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Company
Federal Reserve Bank of Boston
As an employee of the Boston Fed, you will work to promote sound growth and financial stability in New England and the nation.
You will contribute to communities, the region, and the nation by conducting economic research, participating in monetary policy-making, supervising certain financial institutions, providing financial services and payments, playing a leadership role in the payments industry, and supporting economic well-being in communities through a variety of efforts.
The Boston Fed is one of 12 Reserve Banks and we serve all or parts of Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island, and Vermont.
Our mission is accomplished through our Bank's values: diversity, equity and inclusion, innovation, integrity, and leadership.
This job is eligible for a hybrid schedule with some on-site work expected.
The individual is expected to reside in the 1st District unless you were given an exception.
Exam Manager 2 – Large Bank Supervision
Description of Role:
The Federal Reserve Bank of Boston has an opening for an experienced Exam Manager 2 to join the Large Institution Supervision Coordinating Committee (LISCC) Unit as a member of a dedicated supervisory team (DST).
This position manages supervisory functions where the work covers non-financial risk and supports the national supervisory program’s assessments of a firm’s board of directors, management of business lines, and independent risk management and controls.
You will be part of the DST leadership team that supports department, Reserve Bank and System objectives.
The Exam Manager 2 is expected to manage a minimum of three direct reports primarily focused on operational risks related to payments, fund accounting, alternatives, digital assets, risk management and select regional, legal entity and functional coverage areas of the supervised firm.
You will utilize strong communication skills and technical knowledge to maintain ongoing and effective relationships with senior management of the supervised institution.
As a manager, you will provide direct supervision to a team of examiners and handle all aspects of staffing including hiring, employee development, coaching, and feedback/performance management.
Principal Responsibilities:
* Support the DST Lead and DST Deputy Leads in developing and implementing an appropriate supervisory strategy to cover non-financial risk practices and oversee a team of three or more individuals focused on evaluating non-financial risk.
* Maintain liaisons with supervised firm management, as well as with deputy/DST Leads, System risk specialists, and other regulatory agencies.
* Develop effective relationships with senior management at the supervised institution and conduct sensitive meetings with senior management as necessary.
* Provide career and work guidance to direct reports by setting clear expectations, delivering timely feedback and coaching, and facilitating le...
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Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2024-05-01 08:43:38
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Company
Federal Reserve Bank of Kansas City
When you join the Federal Reserve—the nation's central bank—you’ll play a key role, collaborating with leading tech professionals to strengthen and protect our economic, financial and payments systems.
We invest in contemporary and emerging technology each year to support the Federal Reserve and our economy, and we’re building a dynamic and diverse team for our future.
We are seeking a highly organized and quality-oriented Test Coordinator to join our team.
The ideal candidate will play a crucial role in coordinating end to end testing efforts for the PIVOT (Payment Information View of Transactions) application working across several technical groups.
This role will be responsible for ensuring connections are established between system/agencies, maintaining a comprehensive understanding of testing needs for upcoming feature work, and coordinating that testing with external agencies.
In addition to coordinating and facilitating testing across numerous external agencies, work may include developing test cases, test data creation, reviewing incoming test data and compiling test results for feedback to developers.
This role is dynamic, requiring a balance of quality expertise, project management skills, and strategic thinking to ensure the application functions effectively and supports broader business functions.
Key Activities
* Coordinate end to end testing efforts across numerous external agencies to ensure the quality and reliability of the software application.
* Ensure necessary connections exist between systems/agencies and working with several technical groups.
* Work closely with cross-functional teams including developers, product owners, and external agencies to plan, execute, and report on testing activities throughout the Agile software development lifecycle.
* Collaborate with product owners, business analysts and various stakeholders to understand project requirements and acceptance criteria.
* Develop comprehensive test plans, test cases and test data based on user stories and technical specifications.
* Review incoming test files from agencies and ensure testing requirements/scenarios are covered.
* Coordinate agency testing activities, including test case development, execution, and defect tracking.
When schedule variances occur work with Scrum Master and Product Owner to minimize the impact with release schedule deadlines and ensure proper testing procedures are followed.
* Work closely with development teams to identify and resolve defects in a timely manner.
* Track and report on testing progress, including test coverage, defects found, and overall quality metrics.
* Continuously improve testing processes and methodologies to optimize efficiency and effectiveness.
Required Qualifications
* Typically requires at least 15 years of relevant experience.
* Bachelor’s degree in softw...
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Type: Permanent Location: Kansas City, US-MO
Salary / Rate: Not Specified
Posted: 2024-05-01 08:43:36
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Company
Federal Reserve Bank of Boston
As an employee of the Boston Fed, you will work to promote sound growth and financial stability in New England and the nation.
You will contribute to communities, the region, and the nation by conducting economic research, participating in monetary policy-making, supervising certain financial institutions, providing financial services and payments, playing a leadership role in the payments industry, and supporting economic well-being in communities through a variety of efforts.
The Boston Fed is one of 12 Reserve Banks and we serve all or parts of Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island, and Vermont.
Our mission is accomplished through our Bank's values: diversity, equity and inclusion, innovation, integrity, and leadership.
This job is eligible for a hybrid schedule with some on-site work expected.
The individual is expected to reside in the 1st District unless you were given an exception.
The Exam Manager 2 (EM2) / Dedicated Supervisory Team (DST) Deputy Lead (DL) is a critically important leadership role in the oversight of a large financial institution under Federal Reserve supervisory authority.
The role combines technical, managerial and relationship management skills to positively affect supervisory strategy and outcomes at the supervised institution.
The EM2/DL position supports, and stands in when necessary for, the DST Lead.
Through a strong understanding of regulations, guidance, and effective risk management practices and control processes, the position is responsible for guiding the Reserve System to an appropriate supervisory strategy for the supervised institution.
With all of this and an ability to influence and establish ongoing and effective relationships with senior management of the supervised institution, the EM2/DL will affect the desired actions on the part of firm leadership.
The EM2/DL independently provides direct supervision to a team of examiners or professional employees.
The EM2/DL capably and effectively handles all aspects of staffing, including hiring, employee development, coaching, and feedback/performance management.
The EM2/DL interacts with senior management and boards of directors of supervised firms to influences changes that promote safe and sound banking practices.
Principal Accountabilities
* Assists the DST Lead in developing and implementing an appropriate supervisory strategy, working closely with other Reserve System leaders to develop and implement a supervisory plan that targets the largest risks to the firm and broader financial stability.
* Continuously assesses the condition and control effectiveness of the assigned institution, directs the supervisory process, and provides excellent judgment and well-reasoned decision making in a wide array of situations that may involve highly complex issues, public scrutiny, market reactions, and potentially adversarial circumstances.
* Develops effective relationships...
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Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2024-05-01 08:43:35
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We have an obsession 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 h...
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Type: Permanent Location: Cambridge, US-MA
Salary / Rate: Not Specified
Posted: 2024-05-01 08:43:31
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Lead a team of five (5) to ten (10) Client Onboarding professionals who own our Client's Treasury Product Onboarding experience end to end!
As a Client Onboarding Team Lead within the Commercial Bank, you will be responsible for leading and managing an experienced onboarding team that implements Treasury Products and Services.
Client Onboarding Leads are responsible for setting team strategy, partnering with internal functions including sales, product and service, and continually improving the implementation processes and client experience.
You will gather and provide data and feedback to internal business partners and ensure project management tools are developed and published.
Job Responsibilities
* Ensure team operates effectively by adhering to implementation methodology and policies; manage team capacity and proactively manage expenses
* Maintain a client first culture among the team through open dialogue, encouragement of feedback and attracting and/or retaining superior talent
* Manage client and partner expectations and understanding throughout the implementation process
* Manage team performance through coaching and development of individuals.
* Support client escalations effectively with a clear path to resolution.
* Work with partners in Operations and Product Management to streamline processes
* Identify instances of business risk and show ownership of issues when they arise
* Exhibit ownership of on-boarding experience and client satisfaction
* Foster a culture of teamwork by building and maintaining strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management
* Develop, scope and execute on internal initiatives as assigned and provide diligent awareness of business risk and ownership of issues when they arise
* Utilize management reports and metrics to ensure success in meeting the team's objectives and overseeing employee team adherence to policy and procedures
Required qualifications, skills and capabilities
* Comprehensive knowledge of Treasury Products and Services
* Bachelor of Arts /Bachelor of Science degree and 6+ years of relevant experience
* Experience in coaching or mentoring employees and proven ability to successfully manage conflict
* Experience in risk awareness and skills to develop and ensure quality program set ups
* Excellent interpersonal, organizational, verbal and written communications along with strong presentation and negotiating skills
* Strategic thinking with the ability to adapt to change
* Demonstrated team building skills and ability to work in a team environment along with experience in managing conflict and adapting to change
* Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions
* Microsoft Office Suite experience and Project Management, Payments and Receivables experience or eagerne...
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Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2024-05-01 08:43:29
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As a Senior Principal Architect at JPMorgan Chase within the Public Cloud , you provide specialized expertise to influence the target state architecture and strategy.
Work across teams to implement and advance the adoption of complex strategic global solutions that give JPMorgan Chase a competitive advantage.
Job responsibilities
* Advises cross-functional teams on technology selection to achieve target state architecture and decisions on improvements to current technologies
* Develops multi-year roadmaps aligned with business and architecture strategy and priorities
* Creates complex and scalable coding frameworks using appropriate software design
* Develops secure and high-quality production code, and reviews and debugs code written by others
* Serves as the function's go-to subject matter expert
* Contributes to the development of technical methods in specialized fields in line with the latest product development methodologies
* Creates durable, reusable software frameworks that improves velocity and quality of output across teams and functions
* Champions the firm's culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 10+ years applied experience
* Proven experience in architecting solutions for cloud migrations
* Demonstrated experience in crafting well-architected designs, application development, testing, resiliency and operational stability to utilize the capabilities of cloud computing for applications
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Experience applying expertise and new methods to determine solutions for complex architecture problems across various technical disciplines
* Extensive practical cloud native experience and tools, such as Terraform
* Ability to evaluate current and emerging technologies to recommend the best technology solutions and approaches to achieve the future state architecture
* Ability to present and effectively communicate to Senior Leaders and Executives
* Deep knowledge of major public cloud platforms, ideally with AWS Certified Solutions Architect Professional or equivalent professional level or specialty certifications
* Deep understanding of Container / Kubernetes based architectures
Preferred qualifications, capabilities, and skills
* Deep technical architecture experience with demonstrated increases in responsibility
* Awareness and practical experience with implementing Resiliency and FinOps practices
JPMorgan Chase & Co., 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 ye...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2024-05-01 08:43:28
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Financial Analysis is responsible for partnering across the firm to provide financial and strategic analysis, oversight, and coordination of budgeting and forecasting.
Our Financial Planning and Analysis teams are responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g.
dashboards), and advising the line of business Chief Financial Officer's on how to increase profitability and efficiencies.
You will analyze, prepare, and reconcile accounting and technical data as well as prepare reports, while always thinking of and devising ways to streamline and minimize cycle times through automated applications and process improvement.
You will also help develop recommendations effecting business procedures and operations and maintain financial and reporting systems.
In addition, you will assist the department and other team members with special projects or components of other projects as needed.
Job responsibilities:
* Managing annual/continual financial planning activities for product areas, providing business rational and decisions for all month-end financial performance and forecasting, conducting reviews and analysis on product financial performance, consumption/demand planning, budgeting, billing, trends, and exception reports
* Efficiency reporting, analytics and strategy - including, but not limited to - location strategy, span of control, reporting and analytics
* Creating financial business cases supporting business initiatives
* Reporting on and monitoring key metrics, driving data quality initiatives across the product area, and helping define future needs of the product area
* Developing and tracking performance metrics, creating presentations, and generally providing financial analysis on a variety of topics to senior management
* Performing variance analysis to understand the key drivers of the results and presenting commentary to senior managers, explaining changes from prior forecasts/budgets
* Helping design new reports and dashboards to efficiently deliver the financial results to senior management
* Enhancing controls and streamlining processes, introducing automation where possible
Required qualifications, capabilities and skills:
* Bachelor's degree in Accounting, Finance or a subject of a technical nature
* 4+ years of work experience, preferably in Financial Services, and/or accounting/controller background
* Advanced skills in Excel and PowerPoint
* Proficiency with data mining/gathering and manipulation of data sets
* Inquisitive, enthusiastic and diligent, and capable of challenging peers
* Strong verbal and written communication skills with the ability to articulate complex issues clearly
* Ability to create ad hoc reporting for senior management
* Proven track...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2024-05-01 08:43:25
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The 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.
We value controls, simplicity, and consistency in the capabilities and features we deliver.
As a Product Manager in the Payments organization, you will manage product backlog, remediate issues, and lead Agile teams to launch innovative solutions.
You'll leverage critical thinking skills and data analytics to understand client usage patterns and triage issues, in the interest of providing superior customer support and developing solutions that best meet customer needs.
You will work directly with various servicing and technical support teams, and provide product management leadership to agile teams.
Job responsibilities:
* Manage product backlog, production support, issue & defect resolution and prioritization
* Monitor against agreed goals and benchmarks, identifying, scoping and finding implementation paths for needed enhancements, and creating remediation plans when needed
* Work with Technology and Design teams to lead product developments efforts and collaborate with a team of cross-functional partners (i.e.
Risk, Control, Compliance, Legal) to ensure a strong risk and controls environment
* Deliver communications to executives and leadership team on the strategy and progress and support partnerships team to analyze, respond, and prioritize new initiatives from external or internal partners.
* Publish regular executive reports summarizing the overall health of the product, industry and competitive trends and the voice of the customer
* Monitor any product change request and assist when required in resolving production related problems
* Conduct pre-release reviews which could include regression testing and quality assurance to certify the release as production ready
Required qualifications, capabilities, and skills:
* 7+ years of experience in financial services, digital, product management
* Deep experience in online payments including card tokenization, digital wallets, and e-commerce payments
* Passion for understanding customer needs and demonstrated ability to build digital products
* 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
* Proven success in collaborating, influencing and driving decisions with multiple stakeholders, including team members across product, technology and design
* Strong knowledge of Application Programming Interfaces (APIs), open Banking and engineering practices, strong understanding of product development using Agile / Scrum and proven track record of managing risk and controls
...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-05-01 08:43:23
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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 a Compliance Risk Management Lead, you will play a critical role in the successful execution of the firm's mission.
You will be responsible for supporting the development and maintenance of a strong regulatory compliance culture by working closely with the Business, Legal, Risk, Controls, and Audit functions providing expertise on regulatory compliance matters.
As a member of the Compliance function, you will develop and maintain practices identifying, measuring, managing, and remediating regulatory related risks including the monitoring/testing the operating effectiveness of the Firm's Compliance Core Practices.
Job Responsibilities
* Develop and execute complex Compliance program to manage regulatory exposure.
* Support Compliance oversight within the firm's Card Services organization.
* Knowledge and understanding of Credit Cards, Risk, Fraud, Rewards & Benefits, Card networks, Digital & Mobile, and related governing regulations, etc.
* Stay abreast of the evolving regulatory landscape (federal, state, & local) to provide Compliance guidance to the Card Services and Connected Commerce organizations on regulatory risk created by new and existing products, projects and processes.
* Provide critical and analytical thinking in the assessment of risk, creation and execution of monitoring to identify Compliance risks and escalate as necessary.
* Assess and aggregate risks across different lines of business and present results to relevant stakeholders in Compliance and the business.
* Work both independently and as a core team member, exhibiting strong relationship management and negotiation skills.
* Support the Card & Connected Commerce Compliance team for the effective execution of the firm-wide Compliance Program.
* Provide Compliance advice and oversight in alignment with Compliance core practices: governance and oversight, regulatory management, policies and procedures, training and awareness, monitoring and testing (inclusive of metrics), issue management, risk assessment and reporting.
Required Qualifications, Capabilities, and Skills
* Legal degree, Bachelor's or comparable work experience required.
* 5+ years banking experience and 5 years of experience in Compliance, Legal, Risk, Controls, or Audit.
* Excellent decision maker with the ability to manage multiple tasks.
* Strong communication skills, both verbal and written and attention to detail required.
Preferred...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2024-05-01 08:43:23
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We have an obsession 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 customer-obsessed culture 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, a...
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Type: Permanent Location: Oconomowoc, US-WI
Salary / Rate: Not Specified
Posted: 2024-05-01 08:43:21
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We have an obsession 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 Lead Associate - Operations in Branch Banking, you support the Branch Manager and Associates to ensure customer financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory banking requirements.
You will make customers feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
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
* Processes and assists customers with transactions
* 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 ability to make connections, engage, and educate customers and refer to colleagues as appropriate
* Strong desire and ability to influence, educate, and connect team, partners, and customers to technology
* Demonstrated leadership abilities and proficiency in operations and transaction accuracy while working well in a team environment
* Some College level or military equivalent or 2+ years of branch banking experience
Training requirement
* Successful completion of the Lead Associate Operations training program is a pre-requisite to be considered active in Lead Associate Operations role
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 missi...
....Read more...
Type: Permanent Location: Westford, US-MA
Salary / Rate: Not Specified
Posted: 2024-05-01 08:43:20
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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: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2024-05-01 08:43:18
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We have an obsession 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 Lead Associate - Operations in Branch Banking, you support the Branch Manager and Associates to ensure customer financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory banking requirements.
You will make customers feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
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
* Processes and assist customers with transactions
* 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 ability to make connections, engage, and educate customers and refer to colleagues as appropriate
* Strong desire and ability to influence, educate, and connect team, partners, and customers to technology
* Demonstrated leadership abilities and proficiency in operations and transaction accuracy while working well in a team environment
* Some College level or military equivalent or 2+ years of branch banking experience
Training requirement
* Successful completion of the Lead Associate Operations training program is a pre-requisite to be considered active in Lead Associate Operations role
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...
....Read more...
Type: Permanent Location: Logan, US-UT
Salary / Rate: Not Specified
Posted: 2024-05-01 08:43:18
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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: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2024-05-01 08:43:16
-
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: Omaha, US-NE
Salary / Rate: Not Specified
Posted: 2024-05-01 08:43:15
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We have an obsession 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 h...
....Read more...
Type: Permanent Location: South Ogden, US-UT
Salary / Rate: Not Specified
Posted: 2024-05-01 08:43:14
-
We have an obsession 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 Lead Associate - Operations in Branch Banking, you support the Branch Manager and Associates to ensure customer financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory banking requirements.
You will make customers feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
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
* Processes and assist customers with transactions
* 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 ability to make connections, engage, and educate customers and refer to colleagues as appropriate
* Strong desire and ability to influence, educate, and connect team, partners, and customers to technology
* Demonstrated leadership abilities and proficiency in operations and transaction accuracy while working well in a team environment
* Some College level or military equivalent or 2+ years of branch banking experience
Training requirement
* Successful completion of the Lead Associate Operations training program is a pre-requisite to be considered active in Lead Associate Operations role
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...
....Read more...
Type: Permanent Location: Richmond, US-VA
Salary / Rate: Not Specified
Posted: 2024-05-01 08:43:12
-
We have an obsession 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 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
* Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
* 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
* Assists clients and the branch team by helping with new account openings when needed
* 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
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 heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their f...
....Read more...
Type: Permanent Location: Janesville, US-WI
Salary / Rate: Not Specified
Posted: 2024-05-01 08:43:11
-
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: Flemington, US-NJ
Salary / Rate: Not Specified
Posted: 2024-05-01 08:43:11
-
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: Dayton, US-OH
Salary / Rate: Not Specified
Posted: 2024-05-01 08:43:10
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Lansing, US-MI
Salary / Rate: Not Specified
Posted: 2024-05-01 08:43:09
-
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: Hartford, US-CT
Salary / Rate: Not Specified
Posted: 2024-05-01 08:43:08
-
You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Commercial Banker is for you.
As a Commercial Banker within the Middle Market Banking team, your role is to be the focal point of client acquisition and ongoing relationships; Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Banker, you are responsible for growing and retaining profitable relationships within the Middle Market and Specialized Industries target space.
Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and Chase Paymentech Solutions.
Our strongest Bankers have a methodical approach to the market activity and prospecting.
We deliver locally and therefore our ideal candidate has deep local connections and market knowledge.
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
Required Qualifications, Capabilities and Skills
* Seven years direct lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals
* 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
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
JPMorgan Chase & Co., 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 ro...
....Read more...
Type: Permanent Location: Mc Lean, US-VA
Salary / Rate: Not Specified
Posted: 2024-05-01 08:43:07
-
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: Payson, US-AZ
Salary / Rate: Not Specified
Posted: 2024-05-01 08:43:06
-
J.P.
Morgan Asset Management is the world's third-largest alternatives manager, with a 40-year history of delivering innovative alternative solutions across market cycles.
Our alternative investment engines are managed by highly specialized independent teams, backed by the global reach, vast resources and robust governance of J.P.
Morgan Asset Management.
Our alternative strategies are designed to achieve specific client outcomes and built to deliver uncorrelated returns to traditional asset classes.
Customized alternative portfolios can be tailored to individual client needs.
We offer strategies across the alternative investment spectrum, including real estate, private equity and credit, infrastructure, transportation, liquid alternatives and hedge funds.
Job Summary
The IIF is a $38+ billion open-ended, perpetual life Fund that invests in core and core-plus infrastructure assets located prima rily in th e U.S., Canada, Western Europe and Australia, and secondarily in other OECD countries.
The Platform targets three broad categories of assets: distribution/regulated utilities, GDP-sensitive assets (e.g., transportation), and contracted power assets.
This role provides support for the marketing of the platform and client account maintenance.
Job Responsibilities
* Work with Platform Specialists to complete and/or review Requests for Proposal (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQ), quarterly/monthly client/consultant questionnaires and ad hoc requests
* Respond to investor queries and lead client service duties associated with account maintenance
* Work with other team members on the on-boarding process for clients/prospects and liaise with Client Account Managers to open client accounts
* Work with others in the production and distribution of quarterly Fund-level and client-level reports such as investor statements, distribution notices, redemption requests, co-investment reports, currency reports, board materials, etc.
* Work with internal constituent groups, consultants and clients to answer questions and address issues
* Work with the infrastructure Fund Controller Team to complete Fund-level and client/consultant specific analysis
* Work with the infrastructure Fund Execution Team on any compliance related activities
* Maintain user base for IIF Website or client systems
* Identify and work on efficiency initiatives to help team continue to improve productivity
* Work on other special projects and ad hoc requests as required
Required qualifications, capabilities and skills
* Minimum of 5+ years' experience within marketing, investor relations, client service, operations and/or project management
* Excellent written and verbal communication skills
* Excellent Excel and PowerPoint skills
* Highly organized, detail-oriented, self-motivated, strong work ethic and comfort working in a fast paced environment
* Strong multi-tasking ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-05-01 08:43:04
