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We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions, combined with cutting-edge financial technology and the most welcoming and friendly service, you'll be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch.
You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers.
You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
* Acts as the standard bearer of Chase and creates a world-class customer experience
* Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
* Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
* Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
* Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
* Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
* Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
* Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
* Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
* Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
* Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
* Ability to work branch hours including weekends and evenings
* High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, and ...
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Type: Permanent Location: Hialeah, US-FL
Salary / Rate: Not Specified
Posted: 2025-04-09 08:52:41
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Come join our dynamic Know Your Customer (KYC) Quality Assurance Data and Technology Business team to support and implement our efforts in ensuring compliance, data reporting accuracy, and efficiency within our KYC processes.
As a Business Analyst, Associate II in our KYC Quality Assurance Data and Technology team, you will play a pivotal role in shaping our KYC operations, optimizing processes, and collaborating with cross-functional teams to deliver exceptional results.
You will possess a unique blend of, technical expertise, and innovative thinking to implement improvements in data analysis, reporting, and technology solutions.
Job Responsibilities
* Develop and implement strategies to enhance data analysis, reporting, validation, and quality assurance processes to meet regulatory standards and internal objectives.
* Nurture creativity and innovation within the KYC Quality Assurance function, identifying opportunities for automation, digitization, and the integration of cutting-edge technologies.
* Utilize advanced data analysis techniques to derive actionable insights, identify trends, and provide recommendations for process improvements.
* Conduct regular meetings to track progress on projects and strategic initiatives, resolve issues, and facilitate effective communication and adoption between cross-functional teams.
* Manage an individual BAU Book of Work and an active ad hoc request backlog while integrating automated processes, as applicable.
* Develop and maintain comprehensive documentation of processes, procedures, controls, and technologies to ensure consistency and facilitate knowledge transfer.
* Provide strategic insights and recommendations to senior management, contributing to the overall business strategy and decision-making process.
Required qualifications, capabilities and skills
* Excellent understanding of reporting and data analysis methodologies, with the ability to interpret and present complex data sets and derive meaningful insights.
* Alteryx 'Designer Core' Certification.
* Proven Alteryx proficiency in combining relevant datasets, generating actionable insights, while focusing on minimizing manual processing through tool automation.
* Creative and innovative mindset, with a passion for identifying and implementing technological advancements to improve operational efficiency.
* Project management skills, with the ability to prioritize tasks, analyze and problem solve while managing multiple initiatives, meet deadlines and influence stakeholders.
* Minimum of 4 years work experience using Excel.
Strong proficiency in creating and managing complex, connected datasets, manipulating/segmenting data, and generating complex formulas and calculations.
Preferred qualifications, capabilities and skills
* Bachelor's degree in Business, Finance, Information Technology, or a related field.
* Proficiency in data visualization tools, such as Tableau,...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-04-09 08:52:39
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: Grandview, US-WA
Salary / Rate: Not Specified
Posted: 2025-04-09 08:52:38
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
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Type: Permanent Location: Hazlet, US-NJ
Salary / Rate: Not Specified
Posted: 2025-04-09 08:52:36
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We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients
* Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals
* Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
* Reading and speaking in both Spanish and English fluently is required for this role
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products....
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Type: Permanent Location: Sioux Falls, US-SD
Salary / Rate: Not Specified
Posted: 2025-04-09 08:52:35
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We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As a Branch Operations Lead Trainee in Branch Banking, you collaborate with the Branch Manager, branch employees and One Chase colleagues to ensure customer financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory banking requirements.
A Branch Operations Lead Trainee is passionate about taking care of our customers and employees, providing an exceptional customer experience, and working with the Branch Manager to set the tone in the Branch.
A typical day consists of assisting customers and performing transactions.
You will also look for opportunities to make customers lives easier by setting up self-service options and building relationships.
Throughout the week, you will schedule time to review branch operations and share updated policy and procedures with branch employees.
This results in the business is adhering to control expectations.
Job responsibilities
* Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture
* Engages clients as they enter the branch by welcoming them and making customers feel appreciated, performing transactions, managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
* Introduces customers to the branch team who will build relationships and assist with specialized financial needs
* Makes customers' lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Supports the Branch Manager with all aspects of branch operations, including loss control, compliance, and audit standards
Required qualifications, capabilities, and skills
* High school degree, GED, or foreign equivalent
* Detail-oriented, organized, and have the ability to multi-task with a dedication to follow policies, procedures, and regulatory banking requirements
* Availability to work Branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Demonstrated abil...
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Type: Permanent Location: Naples, US-FL
Salary / Rate: Not Specified
Posted: 2025-04-09 08:52:34
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Joining the Information & Systems Transformation (ISTX) team accelerates career growth through high-visibility, impactful projects and a collaborative environment focused on learning and mentorship.
As internal consultants, ISTX drives key business transformations to advance Chase Consumer & Community Banking (CCB) towards operational excellence.
The team's mission is to enhance processes and systems, improve customer experience, boost employee engagement, reduce risks, achieve financial benefits, and foster continuous improvement.
As a Vice President in ISTX, you will lead high-priority, cross-business projects targeting highly complex ecosystems that require deeper technology and data domain expertise, collaboration with senior executives and cross-functional partners.
Job Responsibilities:
* Develop strategic recommendations for Chase, serving as an objective thought partner to the C-suite and other senior leaders.
* Collaborate with teams across LOBs and functional areas (e.g., product, technology, operations, data science, finance).
* Scope, structure, and lead teams in project execution to identify issues and actionable opportunities, design solutions, and quantify potential impact to the business.
* Develop and convey CEO-level deliverables to stakeholders with compelling narratives to influence action on key business decisions and major change initiatives.
* Develop junior team members both formally and informally.
* Perform competitor analysis and industry research, analyze, and understand system architectures & process flows.
and ensure quality and timeliness of deliverables.
* Champion innovation and modernization with development platforms and AI/ML solutions including cloud migrations and cost optimization initiatives.
Required Qualifications, Capabilities, and Skills:
* 6+ Years of experience in management/strategy consulting, Startups (FinTechs), product, or similar roles including at least 1+ years of experience leading teams.
* Demonstrated expertise and working knowledge of SDLC, systems, and data concepts.
* Ability to structure and scope complex problems and apply a range of tools to develop solutions.
Developed solutions and ability to apply scientific problem-solving methods e.g., issue trees.
* Strong communication, presentation, and influencing skills - ability to collaborate and build relationships with colleagues at all levels and achieve goals without direct control over resources.
* A high level of personal initiative, setting and achieving challenging goals, and demonstrating entrepreneurial leadership with ability to travel as needed (10 - 30% on average; will vary by engagement).
* Intellectual curiosity and ability to develop subject matter expertise in new subjects quickly in an open, collaborative, team-oriented operating style.
* Proven track record in implementing DevOps and Continuous Delivery (CD) practices, platform modernization, an...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-04-09 08:52:33
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You are a natural leader.
You do what's right for customers and colleagues and you inspire others to do the same.
Join our dynamic team and make a meaningful impact by leading your team to create great customer experiences that cultivate long-lasting relationships.
As an Account Supervisor in JPMorgan Chase you will be accountable for achieving key service metrics, meeting or exceeding financial/productivity goals, ensuring business partner/employee satisfaction, managing and implementing ongoing improvement initiatives, while maintaining adherence to risk and controls guidelines.
You will ensure all work is processed within assigned service levels and meets Legal/Compliance requirements.
You will demonstrate exceptional leadership skills in creating an environment where employees are engaged and deliver optimum performance.
Job responsibilities
* Execute on business initiatives by creating and maintaining open communication with employees, peers, leadership team and other lines of business
* Make informed business decisions using your skill set, subject matter expertise, documented policies and procedures, empowerments and relationships
* Identify process improvement opportunities, recommend solution(s), contribute to process/policy change led by change management leadership team, and implement changes
* Ensure team's adherence to operating policies and procedures, and legal and compliance regulations
* Manage team performance, leading by example and coaching on key behaviors to motivate sustained results; this includes using performance management resources to proactively monitor, coach and develop employees, recognizing strong performers and managing those not meeting performance standards.
* Demonstrate the firmwide Manager Capabilities, track your progress by regularly soliciting feedback and checking in with your team and manager on how you're doing, and summarize your impact in your year-end Self-Evaluation.
Required qualifications, capabilities, and skills
* Minimum 3 years customer service experience
* Verbal and written communication skills
* Influencing skills
* Change implementation skills
* Prioritization skills
* Data analysis skills
* High School diploma/GED required
Preferred qualifications, capabilities, and skills
* Previous financial industry experience
* 2 years of experience in a call center environment, for call center roles
Work schedule
* Work hours will vary within a fulltime, 40 hour per week schedule.
You must be willing to work schedules during our operating hours, which may include evenings, weekends and holidays.
Specific information will be provided by the recruiter.
* This position requires that you attend the training as scheduled.
The hours may not coincide with your regularly scheduled hours.
* You will be required to attend training onsite, regardless of your work location.
Your schedule and work location will ...
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Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-04-09 08:52:32
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: Park Ridge, US-IL
Salary / Rate: Not Specified
Posted: 2025-04-09 08:52:32
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We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients
* Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals
* Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
* Reading and speaking in both Spanish and English fluently is required for this role
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products....
....Read more...
Type: Permanent Location: Sioux Falls, US-SD
Salary / Rate: Not Specified
Posted: 2025-04-09 08:52:31
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Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Sales Associate in Commercial Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives.
You will participate in the three-year development plan designed fora progression of job functionsto develop skills over time for a successful career within the firm and ability to pursue more senior roles within the Treasury Solutions such as a Treasury Management Officer position.
Job responsibilities
* Collaborate with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions, perform cost and benefit analysis, competitive pricing and run profitability models
* Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research
* Develop an understanding of clients' Treasury cash management structure and objectives
* Coordinate with product partners to develop comprehensive Treasury solutions
* Develop and understand competitors' products and positioning within the client & market
* Work with the TMO's throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately
* Collaborate with internal partners to ensure successful implementation, product ramp-up and accurate pricing and billing
Required qualifications, capabilities, and skills
* Bachelor's Degree
* Three+ years' relevant banking and treasury experience
* Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
* Superior verbal and written communication skills with the ability to mobilize internal networks and resources
* Ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures
* Proficiency in Microsoft Office (PowerPoint, Excel and Word)
* Ambition to develop into an individual sales contributor
Preferred qualifications, capabilities, and skills
* Interest in working with experienced Treasury partners to recognize a client's cash flow needs and apply appropriate banking solutions
* Sales, portfolio management or relationship management experience
* Qualitative and quantitative skills
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
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 und...
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Type: Permanent Location: Irvine, US-CA
Salary / Rate: Not Specified
Posted: 2025-04-09 08:52:26
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM.
You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share.
As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships.
Job Responsibilities
* Manage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio.
Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects
* Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships
* Understand the personal financial goals and needs of the owner(s).
Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
* Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience
* Strong knowledge of deposit and cash management products and services, and knowledge of busin...
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Type: Permanent Location: West Palm Beach, US-FL
Salary / Rate: Not Specified
Posted: 2025-04-09 08:52:24
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JPMorgan is looking for a Private Wealth Alternatives Marketing Vice President to lead the charge in promoting our cutting-edge alternative investment products to financial advisors.
As a Private Wealth Alternatives Marketing Vice President on the Asset & Wealth Management Marketing team, you will lead innovative marketing strategies to promote our alternative investment products to U.S.
financial advisors.
You will collaborate with a forward-thinking team to craft impactful campaigns that enhance our brand presence and drive engagement.
In this role you will position J.P.
Morgan as an industry leader, fostering growth and delivering exceptional client service.
Job responsibilities:
* Spearhead the creation and launch of dynamic, targeted marketing campaigns specifically designed for financial advisors.
Develop a cutting-edge marketing plan that highlights J.P.
Morgan's unique alternative investment solutions, demonstrating how they can significantly enhance advisors' portfolios and drive exponential business growth.
* Lead high-impact initiatives that span across diverse channels, including web, social media, advertising, industry conferences, digital platforms and events, ensuring seamless execution.
* Design and oversee engaging digital client journeys that align with strategic engagement objectives.
Manage the rollout of compelling digital communications across email, web, and social media platforms, ensuring cohesive messaging and maximum reach across teams.
* Collaborate with distribution and product partners to develop insightful materials that showcase the transformative opportunities within alternative investments.
Position the company as a leader in the alternative investment space through education, leveraging our industry leading insights.
* Implement an experimental mindset to continuously refine marketing strategies for financial advisors.
Utilize technology platforms and business intelligence tools to measure and enhance the return on investment (ROI) of marketing efforts.
Develop a comprehensive data reporting framework to track progress and support business objectives.
* Promote an inclusive environment that values diverse perspectives and experiences.
Build trust and foster collaboration with colleagues across different business lines, regions, and marketing centers of excellence, ensuring alignment and shared success.
Required qualifications, capabilities and skills:
* 7+ years of strong marketing experience in asset management, or wealth management industry
* Expertise in delivery of digital and traditional marketing solutions in collaboration with internal and external partners and resources
* Project management experience, with excellent attention to detail and solid organization skills
* Insight driven, with the ability to learn and understand the needs of prospects and clients, and the distribution needs to support pipeline development
* Demonstrate innovation by...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-09 08:52:24
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Bring your expertise to JPMorgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
Job summary
The Climate, Nature and Social Risk Management team is responsible for developing the firm's approach to climate- and nature-related risk management, including both transition and physical risks.
As an Executive Director of the Transition Risk team, you will be at the forefront of strategic leadership and risk management, ensuring the organization's resilience and growth, and responsible for the design, implementation, and strategic direction for the firm's transition modeling frameworks.
In this role, you will be focused on overseeing and executing model development activities and driving core scenario design across the firm's strategic and regulatory use cases.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Job responsibilities
* Lead the Climate, Nature and Social Risk transition risk analytical frameworks, with focus on developing methodologies and conducting research on sectoral and corporate climate and nature mitigation transition strategies
* Lead research on a range of climate and nature related topics that affect the firm's activities with a good understanding of risk impact on client sectors and products
* Be an expert in climate and nature datasets used to manage these risks, forming conclusions on key trends and patterns and working with data providers to maximize our knowledge
* Build, maintain, own and analyze outputs from climate risk assessment models and user tools
* Lead the drafting and maintenance of documentation for climate and nature risk assessment models and user tools
* Address regulatory expectations and requirements for managing climate and nature-related risk
* Lead the development of internal climate-nature scenarios used for risk management purposes and collaborate with internal subject matter experts
* Collaborating with a variety of internal counterparts across the firm, learning about the many aspects relevant in assessing the potential implications of climate change on a large and global institution
* Lead a team, fostering a culture of innovation, and maintaining a strong compliance framework
* Enhance a comprehensive climate and nature risk management framework agains...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-09 08:52:23
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Bring your expertise to JPMorgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As an Executive Director for Climate, Nature and Social Risk (CN&S) Data and Model Implementation Lead, you will play a pivotal role in shaping our bank's approach to managing and advancing our analytical frameworks to address climate-related risks.
You will have the opportunity to leverage your extensive experience in overseeing data and model development activities in a large financial institution or data solutions provider.
This role will allow you to promote innovation in risk management, product development, and operational efficiency.
Job Responsibilities:
* Lead the design and implementation of climate risk data and analytical frameworks to support the bank's risk management strategies
* Oversee the integration of climate risk data into existing systems, ensuring accuracy, consistency, and compliance with regulatory requirements and internal policies
* Execute risk models related to climate, nature, and social factors, ensuring accuracy and reliability
* Enhance operational efficiency by streamlining processes and implementing best practices in data management and model execution
* Collaborate with cross-functional teams to integrate risk model insights into business strategies and decision-making processes
* Spearhead accelerator activities to fast-track the development and deployment of climate risk solutions, leveraging partnerships and external resources as appropriate
Required qualifications, capabilities, and skills
* Bachelor's degree in Finance, Economics, Data Science, or a related quantitative field
* Strong technical background with in-depth expertise of data quality, data management, and data contracts and possess the ability to write and understand technical specifications
* Demonstrated analytical skills with the ability to "connect the dots" across different data sources and modelling areas
* Excellent communication and presentation skills, with the ability to convey business implications of model outputs to senior management and other stakeholders
* Proven experience in risk management, data analytics, product development or a related field within a large financial institution or vendor
Preferred qualifications, capabilities and skills
* Advanced knowledge of data modeling, statistical analysis, and risk assessment methodologies
* Experience with climate risk modeling tools and software
* Familiarity with regulatory requirements related to climate...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-09 08:52:22
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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...
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Type: Permanent Location: Richmond, US-VA
Salary / Rate: Not Specified
Posted: 2025-04-09 08:52:21
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The Commerce Payments organization is a motivated, forward thinking team comprised of high talent product managers with a singular focus of delivering innovative payment services via the most important platforms of today and tomorrow.
We seek to transform customer experiences, simplify the ways we do business, and tirelessly drive toward product excellence.
As a Partnerships Senior Associate in Commerce Payments, you will be supporting relationship management, leading initiatives, developing solutions and collaborating with internal partners.
You will be working on transforming customer experiences, simplifying business processes, promoting product excellence, managing external relationships with payment network and merchant partners, and leading technical and business initiatives related to operational performance and risk management of tokenized transactions through digital wallets.
Job responsibilities:
* Support external relationships with payment network and merchant partners supporting Commerce Payments team (notably tokenization and provisioning)
* Lead technical and business initiatives between our partners and Chase, primarily those related to operational performance and risk management of tokenized transactions through digital wallets
* Develop, manage and improve internal and external reporting related to the partners
* Find data-driven solutions by clearly defining a business challenge, identifying the right data, developing reporting, analyzing insights from the data, identifying solutions and monitoring performance of those solutions
* Collaborate with internal cross functional partners (product, corporate development, analytics finance, fraud, legal etc.) to support partnership discussions which influence product strategy
* Support development of partner management content including quarterly business reviews, analytics and reporting, business cases development, meeting notes and other documents
* Support management of all contractual obligations for contracts with key partners
Required qualifications, capabilities, and skills:
* 3+ years of experience in partnerships focused in the payments industry, including mobile wallets, payment networks, and platforms
* Experience working in a product focused environment with significant internal and external dependencies
* Experience managing new product implementations, developing reporting and driving operational improvements based on data-driven observations.
* Exposure to the mobile & emerging payments landscape, is an avid user of digital payment applications, interested in product and relationship management
* Ability to think strategically and to connect the dots to the bigger picture, while still comfortable diving into the details required to ensure successful execution
* Structured thinker, effective communicator with excellent written communication skills
* Experience in collaborating, influencing, and gu...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-09 08:52:19
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Come join our U.S Benefits team to impact our initiatives aimed at improving employee health care!
As a U.S.
Benefits Design and Strategy Vice President on the U.S.
Benefits Design and Strategy Team, you will be responsible for evaluating, implementing, measuring, and managing U.S.
healthcare initiatives aimed at improving employee health care.
The JPMorgan Chase (JPMC) benefits program is one of the largest in the United States, serving as a cornerstone of our value proposition to attract and retain top talent.
Our comprehensive programs include a range of healthcare and insurance offerings designed to support the well-being of our employees and their families, ensuring they have access to the best possible care and resources.
The JPMorgan Chase U.S.
Benefits Design and Strategy team is responsible for evaluating, managing and implementing changes to various benefit programs (e.g., medical, dental, vision, 401(k), life insurance, long-term disability), monitoring plan performance, regulations and marketplace trends, and taking an active part in the design and implementation of the firm's overall wellness initiatives.
The medical plan and wellness program is designed to meet the needs of over 180,000 U.S.
employees and is recognized for its commitment to employee health and well-being.
This is a full-time role based in Jersey City, NJ.
Job responsibilities :
* Managing the day-to-day operations of healthcare initiatives, which includes managing designated vendor(s) in areas such as product offerings, program administration, process changes, member experience/engagement, communications and escalated issues
* Developing and monitoring metrics for measuring ongoing performance and effectiveness of benefits offerings and initiatives, ensuring consistency in measurement methodologies and objective comparison of financial performance/metrics between vendors/programs
* Identifying areas for program enhancements; leading evaluations of ad hoc benefits offerings or program enhancements, which include conducting research and analysis, defining success measures, and preparing materials for senior management review and approval
* Managing deliverables across internal and external stakeholders; understanding reporting/financials; supporting risk/compliance work and plan audits; promoting operational excellence
* Working with the broader benefits team on developing and implementing innovative ways to engage employees in their overall well-being
* Monitoring healthcare trends and emerging employer healthcare innovation opportunities
* Partnering with internal stakeholders including benefits data analysis and reporting, administration, corporate strategy, customer service, communications, finance, HR technology, legal, IT security, sourcing and wellness teams
Required qualifications, capabilities, and skills :
* Strong understanding of the healthcare marketplace, along with a demonstrated track record of deep and t...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-04-09 08:52:18
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this posi...
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Type: Permanent Location: Temple City, US-CA
Salary / Rate: Not Specified
Posted: 2025-04-09 08:52:15
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this posi...
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Type: Permanent Location: Alhambra, US-CA
Salary / Rate: Not Specified
Posted: 2025-04-09 08:52:14
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Be an integral part of an agile team that's constantly pushing the envelope to enhance, build, and deliver top-notch technology products.
As a Lead Software Engineer at JPMorgan Chase within the Corporate Sector's Engineering and Architecture Data Solutions team , you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
Drive significant business impact through your capabilities and contributions, and apply deep technical expertise and problem-solving methodologies to tackle a diverse array of challenges that span multiple technologies and applications.
Job responsibilities
* Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors
* Develops secure and high-quality production code, and reviews and debugs code written by others
* Drives decisions that influence the product design, application functionality, and technical operations and processes
* Serves as a function-wide subject matter expert in one or more areas of focus
* Actively contributes to the engineering community as an advocate of firmwide frameworks, tools, and practices of the Software Development Life Cycle
* Influences peers and project decision-makers to consider the use and application of leading-edge technologies
* Adds to the team culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Extensive hands-on experience with Databricks, PySpark, and ETL/Streaming Pipelines.
* Experience in AWS services such as Glue, EKS, ECS, and Lambda.
* Proficiency in Alteryx, Tableau, ThoughtSpot, and SQL.
* Knowledge and deep understanding of Databricks concepts, including delta live tables and data pipelines.
* Advanced in one or more programming language(s) like python and java
* Advanced knowledge of software applications and technical processes with considerable in-depth knowledge in one or more technical disciplines (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* Ability to tackle design and functionality problems independently with little to no oversight
* Practical cloud native experience
* Experience in Computer Science, Computer Engineering, Mathematics, or a related technical field
Preferred qualifications, capabilities, and skills
* Experience in software applications and technical processes within a technical discipline (e.g., cloud.)
* Experience in coding in React.JS, Java and Java frameworks
* Experience with Shell scripting, Unix , and Python
* Experience with EC2, ECS, RDS , S3, Route53
* Profi...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-04-09 08:52:14
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FROSCH is Chase's best-in-class travel business, delivering exceptional customer service, industry-leading expertise, and meaningful travel experiences to our clients.
For more than 45 years, FROSCH has been a travel company of choice, building a client-centered service model and employee-focused workforce.
Now, as a part of the JPMorgan Chase family, FROSCH is not only expanding its network to deliver global travel management, but creating more opportunities for our employees and their careers.
As an Entertainment Travel Advisor in FROSCH, you will have the chance to utilize your creative problem-solving skills and engage with our clients to build relationships.
Terrific opportunity for an experienced Entertainment Travel Advisor to join a fun, smart, growing team that will challenge you to think differently, encouraging creativity and a chance to excel in loving what you do every day! We are looking for a seasoned, ambitious professional who is comfortable in a fast-paced environment, can roll with the changes and savor in the success of being part of something remarkable!
This role is part of the Administrative Support Services business unit within the Chase Travel Group.
This team is dedicated to supporting the businesses of Independent Travel Advisors with FROSCH.
You will be working with seasoned advisors on travel related bookings, administrative tasks, and client facing interactions.
Job responsibilities
* Complete travel arrangements from their initial request to completion
* Be a trusted advisor by offering informed and insightful recommendations which provide the very best traveler experience in each situation
* Remain current on value we provide to each customer
* Adapt, change, and be versatile with the shifting landscape of the Travel Industry
* Be responsive to client's needs and issue resolution with excellent communication and follow up
* Embrace new technology and ways of working that promote flexibility to adjust quickly to shifting needs of the business
* Interact with VIP clients to solicit travel preferences and initial profile information
* Embody FROSCH's core values: Respect, Integrity, Excellence, Communication, and Delivering the Unexpected
Required qualifications, capabilities, and skills
* Minimum of 5 years of managing travel for music tours and production
* Capability to setup PNR's, ticketing, and exchange tickets
* Minimum 5 years of recent, native GDS experience on Sabre
* Proficient with Microsoft Office, specifically Outlook and Word
* Strong attention to detail with the ability to work well under pressure
* Strong sense of urgency as well as flexibility to change as needed
* Deliver the Unexpected to surpass client expectations
* Ability to work well within a team to ensure worldwide coverage for clients
Preferred qualifications, capabilities, and skills
* Familiarity with visas and passport requirements to provide eff...
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Type: Permanent Location: Denver, US-CO
Salary / Rate: Not Specified
Posted: 2025-04-09 08:52:12
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Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit!
As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments.
You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing.
You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer.
Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties.
Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture.
Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish.
Job responsibilities
* Facilitate application process by interfacing with customers in taking complete applications.
Requesting documentation from borrowers.
Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager.
* Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts.
* Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process.
* Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately.
* Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings.
Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting.
* Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan.
* Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers.
Assist and attend team marketing events and trade shows.
* Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process.
* Support Client Manager to achieve high originations and retain existing clients.
You will provide a high level of customer service to bot...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-09 08:52:11
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: Framingham, US-MA
Salary / Rate: Not Specified
Posted: 2025-04-09 08:52:08
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We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients
* Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals
* Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the hear...
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Type: Permanent Location: Hartford, US-CT
Salary / Rate: Not Specified
Posted: 2025-04-09 08:52:07
