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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: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2026-02-06 02:19:52
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will 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...
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Type: Permanent Location: Baton Rouge, US-LA
Salary / Rate: Not Specified
Posted: 2026-02-06 02:19:52
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will 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: Tulsa, US-OK
Salary / Rate: Not Specified
Posted: 2026-02-06 02:19:51
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Join JPMorgan Chase's Confidential Computing Platform within Cybersecurity & Technology Controls (CTC).
As a Senior Software Developer, you will lead the design and delivery of Java services and client libraries that enable secure workload execution, while driving platform automation and controls (CI/CD with Jenkins, Infrastructure as Code using Terraform, and observability).
You will manage complex projects independently, break down ambiguous requirements into clear designs and plans, and guide engineers through code reviews and best practices to deliver resilient, auditable capabilities.
Job responsibilities
* Lead end-to-end design and implementation of scalable Java services and client libraries; define interfaces, contracts, and performance objectives.
* Own complex projects: translate high-level goals into architectures, milestones, and execution plans; manage risk, timelines, and stakeholder communication.
* Build, secure, and operate CI/CD pipelines (Jenkins) with policy gates, automated tests (including Cucumber), and reliable release/rollback strategies.
* Implement Infrastructure as Code with Terraform (module design, state management, environment provisioning) and secure-by-default guardrails.
* Establish and evolve observability (logs, metrics, traces), SLOs, runbooks, and incident response readiness for services and platform components.
* Apply applied cryptography in code (TLS/mTLS, digital signatures, key rotation) and embed secure development practices throughout the SDLC.
* Conduct design reviews, perform rigorous PRs, and mentor engineers on coding standards, testing discipline, and architectural tradeoffs.
* Collaborate across product, platform, and application teams to onboard workloads and enforce consistent controls; produce clear technical documentation.
Required qualifications, capabilities, and skills
* Obtain 7+ years of professional software/security engineering experience delivering production systems; proven ability to manage complex projects independently.
* Strong Java development skills (preferably Spring), designing services and client libraries with secure APIs and robust error handling.
* CI/CD engineering experience with Jenkins, including automated testing, policy enforcement, and safe deployments.
* Hands-on Infrastructure as Code expertise with Terraform; experience designing reusable modules and automating environment provisioning.
* Overall knowledge of SDLC and secure SDLC practices; solid understanding of agile methodologies, application resiliency, and security.
* AWS fundamentals (IAM, networking, compute/containers), Linux/Kubernetes basics, and practical observability experience.
* Excellent design communication, code review (PR) skills, and mentoring capability; ability to break down complex problems into actionable steps.
Preferred qualifications, capabilities, and skills
* Experience with confidential computing ...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-02-06 02:19:51
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Relaunch your career with our Global ReEntry Program
U.S.
Private Bank - Client Service Associate
If you are a collaborative team player, solutions-oriented, and committed to delivering premier client service, J.P.
Morgan is the place for you!
As a Client Service Associate within the U.S.
Private Bank at J.P.
Morgan, you will be responsible for fostering, improving, and growing client relationships.
You will serve as the primary contact for all service-related needs of a Private Banking client.
Your role will necessitate working in a dynamic, team-focused environment alongside advisors, product partners, and operations teams to guarantee a comprehensive and seamless approach across all Private Banking products.
Job responsibilities
* Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests
* Adhere to and maintain the firm's controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities
* Collaborate with respective client facing teams and internal business groups to deliver and execute client transactions
* Review and identify potential business opportunities for clients to engage in additional products and services
Required qualifications, capabilities, and skills
* FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required for the position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven ability to operate effectively in a matrix organization with the ability to work under pressure with tight deadlines
* Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook
Preferred qualifications, capabilities, and skills
* College degree or equivalent client service experience preferred
* Experience with a wide array of financial products preferred
At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path.
We value the diversity, fresh perspective and wealth of experience that returning professionals can bring.
The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers.
The program spans over 30 locations worldwide.
The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program.
The permanent placements will be based on both business needs and candidate skill set.
Please refer to our ReEntry Overview page for further information regarding the Program
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small business...
....Read more...
Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2026-02-06 02:19:51
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
* Bilingual in English and Cantonese
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 qualificatio...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2026-02-06 02:19:50
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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: Oklahoma City, US-OK
Salary / Rate: Not Specified
Posted: 2026-02-06 02:19:50
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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: Pataskala, US-OH
Salary / Rate: Not Specified
Posted: 2026-02-06 02:19:49
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Are you passionate about turning data into decisive action that improves how employees experience work? As a Senior Associate Analytics Solutions for Employee Experience (EX) team, you'll design, deliver, and scale analytics solutions that inform the product roadmap and measure product success.
You'll transform complex EX data into clear strategies that elevate performance and efficiency, collaborating across HR, IT, Product, UX, and Engineering to build innovative, scalable solutions that shape the future of EX.
Job Responsibilities :
* Develop and operationalize product success metrics, translating data into clear, actionable insights for product owners and business leaders.
* Conduct deep-dive analyses to uncover trends, identify opportunities, and address challenges within internal products and processes.
* Create and manage sophisticated, data-driven dashboards and presentations to be leveraged by stakeholders and other key partners, including senior management
* Integrate and harmonize data from multiple sources to support robust analytics and reporting.
* Streamline and automate data workflows to improve accuracy, efficiency, and scalability of analytics solutions.
* Ensure data accuracy, integrity, and confidentiality in all analytics and reporting activities.
* Proactively identify areas for innovation, resolve friction points, and share best practices across teams.
* Present complex analyses and recommendations to stakeholders in a clear, compelling, and actionable manner.
Required qualifications, capabilities, and skills :
* Bachelor's degree in Business Analytics, Data Science, Information Systems, Statistics, or a related field
* 3+ years of progressive experience in digital analytics, business intelligence, or advanced analytics within a product-focused environment.
* Hands-on experience with Tableau, Qlik, Sigma Computing, Alteryx, Databricks, and Adobe Analytics.
* Strong understanding of modern data stack architectures and web/mobile product development.
* Advanced project management skills, with experience in agile methodologies and product lifecycle management.
* Proven ability to define, deliver, and communicate product success metrics and performance narratives to executive audiences.
* Exceptional analytical, problem-solving, and critical thinking abilities with attention to detail.
* Excellent written and verbal communication skills, with a customer-centric and collaborative approach.
* Knowledge of data privacy, confidentiality, security, and compliance requirements.
Preferred qualifications, capabilities and skills :
* Master's degree preferred.
* Experience integrating and harmonizing large, complex, and external data sources to generate deeper business insights.
* Mastery of Tableau, Sigma Computing, Alteryx, Databricks, and other modern analytics platforms, including building scalable, automated solutions.
* P...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-02-06 02:19:48
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J.P.
Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire firm.
Our Wealth Management teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated products and solutions to meet their generational wealth management needs.
As a Supervisory Manager in Chase Wealth Management, you will exhibit leadership and operational expertise when performing designated supervisory duties to oversee a territory of Financial Advisors.
You will be responsible for managing complex, high risk escalations from end-to-end and outreach to executive level stakeholders.
Job Responsibilities:
* Monitor and analyze the progress of active account and book reviews, as well as staff productivity.
* Identify opportunities to address issues, risks, and exposures, and engage senior leadership to take action on identified issues.
* Ensure the team fully understands their responsibilities to perform high-quality work and adapt to the changing regulatory environment.
* Comprehend system logic used in conducting risk-based reviews and further develop and refine rules based on prior findings.
* Review, draft, or update desktop procedures as needed, and effectively communicate changes to team members.
* Develop subject matter expertise in securities rules and regulations through knowledge acquisition, research, and training.
* Implement account reviews to monitor the ongoing suitability of investments and activities in client accounts.
* Conduct Advisor book reviews to identify trends or patterns requiring further review that may impact multiple customers.
* Identify and escalate potential issues to appropriate parties for further action.
* Collaborate with the Sales Practice Review team to escalate potential issues to the Disciplinary Action Forum.
* Supervise the development and mentoring of staff at varying levels of expertise; assess staff performance; prepare and deliver performance evaluations; and participate in recruiting, interviewing, retaining, and recommending pay actions for staff.
Required Qualifications, Capabilities, and Skills:
* Minimum of 5 years of experience in a principal capacity and 2 years of experience within the securities investment industry supervision, compliance, or risk capacity, in retail investments.
* Proficient knowledge of regulations, BI requirements, fiduciary oversight, and financial planning strategies.
* Eagerness to engage directly with clients and advisors.
* Must hold FINRA Series 7 and one or more of the following licenses: FINRA Series 66 (63/65), 9/10 (4,24,53).
appropriate State Life & Health Insurance license.
Additional licensing requirements must be met within 120 days of...
....Read more...
Type: Permanent Location: San Antonio, US-TX
Salary / Rate: Not Specified
Posted: 2026-02-06 02:19:48
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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 Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
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Type: Permanent Location: Stevenson Ranch, US-CA
Salary / Rate: Not Specified
Posted: 2026-02-06 02:19:48
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as an Associate Banker is for you.
As an Associate Banker in Mid-Corporate Banking, you will work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services.
Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.This role is not eligible for employer sponsored immigration support of any kind.
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 drive new client acquisition in partnership with the bankers
* Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
* 3+ years in a similar banking, venture, credit or treasury role
* Outstanding professional reputation and integrity
* Strong leadership skills required
* Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
* Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
* Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree preferred
* Superior knowledge of the market dynamics and its business environment preferred
* Excellent problem solving, oral, and written communication skills
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 ...
....Read more...
Type: Permanent Location: Pittsburgh, US-PA
Salary / Rate: Not Specified
Posted: 2026-02-06 02:19:47
-
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: Baton Rouge, US-LA
Salary / Rate: Not Specified
Posted: 2026-02-06 02:19:47
-
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: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-02-06 02:19:46
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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.
* Reading and speaking in both English and Spanish fluently is required for this role.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to in...
....Read more...
Type: Permanent Location: Glendora, US-CA
Salary / Rate: Not Specified
Posted: 2026-02-06 02:19:46
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Are you creative, energetic, and passionate about building relationships and providing support and advice to clients? A role as an Associate Banker is for you.
\"As an Associate Banker in the Professional Services Discipline group, you will work closely with the team's Vice President, and Relationship Executive to help grow the business profitably.
You will support the execution of the discipline's strategy, focusing on new client development and deepening existing client relationships across the Middle Market Banking & Specialized Industries platform.
This role offers direct interaction with senior and local leaders, as well as individual bankers.
Job Responsibilities
* Assist in the execution of established operating rhythms, including data analysis, report distribution, and internal communications with various stakeholders
* Support the Relationship Executive and Vice President in advancing discipline objectives and business development activities
* Help maintain and update the comprehensive "Credit Book" for the discipline, detailing comparable transactional information across sub-sectors
* Contribute to the development and management of client and prospect prioritization lists for each sub-sector
* Stay informed on industry trends to help identify opportunities for strategic partnerships with Line of Business (LOB) partners
* Assist in the management of the Salesforce Dashboard to monitor and report discipline activities
* Participate in banker training and business development meetings with clients and prospects, including occasional travel to top markets
Required Qualifications, Capabilities, and Skills
* Knowledge of professional services business models
* 2+ years of direct lending, credit support, or related experience, with a focus on business relationships
* Familiarity with Salesforce CRM system
* Understanding of Commercial Banking credit and treasury products
* Strong oral and written communication skills
* Ability to collaborate with internal partners and resources
* Demonstrated experience in meeting or exceeding goals
* Sales management and business development skills
* FINRA Series 79, 63, and Securities Exam Essentials licenses required or must be obtained within 180 days of hire
Preferred Qualifications, Capabilities, and Skills
* Bachelor's degree and formal credit training preferred
* Strong creative solution and problem-solving abilities
* Proficiency in building and maintaining positive stakeholder relationships
* Proven ability to self-start and complete projects
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 a...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-06 02:19:46
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Join our Payment Sales team and help shape the future of payments at JPMorgan Chase.
In this role You'll play a key role in driving business growth and delivering impactful solutions.
As a Merchant Services Business Development Vice President in the Payments Sales team, you will be an individual contributor supporting some of the most significant clients within JPMorgan Payments.
In this client-facing role, you'll partner with Global Corporate Banking, JPMorgan Payments, and Treasury Services to identify, qualify, and advance merchant services opportunities.
You will develop and execute go-to-market and account plans across technology sub-verticals such as software (SaaS platforms, developer tools, cloud services, cybersecurity), direct-to-consumer technology (ecommerce brands, marketplaces, connected devices, wearables, consumer apps), and fintech (B2B platforms, payment processors, ISVs, and marketplaces).
Your work will help shape client strategies, coordinate internal partners, and maintain a healthy pipeline to drive new business growth, while contributing to a collaborative and high-performing team culture.
Job responsibilities
* Partner closely with bank coverage teams and JPMorgan Payments Treasury Services to develop account and call plans that position end-to-end solutions
* Lead merchant account strategy for a given Payments or Bank coverage team
* Support prospecting, meeting preparation, and follow-ups; help craft proposals, pitch materials, and RFP responses tailored to each sub-vertical's payment needs
* Coordinate with product, pricing, legal, and risk partners on deal structuring and diligence; facilitate smooth handoffs to implementation teams
* Conduct market and competitive research to identify trends, client needs, and whitespace opportunities within each sub-vertical
* Collaborate with Product to deliver payment solutions customized to meet client needs
* Support evolution of our product sets with informed, data-supported, and actionable product/feature recommendations and upgrades
* Maintain accurate pipeline hygiene and reporting in Salesforce; build dashboards and reports in Excel as needed
* Track and communicate progress against goals; provide regular updates to stakeholders
* Invest in ongoing professional development through internal and external learning resources
* Travel up to 50%
Required qualifications, capabilities, and skills
* Five or more years of experience in a customer-facing merchant services, acquiring, or payments role
* Experience with strategic sales practices including buyer mapping and influence building
* Demonstrated ability to learn in new and fast-paced environments
* Strong verbal and written communication skills; able to synthesize information and present clearly
* Collaborative, team-oriented approach with ability to work across functions and cultures
* Familiarity with software, direct-to-consumer tech...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2026-02-06 02:19:45
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Chase relies on digital marketing as a key strategic channel in driving acquisition, branding, and cross-sell opportunities to millions of customers across a suite of consumer banking products.
As an Owned Channel Digital Execution Lead on the Marketing Execution team, you'll shape the business-driven marketing technology solutions that drive strategic initiatives across channel Execution.
Working at the intersection of business and technology, you'll interact with colleagues in various lines of businesses to learn about challenges and opportunities and translate that insight into high-quality solutions.
Your role requires deep technical business analysis skills - including expertise in everything from business process management, data management to functional design - it also hinges on project management, teamwork, and leadership.
You should be experienced with campaign and timeline management, collaboration with agencies/vendors, measuring and reporting key metrics for digital campaigns, and process adherence through the established workflow.
You will also act as a validation and quality assurance expert.
You will conduct requirement analysis, define campaign strategy & design, and lead test execution to guarantee superior outcomes.
Job Responsibilities:
* Work with the Functional managers, strategy owners to align team on delivery, campaign goals, and other necessary information
* Own the delivery of release/deployment of ads/emails from start to finish
* Manages the execution, monitoring and controlling of each projects/campaigns using Agile principles.
This includes managing planned and unplanned changes, risks and issues to ensure rapid delivery and greater predictability
* Establish strong process knowledge and subject matter expertise to be able to remove impediments and advise campaign teams with risk and issue resolution
* Maintain Process tollgates/checkpoints and deliverables in support of Audit Compliance and perform audit compliance checks as needed in prep for external as well as internal audit requirements.
* Partner with Strategy partners to maintain the Release Calendar
* Creates an environment of collaboration within the teams that allows for open dialogue and productive solutions for resolving conflicts
* Seeks opportunities for improvement to the overall effectiveness of teams and organization
* Embraces the concept of continuous learning in your own journey and instills the same in the team(s) you manage and coach
Required qualifications, capabilities and skills:
* 4 year college degree, in Information Systems, Business, Marketing or related-field
* Strong familiarity and adherence to core Agile values and principles
* Familiarity with Digital Delivery and Campaign Management
* Track record of delivery-focused collaborative working in fast paced complex environments
* A strong desire to learn and passion for digital marketing, research and analytics
...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2026-02-06 02:19:45
-
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: Las Vegas, US-NV
Salary / Rate: Not Specified
Posted: 2026-02-06 02:19:45
-
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: Detroit, US-MI
Salary / Rate: Not Specified
Posted: 2026-02-06 02:19:44
-
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.
* Reading and speaking in both English and Spanish fluently is required for this role.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to in...
....Read more...
Type: Permanent Location: San Bernardino, US-CA
Salary / Rate: Not Specified
Posted: 2026-02-06 02:19:44
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DESCRIPTION:
Duties: Develop content for strategic meetings with clients regarding M&A or capital market transactions.
Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives.
Define, guide and review detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses.
Define, guide and review detailed combination and other financial analyses in the context of M&A transactions or pitch situations.
Provide leadership, mentorship and supervision to Associates and Analysts.
Review, draft and analyze Non-disclosure agreements, term sheets, offer letters, and other legal agreements.
This position requires 10% Domestic Travel.
QUALIFICATIONS:
Minimum education and experience required: Bachelor's degree in Business Administration, Finance, Accounting, Marketing Research, or in a related field of study plus 2 years (24 months) of experience in the job offered.
or as Investment Banking, Investment Analyst, Analyst, or in a related occupation.
The employer will alternatively accept a Master's degree in Business Administration, Finance, Accounting, Marketing Research, or in a related field of study plus 1 year (12 months) of experience in the job offered or as Investment Banking, Investment Analyst, Analyst, or in a related occupation.
Skills Required: This position requires one (1) year of experience with the following: Corporate finance and accounting; Public company takeover defense; Executing acquisitions and sales of private and public companies, leveraged buyouts, joint ventures, divestitures and carve-outs, and spin-offs.
This position requires any amount of experience with technical skills including building financial models, including three-statement operating models, three-statement merger models, spin-off and divestiture models, multi- driver-based operating models, net-operating-loss roll-forward models, and merger consideration distribution models; familiarity with financial modeling, valuation, and analytics, including dividend discount models (DDMs), adjusted present value, economic value added (EVA), present value of future stock prices, discounted cash flow (DCF), leverage buyout (LBO), trading comparables, precedent transactions, accretion/dilution, sum-of-the-parts, and discount rate analysis; an understanding of financial market data tools, including Bloomberg, FactSet, Intralinks, Datasite, and AlphaSense This position requires any amount of experience with the following: ability to design and analyze mergers and acquisitions (M&A) transaction structures, incorporating legal structuring and tax aspects; able to participate in all aspects of execution for buy-side, sell-side, and structured M&A transactions, including leveraging industry and product knowledge on debt capital markets, equity capital markets, and corporate finance advisory to represent clients' interests during M&A transactions; drafting and review...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-06 02:19:43
-
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: Redford, US-MI
Salary / Rate: Not Specified
Posted: 2026-02-06 02:19:43
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice.
You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
* Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships.
Regularly review processes and strategies with manager, making adjustments as needed
* Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
* Determine and balance priorities on a daily basis to achieve bus...
....Read more...
Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2026-02-06 02:19:43
-
The J.P.
Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P.
Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform.
The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices.
As the Wealth Management Affluent Strategy and Cross Channel Referral Vice President within J.P.
Morgan Wealth Management, you will be responsible for managing initiatives aimed at growing and deepening Wealth Management's relationship with affluent clients.
You will also oversee the end-to-end processes and operational efficiencies of the referrals processes between the JPMorgan Wealth Management (JPMWM) and Chase's Consumer Bank, including the JPMorgan Private Client (JPMPC) organization.
In this role you will be highly visible and required to partner with and influence key internal stakeholders and senior leadership across the Wealth Management channels (CWM and JPMA), Consumer Bank, and JPMorgan Private Client.
You must have a strong operational mindset, be detail-oriented, have experience working with a client-facing sales organization, and be skilled at managing in a fast-paced environment.
Your ability to adapt and remain flexible in a constantly evolving business are key attributes for success.
Job responsibilities
* Ensure the affluent strategy is aligned to JPMorgan Wealth Management and lead initiatives to activate strategy with advisors and other client-facing Wealth Management partners
* Design, build and implement a long-term scalable referral partnerships for JP Morgan Wealth Management
* Establish and coordinate regular cross-line of business updates with Wealth Management and Consumer Bank leadership to discuss program progress, decision making, and overall operations
* Lead ongoing engagement with field leadership to drive strategy and scale programs
* Balance the priorities and business objectives of both the Private Client business and the Wealth Management businesses
* Identify risks and escalate issues quickly and appropriately, helping to resolve with a solution-focused mindset
* Serve as the business SME for referrals within JPMWM, partnering with Product and Tech to influence and design the tools required to support referral models, including updates to existing tools and the build of net new tools and capabilities on behalf of the field
* Identify, build, and manage reporting capabilities to track success metrics and recommend opportunities for improvement
* Coordinate performance and reporting updates for key stakeholders, including Change Impact and Business Practices forums
* Build trust and rapport through all interactions to deliver the right outcomes for the business; driving banker, advisor and client mindset across all strategic initiatives
Required qualificat...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-06 02:19:43
