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JOB DESCRIPTION
Chubb is currently seeking an Inland and Ocean Marine Underwriting Manager to join its Middle Market Commercial Insurance practice in the Southeast Region sitting in Alpharetta, GA; Charlotte, NC or Tampa, FL.
We are looking for a candidate who is highly motivated and results oriented with solid business and underwriting acumen.
The Marine Underwriting Manager will have multiple roles, including:
* Driving profitable growth of the Commercial Insurance Marine portfolio with agents and brokers throughout the Southeast Region including Ocean Cargo, Builder's Risk, Fine Arts, Contractors Equipment, Motor Truck Cargo, Transit, Installation Floaters, Equipment Dealers, and other Inland Marine coverages (renewal book of $6-7M and a new business goal of approximately $8M annually)
* Collaborating with underwriters, operations, claims, marketing, and home office management as necessary
* Directing the day-to-day operation of two underwriters
* Providing guidance/expertise and developing team members
* Performance management
* Marketing and agency relationships - Expense management - Identifying account rounding opportunities for other Chubb practices
QUALIFICATIONS
Knowledge,
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
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Type: Permanent Location: ALPHARETTA, US-GA
Salary / Rate: Not Specified
Posted: 2024-04-18 08:31:00
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JOB DESCRIPTION
Combined Insurance, a Chubb Company, is seeking a Sales Development Program Manager to join our fast-paced, high energy, growing company.
We are proud of our tradition of success in the insurance industry of over 100 years.
Come join our team of hard-working, talented professionals!
Job Summary
Field Sales Development Program Manager will be responsible for the day-to-day development and execution of Field Sales Agent, Leadership, and Management Development programs including position-based tracks/offerings, individual courses, and Accelerated Development programs.
QUALIFICATIONS
Responsibilities
Competencies
Skills
Education
ABOUT US
OUR BENEFITS
As a Chubb corporate employee, you have access to one of the most comprehensive benefit plans in the business, designed to meet your needs and help you reach your financial goals.
More details can be found here.
Chubb is committed to supporting its employees with a comprehensive compensation package that is appropriate in the market where they work.
Below are several of the many benefits we offer our employees:
* Health insurance
* Dental insurance
* Tuition reimbursement
* A company-match 401(k) plan
* Disability insurance
* Life insurance
* Employee referral bonuses
ABOUT COMBINED INSURANCE
Combined Insurance Company of America is a Chubb company and a leading provider of supplemental accident, health, disability, and life insurance products in North America.
Headquartered in Chicago, with satellite office in Columbia, SC, Combined is celebrating over 100 years in business.
We are committed to making the world of supplemental insurance easy to access and understand.
The company has an A+ rating by the Better Business Bureau and an A + (Superior) financial strength rating by A.M.
Best.
We are ranked by VIQTORY as the number one Military Friendly® Employer in 2023 (over $1 billion revenue category), marking Combined's twelfth consecutive year on the Top 10 list.
We pride ourselves on approaching all situations with a Positive Mental Attitude (PMA) and encouraging collaboration.
ABOUT CHUBB
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
Connect with us on Twitter, Facebook, LinkedIn, and Instagram
#combined
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2024-04-18 08:30:59
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JOB DESCRIPTION
As a Personal Risk Services, Sr.
Premier Underwriter, you are accountable for:
* Individual risk selection for accounts generating an annual premium of $100,000 or greater
* Assuming a producer relationship and account leadership role in the achievement of profit, growth and retention for Premier level accounts
* Working closely with key producers on all Premier accounts for assigned territories
* Assuring that the quality of new Premier business is consistent with PRS' strategy and prescribed underwriting guidelines as well as catastrophe management objectives for this level of customer
* Evaluating account details (contract modifications, writing companies, deductibles, overall account rating structure based on all exposures including up-sell and account rounding opportunities)
* Developing technical expertise in the underwriting and pricing of all Premier products
* Working with the producer and branch to coordinate annual insurance reviews that identify product and service needs of customers
* Analyzing customer information and making recommendations for additional coverage and services
* Aggressively researching and analyzing industry trends (insurance and customer) to stay current and identifying emerging issues affecting business plans, new product and service opportunities; actively sharing with constituents
* Preparing renewal proposals that assist the producers in promoting account retention and growth
* Communicating any potential account acquisition or growth issues to branch and Home Office
* Coordinating the underwriting, pricing, proposal and placement process for Custom Solutions exposures with Home Office resources
* Obtaining quotes and assisting producers with coverage options for exposures written outside of Masterpiece (International Exposures, Custom Solutions, Flood, EPLI, Workers' Compensation, Kidnap & Ransom)
* Contributing to the training of staff within the Underwriting Center and Region on Premier capabilities
* Soliciting and conducting customer visits
QUALIFICATIONS
Knowledge,
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orien...
....Read more...
Type: Permanent Location: Whitehouse Station, US-NJ
Salary / Rate: Not Specified
Posted: 2024-04-18 08:30:59
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JOB DESCRIPTION
As a key member of the Chubb Foreign Casualty team, the Executive Underwriter, will contribute to the achievement of regional profitability and production results through the growth, development, and underwriting of international casualty programs for U.S.
multinational companies and organizations.
The Executive UW will handle a renewal book of business that they will be expected to maintain at a profitable nature to Chubb.
In addition, this position is responsible for establishing and cultivating business relationships with brokers, clients, and other relevant spheres of influence within the assigned territory to assure the continued flow of new business opportunities while representing all Foreign Casualty segments and products.
RESPONSIBILITIES:
* Effectively communicates regional goals and deadlines.
* Provides assistance to management and keeps management updated on overall team performance and individual's performance.
Communicates concerns and policies among management and team members.
* Business Development & Broker Management - Utilize and develop personal and business relationships with P&C brokers and producers to produce new account opportunities for the International Casualty division of Chubb Multinational.
* Territory Management - Execute on the sales and marketing plan for assigned territory, ensuring that team monthly broker calls and stewardship meetings are planned, scheduled and administered in an effective fashion in order to drive new business and retain existing accounts.
* Account Targeting - Have an in-depth, up to date knowledge of sales territory and broker-controlled business.
Be knowledgeable of existing and historic Chubb business relationships to develop prospects and target list of new business opportunities.
* Quote to Win - Review new business submissions to understand the nature of the international casualty risk as wells as the incumbent's current offering - utilize this analysis to produce and deliver winning quote.
Deliver on Chubb's industry-leading multinational capabilities, expertise and service.
* Maintain and Grow Strong Broker and Client Relationships - Work with brokers and clients to understand and respond to evolving broker & client needs driven by international market expansion and acquisition or through changes in geographic footprint and program structure.
* Understand and Manage Risk - Maintain a strong, profitable book of renewal business.
Clearly understand nature of operations, deal structure, quality of information, an understanding of US and local country requirements.
Respond in a timely manner to any and all broker and client service requests.
* Identify opportunities to provide innovative solutions to the Casualty & Property CMP process.
QUALIFICATIONS
REQUIREMENTS:
* College
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal proper...
....Read more...
Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2024-04-18 08:30:57
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JOB DESCRIPTION
The ESIS Senior Claim Representative, under the direction of the Claims Team Leader, investigates and settles claims promptly, equitably and within established Best Practices guidelines.
This role operates on a hybrid work schedule (3 days in office, 2 days remote) and must sit in either our Wilmington, DE or Philadelphia, PA offices.
Major Duties and Responsibilities include but are not limited to:
* Under limited supervision, receives assignments and reviews claim and policy information to provide background for investigation and may determine the extent of the policy's obligation to the insured depending on the line of business.
* Contacts, interviews and obtains statements (recorded) from insureds, claimants, witnesses, physicians, attorneys, police officers, etc.
to secure necessary claim information.
* Evaluates facts supplied by investigation to determine extent of liability of the insured, if any, and extend of the company's obligation to the insured under the policy contract.
* Prepares reports on investigation, settlements, denials of claims, individual evaluation of involved parties etc.
* Sets reserves within authority limits and recommends reserve changes to Team Leader.
* Reviews progress and status of claims with Team Leader and discusses problems and suggested remedial actions.
* Prepares and submits to Team Leader unusual or possible undesirable exposures.
* Assists Team Leader in developing methods and improvements for handling claims.
* Settles claims promptly and equitably.
* Obtains releases, proofs of loss or compensation agreements and issues company drafts in payments for claims.
* Informs claimants, insureds/customers or attorney of denial of claim when applicable.
* Understanding and extensive working knowledge of PA, NJ and DE jurisdictions,
QUALIFICATIONS
* 5
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by ...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2024-04-18 08:30:57
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JOB DESCRIPTION
We currently have a Commercial Insurance Technology Renewal Underwriter opening.
This position supports the regional sales and production branches & Chubb Commercial Insurance underwriting goals related to profit, customer service and producer relationships.
The Underwriter will be responsible for reviewing and evaluating Technology renewal accounts in accordance with established underwriting guidelines.
The Underwriter will manage a book of renewal business based on established criteria.
The candidate must be able to work effectively and collaborate with a team of renewal underwriters, production underwriters, claims and risk engineering as needed.
QUALIFICATIONS
* Proven
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-04-18 08:30:56
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JOB DESCRIPTION
Chubb is seeking a highly skilled and experienced individual to lead the Global Directory Services team and ensure the efficient and effective operation of our Microsoft Active Directory environment.
Reporting to the Head of Global Security Operations, the Leader, Global Directory Services is a VP level role that will oversee the design, implementation, and maintenance of secure and scalable directory services solutions, supporting our organization's technology infrastructure and user management needs.
Successful candidates will possess expert knowledge of Microsoft Active Directory architecture and best practices, outstanding leadership abilities, and a strong track record in managing large-scale directory services operations.
Responsibilities:
* Oversee all aspects of directory services encompassing architecture, engineering, and operations, taking ownership of the Microsoft Active Directory environment and related technologies.
* Lead a team of directory services professionals, providing guidance, mentoring, and fostering a collaborative and high-performance culture.
* Design, implement, and maintain the organization's Microsoft Active Directory infrastructure, ensuring security, scalability, and reliability.
* Develop and enforce directory services standards, policies, and procedures, ensuring adherence to best practices and regulatory requirements.
* Collaborate with cross-functional teams, including cybersecurity, infrastructure, and applications, to ensure seamless integration and alignment of directory services systems.
* Monitor directory services performance, capacity, and availability, implementing proactive measures to optimize performance and prevent downtime.
* Provide leadership in identity and access management strategies, aligning them with organizational goals and industry best practices.
* Evaluate emerging directory services technologies and industry trends, making recommendations for their adoption to enhance operational efficiency and security.
* Collaborate with vendors and strategic partners, negotiating contracts and managing relationships to ensure the delivery of high-quality directory services solutions.
* Ensure compliance with internal and external audits, participating in audits, and developing action plans to address identified areas of improvement.
QUALIFICATIONS
* Bachelor's
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment ...
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Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2024-04-18 08:30:55
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JOB DESCRIPTION
Chubb is a global leader in the insurance industry and provides an extensive suite of products to a wide range of clients.
Delivering superior coverage, craftsmanship, and customer experience has always been at our core, and will continue to be as we modernize what insurance does and how we deliver it, all while protecting what our customers value most.
Major initiatives are underway at Chubb to build on our strengths and expand Chubb's reach in the digital insurance space.
This means data-enriched processes and real-time insights embedded across our value chain, design thinking and an "engineers of everything" mentality, and a world-class customer experience that sets us apart.
We are also reimagining our ways of working to be more adaptable and flexible through agile principles and investing in skillset development and tools for a digital age.
Chubb is looking for individuals passionate about technology to join our Technology Associate Summer Internship Program.
This program provides you the opportunity to gain hands-on technical experience working on real business projects and programs.
At the same time, you will develop leadership and communication skills, enhance your technical acumen, and grow your knowledge of the insurance industry.
Our Technology Department consists of a number of disciplines where we will have internship opportunities including:
* Application Development (Full-Stack)
* Security
* Data Analytics
* Infrastructure
* Data Engineering
* Process Automation
* Software Engineering
* Cloud Engineering
* UX/UI Design
The summer internship will run from June through August.
It will provide the opportunity to participate in one of the above disciplines and gain an awareness of the systems, projects, and technologies in a corporate technology organization.
Sponsorship, now or in the future, is not available for this role.
Applicants must be legally authorized for employment in the U.S.
without need for current or future employment-based sponsorship.
QUALIFICATIONS
What
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, m...
....Read more...
Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2024-04-18 08:30:55
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Are you looking for a place where you can grow your skills and have upward career mobility opportunities? Join the Global Tax Operations team where the primary responsibility is to maximize client's investments from global tax authorities.
You have found the right team!
As an International Tax Client Representative Associate within the Client Tax Operations Utility team, you will serve as the central point of contact for our clients' tax servicing needs.
Your role will involve building strong business relationships with key personnel and ensuring that the clients' interests are well-represented and understood across the business.
Additionally, you will assist in coordinating with other J.P.
Morgan operations teams as needed, particularly in areas such as new market entry/expansion, account/fund restructures, transitions, and legal entity conversions.
Job responsibilities
* Ensure close collaboration with the Sub Custodian network and the internal Network Management Group
* Develop a deep understanding of the client's business, structure, and tax strategy to ensure all entitled tax benefits are received to maximize tax efficiency
* Work closely with local tax authorities to expedite processing of reclaims and other matters on behalf of the client
* Translate market newsflashes and monitor tax developments across all markets and communicate specific impact / consequences in a concise, factual manner and provide support to the client through the change process
* Represent J.P.
Morgan on relevant Industry Associations and voice client concerns and interests as well as communicate lobbying efforts conducted by J.P.
Morgan with clients.
* Support and guidance on outstanding/expiring tax documentation
* Supervise tax reclaims and follow-up on aged and problematic items with global tax authorities
* File pilot tax reclaims (new /emerging market reclaim opportunities) under specific authority from the client
* Review operational tax processes to identify areas for enhancement
* Identify tax risks and solution resolution
Required qualifications, capabilities, and skills
* 3 years of experience and relevant degree
* Client service and relationship management skills communicating complex issues with internal and external stakeholders
* Team management experience within a financial services environment where accuracy is of paramount importance and where there are multiple deadlines in a risk awareness environment
* Enhanced communication skills with successful internal and external communication
* Risk awareness and operational control experience within financial services
* Process improvement experience, where you clearly articulate ideas, concepts, and procedural changes to clients
* High level problem-solving skills, and experience with proven experience within an arena where accuracy is critical within strict deadlines
Preferred qualifications, capabilities, and sk...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2024-04-18 08:30:54
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We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As an AWS Lead Software Engineer, Java at JPMorgan Chase within the Consumer and Community Banking, Home Lending team, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
* Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Develops secure high-quality production code, and reviews and debugs code written by others
* Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
* Leads evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture
* Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies
* Adds to team culture of diversity, equity, inclusion, and respect.
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Experience in API Development and Architecture, using RESTFUL APIs, Spring Boot
* Proficiency in multiple modern programming languages in particular, the Java/J2EE stack
* Experience with NoSQL Databases
* Experience with Cloud technologies (AWS, Google Cloud).
* Experience with CI/CD tools like Jenkins, Version Control tools (BitBucket, Git)
* Strong coding fundamentals - Algorithms & Data Structures
* Understands and can help in implementing event based architecture
* Advanced knowledge of architecture & application design processes
* Experience with Jira and Confluence
* Passion for automating & excelling at identifying gaps in processes
Preferred qualifications, capabilities, and skills
* Practical cloud native experience.
Experience with AWS EKS / ECS, Fargate and other AWS services is a plus
* In-depth knowledge of the financial services industry and their IT systems
* Experience with Cassandra database
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 eve...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2024-04-18 08:30:53
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Are you seeking to join a team where you can have the opportunity to thrive and grow? We have an exciting opportunity to help expand your knowledge, skills, and abilities.
You have found the right team.
As a Client Tax Associate II in the Merchant Services team, you will be part of a team working closely with the business to design, build and operate tax technology processes.
You will assist the Tax Manager and other team members to monitor compliance with domestic and international Sales, Goods and Services Tax (GST), Value-Added Tax (VAT) and similar taxes and partner with the business to enhance processes and procedures related to these taxes.
You will work with Merchant Services Operations Team to establish and monitor appropriate controls to improve tax compliance.
Job responsibilities
* Partner with the Product and Technology Teams, as a tax consultant to build new system functionality to comply with new tax regulations and develop/automate reports to analyze tax calculations performed by internal processing platforms
* Support the integration of acquired businesses and new products into Merchant Services and JPMorgan Chase (JPMC)Tax Operations processes and systems
* Assist the business in dealing with complex tax issues while partnering with Corporate Tax and outside advisers
* Advise the business on how to incorporate regulatory tax changes into the operating and systems environment
* Provide support to salespersons, customer service, account executives and partner channels to respond to customer questions or obtain appropriate tax documentation
* Manage monthly and quarterly state filings; identify and research tax reporting or compliance issues
* Analyze and review transactions and tax calculations performed by internal processing platforms for accuracy and completeness
* Reconcile billing systems, general ledger tax accounts, and tax reporting systems of record
* Update policies and procedures and manage recertification process
* Perform various other duties and responsibilities as assigned
Required qualifications, capabilities, and skills
* Bachelor's degree Business/Accounting/Finance or similar degree
* Minimum 3 years of relevant tax, financial analysis, or technical product experience
* Knowledge of various financial systems and software applications and the ability to extract and utilize the information from these systems for operations and internal controls.
* Excellent analytical, data management and mathematical skills
* Controls and risk management aptitude
* Attention to detail and ability to work independently
* Ability to be a self-starter who is able to work in a fast paced, results driven environment
* Excellent communication and interpersonal skills explaining tax and financial issues in understandable ways to business teams and customers while working directly with project teams on tax functionality
* Demonstrated abil...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2024-04-18 08:30:53
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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 Risk Management - Business Manager for Reporting, Middle Office & Controls - Vice President, you will be a motivated, self-starter who is results focused.
You will have the opportunity to guide and coach for performance and operate effectively in a large, matrix organization.
You will need strong leadership skills and be highly organized, detail oriented, collaborative and able to exert a level of influence necessary to impact business results.
Your independent judgment, resourcefulness, and agility will be key to your success in the role.
Job Responsibilities
* Lead and develop a team of business managers who run key programs and execute against deliverables in support of the global organization
* Develop a strong understanding of the key processes, standards and policies that determine the day-to-day deliverables
* Instill operational rigor across processes with a bigger picture mindset
* Act as a trusted advisor and partner with the management team to execute on strategic deliverables to meet business goals
* Implement an effective communication strategy so that key information is disseminated to the right parties and that deliverables are executed in a timely manner
* Prepare management reporting and business reviews for senior management to increase transparency of key initiatives
* Organize agenda for management team meetings, track deliverables and hold management team accountable on priorities
Required Qualifications, Skills and Capabilities
* Experience managing a team (required) and has demonstrated the ability to maintain effective working relationships with key stakeholders
* An aptitude for strategy, stakeholder engagement, and business operations
* Prior experience in business management, project management, governance or management consulting is ideal
* Strong analytical, problem-solving and organizational skills along with the ability to operate in an environment where the path forward is not always immediately clear
* Strong written and verbal communication skills, including the ability to summarize information for senior management in a clear, structured and confident way
* Attention to detail and advanced skills in PowerPoint and Excel
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 governme...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2024-04-18 08:30:52
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Aumni's mission is to empower leaders in the private capital markets to make the smartest investment decisions with the best data and analytics solutions.
We use the latest technology to discover, analyze and deliver investment insights that were once buried in unstructured documents.
Recently acquired by JPMorgan, Aumni is able to leverage the scale and resources of the broader firm, while still operating at the speed and excitement of a start-up.
Job summary:
As an Aumni - LP Sales Development Representative (SDR) within the Aumni venture sales team, you will be responsible for building outbound sales strategies that target institutional investors (LPs).
You will work in conjunction with other departments at Aumni and our LP sales team to understand a firm's operations, open up conversations, and develop and execute comprehensive outreach strategies to build sales pipeline.
Your role will be crucial in representing Aumni’s products and services, developing strong trusted relationships with prospective buyers in the LP ecosystem, and assisting the Account Executive & the greater sales team in understanding the customer’s buying process.
Job responsibilities:
* Create innovative & unique outreach strategies to build interest among the largest institutional LPs in the world (Family Offices, Pension Funds, Endowments, etc.)
* Represent Aumni's products and services using comprehensive knowledge to explain how our solutions work in the private markets ecosystem
* Determining the appropriate internal resources required at Aumni to further accelerate our LP product
* Developing strong trusted relationships with prospective buyers in the LP ecosystem
* Help Account Executive manage, maintain, and nurture a pipeline of interested prospects in Aumni's LP offering
* Assist the Account Executive & the greater sales team in understanding the customer's buying process so that they can navigate hurdles (pricing, legal and technical review, etc.) and get a contract executed in a timely manner
Required qualifications, capabilities and skills:
* Demonstrated problem-solving ability in prior role in startup/tech, investing, or consulting role
* Comfortable communicating with decision makers (c-suite, partner-level, etc.)
* Clear, concise communication skills
* Creative and ambitious mindset, and interest in being an early contributor and team player in an expanding sales organization
* Deep intellectual curiosity and motivation to improve the state of private capital markets
* Competitive and driven to achieve goals
* Enjoy working in a fast-paced, demanding, and high-pressure environment
* Experience in using CRM systems & prospecting software (i.e.
Salesforce, Outreach.io)
Preferred qualifications, capabilities and skills:
* Experience working in a B2B SaaS organization
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solu...
....Read more...
Type: Permanent Location: Cottonwood Heights, US-UT
Salary / Rate: Not Specified
Posted: 2024-04-18 08:30:51
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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: Franklin Square, US-NY
Salary / Rate: Not Specified
Posted: 2024-04-18 08:30:51
-
Custody Client Operations professional at J.P.
Morgan Chase, are responsible for the forefront of managing and safeguarding our clients assets with precision and care.
This role involves meticulous attention to detail, ensuring seamless custody services and operational excellence.
As a team member of Custody Client Operations, you will be instrumental in providing institutional investors with access to global markets for settlements, safekeeping, and asset servicing of securities.
Your role will also involve offering ancillary services such as Foreign Exchange and Liquidity Solutions.
Working in conjunction with our Markets business, you will cater to our core client segments, including Asset Managers, Asset Owners, Insurance/GSEs, Banks/Broker Dealers, and Hedge Funds and Alternatives.
Our team is committed to delivering investor solutions that protect our clients' portfolios, boost their efficiency, and seize opportunities in various global markets.
Job Responsibilities:
* Provide excellent client service and support to internal and external clients daily
* Manage issues related to Global Custody Corporate Actions with regards to client instructions, completions and reconciliation
* Monitor internal and external client inquiries, resolve non-routine issues and closely partner with internal teams to resolve exceptions in a timely manner
* Perform root cause analysis for clients to increase straight through processing, with a focus to establish and maintain relationships with all stakeholders
* Partner across wider global team and technology to identify product enhancements and technology improvement opportunities
* Collaborate with Client Service Teams and manage client expectations and concerns, with focus on delivering unparalleled client experience
* Provide operations subject matter expertise and value added services to clients where required
Required qualifications, Capabilities, and Skills:
* Knowledge of mandatory and voluntary corporate actions and full asset servicing lifecycle for global assets
* Strong understanding of Corporate Actions related Swift messaging i.e.
MT56x
* Excellent verbal and written communication skills, and adept at communicating with all levels of the business
* Operate effectively in a dynamic environment with tight deadlines and can exhibit excellent time management skills
* Exposure to business intelligence tools (I.E.
Tableau, Alteryx, UiPath, OwlDQ) and comfortable working with data
* Strong analytical & problem solving skills with proactive mindset to drive change
* Bachelor's Degree required or equivalent experience
Preferred qualifications, Capabilities, and Skills:
* Prior Custody, Markets, Corporate Actions operational experience
* Understanding of DTC, Euroclear, Foreign Exchange, Reconciliation rules and Global Custody
* Self-starter, ability to learn quickly, Strong leadership skills with focus to mitigate risk...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2024-04-18 08:30:50
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Position Summary:
We are looking for a Public Finance Digital Platform Associate to join our team! As a Public Finance - Digital Platform - Associate within the municipal digital platform team, you will focus on data analytics, algo strategy and design, trading platform infrastructure, e-trading and direct connectivity with clients.
You will work closely with various teams to develop and enhance data-oriented solutions used department-wide to best serve our clients.
Your role will involve setting and delivering our strategy for data analytics, trading platform enhancements, and automation of workflows.
You will also partner with quantitative research and trading teams to develop, back test and deliver algo based trading strategies.
Job Responsibilities:
* Work with digital platform team and across department to set and deliver our strategy for data analytics, trading platform enhancements and automation of workflows
* Partner with quantitative research and trading teams to develop, back test and deliver algo based trading strategies
* Define, provide specification and prioritize book of work with technology to deliver projects on time and with successful product releases
* Manage, enhance and grow e-trading connections with clients
Required qualifications, capabilities and skills:
* Experience in fixed income products and analysis is required; experience in municipal bonds is helpful
* Strong communicator with the ability to speak to technical detail as well as with wide range of stakeholders across the business
* Team player with a positive attitude, strong work ethic and ability to multi-task
* Capability to understand technical aspects of a trading system
* Ability to initiate a project to completion with the flexibility to adjust to ensure impactful solutions
* Some combination of experience with Bloomberg, Python, VBA, R, SQL, Excel and Tableau
* Ability to process new information quickly and effectively
Preferred qualifications, capabilities and skills:
* Prior experience in municipal bonds
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 role, experience, skill set, and location.
For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comp...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-04-18 08:30:49
-
If you have an interest in equities and/or fixed income, markets and thematic trends, and a passion for building expertise in ESG and Sustainability, this role is for you.
The Central ESG Team is part of J.P.
Morgan's number 1 ranked Global Research franchise.
Our Analysts and Strategists aim to provide actionable ideas and thematic insights that empower our institutional clients to make well-informed investment and strategic decisions within their coverage, bringing clarity to complex situations.
As an Associate in Global Research within the Central ESG Team, you will be part of a network of inquisitive, smart, and collaborative individuals who have had the opportunity to gain significant responsibility and exposure at the early career stage.
We provide extensive department-wide training and professional development to support career growth, hosted by a combination of external experts and our own market-leading senior analysts and strategists, designed to broaden both your skill set and your personal connections both within and beyond the department
We are looking for an Associate with 3-4 years of experience to join our Central ESG Research team in New York.
Job Responsibilities:
* Work closely with the Head of Methodology and Integration to develop ESG frameworks and methodologies across asset classes and geographies
* Work closely with the Head of Methodology and Integration to build and maintain databases of high quality ESG data that will feed into investment screens, security baskets and/or model portfolios
* Contribute to the Global ESG research product by gathering data, extracting insights, liaising with ESG analysts, sector specialists and strategists and producing written output in the form of reports and presentations
* Draw insights from the analysis and manipulation of vast amounts of data using vendor datasets (MSCI, Morningstar, Sustainalytics, etc), publicly available data and tools developed in-house
* Become a key contributor to client events such as the annual ESG conference or thematic access days
* Help address ad-hoc client requests relative to the global ESG product
* Build knowledge to become a subject matter expert in ESG investing
Required qualifications, capabilities, and skills
* You demonstrate experience in an analytical role, ideally in research (buy side or sell side) or portfolio management, either in equities or fixed income
* An advanced level of proficiency in Excel and PowerPoint, plus a general aptitude for analytical platforms/systems
* Strong written and oral communication skills and a collaborative approach in a multi-location set-up
* Rigorous, analytical thinking
* A passion for equity research and Sustainability
* Ability to manage multiple workstreams at the same time
* A diligent, detail focused and intellectually curious individual
Preferred qualifications, capabilities, and skills
* A CFA/accounting qualification o...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-04-18 08:30:49
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Summary
As a Senior Home Lending Advisor in Chase Home Lending, you will guide your clients through the process of home ownership, ensuring strong sales results.
Your extensive knowledge and understanding of home lending products will be utilized as you serve as the primary contact for your customers throughout the loan's duration.
You will comply with all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job responsibilities
* Coach and mentor the branch team by providing training on products and services.
* Work together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services.
* Partner with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* Minimum three years of mortgage lending and proven sales experience in retail banking required
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
* Internal: Ability to develop a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and can function well within formal and dotted-line reporting relationships
* External (Customer): Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience preferred
* Marketing, promoting, relationship building, and consulting skills preferred
* Intermediate PC skills in a Windows environment preferred
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing System and Regis...
....Read more...
Type: Permanent Location: East Providence, US-RI
Salary / Rate: Not Specified
Posted: 2024-04-18 08:30:48
-
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 fina...
....Read more...
Type: Permanent Location: San Antonio, US-TX
Salary / Rate: Not Specified
Posted: 2024-04-18 08:30:48
-
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 fina...
....Read more...
Type: Permanent Location: Union City, US-NJ
Salary / Rate: Not Specified
Posted: 2024-04-18 08:30:47
-
The Consumer Servicing Communications team is in search of a dynamic communicator to champion customer centric communications.
As a Consumer Bank Marketing-Product & Servicing Communications, Sr Associate within our Consumer Product & Servicing team, you will be responsible for developing, executing, and managing product servicing campaigns.
You will work to elevate every touch point, deepening our relationship with our customers.
You will manage end-to-end customer communications, write in alignment with our Voice of Chase guidelines, and ensure flawless execution of campaigns.
You will also be required to manage the operational demands of large, complex recurring programs.
We are on the path of continually evolving our Consumer Product & Servicing communications, with a goal of making these touchpoints not only fulfill our legal/regulatory obligation, but also use them as an opportunity to demonstrate our customer obsession and deepen relationships.
The Marketing Strategy Associate Senior is responsible for developing, executing, and managing product servicing campaigns to support key Consumer Product initiatives that champion our banking leadership pillars of being the bank for all, easiest to do business with and trusted in our communities.
The Marketing Strategy Associate Senior is a multi-dimensional team-player, who is comfortable managing end-to-end customer communications, as they are supporting operational team functions.
This person should be able to adapt so that they write in alignment with our Voice of Chase guidelines, manage approvals from colleagues at all levels, execute flawlessly and is eager to improve required operational functions within the team.
Job Responsibilities:
* Oversee the management of the Cross LOB deposit statement messaging channel which includes: managing the intake and scheduling of monthly statement messages, partnering with LOB partners, Technology and List partners on the monthly execution of messages
* Develop superior-quality customer communications on behalf of a large-scale, customer-obsessed organization
+ End to end campaign management and execution in support of the Consumer Deposit Product pillar, including: writing, editing and managing a wide-range of product servicing and regulatory customer communications, while juggling tight timelines and shifting demands
o Collaborate with cross-functional teams to define the best communication strategies, messages and tactics based on the specific impact of each project, including: Product subject matter experts, Legal & Compliance, Audience Targeting and internal and external Print/Production/Fulfillment Agencies
+ Ensure strong focus on delivering exceptional customer experience overall, while also ensuring all the details of the experience are flawlessly executed
+ Manage campaigns following required processes using business-approved tools to ensure content and execution for tactics is proper...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2024-04-18 08:30:46
-
You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Healthcare, Higher Education and Not for Profit Associate Banker is for you.
As a Healthcare, Higher Education and Not for Profit Associate Banker, you will support client acquisition and ongoing relationships in the region.
You will be responsible for growing and retaining profitable relationships with nonprofit health systems, colleges and universities, and not-for-profit organizations.
You will be 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.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities:
* Champion a culture of innovation and a customer centric mindset
* Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation, while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills:
* 3+ years with above average performance results in a similar banking role or credit/lending related experience.
* Outstanding professional reputation and integrity
* Strong leadership skills required
* Demonstrated ability to develop and retain new and profitable relationships
* Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
Preferred Qualifications, Capabilities and Skills:
* Bachelors degree preferred
* Excellent problem solving, oral, and written communication skills
* Superior knowledge of the market dynamics and its business environment preferred
* Extensive knowledge of products and services
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 role, experience, skill set, and location.
For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and ...
....Read more...
Type: Permanent Location: Atlanta, US-GA
Salary / Rate: Not Specified
Posted: 2024-04-18 08:30:46
-
At Chase, you will focus on business results by offering options and finding solutions to help our customers.
The Call Center Fraud Specialist's work is creative, exciting, and different every day.
As a Specialist II in Fraud, you will receive approximately 80 - 100 inbound calls a day specifically regarding fraud on customer accounts.
By building a strong rapport with your customer, you will be able to make an impact on the business.
Your passion for customer service, inner competitiveness will allow you to excel in our fast paced environment.
Job responsibilities
* Works in a call center environment that requires 100% phone-based customer interaction
* Demonstrates excellent communication, negotiation, and decision-making skills, while staying engaged with our customers
* Communicates with customers in a metrics-driven environment
* Navigates multiple technologies while demonstrating resiliency and extreme adaptability in a fast-paced environment
* Takes ownership of each customer interaction while treating them with respect and responding with empathy
* Works both independently and in a team environment
* Abides by all applicable regulatory and departmental practices and procedures
Required qualifications, capabilities, and skills
* Minimum of 2 years of customer interaction or customer support experience required, either by phone or face-to-face
* Minimum of 1 year computer experience required, utilizing multiple computer applications in a Windows-based environment
* High school diploma or GED required
Preferred qualifications, capabilities, and skills
* Ability to multitask using a computer and simultaneously provide customer support
* Comfortable in a fast-paced, consistently changing environment
* Previous experience working in a Call Center, Banking or Finance industry
* Have a passion for helping people by solving problems, presenting, and explaining solutions
Work Schedule:
Candidates must be willing and able to work schedules during our operating hours, which may include evenings and weekends.
Specific schedule information will be provided by the Recruiter.
This position requires that you attend trainings as scheduled.
Training hours may not coincide with your regularly scheduled hours.
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 eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and...
....Read more...
Type: Permanent Location: San Antonio, US-TX
Salary / Rate: Not Specified
Posted: 2024-04-18 08:30:45
-
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: San Bruno, US-CA
Salary / Rate: Not Specified
Posted: 2024-04-18 08:30:44
-
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...
....Read more...
Type: Permanent Location: Encinitas, US-CA
Salary / Rate: Not Specified
Posted: 2024-04-18 08:30:43
