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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: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2025-03-13 08:04:26
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J.P.
Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management.
Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world.
The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds.
For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
As a Trust Administrator within the Global Trusts & Estates Practice, you will play a crucial role in delivering our Trusts and Estates services.
You will work under the supervision of the Trust Officer in the administration of accounts, ensuring the proper set-up of account records, communicating with beneficiaries and co-trustees, and handling ongoing day to day administration of accounts.
You will also be responsible for risk management, client relationship management, and personal development and training.
This role provides an opportunity to develop your skills in the trust and estates industry, work with a diverse range of clients, and contribute to a team with a long history of excellence in serving as a corporate fiduciary for families.
Job Responsibilities :
* Work with the Account Opening Group to open estate or trust accounts.
* Interpret the governing instrument and applicable law to ensure the proper set-up of account records, including payments, fee schedules (when appropriate) and tax records.
Communicate with beneficiaries and co-executors or co-trustees to outline administrative procedures.
* Analyze Wills and trust documents for legal, tax, administrative and investment issues and coordinate delivery of services.
* Handle ongoing day to day administration of accounts, and proactively manage account base in an effort to avoid and minimize service and operational issues.
* Work with Tax Officers and trust counsel to resolve tax issues
* Assist the Trust Officer to maintain current information on beneficiaries and their changing needs and circumstances in order to prudently carry out the firm's fiduciary duties and to provide superior client service.
* Assist Trust Officer to partner with client's other advisors (attorney, accountant); highly respected by external professional advisor community.
* Develop, retain and deepen client relationships.
* Assist the Trust Officer and partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the trust and estate business.
This includes participating in team discussions and strategy around structuring, pricing and closing trust and estate services including: estates, family trusts, charitable trusts, and specialized Delaware trusts.
Required Qualifications, Skills and Capabilities
* Bachelor's degree required
* Relevant years of e...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-03-13 08:04:25
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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 Trainee 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 Trainee 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.
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 banking requirements
* Availability to work Branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Demonstrated abil...
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Type: Permanent Location: Playa Vista, US-CA
Salary / Rate: Not Specified
Posted: 2025-03-13 08:04:24
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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
...
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Type: Permanent Location: Beverly Hills, US-CA
Salary / Rate: Not Specified
Posted: 2025-03-13 08:04:23
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The Commercial & Investment Banking (CIB) Resolution and Recovery (R&R) Team is seeking a dynamic team member to join a high-performing team responsible for the governance, oversight and effective implementation of Commercial & Investment Banking-related resolution and recovery deliverables, which form part of the firm's global R&R submissions to the U.S.
regulators.
In addition, the Team coordinates across Commercial & Investment Banking stakeholders to prepare ad hoc responses to regulatory requests.
Commercial & Investment Banking R&R partners extensively with Commercial & Investment Banking sub-lines of business and other functional areas to oversee, control, and deliver on the R&R program of work.
The Associate will primarily focus on supporting Recovery Plan deliverables.
As an Associate within the Corporate and Investment Banking (CIB) Risk and Recovery (R&R) Project Management Office (PMO) team, you will have the opportunity to work with a motivated team, leading and supporting the engagement of subject matter experts in the line of business.
Your initial focus will be on supporting Recovery Plan deliverables, including the annual review of Corporate and Investment Banking recovery actions.
You will collaborate with a diverse set of stakeholders in a dynamic environment, gaining high visibility across the Corporate and Investment Banking organization and exposure to senior business leads.
Job responsibilities
* Coordinate among subject matter experts (SMEs) in the line of business and support functions that are involved in the production of the CIB deliverables, including annual review of CIB Recovery actions (qualitative / quantitative assessments; testing of actions; tabletop exercises)
* Develop and implement a BAU operating model for Plan submissions.
Establish metrics and monitor progress of R&R deliverables.
Refine the governance and escalation framework.
* Develop a solid understanding of relevant regulations as well as CIB R&R's processes and work products in order to provide guidance to SMEs to complete assigned deliverables
* Track and report status of deliverables to support timely completion and escalation of issues
* Develop materials for presentations & meeting minutes to the CIB R&R Lead and senior management governance forums
* Develop a deep understanding of Recovery planning processes, with focus on CIB deliverables, including becoming familiar with CIB inputs and identify areas of enhancement, liaising with CIB and other stakeholders to identify inconsistencies or improvements across the plans, and partnering with CIB Treasury to deliver quantitative analysis.
* Provide guidance to stakeholders when local regulatory requests arise related to Resolution and Recovery planning.
* Lead ad hoc meetings with key stakeholders to drive forward the CIB R&R agenda.
* Update CIB R&R policy and procedure documents
Required qualifications, capabilities and skills
* Bachelor's d...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-03-13 08:04:22
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Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients.You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategywhiledeveloping partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.
Job responsibilities
* Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships
* Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
* Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
* Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
* Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
* Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms
* Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships
Required qualifications, capabilities, and skills
* 6+ years of cash management, sales and relationship management experience
* Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
* Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
* Excellent verbal and written communication skills
* Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
* Strong time management, organizational and planning skills
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
Preferred qualifications, capabilities, and skills
* Bachelor's degree
* Certified Treasury Professional designation
* Strong creative solution and problem-solving abilities
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history ...
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Type: Permanent Location: Atlanta, US-GA
Salary / Rate: Not Specified
Posted: 2025-03-13 08:04:20
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Are you passionate about shaping the future of collateral management in a leading global financial institution? Join the Commercial & Investment Bank (CIB) Treasury team in a unique role supporting the collateral infrastructure for both firm and client obligations across securities financing and derivatives transactions.
As a Vice President of Collateral Eligibility Business Architecture within J.P.
Morgan's Collateral Eligibility Service team, you will be tasked with overseeing data governance, shaping the product roadmap, integrating business processes, and providing continuous support for our industry-leading service.
Initially, your focus will be on collateral eligibility for liquidity stress testing, but your role will gradually broaden to include the Corporate and Investment Bank's comprehensive collateral optimization, analytics, and mobilization business architecture.
Job responsibilities
* Lead firm-wide collateral eligibility data governance, including data modeling, capture, and translation across all Lines of Business (LOBs) and eligibility sources.
* Support the evolution, product roadmap, and business integration of the Collateral Eligibility Services (CES) across all principal LOBs and Collateral Services (Tri-party and Agency Collateral Management).
* Partner with LOBs to align collateral eligibility capabilities, processes, and information to deliver value within and across LOBs.
* Lead the collateral innovation agenda to enhance eligibility setup and inquiry experiences through UI improvements, AI, and third-party solutions, exploring synergies across Collateral Services and Principal businesses.
* Provide insights into firm-wide collateral management business architecture for liquidity management, resolution planning, and LOB collateral and client/industry innovation.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent in Accounting, Finance, Business Administration or related field.
* 7+ years of relevant experience.
* Strong leadership and communication skills.
* Ability to gather, document, and communicate effective business requirements, distinguishing between business needs and wants.
* Proficiency in reading, understanding, and organizing large data sets.
* Expertise in transforming and integrating supporting processes and operating models for successful solutions.
* Strong governance skills are critical, given the involvement of various LOBs and supporting functions.
* Ability to effectively communicate and influence internal (cross-LOB leadership and supporting functions) and external (vendors and clients) stakeholders.
* Understanding of how to navigate various LOBs and comprehend the operations of our clients (sell-side and buy-side firms).
Preferred qualifications, capabilities, and skills
Experience with low-code tools such as Alteryx and Python
JPMorganChase, one of the oldest financial institutions, offer...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-03-13 08:04:20
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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: Bedford, US-MA
Salary / Rate: Not Specified
Posted: 2025-03-13 08:04:18
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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: Tucson, US-AZ
Salary / Rate: Not Specified
Posted: 2025-03-13 08:04:17
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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: Westerly, US-RI
Salary / Rate: Not Specified
Posted: 2025-03-13 08:04:16
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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: Torrance, US-CA
Salary / Rate: Not Specified
Posted: 2025-03-13 08:04:16
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Join our dynamic Corporate Investment Banking Change, Operations & Delivery team as an Associate Automation Engineer and be at the forefront of driving customer satisfaction and operational excellence.
In this pivotal role, you'll leverage your extensive experience in automation testing to develop cutting-edge test automation services, collaborating with key stakeholders to deliver innovative quality assurance solutions using agile methodology.
Your leadership in project planning, risk management, and strategic insights will be instrumental in shaping the firm's success.
With a focus on building strong relationships and refining processes, you'll independently deliver Quality Assurance automation solutions, partnering with Operations, Technology, and Product groups to enhance our automation suites.
If you're ready to make a significant impact and accelerate change, we invite you to bring your expertise and passion to our team.
As an experienced Associate Automation Engineer within Corporate Investment Banking, you will play an integral role in developing test automation services.
Collaborating with key stakeholders, you will provide quality assurance solutions using agile methodology, thereby contributing to the firm's success and innovation.
Job Responsibilities
* Lead project planning with detailed milestones and risk management.
* Provide insights to project teams on specific focus areas.
* Design and implement program test approaches for automation, including test data and environment strategies.
* Manage multiple initiatives across CIB CO&D priorities.
* Build effective relationships with digital and business strategy leads.
* Gather and analyze feedback to deliver initiatives.
* Collaborate with test managers and stakeholders to refine stories and estimate backlogs.
* Independently deliver QA automation solutions using agile methodology.
* Partner with Operations, Technology, and Product groups to enhance QA automation suites.
* Develop recommendations to accelerate change.
* Self-manage complex issues and assist in achieving business goals.
Required Qualifications, Capabilities, and Skills
* 8+ years of experience in automation testing and developing test scripts using tools like Selenium, Cucumber, and Java/Groovy.
* Strong problem-solving skills and ability to manage complex issues.
* Excellent attention to detail and leadership skills.
* Ability to work under pressure and meet strict deadlines.
* Proficient in systemic data-focused reporting and maintaining data integrity.
Preferred Qualifications, Capabilities, and Skills
* Experience in delivering QA automation solutions in a high-velocity team.
* Strong technical expertise in Python, CSS Selectors, and Xpath.
* Experience with CI/CD tools like Jenkins.
* Familiarity with Robotics Process Automation tools like WinAutomation and UI Path.
JPMorganChase, one of the oldest financial...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-03-13 08:04:15
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J.P.
Morgan's Corporate & Investment Bank is a global leader across banking, markets and investor services.
The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries.
J.P.
Morgan delivers an end-to-end solution for clients seeking exceptional Treasury services, including budgeting/expense processing, distribution processing, and audit support.
We embrace a culture of continuous learning, and we are passionate about using technology and process improvements that enable our world class team to achieve great results for clients.
As a Vice President, you will lead a team responsible for ensuring high quality services across all institutional and/or mutual fund product offerings provided by Global Fund Services.
You will partner with technology, operations and product teams to own the overall delivery of services to our clients with focus on oversight and reporting.
You will drive issue resolution, ensure proper execution on deliverables, communicate status updates and provide KPIs to senior management to ensure escalation and prioritization of client issues.
You will be accountable for building and maintaining a network of partners throughout the broader securities services organization (CIB) in order to promote client focus and drive overall service quality.
To be successful, you must have a strong sense of ownership and understanding of Investment Company Act of 1940 deliverables, and a working knowledge of accounting deliverables for Fund Accounting, Tax, Compliance and Financial Reporting services.
Job Responsibilities
* Lead a team which is the point of contact for daily client queries, issue escalation and remediation, client fund events, ad hoc reporting, and client requested changes
* Be able to influence and direct within a global distributed operating model management
* Work with Technology, Operations and stakeholders to determine process improvements and strategic direction, including development of and monitoring of ROI
* Be responsible for client behavior changes associated with all JP Morgan's services and initiatives/programs
* Lead and coordinate client service reviews, meetings/client workshops and represent JP Morgan at industry events
Required Qualifications, Capabilities and Skills
* 10 plus years of experience in operations
* Strong technical skills and knowledge of 40 ACTs Accounting - Fund Accounting, Financial Reporting and Tax Operations
* Exceptional leadership and staff development skills with prior team management experience
* Excellent influencing and negotiation skills with the ability to develop and maintain collaborative relationships both internally and with external clients to drive results
* Analytical skills, problem solving, critical thinking and decision-making skills
* Ability to work independently and multitask in a fast paced environment
* Expert use of Microsoft Project, Wo...
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Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-03-13 08:04:14
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DESCRIPTION:
Duties: Develop a software library that prices derivatives and calculates risks.
Optimize algorithms for pricing and risk analytics by exploiting vectorization and parallelization.
Select and tune compilers to obtain optimal performance on current architectures for risk and pricing models.
Maintain core and cross-asset library frameworks that support pricing model development.
Develop and maintain scalable continuous integration infrastructure to support the development of a pricing model library.
Design efficient library and interface designs to optimize the interaction between the quant library and risk management system.
Investigate potential performance enhancements for risk models.
Utilize new software paradigms to enact paradigm shifts in parallel computation, including leveraging machine learning abstractions to encode single- instruction multiple-data workflows.
Support end users of the pricing library and communicate with desk-aligned quant teams and technology groups.
QUALIFICATIONS:
Minimum education and experience required: Master's degree in Computational Finance, Financial Engineering, Mathematics, Computer Science, or related field of study plus 2 years of experience in the job offered or as Quantitative Research, Quantitative Analyst, or related occupation.
Skills Required: Requires experience in the following: C++; C++ Standard Template Library (STL); Boost C++ libraries; Libraries for algorithmic differentiation in C++; Mapping C++ code to hardware; Python; Financial mathematics, including stochastic calculus and analysis; Financial mathematics, including probability theory; Financial mathematics, including pricing theory; Linux administration and scripting; Bash; Perl; High-performance computing techniques, including the use of accelerators such as Compute Unified Device Architecture (CUDA) for optimization of model analytics code for financial risk management; Tuning code to low-level aspects of computer architecture, including cache, memory hierarchies, and CPU pipelining; and Machine Learning libraries, including TensorFlow and PyTorch.
Job Location: 383 Madison Avenue, New York, NY 10179
Full-Time.
Salary: $215,000 - $285,000 per year.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-03-13 08:04:13
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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.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Quant Model Risk Associate within our Risk Management team, you will be responsible for assessing and mitigating the risks associated with complex models used for valuation, risk measurement, capital calculation, and decision-making purposes.
This role also provides the opportunity to gain exposure to various business and functional areas, as well as collaborate closely with model developers and users.
Job responsibilities
* Work model reviews: analyze conceptual soundness of complex pricing models, engines, and reserve methodologies; assess model behavior and suitability of pricing models/engines to particular products/structures
* Guide on model usage and act as first point of contact for the business on all new models and changes to existing models
* Develop and implement alternative model benchmarks and compare the outcome of various models; Design model performance metrics
* Liaises with model developers, Risk and Valuation Control Groups and provide guidance on model risk
* Evaluate model performance on a regular basis
Required qualifications, capabilities, and skills
* Excellence in probability theory, stochastic processes, statistics, partial differential equations, and numerical analysis
* MSc, PhD
* Inquisitive nature, ability to ask right questions and escalate issues
* Excellent communication skills (written and verbal)
* Good understanding of option pricing theory (i.e.
quantitative models for pricing and hedging derivatives)
* Good coding skills, for example in C/C++ or Python
Preferred qualifications, capabilities, and skills
* Experience with Securitized Products
* MSc, PhD or equivalent in a quantitative discipline
* Experience in a FO or model risk quantitative role.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensatio...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-03-13 08:04:12
-
Lead a team of Product Implementation professionals who own our Client's Treasury Product Connectivity Onboarding experience.
As a Treasury Implementations Connectivity Team Lead within the Client Onboarding & Service Organization, you will be responsible for creating and managing a connectivity team that supports the Treasury Services onboarding business.
You will be responsible for setting team strategy, partnering with internal functions including sales, product and service, and continually improving the implementation processes and client experience.
You will gather and provide data and feedback to internal business partners and ensure project management tools are developed and published.
Job Responsibilities
* Provide troubleshooting support to the clients and partners when needed around their file transmission connectivity to the firm
* Provide technical guidance and support to clients during the onboarding process
* Ensure team operates effectively by adhering to implementation methodology and policies; manage team capacity and proactively manage expenses
* Maintain a client first culture among the team through open dialogue, encouragement of feedback and attracting and/or retaining superior talent
* Manage client and partner expectations and understanding throughout the implementation process
* Manage team performance through coaching and development of individuals.
* Support client escalations effectively with a clear path to resolution
* Identify instances of business risk and show ownership of issues when they arise
* Foster a culture of teamwork by building and maintaining strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management
* Create optimized workflow for a best in class connectivity onboarding experience working with product and technology teams and assist in user story creation, change management planning, and communications & training for teams on new functionality working with partners
* Utilize management reports and metrics to ensure success in meeting the team's objectives and overseeing employee team adherence to policy and procedures
Required qualifications, capabilities and skills
* Formal training or certification on software engineering concepts and 6+ years applied experience
* Knowledge of one or more areas of infrastructure engineering such as hardware, networking terminology, databases, storage engineering, deployment practices, integration, automation, scaling, resilience, or performance assessments
* Deep technical knowledge across multiple domains, including in specific infrastructure technology
* Experience in coaching or mentoring employees and proven ability to successfully manage conflict
* Deep knowledge of cloud infrastructure and multiple cloud technologies with the ability to operate in and migrate across public and private clouds
* Experience with high r...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-03-13 08:04:12
-
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: Fredericksburg, US-VA
Salary / Rate: Not Specified
Posted: 2025-03-13 08:04:11
-
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: Cottonwood Heights, US-UT
Salary / Rate: Not Specified
Posted: 2025-03-13 08:04:10
-
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- Market Expansion 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
* 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 and performing account origination for consumer clients
* Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals
* Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
* 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
* Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience
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 hear...
....Read more...
Type: Permanent Location: Hartford, US-CT
Salary / Rate: Not Specified
Posted: 2025-03-13 08:04:09
-
Join our Financial Planning and Analysis (FP&A) team, where you will engage in a wide range of activities including financial control, forecasting, budgeting, and analysis of financial/business metrics.
You will deliver weekly/monthly/quarterly management reporting, develop new reporting capabilities such as dashboards, and advise line of business CFOs on increasing profitability and efficiencies.
This role offers the opportunity to provide leadership across FP&A teams and interact regularly with Business heads, FP&A Managers, line of business CFOs, and peers across Finance & Business Management.
As a VP in Financial Planning & Analysis within Global Corporate Banking, you will be responsible for one of our key business segments, delivering value-added financial reporting and analysis, and assisting with strategic direction and decision-making.
You will provide leadership across FP&A teams and interact regularly with Business heads, FP&A Managers, line of business CFOs, and peers across Finance & Business Management and the business.
Job Responsibilities
* Perform financial budgeting, reporting, forecasting and analysis pertaining to one of the business segments
* Creating financial business cases supporting business initiatives
* Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management
* Having oversight of the process to deliver month-end results, the forecast for the remainder of the year, and the budget for future years.
* Reporting on efficiency, analytics and strategy - including, but not limited to; location strategy, span of control, reporting and analytics
* Performing variance analysis to understand the key drivers of the results and presenting commentary to Business heads explaining changes from prior forecasts/budgets.
* Helping design new reports and dashboards to efficiently deliver the financial results to senior management
* Enhancing controls and streamlining processes, introducing automation where possible
Required qualifications, capabilities, and skills
* Bachelor's degree in Accounting, Finance or a subject of a technical nature
* 7+ years of work experience in Financial Services, and/or accounting/controller background.
* Strong storytelling and presentation building skills with an ability to craft and deliver executive level presentations
* Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
* Advanced skills in Excel and PowerPoint
* Inquisitive, enthusiastic and diligent, and capable of challenging peers
* Strong verbal and written communication skills with the ability to articulate complex issues clearly
* Highly motivated and able to thrive and think clearly under pressure and tight deadlines
* Integrity in handling highly sensitive and confidential information
*...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-03-13 08:04:08
-
You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations.
Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients.
As a Product Development Manager in Liquidity and Account Solutions, you are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle.
As a core leader, you are responsible for acting as the voice of the customer and developing profitable products that provide customer value.
Utilizing your deep understanding of how to get a product off the ground, you guide the successful launch of products, gather crucial feedback, and ensure top-tier client experiences.
With a strong commitment to scalability, resiliency, and stability, you collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations.
J.P.
Morgan Liquidity & Account Solutions ("L&AS")works with global clients with complex cash management needs who operates across multiple countries, currencies, legal entities, and time zones, including multi-national corporations, high-growth technology companies, commercial banks, non-bank financial institutions, central banks and broker dealers.
Our advanced, end-to-end solutions which combine physical, notional and virtual techniques enable our clients to achieve visibility, control and optimization of working capital.
Job responsibilities
* Develops a product strategy and product vision that delivers value to customers
* Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap
* Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition
* Builds the framework and tracks the product's key success metrics such as cost, feature and functionality, risk posture, and reliability
* Drive the delivery of functional enhancement/extensions to integrate Treasury Product solutions including Commercial Card and Commerce Solutions
* Drive the Treasury Product delivery with emphasis on creation of industry-specific solutions
* Develop a process to analyze and measure product use and trends across each client segment
* Coordinate product delivery and readiness to Commercial Banking Sales, Service and Implementations
* Work in a matrix fashion with Product Management counterparts in Commercial Banking, Corporate Investment Bank, Consumer and Community Banking, and Card and Merchant Services
* Partner with Risk, Legal, Compliance and Finance
* Assist with content for marketing, communications, process and procedures, and standard proposal content
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in product management or a relevant domain area
* A...
....Read more...
Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-03-13 08:04:08
-
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- Market Expansion 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
* 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 and performing account origination for consumer clients
* Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals
* Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
* 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
* Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience
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 hear...
....Read more...
Type: Permanent Location: Armonk, US-NY
Salary / Rate: Not Specified
Posted: 2025-03-13 08:04:07
-
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: Portland, US-OR
Salary / Rate: Not Specified
Posted: 2025-03-13 08:04:06
-
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: Portland, US-OR
Salary / Rate: Not Specified
Posted: 2025-03-13 08:04:05
-
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: East Brunswick, US-NJ
Salary / Rate: Not Specified
Posted: 2025-03-13 08:04:04
