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If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM.
You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share.
As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships.
Job Responsibilities
* Manage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio.
Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects
* Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships
* Understand the personal financial goals and needs of the owner(s).
Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
* Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience
* Strong knowledge of deposit and cash management products and services, and knowledge of busin...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-03-07 07:33:36
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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: Winston Salem, US-NC
Salary / Rate: Not Specified
Posted: 2025-03-07 07:33:35
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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: Alexandria, US-LA
Salary / Rate: Not Specified
Posted: 2025-03-07 07:33:35
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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'll be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch.
You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers.
You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
* Acts as the standard bearer of Chase and creates a world-class customer experience
* Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
* Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
* Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
* Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
* Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
* Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
* Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
* Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
* Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
* Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
* Ability to work branch hours including weekends and evenings
* High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, and ...
....Read more...
Type: Permanent Location: Folsom, US-CA
Salary / Rate: Not Specified
Posted: 2025-03-07 07:33:34
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Are you ready to take on a pivotal role within Corporate Investment Banking Finance and Business Management? As a CIB Treasury Funds Transfer Pricing Vice President, you will be at the forefront of managing the liquidity and capital positions of our investment banking businesses.
This critical function is essential for establishing transparent, market-based funds transfer pricing policies and enhancing our collateral and liquidity risk management capabilities.
As a Corporate Investment Banking Treasury (CIBT) Funds Transfer Pricing Vice President within Corporate Investment Banking Finance and Business Management, you will manage the liquidity and capital positions of the investment banking businesses.
Your role will involve working closely with Corporate Treasury and Liquidity Risk Oversight to develop consolidated liquidity risk metrics and coordinate analysis and reporting for regulators and rating agencies.
You will be responsible for enhancing the forecasting and budgeting processes, defining and documenting the operating model, and producing actual profit and loss reporting and analysis.
Additionally, you will work on improving the interoperability between Funds Transfer Pricing and liquidity policy and adapting Funds Transfer Pricing processes to changes in the liquidity framework.
This role offers the opportunity to innovate and promote technology improvements, and to interact with treasury teams across Corporate Investment Banking and Treasury and Chief Investment Office, Line of Business controllers, financial controllers, external reporting, and front office.
Job responsibilities
* Enhance the forecasting and budgeting processes
* Define and memorialize the operating model with the CIBT Planning and Analysis team
* Produce CIBT actuals P&L reporting and analysis (inclusive of TCIO allocation and allocated to CIB LOBs)
* Document FTP policy and liaison with the internal control groups
* Oversee allocation of monthly funding costs through balance sheet funding engine and face off against business controllers on FTP policy changes and inquiries.
* Devise ways to automate FTP processes and drive technology improvements
* Design MIS to provide transparency and business analytics
* Improve the interoperability between FTP and liquidity policy and adopt FTP processes to changes in the liquidity framework
* Interact with the treasury teams across CIB and TCIO, LOB controllers, financial controllers, external reporting, and front office.
Required qualifications, capabilities and skills
* 6+ years of financial or trading experience
* Innovative, self-starter
* Strong partnership skills to deliver multiple project in complex environment
* Experience in trading markers outside of US
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, instituti...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-03-07 07:33:33
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-03-07 07:33:32
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You are a strategic thinker, passionate about delivering solutions to clients, and have experience in relationship management within Payments.
You have found the right team
As a Business Development Representative II within the Chase Small Business (SMB) sales channel, you will be tasked with establishing new Merchant Services opportunities for our managed and prospective clients.
You will oversee the negotiation of new merchant agreements with clients from start to finish, coordinating the firm's resources to ensure successful completion.
Your responsibilities will also include building and maintaining business relationships, proactively reaching out to prospects and merchants through phone calls and emails, and acting as a liaison with internal and external partners and stakeholders to identify new client opportunities.
You will be responsible to meeting monthly and annual productions goals.
The Small & Medium-Sized Business Organization (SMB Payments) is part of global JP Morgan Payments organization and is an innovative leader in serving small and medium-size business clients through banking, payments, and value-added services.
We take a client-first approach in developing solutions that help our more than 5 million small business customers across the US and Canada to start, run and grow their businesses.
Together, J.P.
Morgan and Chase hold the #1 position in payments market share -- both in number of transactions and volume -- processing over 2 trillion in volume and over 50% of eCommerce transactions in the U.S.
The SMB Payments team is a group of builders with an entrepreneurial mindset, and we are looking for team members who value collaboration, accountability, inclusivity, customer centricity and innovation.
Job Responsibilities
* Cultivates new business opportunities within the Business Banking portfolio in an assigned market to achieve individual sales goals
* Identify and self-source client opportunities through building and utilizing referral networks and centers of influence to pursue potential new business clients.
Serves as trusted advisor, leveraging core knowledge, to recommend and promote banking and payment processing solutions to clients to ensure a seamless client experience across Chase
* Conducts calls with prospects, centers of influence (COIs), and existing Chase clients through the remote, Hub-based model
* Completes analysis to competitively identify and price Chase products and services for profitability.
Maintains detailed and accurate electronic sales records and prepares sales reports as required
* Negotiates leveraging customized proving models with clients to close business
* Works with internal partners to ensure successful implementation, product ramp-up
* Protects the firm by following sound risk management protocols and adhering to regulatory requirements.
Works directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regu...
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Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2025-03-07 07:33:32
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You're energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you'll also have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As an Associate Relationship Banker in our Branch Banking team, you'll take a lead role in delivering an outstanding experience to Chase customers.
You'll welcome and assist customers that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs, by opening the right accounts and products for customers contributing to the success of the branch.
You'll be making the lives of customers easier by sharing and setting up self-service
Job responsibilities
* Engages clients making them feel welcomed and delivering an exceptional customer experience by acting with a customer-first attitude
* Engages with clients that enter the branch by making a personal connection, asking open ended questions, and listening to make recommendations on their accounts, financial, and complex servicing needs
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs, whenever, wherever, and however they want.
* Meets with branch assigned customers in person and over the phone to continue building lasting relationships, discover financial needs, tailor products, and offer new tools to help customers meet their consumer banking and investment goals.
* Partners with licensed bankers, financial advisors, mortgage bankers, and business relationship Managers to connect customers to experts who can help them with specialized financial needs
* Assists branches by performing branch operations when needed, which may include acting in dual control and assisting with maintenance of cash devices including cash vaults and ATMs while adhering to all bank policies and procedures.
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills in person and over the phone with proven ability to tailor features and benefits of products and services to customers with differing needs
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
* Profes...
....Read more...
Type: Permanent Location: Nashville, US-TN
Salary / Rate: Not Specified
Posted: 2025-03-07 07:33:31
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-03-07 07:33:30
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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: Nashua, US-NH
Salary / Rate: Not Specified
Posted: 2025-03-07 07:33:30
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will take your clients on a first-class journey to home ownership and deliver strong sales results.
You will put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
* Partners with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and can function well within formal and dotted-line reporting relationships
* Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances
Required qualifications, capabilities, and skills
* Minimum three years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
* Bachelor's degree or equivalent work experience in sales and/or real estate
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, informatio...
....Read more...
Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-03-07 07:33:29
-
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'll be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch.
You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers.
You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
* Acts as the standard bearer of Chase and creates a world-class customer experience
* Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
* Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
* Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
* Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
* Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
* Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
* Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
* Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
* Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
* Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
* Ability to work branch hours including weekends and evenings
* High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, and ...
....Read more...
Type: Permanent Location: Greenbrae, US-CA
Salary / Rate: Not Specified
Posted: 2025-03-07 07:33:28
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At J.P.
Morgan Asset Management, we provide equity solutions to many of the world's largest pension plans, sovereign wealth funds and central banks.
The cornerstone of our approach to equity investing is our dedication to in-house research.
Our on-the-ground presence in key markets, combined with structured collaboration across regions and sectors, allows us to identify, share and compare ideas around the globe.
Our equity investment processes are founded on tried and tested investment philosophies, consistently applied, within a robust risk management framework.
We provide equity strategies across regions, sectors, styles and the market cap spectrum.
As a Research Analyst on the Structured Equity team in New York, you will support the small and mid cap investment team, which manages several investment strategies with approximately $7B in client assets.
The Structured Equity team uses a hybrid investment approach leveraging the best of quantitative and fundamental insights to manage client assets.
You will perform fundamental stock specific research on potential investments under the direction of senior portfolio managers.
Job Responsibilities
* Research small and mid cap securities for potential inclusion in our portfolios, incorporating views on a company's value, quality, momentum, and sustainability attributes
* Monitor news flow, business trends, and performance on existing and potential investment positions
* Participate in the investment team's decision making process surrounding portfolio positioning, broader investment decisions, and model enhancements
* Initiate and maintain written and verbal communications with the investment team focusing on the critical variables driving the investment thesis
* Work with our client team to effective communicate performance at the stock and portfolio level and develop examples to be used across client materials
* Build relationships with global equity investors and other teams across the organization
Required qualifications, capabilities and skills
* 3+ year of experience within an investing team (or related experience)
* Bachelor's degree
* Strong analytical and quantitative skillset
* Interest and/or experience in sustainable investing
* Excellent verbal and written communication skills
* Strong interpersonal skills to work constructively and successfully with other team members
* Intellectual curiosity with a desire to learn from multiple disciplines
* Strong work ethic with a drive to outperform and a commitment to continuous improvement
Preferred qualifications, capabilities and skills
* CFA charterholders or CFA in progress is preferred
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 span...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-03-07 07:33:28
-
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: Carlsbad, US-CA
Salary / Rate: Not Specified
Posted: 2025-03-07 07:33:27
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Be at the heart of transforming visions into market-ready products, while you navigate through and solve complex challenges.
In this dynamic environment, you ensure smooth product delivery and support change initiatives, marking a significant step in your career growth and innovation journey.
As a Senior Product Delivery Associate in Identity and Access Management, you are trusted with enabling the delivery of products in a stable and scalable way.
Work with cross-function teams, build key relationships, and enable the product to continuously deliver value.
Job responsibilities
* Collaborates with the Product Delivery Manager to execute on key delivery tasks and identify ways to boost efficiencies
* Supports the completion of change management activities across functional partners and monitors adherence to the firm's risk, controls, compliance, and regulatory requirements
* Raises blockers and other impediments to the Product Delivery Manager to manage dependencies and ensure adequate resources
* Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers
* Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle; including departmental KPI metric tracking and reporting
* Writes the requirements, epics, and user stories to support product development
* Works with technical and non-technical stakeholders and the team to specify epics and stories with sufficient discussion and acceptance criteria to ensure successful delivery
* Organizes work estimates at various levels of granularity to set delivery expectations appropriately and allow informed prioritization
* Updates stakeholders with timely progress reports, highlighting successes and delivery risks (and mitigation strategies identified)
* Provides support for incident escalation - directing resource and effort as required
* Assists in process improvement through constant review both internally and with partner departments
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise in product management or a relevant domain area
* Demonstrated performance in either product management or relevant domain area
* Experience executing operational management and change readiness activities
* Experience in product deployment processes
* Developing knowledge of data analytics and data literacy
* Expertise in Identity & Access Management and/or Technology Risk Management
* Experience producing product artifacts, including use cases, product requirements, user journeys, high-level wire frames, etc.
* Excellent verbal and written skills are critical
* Proven experience with Agile development methodologies
* General knowledge of financial ...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-03-07 07:33:26
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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...
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Type: Permanent Location: Rochester, US-NY
Salary / Rate: Not Specified
Posted: 2025-03-07 07:33:26
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Harness your technical expertise to transform client challenges into solutions that elevate their journey.
Leverage your deep technical knowledge to reshape how clients experience our products and help to elevate every client interaction.
As a Client Solutions Architect Director in JPMorgan Payments Merchant Services, you are a technical expert for a set of products.
You are well-versed in the sales cycle and in designing solutions to address clients' complex problems.
As a leader on your team with advanced technical capabilities, you leverage your skills to innovate on how products are solutioned, designed, enhanced, and modified, and create new ways for teams to successfully consult with clients to continuously improve their experience with the firm's products.
Job responsibilities
* Advises Client Solutions Architect teams on the strategies and best practices for configuring and modifying the firm's existing products and solutions, often in partnership with Technology, to fit complex client use cases
* Coordinates with clients and our Development and Delivery teams, drawing on technical knowledge, experience, and client feedback to lead product design and define the development requirements for enhancements
* Engages Sales in solutioning and mandating deal stages on high-level pricing, pipeline planning, and account planning
* Manages and leads Client Solutions Architect team
* Identifies and defines development requirements for product design enhancements based on client feedback
* Be a key member of a JPMorgan account team with deep involvement in defining the customer strategy; Identify and close new complex opportunities and accelerate solution adoption.
* Serve as a subject matter expert on payments solutions and possess a deep understanding of our clients' needs and current industry trends
* Act as the "Voice of the Customer" to bring insights, trends and opportunities to the leadership, product and engineering teams from the forefront and prioritized for delivery.
* Collaborate with the account team to respond to client RFPs and demonstrations in a timely manner
Required qualifications, capabilities, and skills
* 10 + years of experience or equivalent expertise working within a broad set of products to solve client use cases
* Extensive experience in partnering with clients (client-facing) in a technology field with engineers
* Experience in supporting a Sales team while pitching and delivering complex technical products, projects, or applications
* Demonstrated experience in structuring and handling complex business solutions or technology problems to meet client needs while advising teams on strategies and best practices
* Demonstrated ability to apply a deep technical understanding to solution configurations in a specific domain
* Experience supporting Sales in pricing, pipeline planning, and account planning
* Experience working with clients in a ...
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Type: Permanent Location: Palo Alto, US-CA
Salary / Rate: Not Specified
Posted: 2025-03-07 07:33:25
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions, combined with cutting-edge financial technology and the most welcoming and friendly service, you'll be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch.
You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers.
You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
* Acts as the standard bearer of Chase and creates a world-class customer experience
* Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
* Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
* Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
* Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
* Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
* Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
* Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
* Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
* Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
* Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
* Ability to work branch hours including weekends and evenings
* High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, and...
....Read more...
Type: Permanent Location: Hingham, US-MA
Salary / Rate: Not Specified
Posted: 2025-03-07 07:33:24
-
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: Apex, US-NC
Salary / Rate: Not Specified
Posted: 2025-03-07 07:33:23
-
We are seeking an experienced Associate to join our front office recruiting team.
As an Associate Recruiter in Commercial Investment Banking (CIB), you will play a key role in ensuring hiring managers are best positioned to attract, source and recruit top talent, both internally and externally.
The primary responsibilities include staffing the business with quality hires, providing strategic talent acquisition solutions and proactive pipelining for future needs.
Job Responsibilities
* Manage end-to-end talent acquisition process, create and implement talent acquisition strategies
* Provide guidance to hiring managers on talent acquisition processes, controls and policies
* Source and pipeline qualified candidates through a wide variety of channels, and provide a positive candidate experience with frequent and timely communication throughout the talent acquisition process; share manager feedback and appropriately disposition all candidates
* Evaluate, interview and present qualified candidates to hiring managers and solicit feedback on candidates to refine talent acquisition strategy as applicable
* Partner with senior management, HR colleagues, and finance to anticipate upcoming needs and strategize pipelines
* Proactively share innovative solutions to add value, anticipate needs, and streamline the process for the client
* Demonstrate expert level of understanding of talent acquisition needs by participating in client meetings, being aware of changes within the business, acting as a subject matter expert for areas of talent acquisition responsibility as well as managing hiring manager/candidate expectations
* Educate candidates on the career growth potential, benefits, compensation philosophy and many advantages of employment, selling both the firm and the opportunity
* Conduct appropriate compensation expectation conversations with both hiring managers and candidates to ensure closure of offers
* Understand diversity goals and provide education to hiring managers in order to ensure and present a diverse candidate slate
* Utilize the complete functionality of the applicant tracking system and maintain data integrity and controls
Required Qualifications, Capabilities, and Skills
* Bachelor's degree required
* 3+ years of experience in full life cycle talent acquisition at a fast paced corporate environment or talent acquisition agency
* Exceptional written and verbal communication skills
* Able to work independently in a dynamic environment of change, challenge and multiple deadlines and priorities, high attention to detail
* Possess a controls mindset; understand employment laws and regulations
* Experience planning and managing networking event or projects
* Superior multitasking, project management and presentation skills coupled with business acumen
* Prior experience handling sensitive/confidential information
* Able to tell a story with...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-03-07 07:33:23
-
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'll be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch.
You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers.
You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
* Acts as the standard bearer of Chase and creates a world-class customer experience
* Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
* Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
* Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
* Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
* Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
* Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
* Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
* Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
* Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
* Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
* Ability to work branch hours including weekends and evenings
* High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, and ...
....Read more...
Type: Permanent Location: Greensboro, US-NC
Salary / Rate: Not Specified
Posted: 2025-03-07 07:33:22
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Take your engineering expertise to new heights by joining a team of exceptionally talented professionals and solidify your place among top performers in the industry.
As a Principal Cybersecurity Architect at JPMorgan Chase within the Cybersecurity and Technology Controls organization, you provide expertise to enhance and develop architecture platforms based on modern cloud-based technologies as well as support the adoption of strategic global solutions.
Leverage your advanced architecture capabilities to identify, communicate, and mitigate risk, and collaborate with colleagues across the organization to drive best-in-class outcomes.
We are seeking a highly skilled and visionary leader to join our Technology Risk and Controls (TRC) organization.
This role is pivotal in enhancing the organization's internal controls over financial reporting (ICFR) while driving innovation through modern engineering practices and advanced technology integration.
The successful candidate will provide strategic architectural leadership partnering with internal and external auditors, internal stakeholders including product, platform teams, finance teams, and other stakeholders in SOX compliance, IT General Controls (ITGC), and comprehensive risk assessment methodologies.
Job responsibilities
* Advises cross-functional teams on technology selections and decisions to achieve target state cybersecurity on improvements to current cybersecurity parameters
* Develops multi-year roadmaps aligned with business and architecture strategy and priorities
* Provide Regulatory & Industry Assessment Expertise.
Provide subject matter expertise in regulatory assessments, ensuring that the organization adheres to applicable frameworks such as SOX, PCI DSS, GLBA, SOC1/2, and other relevant standards.
Lead efforts to ensure audit compliance with Information Technology General Controls (ITGC) testing methods and facilitate assessments of our practices overall.
Oversee the evaluation and design of assessment frameworks methodologies in partnership with various stakeholders, and processes to ensure consistent, efficient, and high-quality outcomes.
* Serve as a Strategic Risk & Control Advisor.
Partner with senior stakeholders to provide risk-based guidance on control design, operational effectiveness, and audit preparedness.
Lead efforts to enhance the firm's risk assessment and control environment, identifying areas of improvement and advising on control implementation to mitigate regulatory risks.
Monitor regulatory trends and audit findings to proactively address emerging risks and influence control strategies across the enterprise.
* Drive Program Execution & Governance.
Influence efficient and effective execution of assessment programs, ensuring alignment with organizational objectives, risk appetite, and regulatory compliance.
Establish audit readiness programs, ensuring the continuous enhancement of the firm's control environment and audit documentation...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-03-07 07:33:22
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A&SI works with JPMC's lines of business to evaluate, structure, and execute potential acquisition, divestiture, and minority investment transactions.
A&SI is also involved with a broad range of non-transaction activities (e.g., market monitoring/research, resolution and recovery, portfolio management, etc.) and various financial analyses to support strategic projects.
The team has individuals based in New York and London and is currently recruiting for an Associate to join us in our mid-town New York location.
As an Associate in A&SI, you will be engaged with a wide range of activities including partnering with JPMC's various lines of business and assisting in the evaluation and execution of potential acquisitions, divestiture, and minority investment transactions, as well as other projects for JPMC.
This role provides an excellent opportunity to apply your skills in a dynamic and strategic environment.
Job Responsibilities
* Prepare requisite financial analyses and valuation analyses for transaction evaluations and other projects
* Create/review presentations for transaction evaluations and other projects
* Project manage due diligence processes on various transactions in accordance with the published Standards and Procedures
* Lead execution of certain strategic investments with oversight from senior investment professional
* Help with portfolio management activities, including portfolio reviews and reporting, quarterly valuations, shareholder / corporate actions, board appointments and regulatory disclosures
* Monitor market trends and activity including valuation and other financial information on select announced transactions, institutions and product portfolios (e.g., researching industry segments to identify key trends and competitive dynamics)
* Mentor, train and support development of Analysts on the ASI team
Required qualifications, capabilities and skills
* Strong undergraduate academic record and previous experience in financial services
* 3+ year experience in finance / investment banking / M&A / private equity / venture capital or related experience together with financial services industry knowledge and strong analytical skills including:
+ Strong project management
+ Financial modeling experience
+ Knowledge of various valuation methodologies and corporate finance concepts
* Excellent PowerPoint and Excel skills
* Ability to conduct thorough, independent research (SEC filings, Factset, SNL, Bloomberg, Pitchbook, etc.)
* Strong communication and presentation skills, robust interpersonal skills
* Strong organization skills, including ability to manage multiple projects / competing priorities in parallel
* Ability to focus on best practices in terms of financial analysis, including the ability to focus on details without losing sight of the big picture, process management including adherence to published standards and procedure...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-03-07 07:33:21
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Join the Payments Sales team! As a key leader on the team, you will drive the end-to-end client experience.
As a Payments Sales Manager (PSM) within the Payments Corporate Sales team, you will be responsible for developing new business from clients within the Fintech & Gaming vertical.
You will be expected to sell products with value to the firm (goal will vary by position) as well as build a strong pipeline.
In order to achieve the sales goal, each PSM is expected to execute a comprehensive selling strategy in conjunction with Product and the Banking coverage officers.
You will also be required to collaborate with client service, operations, technology, risk, credit, legal in order to optimize delivery.
You will also be responsible for actively gaining a thorough understanding of the market, the industry in which the client operates, the client's organizational and operating structure, buying process and business objectives to effectively position J.P.
Morgan and solutions optimally.
Job responsibilities:
* Deepen and grow existing market relationships
* Work in partnership with bankers to develop new profitable business from prospective clients
* Engage J.P.
Morgan Payments Solutions, bankers and clients at senior and strategic levels to provide integrated treasury solutions within a consultative and client driven framework
* Partner with internal product stakeholders when representing the client perspective in the development/evolution of complex products and solutions
* Understand clients' business goals, environments, strategies, and industry trends to better determine their requirements and identify potential new business opportunities for J.P.
Morgan Treasury Services via appropriate solution(s); traditional cash management, trade, liquidity and commercial card
* Understand the competitions' capabilities and gaps, and how to position J.P.
Morgan Treasury Services
* Manage client visitation and contact; promoting sales through frequent client meetings and discussions covering new products, market and industry developments
* Manage proposal writing and the entire sales process including both competitive RFIs/RFPs
* Develop and enhance in-depth client knowledge and share it with the client coverage team for both new business development and management of client risk
* Address business issues such as risk, legal, and compliance, and manage resolution, including conducting AML due diligence reviews of high-risk industry clients.
* Work closely with the coverage team to drive efforts to expand existing business with current clients, providing feedback to product managers and generating cross-sell opportunities by maintaining strong working relationships with other J.P.
Morgan lines of business; partner with Treasury Sales Associates (sales support), Client Service, and Implementation to retain, grow, and enhance existing client relationships
Required qualifications, skills and capabili...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-03-07 07:33:20
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Are you ready to make a significant impact in a rapidly evolving business landscape? Join us as a Vice President in our Client Onboarding and Service Controls Execution team, where you'll drive strategic control management and risk mitigation.
This role offers the opportunity to collaborate with global partners, enhancing your skills in a supportive and innovative environment.
As a Vice President within the Client Onboarding and Service Controls Execution team, you will align cross-functional support and lead governance initiatives.
You will work closely with global and regional partners to integrate controls into our organizational strategy, ensuring resilience and success.
Your role is crucial in promoting a proactive approach to control management, fostering a culture of trust and transparency.
You will also be responsible for building out and overseeing a reporting function, ensuring accurate and timely data analysis.
In this role, you will provide expert advice on control-related matters, lead problem-solving initiatives, and deliver high-quality reporting and analytics.
You will manage a mix of direct and matrix team members, helping them develop the skills needed to support our mission.
Your efforts will directly contribute to reducing the business's residual risk profile and optimizing control frameworks.
Job Responsibilities
* Engage with leadership and stakeholders to assess priorities.
* Identify and mitigate risks in product development and transformation.
* Prepare for audits and provide necessary documentation.
* Continuously improve control processes for efficiency.
* Share detailed reporting on control health and effectiveness.
* Lead data-driven decision-making and process re-engineering.
* Provide oversight of the control system to manage risk.
* Align stakeholders to build consensus and execute strategies.
* Deliver consistent reporting and analytics to support decisions.
* Manage team members to build skills and capacity.
* Execute control responsibilities for Product and Transformation.
Required Qualifications, Capabilities, and Skills
* Experience in control, risk management, or compliance roles.
* Knowledge of control design, risk assessment, and metrics development.
* Ability to lead process reviews and implement improvements.
* Strong analytical and communication skills.
* Experience with global teams and stakeholder management.
* Confident communicator with senior management.
* Solution-oriented with a proactive approach to problem-solving.
* Ability to achieve results in a high-pressure environment.
* Excellent organizational and prioritization skills.
* Ability to build a culture of trust and integrity.
* Exercise discretion and act with urgency.
Preferred Qualifications, Capabilities, and Skills
* Payment knowledge.
* Experience with audit and regulatory exam readiness.
* Training or str...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-03-07 07:33:19
