-
JOB DESCRIPTION
The Global Compensation Product Owner will support the delivery of Chubb's global Oracle HCM platform by collecting, analyzing, and translating business requirements into functional specifications This role will ensure seamless implementation and optimization of HR processes, focusing on the interdependencies between the Compensation, Core HR and Talent Acquisition modules.
The Product Owner will work closely with global HR stakeholders and the HR Technology team to identify pain points, design solutions, configure the platform, and provide ongoing support for Oracle HCM.
Additionally, this role will also engage with the Technology team to support the integration with Chubb's other HR technology platforms.
The role reports to the VP Global MyHR Core Product Owner and is part of the Global HR Services team.
The day-to-day tasks for an Oracle HCM Compensation Product Owner typically revolve around optimizing Oracle HCM, collaborating with stakeholders, and managing product features.
Here's a breakdown of common responsibilities:
Day-to-Day Tasks of an Oracle HCM Compensation Product Owner
Stakeholder Engagement
* Interact with HR business leaders, payroll teams, and total rewards to gather feedback and understand requirements.
* Collaborate with Core HR team to understand the impact of compensation decisions on broader HR processes
Backlog Management
* Prioritize and maintain the product backlog, ensuring that tasks and features align with business goals.
* Refine user stories and acceptance criteria based on stakeholder inputs.
* Estimate effort for backlog items in collaboration with development teams.
Feature Development and Testing
* Collaborate with development teams to ensure that compensation features are being built according to requirements.
* Conduct user system testing and assist in user acceptance testing (UAT) with specified stakeholders for new features, ensuring they meet business requirements.
* Review and validate compensation configuration settings within Oracle HCM.
Documentation
Develop and update documentation for new compensation features, processes, and configurations.
Continuous Improvement
* Gather feedback from users on the effectiveness of Oracle HCM, identifying areas for improvement.
* Stay updated with industry trends and best practices in support of the compensation module
Management
* Lead and coordinate projects related to enhancements, quarterly releases and transition to Redwood.
* Create timelines, project plans, and status reports to keep stakeholders informed.
Collaboration with IT and Development Teams
* Work closely with technical teams to troubleshoot any system issues that arise and ensure effective resolutions.
* Participate in sprint planning and retrospectives to align on product vision and delivery timelines.
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, ...
....Read more...
Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-03-09 07:08:24
-
JOB DESCRIPTION
Chubb is the world's largest publicly traded property and casualty insurer.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
KEY OBJECTIVE:
As a key member of the Chubb Multinational Property & Casualty team, the Senior Underwriter will contribute to the achievement of regional profitability and production results through the growth, development, and underwriting of international casualty programs for U.S.
multinational companies and organizations.
In addition this position is responsible for establishing and cultivating business relationships with brokers, clients and other relevant spheres of influence within the assigned territory to assure the continued flow of new business opportunities while representing all Foreign Casualty segments and products.
RESPONSIBILITIES:
-Evaluate, select, underwrite, price, quote and maintain profitable new and renewal business;
-Produce new business opportunities within the territory;
-Travel to assigned territories and complete a minimum of 10 broker visits (in person) per month;
-Manage the implementation and execution of bound controlled master programs in cooperation with Chubb's global services teams and the Chubb Overseas General network;
-Retain accounts through active participation in Chubb Stewardship process and superior client servicing;
-Coordinate production efforts with other Chubb underwriting divisions to identify account expansion opportunities;
-Work with the Team Leader & Regional Manager to develop and implement marketing plans with brokers and clients in the territory.
QUALIFICATIONS
REQUIREMENTS:
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, militar...
....Read more...
Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-03-09 07:08:23
-
JOB DESCRIPTION
Details of this critical opening follow:
* Fundamentals of coverage, terms and conditions.
Ability to offer coverage, terms and conditions which generate a profit for the Company while meeting the needs of the customer.
Knowledge of WC/AL/GL coverages is a must.
* Risk Assessment.
Ability to identify risk exposures, special or common hazards, and appropriate controls.
Ability to select risk based on exposure and risk analysis.
Ability to analyze claims and quantify losses.
* Financial proficiency.
Understanding of financial statements and ratios used in risk analysis.
Understanding of insurance financial fundamentals; impact of underwriting decisions on company assets.
Ability to understand credit risk.
Portfolio consists of 100% loss sensitive deals.
* Actuarial fundamentals.
Ability to understand loss trends, loss triangles, and ratemaking.
Ability to quantify risk based on experience history and forecasting methods.
* Marketing and communications.
Ability to sell and negotiate to achieve bottom line profitability for the Company.
Ability to make presentations and communicate articulately.
Ability to base communications on strategic thinking.
Ability to manage producer strategy.
* Systems and programs.
Ability to use systems and software programs needed to conduct daily business.
MAJOR DUTIES & RESPONSIBILITIES:
Duties may include but are not limited to:
* Solicits new and renewal submissions from brokers
* Determines terms and conditions and complex rating plans
* Binds coverage
* Documents the underwriting files
* Handles more complex files and portfolios within underwriting authority
* Manages, guides, and mentor junior staff.
QUALIFICATIONS
DESIRED
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawfu...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-03-09 07:08:23
-
JOB DESCRIPTION
The Middle Market Underwriting Account Representative (UAR) is responsible for supporting the underwriting process for New and Renewal Customers for multiple lines of insurance coverages, including property, casualty, workers compensation, excess lines and automobile coverages.This position is also accountable for collaborating with team members to achieve growth, profit, renewal retention, service and producer/client management goals for an assigned book of business in the middle market segment of Commercial Insurance.
The UAR will gather and analyze account information, interpret, and translate data into rating and issuance instructions as well as utilize federal and state compliance and regulatory rules to comply with corporate pricing strategies.
In partnership with the Underwriter, the UAR will be
QUALIFICATIONS
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-03-09 07:08:22
-
JOB DESCRIPTION
You'll be the first contact for our customers: answering billing questions, taking payments, assisting with portal login and navigation, and general inquiries.
Join our team to deliver personalized service that demonstrates the value of being insured by Chubb.
Initial and ongoing training will include, but is not limited to, Chubb product offerings and all applicable systems and tools that will enable you to be a Champion of Service.
If you want an opportunity with a company that places great emphasis on professional and personal development, cultivates a culture of diversity and inclusion and one that can offer plenty of growth opportunities, let's talk.
Job Responsibilities:
* Phone servicing of billing inquiries, taking payments, client concerns, portal navigation assistance, etc.
* Provide excellent customer service and quality technical content via incoming telephone calls, text chats and email in a fast-paced, automated, high-volume contact center environment
* Assume ownership and timeliness in handling customer requests in an efficient, accurate and professional manner
* Demonstrate the ability to analyze information to make appropriate decisions and solve problems, while maintaining a pleasant phone experience for the caller
* Analytic and basic mathematic calculation skills, such as percentages, addition, and subtraction calculations
* Learn with a high regard for accuracy of basic knowledge of personal lines insurance principals and Chubb products
* Efficiently navigate multiple systems and applications to research, analyze and resolve requests, inquiries & concerns
* Maintain established levels of productivity, service, and quality standards within a fast-paced call center
* Works collaboratively with team members, and business partners to provide a quality experience for our agents
* Know & comply with corporate policies, regulatory standards (SOX), business processes (PCI) and procedures
* Responsible for cross selling products to provide best and most beneficial experience for clients
* Work overtime as needed
* Complete additional tasks and other projects/duties as assigned
* Ability to work 40 hours a week on scheduled shift between the hour 7am-7am CT.
Candidate must be flexible to work during Saturday hours as scheduled on rotational basis
QUALIFICATIONS
* Customer
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment oppor...
....Read more...
Type: Permanent Location: O Fallon, US-MO
Salary / Rate: Not Specified
Posted: 2025-03-09 07:08:22
-
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...
....Read more...
Type: Permanent Location: Miami Beach, US-FL
Salary / Rate: Not Specified
Posted: 2025-03-09 07:08:21
-
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: Garden City, US-NY
Salary / Rate: Not Specified
Posted: 2025-03-09 07:08:20
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Program Banker Analyst in the U.S.
Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients.
As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program.
Promotional opportunities within J.P.
Morgan are based on our business needs and the Analyst's performance.
The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning.
Job Responsibilities
* Help devise customized financial strategies for existing and prospective clients
* Prepare pitch books and meeting materials
* Collaborate with integrated team members to analyze balance sheets and understand a clients' investment objectives to produce customized recommendations that consider appropriate risk/return objectives
* Become an expert in a range of proprietary models to provide recommendations on tailored solutions
* Conduct research and analysis; assist with product development and prospecting efforts
* Research client inquiries and manage follow up communication and materials
* Work directly with clients as you continue to progress in your role
Required Qualifications, Capabilities, and Skills
* Bachelor's degree with a minimum overall GPA of 3.2
* No more than two years of work experience following completion of undergraduate program
* Demonstrated aptitude for sales and client relationship management
Preferred Qualifications, Capabilities, and Skills
* Superior multi-tasking and organizational skills
* Excellent communication skills and poise giving presentations
* Genuine interest in financial markets and macro-level economic trends
* Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions
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, com...
....Read more...
Type: Permanent Location: Miami, US-FL
Salary / Rate: Not Specified
Posted: 2025-03-09 07:08:19
-
Description
JPMorgan Chase & Co.
is a leading global financial services firm with assets of more than $2 trillion, over 260,000 employees and operations in over 60 countries.
It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer and Community Banking.
Through collaboration, intellectual curiosity and creativity, you can accomplish extraordinary things at J.P.
Morgan.
Our people do outstanding work by partnering with clients and each other to generate positive change in our local and global communities every single day.
We are committed to your growth and development.
We offer opportunities across all of our businesses that can take you in any direction you want to go and leaders who will support you in getting there.
The J.P.
Morgan Private Bank offers high net worth individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trusts & estates and banking capabilities.
For over 7 consecutive years we have been voted number 1 in the U.S.
for overall private banking services by Euromoney , and we have been specifically recognized for our succession planning, advice and trust services.
The Global Trusts & Estates Practice is an integral part of the services we offer to clients.
With over 160 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by the most capable people, with technical experience as well as the ability to interact well with a variety of types of families and individuals.
When JPMorgan is appointed as corporate trustee of a trust, whether created by a client during his lifetime or upon his death through a provision in his will, it is the Trust Officer's role to oversee the administration of the trust.
The Trust Team Leader will be responsible for overseeing a senior team of trust professional.
The responsibilities of this role are as follows:
Talent Management
Trust Team Leaders are responsible for overseeing a team of Trust Officers, Trust Administrators and Trust Professionals who manage client relationships where we serve as a trustee or agent for trustee.
The role requires technical expertise in the trusts and estates space and management expertise.
Client Relationship Management
The most successful organizations provide unparalleled service and capabilities to their existing clients.
The Trust Team Leader works with the Trust Officers and market partners to ensure that Trust Officers are providing the best client experience possible.
Risk Management
Critical to this role is that the individual be able to guide Trust Officers on questions concerning fiduciary matters as they arise and ensuring that the trust teams meet regular metrics around account reviews and maintenance.
The Team Leader will also be responsible for approving discretionary actions taken by the firm a...
....Read more...
Type: Permanent Location: Southfield, US-MI
Salary / Rate: Not Specified
Posted: 2025-03-09 07:08:19
-
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: Broomfield, US-CO
Salary / Rate: Not Specified
Posted: 2025-03-09 07:08:18
-
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: West Babylon, US-NY
Salary / Rate: Not Specified
Posted: 2025-03-09 07:08:16
-
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...
....Read more...
Type: Permanent Location: San Diego, US-CA
Salary / Rate: Not Specified
Posted: 2025-03-09 07:08:16
-
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: Surprise, US-AZ
Salary / Rate: Not Specified
Posted: 2025-03-09 07:08:15
-
Join our dynamic team as a Privacy Governance Lead, where you will play a pivotal role in shaping and enhancing our global privacy program.
This is an exciting opportunity to work across a complex global organization, delivering cross-functional initiatives that drive compliance and innovation.
Your expertise will be crucial in navigating privacy regulations and fostering a culture of data protection.
As Vice President- Privacy Program Manager in the Firmwide Privacy Office, you will be supporting the design and development of our privacy governance framework, ensuring compliance with relevant privacy laws and regulations, developing and maintaining of privacy policies, standards and procedures, and driving privacy initiatives across the organization.
You will work closely with key stakeholders to implement privacy strategies that align with our firm's goals.
Your role will be instrumental in ensuring that our privacy practices meet global standards and support our data-driven initiatives.
Job Responsibilities:
* Support projects to enhance the firm's privacy program.
* Lead the development and maintenance of privacy policies, standards, procedures, and controls across the privacy space.
* Collaborate with cross-functional teams to integrate privacy considerations into business processes and projects
* Monitor and assess privacy risks and develop strategies to mitigate them.
* Participate in data protection audits as necessary
* Provide guidance ` on privacy-related matters to stakeholders at all levels.
* Stay up-to-date with changes in privacy laws and regulations and ensure the organization adapts accordingly.
* Prepare and present reports on privacy compliance and governance to senior management.
Required Qualifications, Capabilities, and Skills:
* 5+ years of experience in privacy governance management and drafting privacy policies, standards and other governance documentation.
* Proven experience in developing and implementing privacy policies, standards and procedures.
* Experience with developing controls for managing effective Privacy program and managing risks
* Knowledge of global privacy laws, including GDPR and CCPA.
* Ability to work independently and manage relationships across functions.
* Excellent analytical, problem-solving, and communication skills.
Preferred Qualifications, Capabilities, and Skills:
* Experience in privacy at a financial institution.
* Familiarity with the three lines of defense model.
* Privacy certifications such as CIPM or CIPP.
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, commercia...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-03-09 07:08:14
-
Join JPMorgan Chase & Co.
as a Collections Specialist and be part of a team that values diversity, integrity, and teamwork.
We offer a dynamic work environment with opportunities for growth and development, competitive base salary, and a wide range of benefits.
Your role will be crucial in helping our customers manage their financial obligations while contributing to the success of our business.
As a Total Loss Senior Specialist II within our Collections team, you will engage with customers to collect on past due accounts, offering solutions and options to meet their needs.
You will navigate multiple technologies and maintain a strong customer focus, ensuring respectful and empathetic interactions.
Your role is vital in supporting our customers and contributing to the firm's success.
Job Responsibilities:
* Collect on past due accounts while maintaining a customer-centric approach.
* Communicate effectively with customers in a metrics-driven environment.
* Navigate multiple technologies while staying engaged with customers.
* Demonstrate excellent negotiation and decision-making skills.
* Exhibit strong communication skills and a focus on customer satisfaction.
* Treat customers with respect and respond with empathy.
* Show sensitivity and compassion in difficult situations.
* Demonstrate personal excellence, including punctuality, integrity, and accountability.
* Work independently and collaboratively within a team.
* Think critically and exercise independent judgment.
Required Qualifications, Capabilities, and Skills:
* High School diploma/GED required.
* Willingness to work in a 100% phone-based customer interaction environment.
* Minimum of two years of customer interaction or support experience.
Preferred Qualifications, Capabilities, and Skills:
* Proficiency with basic computer functions, including navigating a Windows-based environment.
* Auto and Collections experience.
* Previous negotiation skills.
* Experience in a customer support role, either by phone or face-to-face.
* Strong proficiency in using computer applications and conducting internet searches.
Work Schedule:
Work schedules will vary, including evenings and weekends.
Candidates must be flexible to accommodate training and operational hours.
Specific details will be provided by the Recruiter.
Why Join Us?
At JPMorgan Chase & Co., we offer a competitive base salary and a wide range of benefits, including paid time off, savings programs, health care, insurance plans, and tuition assistance.
We invest in your development with industry-leading training and provide opportunities for professional growth and advancement.
Join a high-energy team that values diversity, integrity, and teamwork.
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 missio...
....Read more...
Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2025-03-09 07:08:14
-
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: Rehoboth Beach, US-DE
Salary / Rate: Not Specified
Posted: 2025-03-09 07:08:13
-
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: Raleigh, US-NC
Salary / Rate: Not Specified
Posted: 2025-03-09 07:08:13
-
You are a strategic thinker, passionate about delivering solutions to clients.
You have found the right team.
As a Relationship Manager within Merchant Services, you will be primarily responsible for a select portfolio of Middle Market clients.
You will partner closely with the firm-wide bank coverage team, including JPMorgan Payments Treasury Services.
You will be accountable for maintaining strong relationships with key decision-makers and influencers within those assigned client relationships.
You will meet JP Morgan Merchant Services' profitability goals through strategic client management, re-contracting of existing business and identification, pursuit and acquisition of incremental business within the designated portfolio.
Job Responsibilities:
* Achieve firm-wide business objectives, including the annual revenue plan at target margins; by maintaining and growing existing relationships, identifying incremental business and maintaining high levels of client satisfaction
* Execute sales/support strategies in conjunction with other lines of business; including, but not limited to the Commercial Bank, JPMorgan Payments Treasury Services, FX and Card Services to optimize product and service delivery
* Acts as a principal point of contact to internal partners, and as the primary contact for the client relationship on behalf of Merchant Services
* Implement and support ongoing client strategy and co-coordinating cross-sell opportunities with other parts of JPMorgan Payments Treasury Services
* Clearly understand client needs by applying a strategic, consultative selling approach to cultivate payment optimization strategies, develop appropriate product solution recommendations and grow the business
* Prepare and deliver quarterly business reviews and analysis on strategic client relationship, as well as provide compelling financial and market analysis to support proposals to expand business
* Participate in external industry conferences to ensure market visibility for the JPMorgan franchise within the identified market segment.
Required qualifications, capabilities and skills:
* 8 + years of experience within a strategic relationship management role, business development role; or technology related experience
* Demonstrated ability to grow and expand relationships with Fortune 500 caliber clients
* Experience and comfort level working with C-suite level client stakeholders
* Experience collaborating across multi-faceted financial institutions or similar institutions, especially with relationship bankers, product, service and operations partners
* Demonstrated ability to work across cultures with internal teams and external clients
* Exceptional relationship management skills, strong presentation skills and exceptional verbal and written communication skills
* Travel required-25%
Preferred qualifications, capabilities and skills:
* Bachelor's degree or equivalent exper...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-03-09 07:08:12
-
Chase Auto is a leading provider of auto financing with a portfolio of more than $80 billion in assets and relationships with 75% of U.S.
franchised automotive dealers.
The business is part of the JPMorgan Chase franchise and serves auto dealers, consumers, and vehicle manufacturers.
It offers a range of products and services to meet the financial needs of its clients from retail lending, captive financing, and floorplan products to cash management, private banking, and payment processing.
As a Credit Verification Specialist in auto finance, you will be responsible for calling, verifying and/or collecting information from customers as part of the auto loan underwriting process will be responsible for working with credit analysts, funders and loan integrity officers to investigate factors that need to be clarified with customers and subsequently contacting customers to obtain the required information.
The verification process is based on existing credit policies and operations procedures.
You will also be responsible for managing a pipeline with a service level commitment to automotive dealers.
Excellent organizational skills, a keen eye for detail, and strong time management skills are required to ensure exceptional customer service.
This role is a great introduction to the auto business and can provide a solid foundation for advancement and growth within Chase Auto.
Job responsibilities
• Conduct phone interviews with potential and existing auto customers; investigate and ensure due diligence
• Interact with dealers, external customers and internal departments within Chase
• Conduct employment and insurance verification
• Investigate and verify pertinent loan information
• Perform application rekeys to identify and correct application submission errors
• Meet or exceed quality control audits
• Participate in the document retention process
Required qualifications, capabilities, and skills
• Strong communication skills
• Strong teamwork skills and ability to meet deadlines
• Customer service and/or retail sales experience
• Attention to detail
• Ability to multitask and adapt within a changing environment
• Interpersonal and problem-solving skills
Preferred qualifications, capabilities, and skills
• Experience within a call center environment
• Auto Finance experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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, p...
....Read more...
Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2025-03-09 07:08:11
-
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...
....Read more...
Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2025-03-09 07:08:11
-
As an Associate for the GCB Diversified Industries group, you will have intellectual curiosity and drive to contribute to the development and execution of comprehensive banking solutions for your clients.
The Global Corporate Banking group is part of Global Banking within Commercial & Investment Banking at J.P.
Morgan.
Global Corporate Banking focuses on small-, mid-, and large-cap companies that require traditional banking services in addition to investment banking solutions.
Each of the sectors is extremely capital intensive and, therefore, financing activity is high.
Job Responsibilities
* Prepare presentation and marketing materials for use in client meetings and transaction execution, covering topics such as financing alternatives, capital markets activity, capital structure, capital allocation and credit ratings
* Participate in all phases of capital markets and syndicated and leveraged finance origination and execution
* Build and maintain financial models to evaluate implied credit ratings, debt capacity, creditworthiness, and the impact of various capital structures
* Conduct industry research and comparable company and transaction analysis
* Coordinate efforts with deal team members and product partners across the Commercial & Investment Bank
* Support Credit Underwriting Partners by drafting internal approval packages detailing company/credit analysis along with repayment modeling
* Support senior bankers with overall client management responsibilities, idea generation and business initiatives
Required Qualifications, Capabilities and Skills
* Strong corporate finance, analytical, credit and problem-solving skills
* Exceptional verbal and written communication skills
* Strong attention to detail
* Ability to thrive in a fast-paced, collaborative work environment
* Self-motivated, dependable and intelligent
* Knowledge of corporate finance, credit, and other corporate and investment banking products
* Possess or obtain within three months of hire the FINRA Series 79, Series 63 and Securities Industry Essentials (SIE) licenses
Preferred Qualifications, Capabilities, and Skills
Bachelor's degree required
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...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-03-09 07:08:10
-
Are you seeking to join a team where you can have the opportunity to thrive and grow? We have an exciting opportunity to help expand your knowledge, skills, and abilities.
You have found the right team.
As a Client Tax Associate I within the Trusts and Estates and Tax Operations (TETO) team in Wealth Management (WM), you will play a crucial role in supporting the Trust and Estate (T&E) practice by coordinating the preparation and filing of tax returns.
The TETO team provides technical expertise in interpreting and applying federal, state, and foreign laws and regulations impacting the tax filings of WM clients.
Your primary objective is to ensure review of various data elements essential to accurate information reporting.
You will have knowledge of various tax reporting functions, regulatory reporting requirements and be comfortable with high volumes, strict deadlines, and sophisticated clients.
You will possess high-level written and verbal communication skills to explain technical reporting positions to internal partners and external clients.
You will have exceptional organization and attention to detail, with the ability to troubleshoot and remediate rapidly.
Job Responsibilities
* Collaborate with internal teams to ensure the timely production of diverse tax reporting forms
* Develop a comprehensive understanding of cross-functional business processes to identify automation opportunities and enhance client experiences
* Lead tax projects to refine processes and procedures, including cross Line of Business (LOB) strategic initiatives
* Establish and maintain a robust control environment that meets risk and audit requirements
* Analyze data for consistency and accuracy; coordinate with relevant teams to implement necessary adjustments
* Oversee data integrity reviews across multiple platforms with both on-shore and off-shore teams
* Implement and support business-as-usual processes for continuous information reporting and withholding compliance
* Deliver tax education, training, and presentations to client-facing and tax documentation teams as required
Required Qualifications, Capabilities, and Skills
* Bachelor's degree in Accounting, Finance, or a related field required
* Over 5 years of experience in tax reporting
* Proficiency in tax reporting (1099, 5498,1042-S, 2439, 8966, etc.) with familiarity in core processes for successful reporting seasons
* Highly organized and detail-oriented with advanced written and verbal communication skills
* Ability to multitask and communicate effectively with senior internal partners; willingness to accept direction and develop strong relationships
* Exceptional decision-making capabilities, including problem identification, solution proposal, and change influence
* In-depth understanding of regulatory reporting requirements and tax technical concepts, including foreign currency, derivatives, wash sales, etc.
* Proven abi...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-03-09 07:08:09
-
You take pleasure in advancing the sales of products to JP Morgan's business banking clients.
As a Commercial Card Product Sales Specialist, you will play a pivotal role in promoting the sales of Travel & Entertainment (T&E) and Business-to-Business (B2B) Commercial Card solutions to JP Morgan's Business Banking Clients within the United States through a virtual based sales model.
Your expertise in commercial card solutions and strategic sales will be essential in expanding our client base and enhancing our market presence.
You will need to demonstrate a successful history of selling Commercial Card solutions in this space as it relates to B2B Card & Virtual Card Solutions.
Building internal and external strategic selling networks will be key to your success.
You will be an expert at all aspects of direct selling including developing national / industry relationships within the marketplace.
In addition, you will be responsible for establishing solid partnerships with other JPMorgan Chase businesses to identify and close cross-sell commercial card opportunities.
This role provides an opportunity to expand your skills and make a significant impact on our business.
Job responsibilities
* Manage a specified sales territory, cultivate and manage pipeline opportunities
* Become a \"Trusted Advisor\" in the eye of the clients and partners with whom you engage
* Implement strategies and tactics to improve sales performance and efficiency
* Demonstrate exceptional leadership, follow-up and project management skills
* Lead/execute special projects and assignments as required
* Focus on exceeding profitability objectives
* Represent the firm as a subject matter expert internally and externally
* Manage Banking Channel Partnership Model
Required qualifications, capabilities and skills
* Bachelor's degree required with 5+ years of experience or equivalent expertise in Product or B2B Sales
* Excellent selling, influencing and negotiation skills
* 5 years of experience in the business to business sales environment with a documented track record of success and top performance
* Strong ability to effectively communicate (oral & written) with multiple levels of the organization (internally & externally).
This includes senior-level presentation skills
* Ability to analyze and leverage data to uncover and implement growth strategies
* Capable of solving business problems and provide workable solutions through logical and systematic approaches
* High level of integrity, energetic, competitive and goal-oriented; highly motivated; outstanding interpersonal, time management and leadership skills
* Ability to manage multiple, diverse engagements with strong attention to details / follow-through
* Experience in selling complex expense management solutions that have extended sales cycles, contract negotiations and implementation time lines
* Past experience in customer-focused r...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-03-09 07:08:08
-
Join the Merchant Services team! As a key member of the team, you will drive the end-to-end client experience.
As a Relationship Manager within Merchant Services, you will primarily be responsible for a select portfolio of large retail clients.
You will partner closely with the firm-wide bank coverage team.
As a Relationship Manager, you will be accountable for maintaining strong relationships with key decision-makers and stakeholders within those assigned client relationships.
You will meet JP Morgan Merchant Services' profitability goals through strategic client management, re-contracting of existing business and identification, pursuit and acquisition of incremental business within the designated portfolio.
Job responsibilities
* Achieve firm-wide business objectives, including the annual revenue plan at target margins; by maintaining and growing existing relationships, identifying incremental business and maintaining high levels of client satisfaction
* Execute sales/support strategies in conjunction with other lines of business and cross functional partners
* Act as a principal point of contact to internal partners, and as the primary contact for the client relationship on behalf of Merchant Services
* Establish and maintain strong internal partnerships with respective firmwide coverage teams through on-going collaboration and communication
* Implement and support ongoing client strategy and coordinating cross-sell opportunities with other parts of JPMorgan Payments
* Understand client needs by applying a strategic, consultative selling approach to cultivate payments optimization strategies and develop appropriate product solution recommendations
* Prepare and deliver business reviews and analysis on strategic client relationship, as well as provide compelling financial and market analysis to support proposals to expand business
Required qualifications, capabilities, and skills
* 6+ years of experience in strategic relationship management and/or business development in the Payments industry
* Contract negotiation experience
* Senior sales and account executive experience
* Experience managing complex clients
* Demonstrated ability to grow and expand relationships with Fortune 500 caliber clients
* Experience and comfort level presenting to executive level client contacts
* Demonstrated track record of collaboration across multi-faceted financial institutions or similar institutions
* Demonstrated ability to work across internal teams and external clients
* Strong presentation skills
* Exceptional verbal and written communication skills
* Travel Required up to 30% nationally
Preferred qualifications, capabilities, and skills
* Technology related experience
* Expertise in specialized industries such as retail, omnichannel payments including card present, in app, and web purchases
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-03-09 07:08:07
-
If you are excited about shaping the future of technology and driving significant business impact in financial services, we are looking for people just like you.
Join our team and help us develop game-changing, high-quality solutions.
As a Senior Lead Architect at JPMorgan Chase within the Infrastructure Platforms organization, you are an integral part of a team that works to develop high-quality architecture solutions for various software applications and platforms products.
You drive significant business impact and help shape the target state architecture through your capabilities in multiple architecture domains.
Job responsibilities
* Represents a product family of technical governance bodies
* Provides feedback and proposes improvements to architecture governance practices
* Guides evaluation of current technology and leads evaluation of new technologies using existing standards and frameworks
* Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors
* Develops secure and high-quality production code, and reviews and debugs code written by others
* Drives decisions that influence product design, application functionality, and technical operations and processes
* Serves as a function-wide subject matter expert in one or more areas of focus
* Actively contributes to the engineering community as an advocate of firmwide frameworks, tools, and practices of the Software Development Life Cycle
* Influences peers and project decision-makers to consider the use and application of leading-edge 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 5+ Years of experience working as an Infrastructure Solutions Architect or Infrastructure Solutions Engineer
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Advanced in one or more programming language(s), applications, and architecture
* Advanced knowledge of software architecture, applications, and technical processes with considerable in-depth knowledge in one or more technical disciplines (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* Ability to tackle design and functionality problems independently with little to no oversight
* Practical cloud native experience
* Ability to evaluate current and emerging technologies to select or recommend the best solutions for the future state architecture
* Adds to team culture of diversity, equity, inclusion, and respect
Preferred qualifications, capabilities, and skills
* General knowledge of technology regulations, high-level technical and business characteristics in the Latin America and Canada region, or experience working with internal technology clien...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-03-09 07:08:06