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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: Frontenac, US-MO
Salary / Rate: Not Specified
Posted: 2024-08-28 08:48:25
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We have an exciting and rewarding opportunity for you to take your software engineering career to the next level.
As a Software Engineer III at JPMorgan Chase within the Consumer & Community Banking - Credit Card Management Team, you serve as a seasoned member of an agile team to design and deliver trusted market-leading technology products in a secure, stable, and scalable way.
You are responsible for carrying out critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
* Executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Creates secure and high-quality production code and maintains algorithms that run synchronously with appropriate systems
* Produces architecture and design artifacts for complex applications while being accountable for ensuring design constraints are met by software code development
* Gathers, analyzes, synthesizes, and develops visualizations and reporting from large, diverse data sets in service of continuous improvement of software applications and systems
* Proactively identifies hidden problems and patterns in data and uses these insights to drive improvements to coding hygiene and system architecture
* Contributes to software engineering communities of practice and events that explore new and emerging technologies
* Adds to team culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 3+ years applied experience
* Hands-on practical experience in system design, application development, testing, and operational stability
* Proficient in coding in Core Java / Springboot
* Proficient working with Relational Database
* Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages
* Overall knowledge of the Software Development Life Cycle
* Solid understanding of agile methodologies such as CI/CD, Applicant Resiliency, and Security
* Demonstrated knowledge of software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
Preferred qualifications, capabilities, and skills
* Experience with Microservices
* Experience with Kafka
* Experience with cloud technologies including AWS, Terraform
* Experience working in an Agile/Scrub way of software development lifecycle
* Familiarity with modern front-end technologies
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the w...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2024-08-28 08:48:23
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, 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 Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
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Type: Permanent Location: Wesley Chapel, US-NC
Salary / Rate: Not Specified
Posted: 2024-08-28 08:48:22
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Be the catalyst at the intersection of technology and sales to tailor cutting-edge products that fit client challenges.
As a Senior Client Solutions Architect Associate in [Insert team name or Sub-LOB], you contribute significantly to a team that innovates and supports the sales process in architecting comprehensive product solutions for clients with complex challenges.
Draw on client feedback and support the channeling, modification, and technical design and adaptation of large-scale solutions.
As a member of the team, you will have a major impact on our future success by partnering with our sales team.
The Client Consultant works closely with prospects and existing JPM clients who want to grow their businesses by using JPM's solutions.
The client consultant is a business and technical expertwho can position and articulate JPM's value proposition and demonstrate product specific solutions during sales cycles, in order to achieve quarterly and annual sales goals for an assigned territory.
You will be required to participate in a structured, collaborative training specific to the JPM's technology stack, industry, and pre-sales motions that will provide you the opportunity to build technical and soft skills and pursue diverse career paths.
Job responsibilities
* Executes the configuration and modification of the firm's existing products and solutions, often in partnership with Technology, to fit complex client use cases
* Develops training and collateral to support the Sales team
* Oversees the aggregation and analysis of relevant client and market data to support the Solutions team in delivering impactful solutions
* Engages with technical roles on the client team to field and answer product queries
* Partner with sales as the technical and payments domain expertof a client-facing team, including contributing to RFI/RFP responses.
* Lead discovery meetings to understand user's business priorities, their challenges and prescribe solutions that will solve their most pressing needs.
* Understand the competitive landscape and existing architecture to assess how JPM can be best positioned to win the client's business; Build relationships with key decision makers, business owners and founders
* Demonstrate JPM's end-to-end solutions to our future and current users to showcase JPM's unique business value and differentiators; Answer product features and technical questions from customers.
* Clearly differentiate JPM's products and services as well as provide user references to highlight JPM's value add to their business; Provide feedback to product management about product enhancements thatcanaddress customer needs and provide additional value.
* Shareand learnbest practices and re-usable assets with other Client Consultants to enhance the quality and efficiency of the team; Stay current on competitive analysis and market differentiation;
* Support marketing events including executive briefings...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2024-08-28 08:48:19
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The Firmwide Chief Data Office is responsible for maximizing the value and impact of data globally, in a highly governed way.
It consists of several teams focused on accelerating JPMorgan Chase's data, analytics, and AI journey, including data strategy, data impact optimization, privacy, data governance, transformation, and talent.
We are looking for a data executive to help shape the strategy for how we make data available to power everything from new product development to Artificial Intelligence models.
This leader will join the team responsible for setting the firmwide data publishing strategy and driving the adoption of the strategy across the firm.
As a Data Management Director, you will interact heavily with our firmwide teams, lines of business, and corporate functions.
This is a high-profile position that is instrumental in assisting and advising senior management and executing our strategies.
A successful candidate will be able to build and develop strong teams, be a thought leader, have excellent written and oral communication skills, and engage with senior leaders across the business.
A strong understanding of data and analytics is required.
Job Responsibilities:
* Lead and grow a team of data experts, ensuring they are well-equipped to support all lines of business in executing our data publishing strategy.
* Serve as a thought leader on data publishing, shaping the thinking of executives and influencing the strategic direction of the firm in this area.
* Assist and communicate with the CDO Leadership Team in decision-making and strategy implementation.
* Oversee the development and continuous improvement of data publishing standards, ensuring they meet the needs of the business and leverage industry best practices.
* Collaborate closely with various lines of business to develop and implement approaches to data publishing, ensuring seamless integration and adoption.
* Champion the adoption of data publishing standards across the organization, ensuring that all relevant stakeholders understand and adhere to these standards.
* Work with a high degree of independence, demonstrating self-motivation and tenacity.
* Support the attainment of business outcomes through close collaboration and alignment with various departments and support groups (Finance, Technology, Operations, Legal, Compliance, Human Resources, Audit).
* Establish business processes: Identify, escalate, and mitigate business risks that could impair our ability to execute on our strategy.
* Develop and provide valuable insights and analysis to the leadership team, enabling data-driven decision-making.
Required Qualifications, Capabilities, and Skills:
* 10+ years of experience in the financial services or data/technology industry.
* Experience in strategy setting and communication.
* Experience and technical knowledge of data management.
* Experience driving transformational change preferred.
...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-08-28 08:48:19
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The Firmwide Chief Data Office is responsible for maximizing the value and impact of data globally, in a highly governed way.
It consists of several teams focused on accelerating JPMorgan Chase's data, analytics, and AI journey, including data strategy, data impact optimization, privacy, data governance, transformation, and talent.
We are looking for a team member to help support the strategy for how we make data available to power everything from new product development to Artificial Intelligence models.
This team member will join the team responsible for supporting the firmwide data publishing strategy and driving the adoption of the strategy across the firm.
As a Vice President- Data publishing, you will heavily interact with our firmwide teams, lines of business, and corporate functions.
This is a high-profile position that is instrumental in assisting and advising senior management and executing our strategies.
A successful candidate will have excellent written and oral communication skills, and engage with leaders across the business.
A strong understanding of data and analytics, or a related technical field is required.
Job Responsibilities:
* Develop and deliver valuable insights and analysis to the leadership team, enabling data-driven decision-making.
* Support the development and continuous improvement of data publishing standards, ensuring they meet business needs and leverage industry best practices.
* Work closely with various lines of business to develop and implement approaches to data publishing, ensuring seamless integration and adoption.
* Champion the adoption of data publishing standards across the organization, ensuring that all relevant stakeholders understand and adhere to these standards.
* Assist and communicate effectively with the CDO Leadership Team in decision-making and strategy implementation.
* Demonstrate self-motivation and tenacity, working with a high degree of independence.
* Collaborate and align with various departments and support groups (Finance, Technology, Operations, Legal, Compliance, Human Resources, Audit) to achieve business outcomes.
* Assist in identifying, escalating, and mitigating business risks that could impair our ability to execute on our strategy.
Required Qualifications, Capabilities, and Skills:
* 6+ years of experience in the financial services, data/technology or related consulting industry.
* Structured thinker and effective communicator with excellent written communication skills.
Ability to crisply articulate complex technical concepts to senior audiences with poise and confidence.
* Experience in strategy setting and communication.
* Demonstrated ability to manage tight delivery timelines and ensure the organization is on track to execute and deliver strategic change that meets our goals.
* Proven ability to execute via successful internal partnerships with other organizations, with the ability to influence peo...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-08-28 08:48:18
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Chase Media Solutions harnesses the power of Chase to help brands connect more meaningfully with 80 million Chase customers.
Our transaction-based marketing platform leverages first-party data to expertly match businesses with audiences, inspiring valuable relationships that last through the Chase Offers program.
As part of Offers & Shopping and Connected Commerce, we drive incremental growth for merchants while helping Chase customers level up how they shop and get more from the brands they love.
As a Vice President, Client Success Team Lead within Chase Media Solutions, you will report to the Head of Partnerships & Client Success and lead a team focused on maximizing revenue growth and retention through an engaging, consultative client experience for brands and agencies by delivering value through our Chase Offers platform.
If you have experience building and leading high performance account management teams, excellent organization and communication skills, and are passionate about growing a new emerging media channel we would love to hear from you.
Job responsibilities
* Build out the Client Success function for Chase Media Solutions
* Lead a team of client success managers and associates to deliver excellent service to clients
* Collaborate with the sales organization to craft client success strategies to win new business and retain and grow existing clients to achieve revenue targets
* Partner cross-functionally with key support teams such as sales, operations and analytics to create a cohesive client engagement experience, ensure successful executions and drive continuous improvement to deliver for our clients
* Implement client feedback strategy to identify key success factors and pain points within our product offering and our client experience to help inform sales/marketing strategy, process improvements and product enhancements to better deliver for clients
* Implement approach to resolving client issues and escalations
* Develop and maintain a strong understanding of key vertical market trends and customer opportunities
* Represent Chase Media Solutions at events and serve as a brand and business ambassador
Required qualifications, capabilities, and skills
* 5+ years of account management experience within the digital media or performance marketing industry
* 2+ years of account management leadership experience
* Demonstrated leadership ability in building, inspiring and managing high-performing, scalable client success teams
* Deep understanding of the digital media landscape and the role of account management to deliver successful client solutions
* Strong collaboration skills with cross-functional teams and exceptional interpersonal communication skills to build internal and external client relationships
* Ability to perform and navigate ambiguity in a highly dynamic, rapidly changing, and growing environment
* Experience presenting to executives and ma...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-08-28 08:48:17
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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: Santa Maria, US-CA
Salary / Rate: Not Specified
Posted: 2024-08-28 08:48:16
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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: Santa Maria, US-CA
Salary / Rate: Not Specified
Posted: 2024-08-28 08:48:16
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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: Emeryville, US-CA
Salary / Rate: Not Specified
Posted: 2024-08-28 08:48:15
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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: Overland Park, US-KS
Salary / Rate: Not Specified
Posted: 2024-08-28 08:48:14
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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: Portland, US-OR
Salary / Rate: Not Specified
Posted: 2024-08-28 08:48:13
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Morgan Health is a business unit at JPMorgan Chase that is focused on improving the quality, equity, and affordability of employer-sponsored health care in the United States.
Over 180 million Americans receive health care through their employer, but the U.S.
health care system could work better to improve health care outcomes, lower costs, and deliver a better consumer experience.
As a Vice President on the Health Care Innovation team at Morgan Health, you'll be a part of shaping the future of health care in the commercial marketplace.
The Morgan Health Innovation team designs and launches new products and services to improve outcomes, improve equity, and lower costs of health care in the employer-sponsored insurance market.
These goals are achieved by developing new programs and resources for JPMorgan Chase bank clients or other employer audiences, enhancing the existing product offerings of JPMorgan Chase portfolio companies.
Job Responsibilities
* Drive design and execute new projects to advance these goals, working collaboratively with colleagues within Morgan Health, our portfolio companies, and benefits ecosystem partners (e.g., carriers, trade organizations)
* Manage the full lifecycle of product and program design including conducting research, business case development, program strategy and operations, stakeholder management, and project management
* Lead initiatives in multiple workstreams managing a portfolio of 2 - 4 projects at any given time (e.g., leading maternal health initiatives)
* Operate in different types of business environments (e.g., start-ups, large organizations) with different audiences and stakeholders
* Design and execute high-quality work independently and manage multiple projects at once
* Propel improvements in health care outcomes, cost, and consumer experience
Required qualifications, capabilities, and skills
* Bachelor's degree or Master's degree in relevant field of study
* 7+ years of professional experience in health care at a consulting, start-up, or other business environment
* Proven ability to generate ideas and design and drive work to completion with limited supervision
* Ability to manage multiple projects at once and deliver results
* Strong business acumen, research skills, and project management skills with excellent verbal and written communication skills
* Microsoft PowerPoint presentation skills and experience
* Team player mentality and collaborative attitude
Preferred qualifications, capabilities, and skills
* Experience leading business development or sales efforts is preferred but not required
JPMorgan Chase & Co., 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 lea...
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Type: Permanent Location: Washington, US-DC
Salary / Rate: Not Specified
Posted: 2024-08-28 08:48:12
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At J.P.
Morgan Wealth Management, investing feels like a personal relationship with a trusted partner.
We're committed to delivering hands-on dedicated advisors, a full range of investment products, and cutting-edge digital capabilities to help our clients achieve their most important financial goals.
In National Branch as a Team Lead, you will lead a team of Financial Advisors who work in a team based environment to offer comprehensive financial planning and advice to clients by helping to identify appropriate products/services that meet all of their financial needs.
They are responsible for providing an exceptional client experience through remote channels by understanding client needs and helping them achieve their financial goals.
As a successful Team Lead you will create a culture of excellence in an environment that meets the high expectations of our clients.
You will have a passion for coaching Personal Advisors to develop deep client relationships, drive a high-performing collaborative team and deliver an exceptional employee and client experience.
Champion and encourage your team's success and the goals of the firm, while building and fostering a culture of diversity and inclusion
Job responsibilities:
* Attract, retain and develop a team of Personal Advisors in a strategic hub
* Ensure talent and performance strategies are in place to coach, develop and promote Personal Advisors, including performing call monitoring reviews to ensure quality interactions
* Drive integration with One Chase partners to include but may not be limited to Banking, Lending and digital
* Closely partner with the Supervisory Management and be expected to manage all day-to-day administrative, supervisory and operational aspects for the business in order to achieve our strategic objectives for the team
* Create a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our clients and our business
* Ability to translate knowledge of financial markets and economic trends in the execution of growth strategy
* Establish approach to ensure operational excellence and control-focus of employees
Required qualifications, capabilities, and skills:
* A valid and active Series 9/10 (or equivalent) is required or ability to obtain within 60 days of starting in the role as a condition of employment
* A valid and active Securities Industry Essential (SIE)
* A valid and active Series 7
* A valid and active Series 66 (63/65)
* Valid and active insurance Licenses with the Life, Health and Variable lines of authority required or may be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills:
* Bachelor's degree preferred
* Current and Active Series 9/10
* At least 5 years of Advisor management experience or relevant industry experience required, coupled with a pr...
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Type: Permanent Location: Atlanta, US-GA
Salary / Rate: Not Specified
Posted: 2024-08-28 08:48:11
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We have an exciting and rewarding opportunity for you to take your software engineering career to the next level.
As a Software Engineer II at JPMorgan Chase within the Corporate Investment Banking - Foreign Exchange Settlement Engine Team, you are part of an agile team that works to enhance, design, and deliver the software components of the firm's state-of-the-art technology products in a secure, stable, and scalable way.
As an emerging member of a software engineering team, you execute software solutions through the design, development, and technical troubleshooting of multiple components within a technical product, application, or system, while gaining the skills and experience needed to grow within your role.
Job responsibilities
* Executes standard software solutions, design, development, and technical troubleshooting
* Writes secure and high-quality code using the syntax of at least one programming language with limited guidance
* Designs, develops, codes, and troubleshoots with consideration of upstream and downstream systems and technical implications
* Applies knowledge of tools within the Software Development Life Cycle toolchain to improve the value realized by automation
* Applies technical troubleshooting to break down solutions and solve technical problems of basic complexity
* Gathers, analyzes, and draws conclusions from large, diverse data sets to identify problems and contribute to decision-making in service of secure, stable application development
* Learns and applies system processes, methodologies, and skills for the development of secure, stable code and systems
* Adds to team culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 2+ years applied experience
* Hands-on practical experience in system design, application development, testing, and operational stability
* Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages
* Demonstrable ability to code in Java / Spring Boot
* Experience across the whole Software Development Life Cycle
* Exposure to agile methodologies such as CI/CD, Application Resiliency, and Security
* Emerging knowledge of software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
Preferred qualifications, capabilities, and skills
* Familiarity with modern front-end technologies including React
* Experience working with Linux operating system
* Exposure to cloud technologies
JPMorgan Chase & Co., 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 gove...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2024-08-28 08:48:10
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You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, 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 Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
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 conti...
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Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2024-08-28 08:48:10
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As a Client Service Associate, you will be a part of a fun, engaging, empowered, and inclusive team environment where we care about each other and every client we serve.
You will provide exceptional leadership and effective guidance to a rotating team of Investment Professionals.
These professionals focus on delivering quality interactions and serve a variety of unique types of accounts and client segments including Self-Directed Investing, Chase Private Client, and the JPM Private Bank.
Successful Client Service Associates, under the guidance of a Client Service Leader, should bring a passion for developing talent and creating meaningful experiences for both clients and program participants.
* Serve as an Subject Matter Expert "SME" for customer service issues
* Create an outstanding employee experience and a winning culture, resulting in a place where people are excited to come to work every day
* Responsible for day to day employee activities including coaching, time keeping, performance management, and recognition
* Strategic and tactical scheduling and floor management to meet service levels
* Periodically handling client calls to maintain product and procedure knowledge
* Act as an expert for internal systems and processes
* Conducting call observations to review quality of service provided
* Fostering and developing partnerships across the enterprise
* Participate in working groups for various projects or pilot programs to drive process improvement
* Engage in monthly self-development activities
* Act as delegate for certain manager duties
* Partner closely with the Wealth Management teams to ensure a smooth delivery of client and employee experience
Required qualifications, capabilities, and skills
* 2-3 years of experience in financial services, preferably in investment related roles, with a focus on customer service and support
* FINRA SIE, Series 7 and 63 (or equivalent) required, in addition to meeting FINRA continuing education requirements
* Strong compliance record in previous position(s) and ability to hold a registration in all 50 states
* Effectively manage multiple priorities in a fast paced environment; adaptive to change
* Strong business and investment acumen; knowledge of Investment Products, Individual Retirement Accounts (IRAs) etc.
* Effective client profiling and discussion techniques, active listening skills, and the ability to explain complex concepts simply
Preferred qualifications, capabilities, and skills
* Proven experience in a leadership capacity, ability to motivate at an individual and team level
* Excellent skills in Microsoft Office, particularly advanced Excel proficiency
* Excellent communication skills, highly professional, and experienced in creating and presenting information
* Bachelors degree in finance, business management, economics, or related area
Chase is a leading financial service...
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Type: Permanent Location: Elgin, US-IL
Salary / Rate: Not Specified
Posted: 2024-08-28 08:48:07
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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: Omaha, US-NE
Salary / Rate: Not Specified
Posted: 2024-08-28 08:48:06
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We have an obsession 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 a Lead Associate - Operations in Branch Banking, you support the Branch Manager and Associates to ensure customer financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory banking requirements.
You will make customers feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Job responsibilities
* Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture
* Processes and assist customers with transactions
* Introduces customers to the branch team who will build relationships and assist with specialized financial needs
* Makes customers' lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Supports the Branch Manager with all aspects of branch operations, including loss control, compliance, and audit standards
Required qualifications, capabilities, and skills
* High school degree, GED, or foreign equivalent
* Detail-oriented, organized, and have the ability to multi-task with a dedication to follow policies, procedures, and regulatory banking requirements
* Availability to work Branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Demonstrated ability to make connections, engage, and educate customers and refer to colleagues as appropriate
* Strong desire and ability to influence, educate, and connect team, partners, and customers to technology
* Demonstrated leadership abilities and proficiency in operations and transaction accuracy while working well in a team environment
* Some College level or military equivalent or 2+ years of branch banking experience
Training requirement
* Successful completion of the Lead Associate Operations training program is a pre-requisite to be considered active in Lead Associate Operations role
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...
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Type: Permanent Location: Avon, US-CT
Salary / Rate: Not Specified
Posted: 2024-08-28 08:48:05
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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 a Branch Operations Lead in Branch Banking, you collaborate with the Branch Manager, branch employees and One Chase colleagues to ensure customer financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory banking requirements.
A Branch Operations Lead is passionate about taking care of our customers and employees, providing an exceptional customer experience, and working with the Branch Manager to set the tone in the Branch.
You will make customers feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
A typical day consists of assisting customers and performing transactions.
You will also look for opportunities to make customers lives easier by setting up self-service options and building relationships.
Throughout the week, you will schedule time to review branch operations and share updated policy and procedures with branch employees.
This results in the business is adhering to control expectations.
Job responsibilities
* Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture
* Engages clients as they enter the branch by welcoming them and making customers feel appreciated, performing transactions, managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* 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
* Introduces customers to the branch team who will build relationships and assist with specialized financial needs
* Makes customers' lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Supports the Branch Manager with all aspects of branch operations, including loss control, compliance, and audit standards
Required qualifications, capabilities, and skills
* High school degree, GED, or foreign equivalent
* Detail-oriented, organized, and have the ability to multi-task with a dedication to follow policies, procedures, and regulatory bank...
....Read more...
Type: Permanent Location: Indianapolis, US-IN
Salary / Rate: Not Specified
Posted: 2024-08-28 08:48:04
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Assume a vital position as a key member of a high-performing team that delivers infrastructure and performance excellence.
Your role will be instrumental in shaping the future at one of the world's largest and most influential companies.
As a Senior Lead Infrastructure Engineer at JPMorgan Chase within the Corporate Sector in Base Compute organization, you exhibit both depth and breadth of knowledge regarding software, applications, and technical processes across multiple technical disciplines.
You also have a specialization in a specific domain within infrastructure engineering to drive programs or initiatives consisting of multiple technologies and applications.
Job responsibilities
* Applies deep technical expertise and problem-solving methodologies focused on analyzing complex data and systems, anticipating issues, and finding ways to mitigate risk
* Works with other platforms to architect and implement changes required to resolve issues and modernize the organization and its technology processes
* Responsible for infrastructure engineering in accordance with business requirements
* Drives results and implements multiple complex programs
* Drives thought leadership within the product line
* Executes work according to compliance standards, risk and security, and business objectives
* Considers upstream/downstream system or technical implications and advises on mitigation actions
* Advises junior engineers and technologists
* Adds to team culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on Infrastructure engineering concepts and 5+ years applied experience
* Extensive experience with infrastructure engineering in an enterprise environment with a demonstrated focus on integration with a heterogeneous environment, creating, documenting & automating test harnesses and results, using data to set firmwide technical standards
* Advanced knowledge of distributed systems running either Windows Server, UNIX/Linux Server and the underlying hardware and hypervisors
* Knowledge of one or more areas of infrastructure engineering such as networking, databases, storage engineering, deployment practices, integration, automation, scaling, resilience, or performance assessments
* Adept in specific infrastructure technology and programming languages (e.g., PowerShell, Python, etc.)
* Deep technical knowledge across multiple domains
* Deep knowledge of cloud infrastructure and multiple cloud technologies with the ability to operate in and migrate across public and private clouds
* Experience translating technical results and requirements to business language and presenting to leadership teams
Preferred qualifications, capabilities, and skills
* Exposure to managing budgets
* Experience in infrastructure virtualization with VMware, Hyper-V, KVM or other hypervisors
* Exper...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2024-08-28 08:48:04
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Become a member of a team where you can contribute significantly to shaping the future of a world-renowned and influential company.
Among top performers, you can make a direct and meaningful impact.
As a Senior Lead Infrastructure Engineer at JPMorgan Chase within the Corporate Sector Base Compute organization, you exhibit both depth and breadth of knowledge regarding software, applications, and technical processes across multiple technical disciplines.
You also have a specialization in a specific domain within infrastructure engineering to drive programs or initiatives consisting of multiple technologies and applications.
Job responsibilities
* Applies deep technical expertise and problem-solving methodologies focused on analyzing complex data and systems, anticipating issues, and finding ways to mitigate risk
* Works with other platforms to architect and implement changes required to resolve issues and modernize the organization and its technology processes
* Responsible for infrastructure engineering in accordance with business requirements
* Drives results and implements multiple complex programs
* Drives thought leadership within the product line
* Executes work according to compliance standards, risk and security, and business objectives
* Considers upstream/downstream system or technical implications and advises on mitigation actions
* Advises junior engineers and technologists
* Adds to team culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on Infrastructure engineering concepts and 5+ years applied experience
* Extensive experience with infrastructure engineering in an enterprise environment with a demonstrated focus on integration with a heterogeneous environment, creating, documenting & automating test harnesses and results, using data to set firmwide technical standards
* Advanced knowledge of distributed systems running either Windows Server, UNIX/Linux Server and the underlying hardware and hypervisors
* Knowledge of one or more areas of infrastructure engineering such as networking, databases, storage engineering, deployment practices, integration, automation, scaling, resilience, or performance assessments
* Adept in specific infrastructure technology and programming languages (e.g., PowerShell, Python, etc.)
* Deep technical knowledge across multiple domains
* Deep knowledge of cloud infrastructure and multiple cloud technologies with the ability to operate in and migrate across public and private clouds
* Experience translating technical results and requirements to business language and presenting to leadership teams
Preferred qualifications, capabilities, and skills
* Exposure to managing budgets
* Experience in infrastructure virtualization with VMware, Hyper-V, KVM or other hypervisors
* Experience in chaos engineering and testing wit...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2024-08-28 08:48:02
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, 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 Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
....Read more...
Type: Permanent Location: Edison, US-NJ
Salary / Rate: Not Specified
Posted: 2024-08-28 08:48:01
-
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 a Branch Operations Lead in Branch Banking, you collaborate with the Branch Manager, branch employees and One Chase colleagues to ensure customer financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory banking requirements.
A Branch Operations Lead is passionate about taking care of our customers and employees, providing an exceptional customer experience, and working with the Branch Manager to set the tone in the Branch.
You will make customers feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
A typical day consists of assisting customers and performing transactions.
You will also look for opportunities to make customers lives easier by setting up self-service options and building relationships.
Throughout the week, you will schedule time to review branch operations and share updated policy and procedures with branch employees.
This results in the business is adhering to control expectations.
Job responsibilities
* Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture
* Engages clients as they enter the branch by welcoming them and making customers feel appreciated, performing transactions, managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* 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
* Introduces customers to the branch team who will build relationships and assist with specialized financial needs
* Makes customers' lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Supports the Branch Manager with all aspects of branch operations, including loss control, compliance, and audit standards
Required qualifications, capabilities, and skills
* High school degree, GED, or foreign equivalent
* Detail-oriented, organized, and have the ability to multi-task with a dedication to follow policies, procedures, and regulatory bank...
....Read more...
Type: Permanent Location: Portage, US-MI
Salary / Rate: Not Specified
Posted: 2024-08-28 08:47:58
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If you are passionate about supporting initiatives and executing processes that enhance efficiency and the client experience, then a role as a Business Solutions Banker is for you.
As a Business Solutions Banker in Business Banking, you will be helping to improve the lives of our clients and the well-being of their businesses by offering financial solutions, education and advice.
You will manage a portfolio of business or Not-for-Profit clients, and build relationships through providing financial education and innovative solutions with a focus on client experience.
Job responsibilities
* Deliver an outstanding experience to Chase Business Banking clients by proactively providing comprehensive business banking solutions tailored to the financial needs and circumstances of the businesses
* Plan and conduct regularly-scheduled, agenda-based meetings with each client to understand their needs and goals; identify their banking needs, analyze current product usage, and pinpoint growth opportunities through Zoom and phone engagement; engage with clients through screen share tools to educate, guide, and assist the client with Chase online systems
* Use knowledge of banking, industry trends and internal tools to identify, recommend, and promote solutions that best serve the client while still working within risk parameters that protect the bank and ensure profitability of the portfolio
* Manage a portfolio of 250 high value business banking or Not-for-Profit clients by cultivating relationships to ensure a seamless client experience throughout Chase
* Understand the client's short-term and long-term capital needs to identify and manage credit opportunities up to $250,000
* Understand the client's cash flow cycle to identify Cash Management, Card, and Payment Solutions to help streamline and optimize processing efficiency for the client.; understand and recommend ways to keep clients' funds and accounts protected
* Own client experience from end-to-end, engaging appropriate service teams to resolve issues; own the survey results for all assigned clients; and know when to escalate issues that require additional assistance or resolution
Required qualifications, capabilities, and skills
* Minimum 3 years' experience in a Business Banking Relationship Management or portfolio management role, or related business experience
* Maintain strong Zoom/phone-based and written communication skills with individuals at all levels internally and externally
* Ability to proactively build relationships with clients and internal partners, and influence others in a fast-paced environment to achieve desired outcomes
* Ability to take initiative and develop rapport to build and maintain client relationships virtually; to identify opportunities and issues by asking targeted questions to assess current client needs and goals; and to assess and recommend viable and appropriate solutions for the client
* General know...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2024-08-28 08:47:57