-
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: Douglasville, US-GA
Salary / Rate: Not Specified
Posted: 2024-05-03 09:13:58
-
The J.P.
Morgan Wealth Management Client Platforms & Experiences organization is accountable for championing end-to-end client experiences for our Wealth Management clients across both our managed and self-directed investment channels.
Our team's focus is to deliver exceptional products and experiences enabled by technology solutions and in partnership with teams across the organization to put the client and their needs at the center of what we build.
As a part of the Client Platform and Experiences team, the brand new CX Success Team aims to fuel and focus teams on high-leverage client problems to solve to drive Client satisfaction and ultimately deepen relationships & reduce attrition and orchestrate end-to-end collaboration to best solve those problems holistically & horizontally.
To thrive in the CX Success team, you must be a strategic, curious, & collaborative thinker and doer that wants to roll up their sleeves to continue to find new ways to work and drive client-centric solutions grounded in data-backed problems.
Job Summary:
The CX Success Office is seeking a Channel Trends & Insights Customer Success Manager to guide a culture of client centricity through championing the voice of the client and influencing business roadmaps to solve top client problems that drive overall client satisfaction and advocacy.
Your day to day will include:
In this role, you will be working on a highly visible Wealth Management agenda that will influence the direction of the J.P.
Morgan Wealth Management business through the horizontal priorities our team sets.
In this role, you will gain exposure to consumer research, strategic insight generation, product development & agile, and design.
Job Responsibilities:
* Own the discovery and grounding high-impact client problems to solve to drive Wealth Management CX objectives through hypothesis-led analyses of CX listening posts
* Turning discovery into action-oriented insights & recommendations to influence CX roadmaps through consulting on annual CX targets, identifying critical CX OKRs and KPIs for the business to monitor, and analyzing listening post data quarterly to understand strategic levers to drive CX metrics - enabling our wider firm goal of delivering an exceptional client experience as measured by an NPS score of 70
* Refining collaborative Op Models with Channel teams, Data & Analytics, Design, Research, Product Owners, & other functional delivery partners to drive a client-centric culture
* Collaborating across the CX Success team to ensure our CX listening posts and self-serve dashboards best reflect our Wealth Management channel strategies to measure, monitor, and inform CX roadmaps
* You are comfortable working with broad data sets to find strategic insights and takeaways
* Must be intellectually curious and are comfortable consulting across a variety of functional areas and levels with different needs and objectives
* Effectively time manage on high-impac...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2024-05-03 09:13:57
-
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: Fishers, US-IN
Salary / Rate: Not Specified
Posted: 2024-05-03 09:13:53
-
Be a trusted advisor to our Commercial Bank clients.
Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services.
As a Client Service Sr.
Associate in the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United States and across the globe.
Client Service Senior Associates are a trusted member of the client's team and deeply connected to deliver the growth and success for an assigned portfolio.
In this role, you will serve as the primary point of contact for each client assigned to your portfolio.
Interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help research and resolve issues for our Commercial Bank clients.
Communicate through Zoom, email and phone to build strong relationships and provide a level of service that JP Morgan Chase customers have learned to expect.
Job Responsibilities
* Lead our medium to complex clients autonomously by delivering solutions to clients and upholding JP Morgan Chase standards and operating principles
* Develop long term client relationships
* Proactively work to determine service improvements and solicit client input and feedback to drive client satisfaction
* Conduct annual relationship reviews with clients to identify potential customer-level fraud exposure and recommend appropriate products to mitigate risk or provide other efficiencies
* Proactively discuss client trends/issues with internal partners to further customize solutions for clients
* Actively participate in deal team meetings as new products and services are added to clients
* Influence internal partners to recommend products and services based on knowledge of client behaviors
* Learn and understand existing and upcoming technologies to support client consultation and requests
* Identify opportunities for use of digital tools to offer self-service solutions with a high degree of success
* Solicit feedback on product and service offerings in an effort to continuously adapt to the ever-changing commercial banking landscape
Required Qualifications, Skills and Capabilities
* Comprehensive knowledge of Treasury Services and/or Custom Card products
* Data Analytics & Change Management experience
* Ability to influence others without direct supervision
* Ability to provide quantifiable management reporting & present findings
* Project Management & Execution
* Excellent verbal, written, interpersonal, presentation, negotiating and organizational skills
* Strategic thinking with the ability to adapt to change
* Demonstrated team building skills and ability to work in a team environment
* 3+ years of client facing work experience
Preferred qualifications, ski...
....Read more...
Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2024-05-03 09:13:52
-
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...
....Read more...
Type: Permanent Location: Brooklyn Park, US-MN
Salary / Rate: Not Specified
Posted: 2024-05-03 09:13:51
-
Join the firm that FORTUNE has named one of the top five "World's Most Admired Companies" and LinkedIn has ranked #1 out of 50 of the best companies in the U.S
As a Client Account Associate in Commercial Lending, you will initiate new internal requests for client onboarding, maintaining, updating and keeping client data current.
You will interact with downstream support teams and occasionally external parties, while adhering to the governance structure.
Job Responsibilities
* Respond to client/lender escalations according to service level agreements while adhering to policy guidelines and controls
* Communicate with other departments within the bank (front office, middle office back office) as well as external contacts (Borrowers, other Banks, Trustees, etc)
* Update information and ensure the accuracy of customer data for regulatory reporting, including metrics reports
* Work with technology for system enhancements to consolidate customer data and business initiatives while participating in system testing, as needed, which may occur during non-business hours
* Manage and coordinate off-shore and state-side team members
* Add or update system records as required to reflect legal documentation or customer requests
* Monitor and escalate issues as needed
Required Qualifications, Capabilities, and Skills
* 2+ years of experience reading and interpreting loan documentation
* Strong analytical, problem solving and proven decision-making skills
* Strong organizational skills with the ability to effectively prioritize
* Ability to work independently within a team environment
* Excellent oral and written communications skills and strong interpersonal/client servicing skills
* Solid working knowledge of Microsoft Office applications (i.e.
Excel, Word and PowerPoint)
* Some overtime required
Preferred Qualifications, Capabilities, and Skills
* Bachelor's Degree
* Experience working with credit products such as revolving lines of credit, term loans, commercial cards, letters of credit
* Experience with leadership, providing technical guidance, direction on team initiatives, and performance management.
* Experience with loan accounting systems, such as LoanIQ
* Experience with Microsoft Office, specifically Excel
This hybrid role requires going into the office three days a week with two days' flexibility to work from home, subject to change
This position is not eligible for H1B or Sponsorship
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 o...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2024-05-03 09:13:50
-
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: Lithia Springs, US-GA
Salary / Rate: Not Specified
Posted: 2024-05-03 09:13:49
-
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: Huntington Woods, US-MI
Salary / Rate: Not Specified
Posted: 2024-05-03 09:13:47
-
As a Business Banking Quant Analytics, Senior Associate, you will play a pivotal role in providing data driven insights to product managers that will ultimately impact millions of small business customers.
This team directly supports Deposit products (Checking, Savings, CDs) and Cash Management products (such as ACH, Remote Check Deposit, Positive Pay, etc.).
You will be assigned to support product managers where you will act as a consultant to understand business problems, build the framework for the best data driven solution, run the analysis, and then review results with partners.
Your work will help us better understand customer behaviors, identify opportunities, and improve customer engagement and operational efficiency.
Your ability to engage with stakeholders and technical and business partners will be key in delivering strong analytic data solutions.
You will directly contribute to developing new banking products, modifying existing banking products, establish and running proper controls, and running benchmarking with third party companies.
Job Responsibilities
* Create a strong relationship with product managers and functional partners
* Own the development and execution of analyses and reports from end to end
* Be able to summarize data results in a non-technical manner for business partners
* Ability to think from a business standpoint and how that related to data
* Familiarity with banking products a plus: Deposit (Checking, Savings, CDs) and Cash Management (ACH, Remote Check Deposit, Positive Pay, etc.)
Required qualifications, capabilities, and skills.
* Bachelor's degree in relevant quantitative discipline with a focus on data engineering, data warehousing, computer science and/or data-driven analytics
* Demonstrate advanced SQL skills, such as: conduct data transformation, data discovery, validate, de-duplicate, aggregate, unveil edge cases, and transform data structures
* Experience working across multiple database platforms, both on premises, such as Teradata, Oracle, as well as on Cloud solutions such as AWS and Snowflake
* Utilize clear communication and presentation skills, and articulate complex issues concisely
* Demonstrate strong organizational skills, keen attention to detail, structured approach to writing code and creating comprehensive documentation
*
*
* Relocation assistance is not available for this 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 is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location.
For those in elig...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2024-05-03 09:13:46
-
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: Brooklyn Center, US-MN
Salary / Rate: Not Specified
Posted: 2024-05-03 09:13:45
-
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: Camp Verde, US-AZ
Salary / Rate: Not Specified
Posted: 2024-05-03 09:13:44
-
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: Kalamazoo, US-MI
Salary / Rate: Not Specified
Posted: 2024-05-03 09:13:42
-
As a Control Management Associate, you'll be responsible for ensuring the line of business has a sustainable and disciplined end-to-end control environment, identifying and escalating issues with a sense of urgency, and partnering with the business to ensure issues are remediated in a timely manner.
The team assists in top-down risk analysis, real-time control issue detection, escalation, root cause analysis, and remediation.
This role supports the Connected Commerce line of business in CCB, specifically supporting Lending Innovation.
Connected Commerce is expanding Chase's business ventures beyond core financial services.
This team is focused on building the future of Chase's digital ecosystem capabilities by delivering customer experiences across the purchasing journey, while connecting our customers to numerous partner brands and benefits in ways that are intuitive, simple, and meaningful - all in service of our core mission to help customers make the most of their money.
Job Responsibilities:
* In partnership with stakeholders, evaluate and perform an end-to-end analysis of the business' risk and control environment to identify significant gaps and weaknesses and determine root cause of control breaks
* Ensure that controls are properly designed, operating effectively, and essential to a proactive risk and control culture that leverages proven evaluation strategies and sound change management protocols
* Perform ongoing analysis of program related data (e.g., KRI/KPI) and develop ad-hoc reports as requested to support business-related programs and strategies
* Partner effectively with colleagues across the business, operations management, legal, compliance, risk, audit, regulators and technology control functions to drive consistent and rigorous operational risk practices and control programs
* Assist with development of Risk & Control Self-Assessment mapping and documentations through participation in end-to-end process walkthroughs and deep dives with assigned business units
Qualifications:
* Bachelor's degree or equivalent experience required
* 3+ years of experience in financial services industry with background in controls, audit, quality assurance, operational risk management, or compliance preferred; or equivalent subject matter expertise in a relevant business related function/operation
* Proficient in Microsoft Office Suite (Word, Excel, PowerPoint)
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location.
...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2024-05-03 09:13:41
-
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: Paramus, US-NJ
Salary / Rate: Not Specified
Posted: 2024-05-03 09:13:40
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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: Omaha, US-NE
Salary / Rate: Not Specified
Posted: 2024-05-03 09:13:39
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You are a strategic thinker, passionate about delivering solutions to clients.
You have found the right team.
As a Relationship Manager within Merchant Services, you will be responsible for the retention and growth of an assigned portfolio through a proactive and strategic management approach.
You could manage a single large strategic client or portfolio of clients, addressing their day-to-day support needs, increasing revenue through the cross-selling of products and services, establishing and maintaining strong relationships with key decision-makers and act as a consultantfor all your clients payments needs..
Service standards are foundational, which includes Quarterly Business Reviews, Weekly Status calls, technical and regulatory updates, etc.
In this role, you will direct the management of strategic client relationships through both face-to-face and non-face to face communication channels, written and verbal.
This includes negotiating contracts needed to meet retention and consulting goals.
Management of assigned portfolio includes regular status reporting and ongoing maintenance of portfolio database system used to measure performance and/or results
Job Responsibilities
* Directs the management of all account relationships within an assigned portfolio, typically through both face-to-face and non-face to face communication channels, written and verbal,
* Works on negotiating contracts needed to meet retention and consulting goals
* Manages an assigned portfolio including regular status reporting and ongoing maintenance of portfolio database system used to measure performance and/or results
* Acts as transaction processing consultant for clients providing alternative processing solutions and options.
Monitors and analyzes financial consequences of processing methods, and works with clients to minimize their costs in this area
* Identifies improvements to existing systems/products, and opportunities for new products and services.
Sells value-added products or services to existing accounts
* Develops and implements educational programs designed to improve client's transaction processing performance
* Works with internal departments to ensure a high level of support for the client.
Examples include resolving software, hardware, and policy problems
* Manages communications with lines of business partners to ensure a unified account management strategy with client base
* Identifies and implements processes to reduce companies operating expense
* Travel will be required to merchant locations nationally
Required Qualifications, Skills and Capabilities:
* 8+ years of relationship management or sales experience
* Financial and payment industry knowledge and expertise
* Knowledge of payment processing industry, acquiring and/or merchant
* Demonstrated ability to grow and expand relationships with Fortune 500 caliber clients
* Knowledge of computer software systems includin...
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Type: Permanent Location: Fort Worth, US-TX
Salary / Rate: Not Specified
Posted: 2024-05-03 09:13:35
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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 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: Buckhannon, US-WV
Salary / Rate: Not Specified
Posted: 2024-05-03 09:13:33
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Join the team providing financial solutions to over 3 million small businesses nationwide at one of the world's most innovative banks.
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 II (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'll 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 $1.5 million
* 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 3 years' 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 ...
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Type: Permanent Location: San Gabriel, US-CA
Salary / Rate: Not Specified
Posted: 2024-05-03 09:13:32
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You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations.
Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients.
As a Digital Production Support Senior Associate within the Commercial Banking Digital Product Operations Team at JPMorgan Chase, you will be a key player in providing application support.
Your role will involve hands-on coordination with the Product and Engineering teams to resolve production issues that impact our clients.
You will be part of a team that manages digital (.com, mobile, API) channels, oversees digital product management, and handles digital design and development for JPMorgan Chase's Commercial Banking business.
Job Responsibilities:
* Lead prioritization and resolution of production support issues impacting our clients
* Facilitate technical calls with Engineering and Product to analyze production support issues
* Lead root cause analysis efforts to identify underlying problems, workarounds and/or strategic solutions
* Participate in critical incident response calls and serve as an escalation point for production issues
* Organize and manage communications to keep clients and client-facing support teams aware of production issues and resolutions
* Respond actively to service requests from client-facing support teams, operations, risk/control partners, etc.
* Help define improve incident management processes for our digital applications
Required Qualifications, Skills And Capabilities:
* BS/BA degree or equivalent experience
* 3+ years of hands-on experience in Production Support
* Experience with ServiceNow, Splunk, Grafana, Dynatrace.
* Working knowledge of production support role, incident, problem and change management.
* Excellent problem people management skills and execute measures to reduce repeat occurrence.
* Strong knowledge of relevant applications and development of life cycles
* Proven expertise in application development and support environment
* Understanding of Web and mobile applications.
* Understanding of risk controls and compliance to departmental and company-wide standards
Preferred Qualifications, Skills And Capabilities:
* Ability to work in a fast-paced environment, be flexible, follow tight deadlines, organize, and prioritize work
* Ability to work collaboratively in teams and develop meaningful relationships to achieve common goals
* Ability to run production incident conferences bridges
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, c...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2024-05-03 09:13:30
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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: Pasco, US-WA
Salary / Rate: Not Specified
Posted: 2024-05-03 09:13:28
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Contribute to innovative experience design, blending user needs with business goals in the dynamic environment of financial services.
As an Experience Design Senior Associate in US Wealth Management, you will play a pivotal role in shaping the user experience of our products and services by leveraging your advanced knowledge of experience design principles.
Collaborating with cross-functional teams, create innovative, inclusive, and accessible solutions that cater to a diverse range of users.
As a core contributor, align user needs with business goals.
Your strong understanding of the financial services industry and JPMC's IT systems will contribute to the continuous improvement of our offerings, navigating complex problems and driving strategic thinking.
Your impact will be significant in the design, architecture, and functionality of our products, ensuring a seamless and enjoyable experience for our customers.
Job responsibilities
* Design and develop elegant solutions to specific interaction problems and ensure consistency across multiple products and platforms while adhering to industry best practices
* Apply advanced knowledge of information architecture and storyboarding to create user-centric designs that enhance navigation, findability, and overall user satisfaction
* Conduct data-driven analyses to inform design decisions and use data to transform raw information into valuable insights to inform decision-making
* Collaborate with cross-functional teams to incorporate inclusive design principles and accessibility guidelines to ensure our products and services cater to a diverse range of users
* Operate with an iterative design mindset and incorporate user feedback and insights to continuously improve the overall user experience of our offerings
* Assist in the analysis of market trends, user research studies, and user behavior analyses to inform design decisions and contribute to the team's strategic thinking
Required qualifications, capabilities, and skills
* 3+ years in a user experience design or equivalent role dedicated to improving experiences with digital products and services
* Proven ability to create visually appealing and functional designs using industry-standard tools (e.g., Figma, Sketch, or Adobe Creative Suite)
* Demonstrated experience in designing and optimizing user experiences across multiple platforms, including web, mobile, and other digital channels
* Previous experience interpreting complex data and transforming it into actionable insights for informed decision-making
* Proficient understanding of inclusive design principles, accessibility guidelines, and assistive technologies, with a history of creating accessible and inclusive digital experiences
Preferred qualifications, capabilities, and skills
* Proven ability to work with Design Systems
* Salesforce experience is a big plus
Chase is a leading financial services firm, helping nearly half...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2024-05-03 09:13:27
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The Commercial & Investment Bank (CIB) Treasury Stress Testing group is responsible for the Balance Sheet, Net Interest Income (NII), Fund Transfer Pricing (FTP), and Risk Weighted Asset (RWA) projections in CIB's Quarterly Risk Appetite and Comprehensive Capital Analysis and Review (CCAR) exercises.
Team members in this space are relentlessly curious and focus on creating well-controlled analytical environments.
Team members have high exposure to senior management and are subject matter experts on the Balance Sheet, NII and FTP projections for one of the world's pre-eminent financial institutions.
CIB Treasury Stress Testing is searching for a candidate to support its mission in providing best in class financial projections which support the Firm's strategic decision making.
Job Responsibilities
* Synthesize results from stress projections into holistic presentations for senior management
* Understand the interactions between different financial concepts on CIB's stress projections - particularly in the Markets businesses
* Focus on process improvement - be part continuous improvement team which is moving towards automated, repeatable solutions
* Take ownership of understanding, projecting and presenting on CIB Treasury's P&L and Corporate Treasury allocations
* Operate under tight timelines to comply with internal and regulatory-prescribed deadlines
* Manage interactions with partner teams which have competing or dual priorities
* Concisely convey topics to audiences with varying backgrounds on FTP / BS / NII
* Work closely with a global team operating on multiple continents
* Grow into a technical job area to become a subject matter expert
* Support model / qualitative model enhancement and development
Required Qualifications, Skills, and Capabilities
* 5+ years supporting a large financial services organization
* Familiarity and experience with Capital Stress Testing
* Comfortable working autonomously in an unstructured environment
* Familiarity with automated solutions, such as Alteryx, or desire to learn
* Excellent organizational and problem-solving skills
* Proficient in Microsoft applications, specifically Excel and PowerPoint
* Ability to execute tasks under aggressive targets and effectively manage to changes in plan
* Ability to multi-task and navigate different projects and prioritize issues
* Knowledge or experience or familiarity to risk management
* Good organizational skills & planning ability
* Strong teamwork and communication skills
* Strong interpersonal and influencing skills to be able to work closely across different stakeholders
* Ability to work under pressure and to strict deadlines
Preferred Qualifications, Skills, and Capabilities
* Experience in with Markets products
* Previous experience analyzing FTP/NII/Balance Sheet
* Experience in Python, SQL & Alteryx preferred
* Knowledg...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2024-05-03 09:13:26
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You have an obsession 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
* 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 such, an employment offer for this position is conti...
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Type: Permanent Location: Aurora, US-CO
Salary / Rate: Not Specified
Posted: 2024-05-03 09:13:26
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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 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: Midland, US-TX
Salary / Rate: Not Specified
Posted: 2024-05-03 09:13:25
-
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: Homestead, US-FL
Salary / Rate: Not Specified
Posted: 2024-05-03 09:13:24
