-
At J.P.
Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion
As an Unlicensed Investment Professional in J.P.
Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams.
Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.
Job Responsibilities
* Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone
* Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs
* Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transaction
* Document all client interactions and meeting all regulatory requirements around these activities
Required qualifications, capabilities, and skills
* FINRA Securities Industry Essentials (SIE), Series 7 and 63 (or equivalent) must be obtained within 90 days of employment
* Strong compliance record in prior position(s) and ability to hold a registration in all 50 states
* Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
* Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change
* Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships
Preferred qualifications, capabilities, and skills
* Bachelor's degree preferred or equivalent experience
* 2 years of relevant financial services or brokerage experience
* Valid and active FINRA Securities Industry Essentials (SIE), Series 7, and 63 (or equivalent) is highly preferred
* Flexibility, self-motivation, coachability, and passionate for helping people
* Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base
Additional information:
* Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing.
Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.
* Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST.
The working hours for this role will be assigned and may fall into any of the department operating hours.
Candidate may be required to work non-standard schedule (example: four 10 hour d...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-09-11 08:39:15
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Castle Rock, US-CO
Salary / Rate: Not Specified
Posted: 2025-09-11 08:39:14
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Alpharetta, US-GA
Salary / Rate: Not Specified
Posted: 2025-09-11 08:39:14
-
If you are looking for a game-changing career, working for one of the world's leading financial institutions, you've come to the right place.
As a Principal Software Engineer at JPMorgan Chase within the Consumer & Community Bank, you provide expertise and engineering excellence as an integral part of an agile team to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
Leverage your advanced technical capabilities and collaborate with colleagues across the organization to drive best-in-class outcomes across various technologies to support one or more of the firm's portfolios.
Job responsibilities
* Creates complex and scalable coding frameworks using appropriate software design frameworks
* Develops secure and high-quality production code, and reviews and debugs code written by others
* Advises cross-functional teams on technological matters within your domain of expertise
* Serves as the function's go-to subject matter expert
* Contributes to the development of technical methods in specialized fields in line with the latest product development methodologies
* Creates durable, reusable software frameworks that are leveraged across teams and functions
* Influences leaders and senior stakeholders across business, product, and technology teams
* Provide hands-on technical expertise in the Design & Development of mission critical applications that can scale operate with up time of 99.999% and processing 2000+ transactions per second
* Identify and mitigate technology-related risks by implementing robust security measures and compliance standards.
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 10+ years applied experience
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Expert in one or more programming language(s)
* Advanced knowledge of software application development and technical processes with considerable in-depth knowledge in one or more technical disciplines (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* Experience applying expertise and new methods to determine solutions for complex technology problems in one or more technical disciplines
* Ability to present and effectively communicate with Senior Leaders and Executives
* Experience in Computer Science, Computer Engineering, Mathematics, or a related technical field
* Proven track record with 10+ years in Tech Leadership role, leading a 24X7 mission critical application that processes 1000+ Transactions per second with a sub-second response time
* Expert knowledge and Hands-On experience building applications in cloud using Kubernetes, Service mesh, Kafka, API Gateways, SQL/NoSQL DB
Preferred qualifications, capabilities, and skills
* Practical cloud native experie...
....Read more...
Type: Permanent Location: Atlanta, US-GA
Salary / Rate: Not Specified
Posted: 2025-09-11 08:39:13
-
DESCRIPTION:
Duties: Design, develop and implement software solutions.
Solve business problems through innovation and engineering practices.
Involved in all aspects of the Software Development Lifecycle (SDLC) including analyzing requirements, incorporating architectural standards into application design specifications, documenting application specifications, translating technical requirements into programmed application modules, and developing or enhancing software application modules.
Identify or troubleshoot application code-related issues.
Take active role in code reviews to ensure solutions are aligned to pre-defined architectural specifications.
Assist with design reviews by recommending ways to incorporate requirements into designs and information or data flows.
Participate in project planning sessions with project managers, business analysts, and team members to analyze business requirements and outline proposed solutions.
QUALIFICATIONS:
Minimum education and experience required: Bachelor's degree in Mechanical Engineering, Computer Science, Computer Engineering, Computer Information Systems, or in a related field of study plus seven (7) years of experience in the job offered or as Software Engineer, IT Consultant, Software Developer, Systems Engineer, or in a related occupation.
Skills Required: This position requires experience with the following: Designing, developing and implementation of robust ETL (Extract Transform and Load) Framework to integrate heterogeneous sources into Operational Data Store using Java, Spark, Python, Abinitio, Informatica, Unix shell scripts, and Control M; Performing data manipulation, data structuring, data design flow and query optimization using programming language such a Hive, PL/SQL Stored procedures in AWS, Oracle, DB2, or Teradata; Implementing SDLC (Software Development Life Cycle) Phases such as Analysis, Design, Development, Testing and Deployment using Agile Methodology, Jules (CI/CD), GIT, SVN, Jenkins, Maven, and AWS Cloud Services; and Designing and developing critical customer centric Analytics Applications using Snowflake.
Job Location: 8181 Communications Pkwy., Plano, TX 75024.
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, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs ...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-09-11 08:39:11
-
Opportunity to shape risk culture and ensure technological safeguards in a dynamic, collaborative environment.
As a Tech Risk Assurance Lead at JPMorgan Chase within the Cybersecurity Technology and Controls, you will lead expert technical risk assurance and control oversight to ensure the firm's products and lines of business achieve their objectives while effectively managing risk.
Utilizing your background in technology risk management, you will work with cross-functional teams to identify, assess, and mitigate emerging risks and vulnerabilities.
Your tactical and strategic decision-making will significantly impact the firm's operations, financial management, and public image.
You will play a crucial role in fostering a robust risk culture and catalyzing continuous improvement, contributing to the development and implementation of comprehensive risk management policies, standards, and controls.
Job responsibilities
* Lead comprehensive risk assessments to identify potential threats and vulnerabilities in the Firm's processes, systems, and operations, developing risk mitigation strategies.
* Develop and maintain robust relationships, becoming a trusted partner with LOB technologists, assessments teams, and data officers to facilitate cross-functional collaboration and progress toward shared goals.
* Advise stakeholders on risk management, controls development and adherence to mitigate risks.
* Proactively monitor key risk indicators, analyze control metrics, and offer insights on risk management effectiveness to senior management, driving continuous improvement initiatives.
* Engage with regulators, clients, and stakeholders on risk-related issues, provide necessary oversight, ensuring compliance with laws, regulations, and internal policies.
Required qualifications, capabilities, and skills
* Formal training or certification on security concepts and 5+ years of experience or equivalent expertise in technology risk management, information security, or a related field, with a focus on risk assessment and control evaluation.
* Demonstrated expertise in regulatory compliance, risk management frameworks, and industry best practices (e.g., NIST, ISO, FFIEC, GDPR)
* Proficient in data security, risk management & controls, security governance, and analytical thinking, with a track record of implementing effective risk mitigation strategies.
* Advanced knowledge of data analytics and data literacy.
Preferred qualifications, capabilities, and skills
* Certified Risk and Information Systems and Controls (CRISC) certification.
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 ban...
....Read more...
Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-09-11 08:39:10
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Prosper, US-TX
Salary / Rate: Not Specified
Posted: 2025-09-11 08:39:10
-
J.P.
Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the industry, administering over $950 billion in assets globally.
The business was launched in November 2005 through the commercialization of the finance and technology teams supporting J.P.
Morgan's various private equity and real estate entities.
Our AFS business has over 950 dedicated professionals with offices in Dublin, London, Luxembourg, New York, New Jersey, Boston, Bangalore, Guernsey, Hong Kong, Jersey, Singapore, Toronto and Sydney.
We provide administration services to more than 150 clients across all alternative asset classes.
Job Responsibilities:
* Maintain the books and records of Hedge/Hybrid and Private Equity funds
* Review fund governing documents and other related agreements, and ensure correct set-up and maintenance of fund structures and investments in accounting database
* Prepare and/or review periodic Net Asset Valuations, management fee and carried interest/performance fee calculations, investor allocations and capital account statements in adherence with the control framework, including internal policies and procedures
* Prepare and/or review capital call and distribution calculations including investor notices and reconcile call proceeds and distribution payments
* Coordinate with Investor Relations, release of capital notices and quarterly reporting on investor reporting portal
* Work closely with manager, team and support functions to manage client expectations and ensure adherence to SLA timelines on client deliverables and ad hoc requests
* Liaise with support functions, internal & external stakeholders including risk and control groups, audit, tax, compliance, implementation and investor relations
Required qualifications, capabilities, and skills
* Bachelor's Degree in Accounting, Finance or related field
* 3+ years' experience in an accounting role, preferably at a Big 4, PE firm or fund administrator
* Knowledge of US Generally Accepted Accounting Principles for Investment Funds
* Familiar with Private Equity & Hedge fund structures
* Analytical thinker and problem solver with attention to detail, ability to work under pressure and balance multiple priorities
* Team player with strong organizational, excellent interpersonal, communication and client service skills with ability to see projects to completion
* Proficiency in Microsoft Office product suite and strong MS Excel skills
Preferred qualifications, capabilities, and skills
* Professional accounting qualification (CA, CPA) a plus
* Experience with Investran or similar integrated Private Equity system a plus
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's mo...
....Read more...
Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-09-11 08:39:09
-
Chase Media Solutions is seeking a dynamic and experienced VP, Marketing Strategy to support the evolution of the Offers and Shopping B2B Marketing team.
This hands-on role requires a creative visionary who can partner closely with Sales, Events, Comms, and Product teams to craft compelling materials for both client-facing and internal presentations.
The ideal candidate will be instrumental in ensuring our pitches and presentations are smart, sharp, and tailored to meet the needs of our clients and internal stakeholders.
Job responsibilities
* Co-Own and evolve the narrative strategy for Chase Media Solutions and specific strategies tied to key merchant accounts.
* Actively write, use, and adapt messaging to ensure relevance and impact in partnership with Analytics, Research, and Sales
* Lead content strategy and writing across various materials, including pitch narratives, vertical storylines, and thought leadership narratives.
* Identify new opportunity areas and craft narratives that resonate with target audiences.
* Collaborate with cross-functional teams to translate ad product updates into marketing-friendly messaging.
* Develop creative briefs that guide the creation of marketing materials and campaigns and socialize to leadership and cross-functional teams.
* Supporting Executive Director with budgeting requests, approvals, and reporting.
* Partner closely with Sales and Product teams to ensure alignment and consistency in messaging.
* Support the team in maintaining a clear and confident presence in the market.
* Stay informed about industry trends and competitor strategies to adapt narratives accordingly.
Required qualifications, capabilities, and skills
* Bachelor's degree
* Minimum of 10 years of experience in content strategy, storytelling, or within an agency.
* Proven track record of developing successful narratives and messaging strategies.
* Strong writing and editing skills with attention to detail.
* Excellent communication and collaboration skills.
* Ability to work independently and lead projects from concept to execution.
* Familiarity with media solutions and B2B ad products
* Must be fluent in Canva for designing and creating visually appealing materials.
* Proficiency in Microsoft Office suite of tools, including Word, Excel, and PowerPoint.
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 commissio...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-11 08:39:08
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Las Vegas, US-NV
Salary / Rate: Not Specified
Posted: 2025-09-11 08:39:07
-
Join a team where your expertise shapes the future of commercial lending.
This role offers the chance to drive impactful results and support career growth.
You'll develop valuable skills, collaborate with talented colleagues, and contribute to a culture of innovation.
Experience the benefits of joining a team committed to your professional development and success.
Job Summary
As an Associate in the Commercial Term Lending Closing team, you play a key role in preparing documents and funding complex Multifamily and Commercial transactions.
You ensure accuracy, compliance, and timely execution, directly impacting our clients and the firm's reputation.
You work within a collaborative environment, leveraging technology and best practices to deliver high-quality results.
Your contributions help maintain strong relationships with stakeholders and support the team's strategic goals.
You will oversee loan funding and documentation processes, working closely with legal and compliance teams to resolve issues.
This role provides opportunities to innovate, drive efficiencies, and support the growth of both the team and your career.
Job Responsibilities
* Prepare and review documents for complex Multifamily and Commercial transactions
* Manage the loan funding process, ensuring timely and accurate disbursement
* Oversee compliance with legal and regulatory requirements
* Build and maintain strong client relationships
* Balance client needs with firm interests while maintaining controls
* Promote a strong risk and control environment
* Achieve individual and team objectives and metrics
* Drive process improvements and operational efficiencies
* Foster a collaborative and inclusive team culture
* Communicate clear and motivating messages to the team
* Implement and maintain quality control measures for loan documentation
Required Qualifications, Capabilities, and Skills
* Bachelor's degree in Business, Finance, or related field
* Minimum of 5 years of experience in commercial lending or related area
* Strong understanding of risk management and compliance requirements
* Proven leadership skills with ability to motivate and develop a team
* Excellent communication and relationship-building skills
Preferred Qualifications, Capabilities, and Skills
* Experience with CTL mortgage funding procedures
* Familiarity with loan documentation systems and technology
* Ability to drive process improvements
* Strong analytical and problem-solving skills
* Experience collaborating with legal and compliance teams
* Demonstrated ability to coach and develop others
* Knowledge of quality control and audit processes
Required or Additional Information
* Visa sponsorship is not available for this position.
* Work schedules will be full-time in office, on a 40-hour per week schedule.
* This position requires adherence to all firm policies, includ...
....Read more...
Type: Permanent Location: Fort Worth, US-TX
Salary / Rate: Not Specified
Posted: 2025-09-11 08:39:07
-
Welcome to JPMorgan Chase.
If you are looking to make a global impact in a fast-paced and dynamic environment, you've found the right role.
Join the team that serves as the trusted control advisor for our Corporate & Investment Bank's US Business Control Management Equities Team.
Engage with multiple internal and external partners to develop and execute key initiatives, focusing on operational risk excellence and control mitigation to manage continuous changes in the regulatory landscape.
As a Business Control Manager Vice President within the Commercial & Investment Bank, you will ensure the line of business has a sustainable and disciplined end-to-end control environment.
You will identify and escalate issues with urgency, partner with the business to ensure timely remediation, and assist in top-down risk analysis, real-time control issue detection, escalation, root cause analysis, and remediation.
Job Responsibilities:
* Evaluate and perform end-to-end analysis of the business' risk and control environment with stakeholders.
* Identify significant gaps and weaknesses and determine root causes of control breaks.
* Ensure controls are properly designed, operating effectively, and essential to a proactive risk and control culture.
* Leverage proven evaluation strategies and sound change management protocols.
* Perform ongoing analysis of program-related data (e.g., KRI/KPI) to support business programs and strategies.
* Develop ad-hoc reports as requested to support business-related programs.
* Assist with development of Risk & Control Self-Assessment mapping and documentation.
* Participate in end-to-end process walkthroughs and deep dives with assigned business units.
* Collaborate with team members across global time zones to drive control initiatives.
* Communicate findings and recommendations to senior management.
* Prioritize multiple tasks and ensure completion within established timeframes.
Required Qualifications, Capabilities, and Skills:
* Bachelor's degree or equivalent experience required.
* 7 years of professional experience in financial services with a background in controls, audit, quality assurance, operational risk management, or compliance; or equivalent subject matter expertise in a relevant business-related function.
* Proficient in Microsoft Office Suite (Word, Excel, PowerPoint).
* Strong written and verbal communication skills, with the ability to summarize business data and convey complex ideas simply.
* Confident professional with good judgment, maturity, and poise to interact with and influence senior management.
* Well-organized with the ability to prioritize and complete multiple tasks.
* Collaborative style, flexible, and able to partner with team members across global time zones.
Preferred Qualifications, Capabilities, and Skills:
* Basic understanding of trade life cycle, equity, and markets.
* Prior front off...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-11 08:39:06
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Lakeside, US-AZ
Salary / Rate: Not Specified
Posted: 2025-09-11 08:39:05
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Newtonville, US-MA
Salary / Rate: Not Specified
Posted: 2025-09-11 08:39:04
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
....Read more...
Type: Permanent Location: New Britain, US-CT
Salary / Rate: Not Specified
Posted: 2025-09-11 08:39:04
-
The J.P.
Morgan Wealth Management Liquidity Specialist team is responsible for driving awareness and adoption of short-term investment solutions including Money Market Funds, Brokered CDs, Ultrashort Bond Funds, Mutual Funds, Treasuries, Managed Bond Ladders as well as Banking products to support clients long term goal.
A successful candidate will support senior Liquidity Specialists with advisors and leadership as they work to support their clients.
As an Analyst, Liquidity Specialist within the J.P.
Morgan Wealth Management Liquidity Specialist team, you will support senior Liquidity Specialists with advisors and leadership as they work to support their clients.
You will have the opportunity to promote awareness and adoption of short-term investment solutions, work on strategies to attract and retain assets, and collaborate with various teams to create impactful client communications and educational materials.
Job responsibilities:
* Translate and synopsize data to support strategies and solutions based on client goals and objectives in efforts to attract and retain assets
* Work with the Liquidity Specialist on Field Leadership and Financial Advisor strategy to drive adoption and utilization of team
* Provide support for awareness campaigns, market updates, prospecting opportunities, advisor resources and client communications
* Assist in the development of educational product presentations, awareness campaigns, and market updates focused on liquidity solution
* Work alongside the Liquidity Specialists with the liquidity management framework and cash bucketing concepts
* Partner with marketing teams to create actionable ideas collateral
* Partner with Data & Analytics team to curate opportunity lists
* Liaise across the firm as appropriate, establishing and maintaining partnerships with the broader Investments and Products organization to foster cross collaboration, idea sharing and client deepening opportunities
Required qualifications, capabilities, and skills:
* Series 7, 66 licensed
* 2+ years of financial services experience
* High level of proficiency using Microsoft Office products such as Excel and PowerPoint with the ability to translate and synopsize data using strong analytical skills to support strategies and solutions
* Strong verbal and written communication skills
* Basic knowledge of macro interest rate environment; understanding of wealth management
* Diversified wealth management and investment skills
* Team-oriented with ability to interact effectively with various functions
* Bachelor's degree required
Preferred qualifications, capabilities, and skills:
* Investments experience strongly preferred
* Banking, lending, and investment solutions a plus
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....
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-09-11 08:39:02
-
Our New Joiner Experience function is committed to delivering a complete candidate experience from the moment a candidate applies through their first 30 days with the company.
As a Senior Associate Recruiter in Private Banking, you will ensure your clients are best positioned to attract, source and recruit top talent, both internally and externally.
Your primary responsibilities include staffing the business with quality hires, providing strategic talent acquisition solutions and proactive pipelining for future needs.
As a segment subject matter expert, you will manage the end to end recruitment lifecycle for roles within your segment.
Job Responsibilities
* Qualify new requisitions, ensuring information is accurate and job descriptions align with global guidance
* Lead requirement intake calls with hiring managers and offer guidance on the recruitment processes, controls and policies
* Proactively map talent, create, add to, and manage candidate talent pools and operate as a specialist within your market
* Source and pipeline qualified candidates through a wide variety of channels, supported by your aligned sourcing partner when required
* Evaluate (screen), interview and present qualified candidates to hiring managers
* Partner with the interview scheduling team to arrange candidate interviews with hiring teams
* Provide a positive candidate experience with frequent and timely communication throughout the recruitment process; share manager feedback and appropriately disposition candidates in real time
* Act as a subject matter expert, influencing decision making and effectively manage hiring manager and candidate expectations
* Conduct pre-offer candidate calls and take ownership of offer negotiation and management
* Liaise with hiring managers, human resources, and compensation partners to ensure appropriate offer approvals are in place
* Present to and update senior client groups on recruiting activity and manage escalations effectively
Required qualifications, capabilities, and skills
* 5+ years of experience working within a recruiter role either in-house or within a talent acquisition agency
* Experience sourcing and pipelining talent
* Demonstrate excellent client management skills
* Demonstrated ability to build relationships and deliver a first class candidate experience
* Excellent communication skills both written and verbal
* Demonstrated ability to present recruiting activity to senior clients when required
* Demonstrated ability to manage client expectations and escalations where appropriate
* Good prioritization and organizational skills with the ability to multi-task
* Demonstrated ability to work independently and as part of a wider team
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, i...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-09-11 08:39:01
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Matteson, US-IL
Salary / Rate: Not Specified
Posted: 2025-09-11 08:39:00
-
JPMorgan Chase is looking for a Vice President to join our Wholesale Lending Reporting Control team, offering a chance to lead during transformative times.
This role involves collaboration with SEC, Regulatory teams, and other key stakeholders, while leveraging advanced technologies to enhance productivity.
The ideal candidate will possess a blend of technical data analysis skills, business insight, and executive presence.
Our focus is on delivering top-tier reporting to clients, aiding management, analysts, investors, and regulators with accurate and timely financial information.
We aim to enhance our reporting process through improved controls, technology solutions, and an optimized operating model.
As the Vice President within the Wholesale Lending Reporting Control team, you will lead through a period of change, influencing and building partnerships with the SEC and Regulatory teams as well as Accounting/Legal Policy, Line of Business Product Controllers, Wholesale Loan Operations, and Risk professionals.
You will have the opportunity to leverage advanced technologies for problem-solving and productivity enhancement, focusing on providing \"best in class\" reporting to both internal and external clients.
Job responsibilities
* Develop criteria to evaluate MDRM level logic for external reporting of loans impacting filings such as Y-14Q, Y-9C, Call Report, SEC, CRA, FDIC 370, FRB pledge programs, etc.,
* Develop a deep understanding of credit systems and processes in order to extract insights from existing data while identifying and recommending enhancements to improve data quality
* Collaborate with cross-functional teams to conduct impact assessment and tactical/strategic implementation of new regulatory reporting instructions affecting wholesale loan disclosures
* Produce accurate, error-free analysis and reporting.
Understand business drivers and ensure that analyses are appropriate and well-structured
* Provide support for occasional ad hoc requests and routine reporting associated with wholesale lending products
* Manage projects and initiatives related to regulatory classification of loans and unfunded credit commitments
* Advocate for and identify opportunities to drive automation across wholesale lending external reporting and control function
* Develop and maintain strong relationships with key stakeholders, including Product Controllers, Operations, Credit Risk, Audit, Accounting/Regulatory Policy, and Technology teams
* Represent Wholesale Lending Firm-wide External Reporting Controller team through engagement with senior stakeholders, regulators and other external parties
Required qualifications, capabilities and skills
* 6+ years of experience in financial control, regulatory external reporting, or related roles, with a strong background in the banking or financial services industry
* Excellent verbal and written communication skills, with the ability to present complex ...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-09-11 08:38:59
-
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: Barberton, US-OH
Salary / Rate: Not Specified
Posted: 2025-09-11 08:38:57
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
....Read more...
Type: Permanent Location: Parker, US-CO
Salary / Rate: Not Specified
Posted: 2025-09-11 08:38:56
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Coeur d Alene, US-ID
Salary / Rate: Not Specified
Posted: 2025-09-11 08:38:56
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Gonzales, US-LA
Salary / Rate: Not Specified
Posted: 2025-09-11 08:38:54
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Gonzales, US-LA
Salary / Rate: Not Specified
Posted: 2025-09-11 08:38:54
-
J.P.
Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the industry, administering over $950 billion in assets globally.
The business was launched in November 2005 through the commercialization of the finance and technology teams supporting J.P.
Morgan's various private equity and real estate entities.
Our AFS business has over 950 dedicated professionals with offices in Dublin, London, Luxembourg, New York, New Jersey, Boston, Bangalore, Guernsey, Hong Kong, Jersey, Singapore, Toronto and Sydney.
We provide administration services to more than 150 clients across all alternative asset classes.
Job Responsibilities:
* Maintain the books and records of Hedge/Hybrid and Private Equity funds
* Review fund governing documents and other related agreements, and ensure correct set-up and maintenance of fund structures and investments in accounting database
* Prepare and/or review periodic Net Asset Valuations, management fee and carried interest/performance fee calculations, investor allocations and capital account statements in adherence with the control framework, including internal policies and procedures
* Prepare and/or review capital call and distribution calculations including investor notices and reconcile call proceeds and distribution payments
* Coordinate with Investor Relations, release of capital notices and quarterly reporting on investor reporting portal
* Work closely with manager, team and support functions to manage client expectations and ensure adherence to SLA timelines on client deliverables and ad hoc requests
* Liaise with support functions, internal & external stakeholders including risk and control groups, audit, tax, compliance, implementation and investor relations
Required qualifications, capabilities, and skills
* Bachelor's Degree in Accounting, Finance or related field
* 3+ years' experience in an accounting role, preferably at a Big 4, PE firm or fund administrator
* Knowledge of US Generally Accepted Accounting Principles for Investment Funds
* Familiar with Private Equity & Hedge fund structures
* Analytical thinker and problem solver with attention to detail, ability to work under pressure and balance multiple priorities
* Team player with strong organizational, excellent interpersonal, communication and client service skills with ability to see projects to completion
* Proficiency in Microsoft Office product suite and strong MS Excel skills
Preferred qualifications, capabilities, and skills
* Professional accounting qualification (CA, CPA) a plus
* Experience with Investran or similar integrated Private Equity system a plus
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's mo...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-11 08:38:53
