting efforts including attraction, strategic diversity plans, event operations, execution of hiring initiatives, and partnering with internal teams
* Demonstrated relationship management/interpersonal skills, including work with internal clients, namely, senior-level and high-touch stakeholders in both in-person and virtual formats; has a desire to build knowledge and understanding of our businesses
* Manage and coach ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:24
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM.
You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share.
As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships.
Job Responsibilities
* Manage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio.
Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects
* Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships
* Understand the personal financial goals and needs of the owner(s).
Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
* Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience
* Strong knowledge of deposit and cash management products and services, and knowledge of busin...
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Type: Permanent Location: Atlanta, US-GA
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:24
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: Lake Grove, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:23
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If you believe that investment advising should feel like a personal relationship with a trusted partner for your clients and want top tier technology and support to assist in building that experience, this is the team for you.
As a Personal Advisor, in J.P.
Morgan's Wealth Management's National Branch Personal Advising group, you will partner with clients to create custom financial plans based on their goals.
You will meet with clients primarily through scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with investment portfolios that are designed and managed by J.P.
Morgan's Chief Investment Officer.
You will also provide advice to existing clients as they need it, helping them navigate shifting priorities around their finances and their lives.
Personal Advisors will work in a full time based office environment to support the full book of clients.
Job responsibilities
* • Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their financial goals
* • Convert high quality leads into new clients and help to maintain those relationships
* • Utilize a "solution-oriented" mindset to work towards best possible outcomes for all clients
* • Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
* • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their day
* • Educate clients on the digital products available to them to better monitor, maintain and achieve their financial goals.
Required qualifications, capabilities, and skills:
* • A valid and active Series 7
* • A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employment
* • This role requires you to be licensed in all states
Preferred qualifications, capabilities, and skills:
* • At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on financial planning
* • Bachelor's degree preferred
* • CFP preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
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 offer a competit...
....Read more...
Type: Permanent Location: Irvine, US-CA
Salary / Rate: Not Specified
Posted: 2025-04-30 08:54:21
