-
Join Trust & Security, where your work helps protect our customers and drives innovation in fraud risk management.
Be part of a collaborative team making a real impact.
As a Senior Product Associate on the Identity team, you will play a critical role in developing and delivering innovative identity solutions-including identity verification, identity lifecycle management, and digital identity externalization.
You will work cross-functionally with technology, design, and business partners to launch products that make Chase synonymous with trust.
Job Responsibilities
* Assist in the development and delivery of identity products and features, including gathering requirements, writing user stories, and supporting backlog management.
* Coordinate with engineering, design, and business teams to help implement product features and resolve issues.
Track progress and escalate risks or blockers as needed.
* Conduct market, user, and competitor research to inform product decisions.
Analyze data and feedback to identify opportunities for improvement.
* Prepare product documentation, and status updates for stakeholders and team members.
* Communicate clearly with cross-functional partners, ensuring alignment on goals, timelines, and deliverables.
* Stay up-to-date on digital identity trends, standards, and best practices.
Seek feedback and mentorship from senior team members to grow product management skills.
Required Qualifications, Capabilities, and Skills
* 3+ years of experience in product management, business analysis, or related technology roles.
* Experience working in cross-functional teams.
* Interest in identity, data, security, or digital products.
* Strong organizational and problem-solving skills.
* Excellent written and verbal communication skills.
* Bachelor's degree.
Preferred Qualifications, Capabilities, and Skills
* Familiarity with technology or financial services
Applicants must be authorized to work for any employer in the US.
We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time.
Final job grade level and corporate title will be determined at time of offer and may differ from this posting
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 individ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-24 08:08:21
-
Join Trust & Security, where your work helps protect our customers and drives innovation in fraud risk management.
Be part of a collaborative team making a real impact.
As a Vice President, Product Manager on the Identity team, you will play a critical role in developing and delivering innovative identity solutions-including identity verification, identity lifecycle management, and digital identity externalization.
You will work cross-functionally with technology, design, and business partners to launch products that make Chase synonymous with trust.
Job responsibilities
* Drive the definition, delivery, and continuous improvement of identity products and features (e.g., identity lifecycle management, identity graph, consent management, digital identity solutions).
* Translate strategic vision into actionable product roadmaps, requirements, and user stories.
Manage product backlogs and prioritize features based on business impact, customer needs, and technical feasibility.
* Partner with engineering, design, data, and business teams to deliver robust, scalable, and secure identity solutions.
Support go-to-market and commercialization efforts for digital identity products.
* Communicate product plans, progress, and results to stakeholders.
Gather feedback from internal and external partners to inform product decisions.
* Stay current on digital identity trends, standards, and regulatory requirements.
Support efforts to align Chase's identity products with industry best practices.
* Track and report on product KPIs (e.g., adoption, conversion, user experience, fraud rates).
Use data to inform decisions and drive continuous improvement.
Required qualifications, capabilities, and skills
* 5+ years of product management experience or equivalent in technology
* Demonstrated success in launching and scaling technology products or features.
* Experience working in cross-functional teams and managing multiple stakeholders.
* Strong analytical, organizational, and problem-solving skills.
* Excellent written and verbal communication skills.
* Bachelor's degree required.
Preferred qualifications, capabilities, and skills
* Familiarity with identity lifecycle management, consent management, digital identity, or related technologies.
* Advanced degree or relevant certifications.
Applicants must be authorized to work for any employer in the US.
We are not able to provide immigration sponsorship or take over sponsorship of an employment visa at this time.
Final job grade level and corporate title will be determined at time of offer and may differ from this posting
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...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-24 08:08:21
-
Join our fun, high-energy team as a Centralized Community 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 Centralized Community Home Lending Advisor in Chase Home Lending, you will guide your clients through the process of home ownership, ensuring strong sales results.
Utilizing your extensive knowledge and understanding of home lending products, you will act as the primary point of contact for your customers throughout the duration of the loan.
You will comply with all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job Responsibilities
* Convert inbound and outbound leads into mortgage loan applications
* Source all business and logging all contacts with prospects
* Use consultative selling of Purchases Loans in a call center environment
* Recommend optimum product/rate program combinations to prospects
* Ensure compliance with applicable statues and procedures
* Provide feedback on lead quality
* Meet required sales performance for pre-established goal volume
Required qualifications, capabilities and skills
* Ability to read, write and speak Spanish fluently.
* Proficient with Microsoft Applications (Word, Excel and PowerPoint)
* Self-motivated and detail oriented
* Excellent oral and written communication skills
* Organized with a demonstrated ability to manage multiple tasks and meet deadlines in a timely manner
* Demonstrated ability in providing superior customer service and consultative selling
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Call Center experience
* Marketing, promoting, relationship building, and consulting skills
* Experience in the Financial Services, Mortgage, Auto, Medical or Education industries
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 ...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-04-24 08:08:20
-
If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Relationship Executive might be perfect for you.
As a Relationship Executive in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships.
You will work both independently and collaboratively to introduce our comprehensive solutions to clients.
Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space.
Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation, while embracing the innovative opportunities offered by new technologies
* Develop a weekly sales plan prioritizing revenue generating sales opportunities, cultivate referral sources, and institutionalize relationships and calling
Required Qualifications, Capabilities and Skills
* Seven plus years lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* Deep local connections and market knowledge
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
* Excellent business judgment, strategic thinking, self-directed, proactive and creative
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial t...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-24 08:08:20
-
Be at the center of risk management for a global leader in Securities Services.
Your expertise will help drive the safety and soundness of our business, supporting institutional clients and enabling innovation across markets.
As an Associate in Exposure Management, you will play a critical role in overseeing and analyzing exposures for the Global Securities Services group, with a primary focus on the North America business.
You'll work closely with trading desks and risk teams, ensuring robust risk culture, compliance, and effective communication across regions and products.
This is an opportunity to make a direct impact on the firm's risk management and client service.
Job responsibilities:
* Develop a healthy risk culture with the desk that fosters information sharing, awareness of firm policies, and escalation of key issues.
* Manage multiple projects focused on the development and continued improvement of exposure reporting and processes.
* Monitor and analyze market trends and movements, relate them to desk activities, and share insights with the global team.
* Review proposed trades, participate in client prospect meetings, and ensure sufficient capitalization for exposures taken in each transaction.
* Ensure compliance with mandates for Security Services trading desks, including Contingent Market, Basis, Fiduciary, Credit, Liquidity, and Operational Risks.
* Conduct daily reviews of trading desk exposures, significant changes, compliance with risk limits, and stress results.
* Communicate regularly with Trading Desks, Product colleagues, Quant Research, Credit Risk Officers, Risk Management, Product Control, Product Development, and Technology.
Required qualifications, capabilities, and skills:
* Bachelor's degree in Finance, Economics, Statistics, Business Analytics, Computer Science, or Mathematics; Top Tier College or University a plus.
* Basic knowledge of securities markets and how these instruments are impacted by various market factors.
* Ability to troubleshoot and problem solve, process large amounts of data efficiently, and understand the context and implications of the work.
* Advanced Microsoft Excel and PowerPoint skills; ability to program (e.g., Python, VBA, R, SQL, or Java) a plus.
* Strong relationship building, presentation, written and oral communication skills.
* Ability to multi-task, prioritize, meet challenging deadlines, and work well in a team environment.
* Strong quantitative background and understanding of risk and/or pricing models.
Preferred qualifications, capabilities, and skills:
* Experience with exposure management or risk/reward analysis in a financial services environment.
* Familiarity with securities lending, repo transactions, derivatives, FX, and money market products.
* Ability to create actionable insights and drive process improvements.
* Experience working with cross-functional and global teams.
JPM...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-24 08:08:18
-
JPMorgan Chase is currently recruiting for several open roles in our Commercial Loan Servicing Team, including: Loan Servicers, Loan Closers, and Loan Originators.
Join a team where your expertise shapes the future of real estate lending.
Make an impact while growing your career and skills in a collaborative, fast-paced environment.
Experience career mobility, recognition for your problem-solving abilities, and the benefits of working with industry leaders.
Be part of a team that values innovation, teamwork, and personal growth.
Job Summary
As a Loan Origination & Closing Specialist within our Multifamily and Commercial Lending team, you play a key role in supporting our lending services.
You manage the end-to-end loan origination and closing process, ensuring accuracy, compliance, and timely completion of transactions.
You work closely with internal and external partners, helping us deliver exceptional service and maintain high standards.
Your attention to detail and ability to resolve issues directly impact our clients and the success of our business.
Additional Summary Paragraph
You will oversee documentation, review closing packages, and coordinate with business teams and third-party vendors.
Your knowledge of real estate transactions and strong organizational skills will help you manage a national portfolio and meet deadlines.
This role offers opportunities to develop advanced skills, leverage technology, and contribute to a culture of excellence.
Job responsibilities
* Prepare and finalize loan origination documentation for multifamily and commercial transactions
* Review closing packages, including HUD Settlement Statements, for accuracy and compliance
* Manage relationships with clients, internal teams, and third-party vendors
* Identify and resolve issues during loan origination and closing
* Coordinate and prioritize tasks to ensure timely transaction completion
* Apply knowledge of real estate laws, title policies, and escrow setups
* Audit loan documents and oversee closing package finalization
* Maintain accountability for turn time and manage a national portfolio
* Communicate clearly and professionally with stakeholders
* Use technology systems to support loan processing and funding procedures
* Adapt to changing priorities in a fast-paced environment
Required qualifications, capabilities, and skills
* High School Diploma or GED
* One year of experience in loan closing or real estate transactions
* Strong organizational skills and attention to detail
* Ability to make independent decisions and solve problems
* Clear written and verbal communication skills
* Ability to work with minimal supervision
* Dependable and adaptable in a deadline-driven environment
* Proficient computer skills, including Microsoft Word and Excel
* Experience managing multiple tasks and meeting deadlines
* Ability to build and maintain stakeholder...
....Read more...
Type: Permanent Location: Fort Worth, US-TX
Salary / Rate: Not Specified
Posted: 2026-04-24 08:08:18
-
You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Relationship Executive is for you.
As a Relationship Executive on the Healthcare Technology Banking team, you will be responsible for growing and retaining profitable relationships within the Commercial and Specialized Industries group specializing in Healthcare Technology.
The Healthcare Technology team is part of J.P.
Morgan's Commercial Bank in its Commercial and Specialized Industries group.
In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies.
We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
Job Responsibilities
* Demonstrate the ability to build a brand within your market that represents the Healthcare Technology team as the "Leading Middle Market bank serving the best and most diverse clients"
* Develop new business in your market by acquiring new relationships, evaluating credit opportunities, deepening existing relationships by delivering the entire Firm
* Lead internal strategic discussions with partners across all our solutions including Investment Banking, Capital Markets, Risk Management, and Payments
* Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately
* Research prospects and participate in 'discovery' to determine the banking tools they need to power their business while also identifying opportunities for strategic partnerships
* Be part of a dynamic and growing team with over 10,000 prospects nationally
Required Qualifications, Capabilities and Skills
* 8+ years of related experience
* Credit experience with investor backed companies
* Strong understanding of Commercial Banking products and services
* Understanding and interest in high growth software, payments, ecommerce and marketplaces
* Excellent sales management and business development skills
* Proficiency in building and maintaining positive client relationships
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* Ability to leverage established relationships within venture capital and private equity ecosystem to drive new business
* Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
* FINRA Series 79, 63 and Securities Exam Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Experience working with Capital Markets and Investment Banking products/services
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to mil...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-24 08:08:16
-
The Chase Open Banking team is committed to empowering customers to share their financial data securely, safely, and transparently within the open banking ecosystem.
We enable customers to access their financial data and have full control and visibility in sharing it securely with the apps and companies they choose.
Join our dynamic team and make a meaningful impact in shaping the direction of a new revenue-generating business within JPMorgan Chase (JPMC).
As Associate, Open Banking Business Execution and Strategy, you will contribute to innovative business strategies to drive growth and shape new product development.
You will shape the future of Chase Open Banking, driving value for customers, removing barriers to success, and exceeding expectations.
Job responsibilities
* Support the development and implementation of strategic initiatives for the Open Banking team
* Contribute to definition and execution of business strategy, including go-to-market plans and pricing strategy, to drive growth and profitability for the Open Banking team
* Contribute to new product development initiatives, collaborating with cross-functional teams to deliver innovative solutions that meet client needs
* Collect and analyze market intelligence to inform business decisions, track competitive activity, and identify emerging opportunities and potential risks within the open banking ecosystem
* Collaborate with cross-functional teams, including product, technology, commercial partners, and operations, to support alignment and successful delivery of open banking solutions
* Participate in presentations to senior leadership, communicating progress, insights, and recommendations
* Support monitoring of the impact of open banking initiatives on customers and the firm, using data-driven approaches to optimize outcomes
Required qualifications, capabilities, and skills
* 2+ years of experience or equivalent expertise in business strategy, business management, or a relevant domain area
* Sound understanding of the financial services industry
* Emerging knowledge of new product development and go-to-market planning
* Comfort with data analytics and how to use data to inform decision-making
* Demonstrated ability to manage multiple, diverse work streams to completion
* Strong collaborator with robust organizational skills
* Proficient in Microsoft Power Point and Excel
* Collaborative mindset with strong interpersonal skills
* Exceptional organizational, multitasking, and prioritizing abilities
* High attention to detail; ability to work well under pressure in a fast-paced environment
* Bachelor's degree required
Preferred qualifications, capabilities, and skills
* Understanding of Open Banking, data access, and related regulatory and industry frameworks
* Demonstrated ability to develop and execute business strategy in a complex, matrixed environment
Note: This role req...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-04-24 08:08:14
-
Job Responsibilities:
* Support senior bankers in the execution of private capital market deals, serving as a key member of deal teams.
* Prepare and analyze financial models and projections tailored to private capital market transactions.
* Assist in the development and refinement of marketing and execution materials to maximize client impact and engagement.
* Conduct industry, company, and market research to support deal origination and execution.
* Identify and assess risks associated with deals, ensuring compliance and strategic alignment.
* Coordinate with internal and external parties, including lawyers, accountants, and counterparties, to facilitate successful transactions.
* Participate in client meetings, Q&A processes, and management interviews, supporting senior bankers and ensuring alignment with client objectives.
Required Qualifications, Capabilities, and Skills:
* Prior internship or work experience in an investment banking front office role, with exposure to private capital markets preferred.
* Strong quantitative and analytical skills, including proficiency in Excel modeling and valuation work.
* Exceptional written and verbal communication skills, with the ability to communicate concepts and ideas concisely.
* Ability to work well under pressure and meet tight deadlines, with the aptitude to synthesize large amounts of information and develop innovative solutions.
* Adaptability and the ability to manage multiple projects simultaneously, assuming responsibility as a team member.
* Professional and mature interaction with clients and colleagues, fostering strong relationships and trust.
* Solid understanding of financial, legal, and reputational risks facing large integrated investment banks in today's environment.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Additional details about total compens...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2026-04-24 08:08:14
-
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, Bangalore, Guernsey, Hong Kong, Jersey, Singapore, Toronto and Sydney.
We provide administration services to more than 150 clients across all alternative asset classes.
As a Private Equity Fund Admin VP within our client administration team, you will support all facets of daily client deliverables for Private Equity fund administration clients.
Your responsibilities will encompass the upkeep of books and records, computation of Net Asset Valuations, preparation of financial statements, assisting with capital events, calculating management fees and carried interest, allocating investor capital and statements, releasing investor reports, and coordinating the year-end process with audit and tax teams.
You will also help manage client expectations and deliverable timelines in line with SLAs, and ensure prompt resolution of client issues and escalations.
Your role will require a solid understanding of Private Equity fund structures, proficiency in accounting for complex transactions, and a comprehensive knowledge of fund governing documents.
Job Responsibilities
* Support all aspects of client deliverables for Private Equity fund administration clients, including client expectations, timelines, and issue resolution
* Stay abreast of industry standards and best practices while seeking opportunities to enhance operational efficiency and mitigate operational risks
* Liaise with support functions and internal stakeholders including risk and control groups, audit, compliance, implementation, investor relations, and operations
* Ensure adherence to control framework including prescribed policies and procedures
* Participate in ad hoc client projects and internal initiatives
* Assist in mentoring and developing staff resources while providing oversight on technical topics and client-related issues
* Review fund governing documents, side letters, and agreements to determine impact on reporting deliverables and ensure adherence
Required qualifications, capabilities and skills
* A professional accounting qualification (CA, CPA) combined with 8+ years of experience working with Private Equity funds in a fund administration or related capacity
* Knowledge of US GAAP for Investment Funds and a thorough understanding of Private Equity fund structures
* Bachelor's Degree in Accounting, Finance, or MBA
* Ability to work under pressure to meet t...
....Read more...
Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2026-04-24 08:08:13
-
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 Relationship Banker in a Chase Branch, 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.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Schaumburg, US-IL
Salary / Rate: Not Specified
Posted: 2026-04-24 08:08:13
-
At J.P.
Morgan (JPM), we are committed to delivering exceptional client service.
As a Client Service Manager - Associate in Securities Services, you will support and work on initiatives to help drive client satisfaction.
As a Client Service Manager (CSM) in Securities Services, you will join the client service team and support a book of clients.
You will work closely with senior members to ensure client satisfaction with JPM and help to manage governance of products and services.
Job responsibilities
* Support the senior team to build relationships with client base and to ensure client ongoing satisfaction with JPM.
* Provide guidance to junior team members.
* Own timely inquiry responses across all products and manage escalations.
* Support governance processes for all products, including measurement and monitoring of service levels using KPIs and RAG ratings.
* Fully utilize proprietary CRM tools to capture relationship feedback, help generate call reports, and track actions to closure.
* Prepare for periodic client relationship reviews.
* Ensure accurate billing and timely payments.
* Prioritize and help bring global initiatives and ad-hoc projects to closure.
* Coordinate client training on proprietary JPM technology.
* Ensure compliance with company policies and procedures.
Required qualifications, capabilities, and skills
* Bachelor's degree.
* At least three to five years of experience working at a financial services organization focused on servicing institutional clients.
* Knowledge of Global Custody and/or Traditional, Hedge, Private Fund Services or the ability to quickly learn.
* Team player and ability to collaborate and share ideas.
* Client satisfaction driven with client facing skills.
* Strong presentation and communication skills.
* Strong follow-up skills and ability to drive items to closure.
* Ability to prioritize, multi-task, and work well with minimal supervision.
Preferred qualifications, capabilities, and skills
* Works well in evolving environment.
* Drive for continuous improvement.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benef...
....Read more...
Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2026-04-24 08:08:12
-
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 join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates 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 functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* 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
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ 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
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, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2026-04-24 08:08:11
-
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 Relationship Banker in a Chase Branch, 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.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Forest Hills, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-24 08:08:11
-
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 Relationship Banker in a Chase Branch, 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.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-24 08:08:10
-
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: 2026-04-24 08:08:10
-
Become an integral part of a new strategy within J.P.
Morgan Chase Asset Management's Private Capital team where you will have the opportunity to work in a fast-paced and entrepreneurial organization.
This role provides a platform for professional growth and skill enhancement.
Be part of a team that is results-oriented, with a focus on attention to detail and quality.
As a Senior Executive Assistant in the Private Capital group, you will need to work well in a team environment, be able to represent the manager/group with professional courtesy and acumen, and deliver flawless work output.
Your daily routine also includes interaction with various executive level internal and external clients.
Job responsibilities
* Maintain complex and detailed calendars
* Manage the coordination and logistics of both internal and external meetings
* Arrange and coordinate complicated domestic and international travel (flights, hotels, cars)
* Organize all aspects of internal and external events, including catering and transportation
* Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines
* Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access
* Produce high quality emails and messages to individuals at all levels of the organization
* Maintain department documents, including current organizational charts and Executive Bio's
* Handle regular activities without prompting, and advise in advance with issues or delays
Required qualifications, capabilities and skills
* At least five years of administrative experience
* Advanced ability to organize
* Discretion and good judgment in confidential situations, and proven experience interacting with senior management
* Strong interpersonal, written, and oral communication skills
* Strong proficiency in Microsoft Office
* Excellent telephone etiquette and ability to manage competing priorities i.e.
calendar management
Preferred qualifications, capabilities, and skills
* Experience supporting at the Managing Director level (or equivalent) or above
* College degree is a plus
Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid options.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commissio...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-24 08:08:09
-
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 Relationship Banker in a Chase Branch, 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.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Bexley, US-OH
Salary / Rate: Not Specified
Posted: 2026-04-24 08:08:08
-
Shape the future of product delivery while crafting solutions that enhance and optimize customer experiences.
Lead end-to-end processes, manage dependencies, and liaise with stakeholders as part of a team at the forefront of innovation.
As a Product Delivery Manager in Acquiring Platforms and Rails (APR), aligned to the eCommerce Servicing Scaling program, you work to enhance and optimize the way products are delivered to customers.
As a key member of the team, you create solutions and efficiencies that enable successful implementations in an expedient and organized way.
You will focus on Program management execution for a variety of Programs to enhance and optimize the way products are delivered to customers.
As a key member of the team, you create solutions and efficiencies that enable successful implementations in an expedient and organized way.
Your strong analytical reasoning and adaptability skills will enable you to navigate through ambiguity and change, ensuring that initiatives align with business goals.
With advanced communication and stakeholder management abilities, you will foster productive working relationships and influence decision-making to achieve mutually beneficial outcomes.
Job responsibilities
* Leads end-to-end product delivery processes including intake, dependency management, release management, product operationalization, delivery feasibility decision-making, and product performance reporting, while escalating opportunities to improve efficiencies and functional coordination.
* Leads the completion of change management activities across functional partners and ensures adherence to the firm's risk, controls, compliance, and regulatory requirements
* Effectively manages timelines and dependencies while monitoring blockers, ensuring adequate resourcing, and liaising with stakeholders and functional partners
* Collaborate with cross-functional teams, including engineering, product, and business stakeholders, to define program scope, objectives, and deliverables, ensuring alignment with overall business goals
* Develop and execute comprehensive project plans across Marchant Services Product Platform strategic initiatives, incorporating product and technical requirements, resource allocation, and timelines to ensure on-time delivery of solutions
* Identify and mitigate risks, proactively addressing potential roadblocks, and implementing contingency plans to maintain project and program momentum
* Utilize advanced analytical reasoning based on data from systems of record to assess program performance, identify areas for improvement, and implement data-driven optimizations to enhance efficiency and effectiveness
* Ensure good data hygiene of project data points across suite of project management tools and repositories (e.g., JIRA, SharePoint, Confluence, Teams), and comply to all product and project management controls throughout the life of the programs/projects
* Develop and ...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-04-24 08:08:08
-
Become an integral part of Consumer & Community Banking team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement.
Be part of a team that is results-oriented, with a focus on attention to detail and quality.
As an Executive Assistant in Consumer & Community Banking, you will need to work well in a team environment, be able to represent the manager/group with professional courtesy and acumen, and deliver flawless work output.
Your daily routine also includes interaction with various executive level internal clients across the lines of businesses.
You will need to adapt procedures, processes and techniques to complete assignments in line with the department's activities and goals.
Job responsibilities
* Maintain complex and detailed calendars
* Screen incoming calls and determine the level of priority, while using caution in dispensing information
* Manage the coordination and logistics of both internal and external meetings
* Arrange and coordinate complicated domestic and international travel
* Organize all aspects of internal and external events, including catering and transportation
* Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines
* Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access
* Produce high quality emails and messages to individuals at all levels of the organization
* Maintain department documents, including current organizational charts and Executive Bio's
* Handle regular activities without prompting, and advise in advance with issues or delays
* Assist in editing spreadsheets and presentations, including printing and binding, for client meetings
Required qualifications, capabilities and skills
* At least five years of administrative experience
* Advanced ability to organize
* Discretion and good judgment in confidential situations, and proven experience interacting with senior management
* Strong interpersonal, written, and oral communication skills
* Strong proficiency in Microsoft Office
* Excellent telephone etiquette and ability to manage competing priorities i.e.
calendar management
Preferred qualifications, capabilities, and skills
* Experience supporting at the Managing Director level (or equivalent) or above
* College degree is a plus
Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid options.
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, ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-04-24 08:08:07
-
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 join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates 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 functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* 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
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ 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
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, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Missouri City, US-TX
Salary / Rate: Not Specified
Posted: 2026-04-24 08:08:06
-
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 Relationship Banker in a Chase Branch, 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.
You will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* 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
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
* College degree or military equivalent.
* Experience adhering to banking policies, procedures, and regulatory r...
....Read more...
Type: Permanent Location: Clarksville, US-IN
Salary / Rate: Not Specified
Posted: 2026-04-24 08:08:05
-
If you are passionate about supporting initiatives and executing processes that enhance efficiency and the client experience, then a role as a Business Solutions Banker is for you.
As a Business Solutions Banker in Business Banking, you will be helping to improve the lives of our clients and the well-being of their businesses by offering financial solutions, education and advice.
You will manage a portfolio of business or Not-for-Profit clients, and build relationships through providing financial education and innovative solutions with a focus on client experience.
Job Responsibilities
* Deliver an outstanding experience to Chase Business Banking clients by proactively providing comprehensive business banking solutions tailored to the financial needs and circumstances of the businesses
* Plan and conduct regularly-scheduled, agenda-based meetings with each client to understand their needs and goals; identify their banking needs, analyze current product usage, and pinpoint growth opportunities through Zoom and phone engagement; engage with clients through screen share tools to educate, guide, and assist the client with Chase online systems
* Use knowledge of banking, industry trends and internal tools to identify, recommend, and promote solutions that best serve the client while still working within risk parameters that protect the bank and ensure profitability of the portfolio
* Manage a portfolio of 225-275 high value business banking or Not-for-Profit clients by cultivating relationships to ensure a seamless client experience throughout Chase
* Understand the client's short-term and long-term capital needs to identify and manage credit opportunities up to $250,000
* Understand the client's cash flow cycle to identify Cash Management, Card, and Payment Solutions to help streamline and optimize processing efficiency for the client; understand and recommend ways to keep clients' funds and accounts protected
* Own client experience from end-to-end, engaging appropriate service teams to resolve issues; own the survey results for all assigned clients; and know when to escalate issues that require additional assistance or resolution
Required qualifications, capabilities, and skills
* Minimum 3 years' experience in a Business Banking Relationship Management or portfolio management role, or related business experience
* Maintain strong Zoom/phone-based and written communication skills with individuals at all levels internally and externally
* Ability to proactively build relationships with clients and internal partners, and influence others in a fast-paced environment to achieve desired outcomes
* Ability to take initiative and develop rapport to build and maintain client relationships virtually; to identify opportunities and issues by asking targeted questions to assess current client needs and goals; and to assess and recommend viable and appropriate solutions for the client
* General...
....Read more...
Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2026-04-24 08:08:05
-
Chase for Business is about helping business owners start, grow, and run their business.
We not only want to be their partner for financial solutions, but to also help business owners get easy access to experts, solutions, and content that will help them beyond banking.
The Business Banking Loyalty Generation marketing team is responsible for developing and executing customer engagement strategies throughout the customer lifecycle from new customer onboarding to engaging and servicing more tenured customers.
Engagement Marketing sits within the Loyalty Generation team and is responsible for building the marketing strategy for Primacy Offers for digital service adoption with the appetite to drive more primary relationships.
Key responsibilities
* Channel strategy and ownership
+ Build and evolve offer strategies across our digital service suite and deliver efficient growth and optimize vCTR/ROI/NPV.
+ Define audience strategies, budget allocation, creative testing roadmaps, and full-funnel measurement.
* Performance analytics and insights
+ Partner with analytics to evaluate incrementality and profitability, and apply learnings to inform optimizations.
* Test and learn leadership
+ Lead structured testing plans (audience, creative, landing pages, partners) to drive innovation, improve conversion rates, and scale winners; maintain a transparent backlog and learning agenda.
+ Establish clear hypotheses, success metrics, test designs, and readouts; ensure learnings are socialized and integrated into ongoing programs.
* Reporting and stakeholder communication
+ Develop and present clear performance narratives, highlighting KPIs, drivers, risks, and recommendations for executive and cross-functional audiences.
+ Lead reporting cadences including weekly performance, monthly/quarterly business reviews, forecasting, and test result communications.
* Thought leadership and capability building
+ Act as a thought leader-educate stakeholders, influence strategy, and share industry trends.
* Identify and evaluate cross-functional orchestration
+ Navigate a matrixed organization to align with product, analytics, finance, brand/creative and channel partners; build consensus and drive coordinated execution.
+ Coordinate audience targeting, channel plans, creative development, and landing page experiences to ensure message-market fit.
Qualifications
* 5-8+ years of hands-on digital marketing experience
* Experience designing and interpreting experiments (A/B and multivariate) and translating results into scaled strategies.
* Strong communicator capable of turning complex data into concise, persuasive narratives for non-technical stakeholders and leadership.
* Comfortable operating in a matrixed enterprise: influencing without authority, managing multiple partners, and driving alignment.
* Bachelor's degre...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-04-24 08:08:04
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Nolensville, US-TN
Salary / Rate: Not Specified
Posted: 2026-04-24 08:08:03