-
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: Pennington, US-NJ
Salary / Rate: Not Specified
Posted: 2024-10-01 08:37:20
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You're energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you'll also have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As an Associate Relationship Banker in our Branch Banking team, you'll take a lead role in delivering an outstanding experience to Chase customers.
You'll welcome and assist customers that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs, by opening the right accounts and products for customers contributing to the success of the branch.
You'll be making the lives of customers easier by sharing and setting up self-service
Job responsibilities
* Engages clients making them feel welcomed and delivering an exceptional customer experience by acting with a customer-first attitude
* Engages with clients that enter the branch by making a personal connection, asking open ended questions, and listening to make recommendations on their accounts, financial, and complex servicing needs
* 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.
* Meets with branch assigned customers in person and over the phone to continue building lasting relationships, discover financial needs, tailor products, and offer new tools to help customers meet their consumer banking and investment goals.
* Partners with licensed bankers, financial advisors, mortgage bankers, and business relationship Managers to connect customers to experts who can help them with specialized financial needs
* Assists branches by performing branch operations when needed, which may include acting in dual control and assisting with maintenance of cash devices including cash vaults and ATMs while adhering to all bank policies and procedures.
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
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills in person and over the phone with proven ability to tailor features and benefits of products and 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
* Profes...
....Read more...
Type: Permanent Location: Fort Collins, US-CO
Salary / Rate: Not Specified
Posted: 2024-10-01 08:37:20
-
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: Santa Cruz, US-CA
Salary / Rate: Not Specified
Posted: 2024-10-01 08:37:19
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If you are passionate about driving initiatives and executing processes that will support, grow, and develop managers and bankers, a role as a Sales Strategy Support Analyst II is for you.
As a Sales Strategy Support Analyst II in Business Banking, you'll leverage your analytical skills and client-focused experiences to support initiatives and execute ongoing processes that allow our Business Banking Remote team members to be more efficient and effective in their roles-all while delivering a world-class client experience.
The Sales Strategy Support Analyst II will utilize their extensive analytical and communication skills to take data insights and strategy to drive impact, and represent the team on a variety of initiatives.
Job Responsibilities
* Conduct detailed analysis, modeling, and forecasting to understand and drive banker performance
* Develop and deliver senior management presentations, and incorporate appropriate analyses, knowledge of business, and management priorities in a simple and compelling way
* Participate in the discussion and review of analyses and presentations
* Represent the Remote team on a variety of initiatives (i.e.
testing concepts through pilot programming, introducing new leads/activities, etc.)
* Occasional travel required
Required qualifications, capabilities, and skills
* Minimum 2 years of business or financial analysis experience
* General quantitative, analytical, and organizational skills with an ability to execute on multiple fronts at the same time
* Strong critical thinking and problem-solving skills, as well as a capacity to learn quickly and develop new strategic frameworks in complicated environments
* Self-starter with the ability to work autonomously in a fast-paced environment and with great attention to detail
* Strong communication skills (verbal and written) with individuals across different Lines of Business and among senior leadership
* Expert in Microsoft Excel and PowerPoint, and possesses executive presentation skills
* Team player with a high level of motivation, dependability, and intelligence
* Ability to travel
Preferred qualifications, capabilities, and skills
* Experience with Access, Tableau, and/or other analytical reporting software
* Working understanding of statistics
* Knowledge of or experience with branch and/or remote banking
* Experience in supporting client-focused environments
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, exper...
....Read more...
Type: Permanent Location: Melville, US-NY
Salary / Rate: Not Specified
Posted: 2024-10-01 08:37:18
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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
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of cri...
....Read more...
Type: Permanent Location: Hollywood, US-CA
Salary / Rate: Not Specified
Posted: 2024-10-01 08:37:18
-
You have an obsession 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: New Orleans, US-LA
Salary / Rate: Not Specified
Posted: 2024-10-01 08:37:17
-
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: Bellevue, US-WA
Salary / Rate: Not Specified
Posted: 2024-10-01 08:37:17
-
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...
....Read more...
Type: Permanent Location: Flower Mound, US-TX
Salary / Rate: Not Specified
Posted: 2024-10-01 08:37:15
-
You are obsessed with helping our customers, taking care of our employees, have a strong commitment to diversity and inclusion by building relationships and delivering an extraordinary customer experience.
You are passionate about people, helping to improve the lives of our customers through financial solutions, education, and advice.
As an Assistant Branch Manager in Branch Banking, you will work hand-in hand with the Branch Manager to oversee the general management of the branch.
You will have responsibility for operations ensuring satisfactory audit ratings, managing critical operational metrics to minimize risks and losses, maintaining high standards for security and account opening activities, ensuring the entire branch staff is trained and follows policies and procedures, and operating within the guidelines of Chase's Code of Conduct.
Job responsibilities
* Directly supervises and coaches Associate Bankers to accurately handle paying and receiving transactions, delivers a great customer experience, and sends referrals to platform Bankers
* Schedules the operations staff based on customer traffic and branch hours and assists with transactions during peak volume periods
* Collaborates with the Branch Manager to improve branch performance, including Branch Profit & Loss, Service Scores, Product Value Credits (PVCs), and Sales Production/Volume
* Partners with the Branch Manager to regularly communicate branch performance and priorities with the branch team
* Supports the Branch Manager in hiring and staffing for all branch roles
* Assists with account opening and customer interactions during peak periods
* Oversees the entire branch staff in the absence of the Branch Manager
Required qualifications, capabilities, and skills
* 2+ years of experience in retail banking with 1+ year branch Associate Banker (Teller) experience
* 2+ years of management experience
* Extensive experience with customer contact and providing excellent customer service
* Strong working knowledge of branch operations with demonstrated proficiency in operations and transaction accuracy
* Strong probing, communication, analytical, problem solving, and decision-making skills to effectively uncover and resolve complex customer and employee issues
* Ability to work all branch hours, including Saturday, and some evenings
* High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, and skills
* College degree
* Demonstrated ability to perform and coach sales interactions
* Demonstrated leadership skills and regularly goes above and beyond to assist others
Training requirement
* Successful completion of the Assistant Branch Manager training program is a pre-requisite to be considered active in the Assistant Branch Manager role
Dodd Frank and Safe Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan O...
....Read more...
Type: Permanent Location: Akron, US-OH
Salary / Rate: Not Specified
Posted: 2024-10-01 08:37:15
-
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: Highland, US-MI
Salary / Rate: Not Specified
Posted: 2024-10-01 08:37:13
-
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: Highland Park, US-IL
Salary / Rate: Not Specified
Posted: 2024-10-01 08:37:12
-
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As a Branch Operations Lead Trainee in Branch Banking, you collaborate with the Branch Manager, branch employees and One Chase colleagues to ensure customer financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory banking requirements.
A Branch Operations Lead Trainee is passionate about taking care of our customers and employees, providing an exceptional customer experience, and working with the Branch Manager to set the tone in the Branch.
A typical day consists of assisting customers and performing transactions.
You will also look for opportunities to make customers lives easier by setting up self-service options and building relationships.
Throughout the week, you will schedule time to review branch operations and share updated policy and procedures with branch employees.
This results in the business is adhering to control expectations.
Job responsibilities
* Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture
* Engages clients as they enter the branch by welcoming them and making customers feel appreciated, performing transactions, managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
* Introduces customers to the branch team who will build relationships and assist with specialized financial needs
* Makes customers' lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Supports the Branch Manager with all aspects of branch operations, including loss control, compliance, and audit standards
Required qualifications, capabilities, and skills
* High school degree, GED, or foreign equivalent
* Detail-oriented, organized, and have the ability to multi-task with a dedication to follow policies, procedures, and regulatory banking requirements
* Availability to work Branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Demonstrated abil...
....Read more...
Type: Permanent Location: Wadsworth, US-OH
Salary / Rate: Not Specified
Posted: 2024-10-01 08:37:11
-
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: Chestnut Hill, US-MA
Salary / Rate: Not Specified
Posted: 2024-10-01 08:37:10
-
We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients
* Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals
* Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the h...
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Type: Permanent Location: Vienna, US-VA
Salary / Rate: Not Specified
Posted: 2024-10-01 08:37:09
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Embark on a dynamic career in tech support, where your skills contribute to maintaining world-class technology solutions to ensure a seamless user experience.
As a Technology Support I team member in the Payments Solutions Center group, supporting the High Growth Technology customers, you will ensure the operational stability, availability, and performance of our production application flows.
Be part of the team responsible for troubleshooting, maintaining, identifying, escalating, and resolving production service interruptions for all internally and externally developed systems, ensuring a seamless user experience.
In this role you will serve as a primary support contact for internal and external clients utilizing various digital channels and API based services for both transaction initiation and reporting.
You will be required to manage interactions with business partners at all levels and across multiple lines of business.
You will be part of a high performing global team and will have the opportunity to work with a variety of different clients and internal partners.
The expected work shift is "Day + Weekend", meaning it is a day shift (1st or 2nd) that would potentially require working a weekend day as part of the work week.
Job responsibilities
* Flexibility to work in a 24/7 hybrid work environment, across various shifts, and US holidays where supported customers are open.
* Manage interactions with business partners at all levels across multiple lines of business
* Troubleshoot production application flows to ensure end-to-end application or infrastructure service delivery to support business operations
* Assist in the improvement of operational stability and availability through participation in problem management
* Assist in monitoring production environments for anomalies and address issues using standard observability tools
* Identify and document basic issues and potential solutions for business and technology stakeholders
* Support the management of incidents, problems, and changes in technology applications or infrastructure, and escalate in compliance with firm policy and processes
Required qualifications, capabilities, and skills
* 1+ years of experience or equivalent expertise in troubleshooting, resolving, and maintaining information technology services
* 1+ years of Customer Service experience
* Familiarity with applications or infrastructure in a large-scale technology environment on-premises or in the public cloud
* Ability to effectively manage operational risk through adherence to established procedures and controls
Preferred qualifications, capabilities, and skills
* Portuguese language skills strongly preferred with Spanish language skills also acceptable
* Technical support experience
* Exposure to one or more general-purpose programming languages or automation scripting
* Exposure to Information Technology Infrastructure Library (ITIL) fr...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2024-10-01 08:37:08
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Company
Federal Reserve Bank of Chicago
The Vice President and Director of Financial Research leads a team of Ph.D.
economists and other professionals who produce high-quality policy analysis and scholarly research to support the Bank’s mission.
Key responsibilities include
* Manage a team who works on a wide range of topics in financial economics and insurance, who contribute to policy analysis both at the Chicago Fed and the Federal Reserve System
* Set expectations and objectives, provide ongoing guidance, mentorship, and feedback, and assess staff performance
* Oversee and provide intellectual leadership for the development and execution of policy projects and initiatives
* Contribute individually to policy briefings for senior leadership on issues related to current monetary policy considerations, longer-term economic and financial developments, and other Bank priorities
* Maintain a strong individual research program leading to publications in high-quality finance and economics academic journals
* In collaboration with peers, lead department initiatives, create and sustain a collegial culture, and further the Chicago Fed’s commitment to excellence in research and policy
Your Background
* Have a PhD in economics, finance, or a related field and significant post-PhD work experience
* Have a significant record of research success in financial economics, as demonstrated by publications in high-quality academic journals
* Have a significant record of conducting in-depth, policy-related analysis.
* Experience leading projects and/or people highly desirable
Work Location
This position will be based in our Chicago office and is in-person Tuesday – Thursday.
What we offer:
Comprehensive benefits package includes medical, dental, vision, prescription drug coverage, 401k savings plan, retirement plan, paid time off, transit benefit, onsite gym and subsidized cafeteria
Requirements
* This position requires access to confidential supervisory information and/or FOMC information, which is limited to "Protected Individuals" as defined in the U.S.
federal immigration law.
Protected Individuals include, but are not limited to, U.S.
citizens, U.S.
nationals, and U.S.
permanent residents who either are not yet eligible to apply for naturalization or who have applied for naturalization within the requisite timeframe.
Candidates who are not U.S.
citizens or U.S.
permanent residents may be eligible for the information access required for this position and sponsorship for a work visa, and subsequently for permanent residence, if they sign a declaration of intent to become a U.S.
citizen and meet other eligibility requirements.
In addition, all candidates must undergo applicable background checks and comply with all applicable information handling rules, and all non-U.S.
citizens must sign a declaration of intent to become a U.S.
citizen and pursue a path to citizenship.
* As a condition ...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: 270000
Posted: 2024-10-01 08:37:06
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J.P.
Morgan's Commercial & Investment Bank is seeking a talented, news-hungry writer to join its Internal Communications team to draft punchy news and features on everything from our latest multibillion dollar M&A deal or IPO to how technology is revolutionizing trading.
Possibly a financial journalist looking for a new challenge, you'll be writing for our global intranet and editing our weekly newsletter, which is distributed to more than 90,000 employees.
You will also help to edit content submitted by internal partners across Marketing & Communications and help to devise new ways to keep our content looking and sounding fresh.
As a Communications Manager Vice President within the Commercial & Investment Bank you will help to communicate business plans and successes and lead employee engagement.
You will be creative, deadline driven and detail oriented, have advanced storytelling skills, and be able to describe complex ideas in a clear and compelling way.
You'll collaborate effectively with senior executives and other teams across the Commercial & Investment Bank, including working with our design team on layouts and fresh ways to format our content.
Job responsibilities:
* Manage employee engagement by developing a steady flow of compelling stories and features that communicate the strategy, success and story of the CIB to employees; someone who can lend personality to our business stories
* Write and edit against tight deadlines
* Convey complex, technical information in a clear, compelling way
* Interview senior leaders across the Commercial & Investment Bank for quotes and background to develop deal stories and report on new products or technologies
* Maintain the editorial calendar and share with IC partners
* Collaborate with internal communications partners to develop story ideas and think creatively about new ways to present and format stories
* Proof stories before publication and have strong focus on detail
* Partner well across various teams including business stakeholders, Legal and Compliance, and other Communications partners
* Maintain an active interest in financial news, current affairs and how the world of investment banking affects employees and the everyday economy.
Required qualifications, capabilities, and skills:
* 7+ years of communications experience in a large, matrixed organization
* Superior writer with background in journalism and/or in a similar role in corporate communications
* Experience with news and feature writing, and writing for an internal audience
* Skilled interviewer able to get the right information and data quickly
* Well organized; comfort working under tight deadlines and on multiple high-priority pieces simultaneously
* Ability to work with designers on layouts
* Flawless accuracy in terms of grammar and information
* Meticulous attention to detail
* Bachelor's degree in journalism, communications or rel...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-10-01 08:37:05
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM.
You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share.
As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships.
Job Responsibilities
* Manage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio.
Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects
* Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships
* Understand the personal financial goals and needs of the owner(s).
Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
* Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience
* Strong knowledge of deposit and cash management products and services, and knowledge of busin...
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Type: Permanent Location: Orem, US-UT
Salary / Rate: Not Specified
Posted: 2024-10-01 08:37:04
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You have Sanctions, Compliance or Anti Money Laundering (AML) experience, SWIFT and payment processing knowledge, and client service experience.
Additionally, you have the ability to work independently and are seeking professional growth.
You have found the right team.
As a Payment Lifecycle Associate I - Sanctions Investigations Manager within the Global Investigations - Sanctions Services team at JPMorganChase, you will work closely with Compliance and the Lines of Business to ensure that the appropriate data and formats that were submitted for screening, can be used to communicate with clients and downstream banks in order to request information that will help our Sanctions Operations and Compliance teams make transaction decisions in support of a robust and controlled sanction screening program.
The Global Investigations - Sanctions Services Team is a firm-wide utility responsible for transaction and message analysis and Investigations at JPMorgan across all lines of business.
You will need to be in an audit-ready state at all times from both internal and external auditors, including regulators.
The team operates in 3 sites in a 24 hour/ 6 day operating model: Manila, Mumbai, and Tampa are the core sites, and work closely with other Payment and Trust and Safety Operations departments around the globe.
Job Responsibilities
* Use your Sanctions, Payments and/or Service experience to manage a team responsible for resolving OFAC/Sanctions related Investigation Cases
* Manage staff according to productivity targets, Key Risk Indicators as well as business metrics and other MIS
* Monitor the control environment surrounding all technical, financial, and operations processes
* Support the research efforts for sanctions screening
* Monitor risk through reviews of key incidences and root cause analysis
* Gather data for root cause analysis
* Identify business risk issues and works with the Operations Risk Analyst/Manager to recommend solutions
Required Qualifications, Capabilities, and Skills
* Business processes and procedures
* Client Service experience
* Consulting and relationship building
* Product knowledge
* Verbal and written communication
* Ability to work independently
* Microsoft Office skills - Word, Excel, and PowerPoint
* Analytical skills
Preferred Qualifications, Capabilities, and Skills
* Sanctions, Compliance or AML experience preferred
* SWIFT and payment processing knowledge preferred
Work schedule: Global Investigations operates from 8:00am - 7:00pm daily - must be flexible during the daily business hours - some weekends and holidays may be required
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...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2024-10-01 08:37:03
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DESCRIPTION:
Duties: Serve as project leader in the execution of mergers and acquisitions (M&A) and capital raising assignments involving Latin American companies, working closely with clients and leveraging on other resources in the firm and outside advisors.
Assume a significant role in marketing and presenting transaction opportunities to clients.
Develop long-term client relationships, contribute to the group's origination effort in partnership with other coverage groups globally, and anticipate new business opportunities.
Serve as primary contact person for clients to provide sector and country specific expertise in the context of M&A and capital raising transactions.
Analyze and provide value-added input to the firms' clients, including recommendations for optimal deal financial structure and negotiating strategy for clients and determine the impact of such projects or deals on clients and anticipate reactions of capital markets.
Produce high quality deliverables, including: building and applying complex financial and valuation models, performing capital structure analysis, articulating industry and macroeconomic trends in Latin America, and providing critical advice to clients both in the region and globally with interest in Latin America.
Assist clients in executing M&A and/or capital raising transactions, being responsible for the day- to-day evolution of the transactions, interacting with the client, counterparties, external advisors, among others.
Assist clients in performing due diligence by anticipating their needs and serve as primary point of contact with the counterparty being able to provide insights on counterparty's strategy.
This position requires up to 50% travel (domestic and international).
QUALIFICATIONS:
Minimum education and experience required: Master's degree in Business Administration, Finance, Economics, Accounting or related field of study plus 6 years of experience in the job offered or as Origination/Client Manager, Investment Banking Vice President/Associate, or related occupation.
The employer will alternatively accept a Bachelor's degree in Business Administration, Finance, Economics, Accounting or related field of study plus 9 years of experience in the job offered or as Origination/Client Manager, Investment Banking Vice President/Associate, or related occupation.
Skills Required: Requires 6 years of experience with: participating in Mergers & Acquisitions and Capital Raising transactions; analysis of Mergers & Acquisitions industry trends in Latin America; financial market dynamics in Latin America; adjustments to discount rate adjustments; advising clients with Mergers & Acquisitions and capital raise strategies; valuation techniques including DCF, multiples, and LBO; drafting marketing materials and memoranda for Mergers & Acquisitions and capital raising transactions; coordinating and executing due diligence processes; advising clients on Mergers & Acquisitions structuring considerations; developin...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-10-01 08:37:01
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Leverage your deep technical expertise and leadership to guide cutting-edge projects, fostering growth and innovation in a dynamic environment.
As a Lead Technical Program Manager in [Insert LOB and/or Sub LOB], you will drive the successful delivery of complex technology projects and programs that will help reaching business goals across the firm.
Leveraging your deep knowledge of technical principles, practices, and theories is essential for developing innovative solutions, while simultaneously effectively managing resources, budgets, and high-performing teams.
Your strong analytical reasoning and adaptability skills will enable you to navigate through ambiguity and change, ensuring that technology initiatives align with business goals.
With advanced communication and stakeholder management abilities, you will foster productive working relationships and influence decision-making to achieve mutually beneficial outcomes.
As a subject matter expert, you will contribute to the development of operational plans and risk management strategies, ensuring the highest quality and professionalism in service delivery.
Job responsibilities
* Develop and execute comprehensive project plans, incorporating technical requirements, resource allocation, and timelines to ensure on-time delivery of technology solutions
* Identify and mitigate risks, proactively addressing potential roadblocks and implementing contingency plans to maintain project and program momentum
* Collaborate with cross-functional teams, including engineering, product, and business stakeholders, to define program scope, objectives, and deliverables, ensuring alignment with overall business goals
* Utilize advanced analytical reasoning to assess program performance, identify areas for improvement, and implement data-driven optimizations to enhance efficiency and effectiveness
* Champion the adoption of agile methodologies and technical solutions, fostering a culture of continuous learning and innovation within the team
Required qualifications, capabilities, and skills:
* Obtain formal knowledge in Product Security and/or 5+ years of experience or equivalent expertise in technical program management, leading complex technology projects and programs in a large organization
* Advanced expertise in stakeholder management, with the ability to establish productive working relationships and influence decision-making across cross-functional teams and clients
* Advanced experience in utilizing technical fluency, including knowledge of vendor products and managing vendor relations, to enable on-demand access to shared pools of applications and services
* Proven track record of effectively managing resources, budgets, and high-performing teams in a fast-paced, agile environment
* Demonstrated proficiency in applying analytical reasoning and problem-solving techniques to break down business, technical, or operational objectives into manageable tasks an...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2024-10-01 08:36:59
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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...
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Type: Permanent Location: Portage, US-MI
Salary / Rate: Not Specified
Posted: 2024-10-01 08:36:58
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Are you a dynamic professional with a knack for identifying, proposing, and delivering Cash Management solutions? As a Cash Management Solutions Specialist you will provide branch managed customers/prospects over the phone and providing Cash Management assistance to the Small Business Specialist, then a role as a Cash Management Solutions Specialist is for you.
As a Cash Management Solutions Specialist in Business Banking, you will ensure branch-based business banking customers receive an exceptional client experience while mitigating risk, provide product support, and implementation, and help our branch partners with their Cash Management needs.
As a Cash Management Solutions Specialist, you are an integral part of the business development process and serve as a partner to Small Business Specialist fields.
Job responsibilities
* Leverage Cash Management product knowledge to recommend and promote appropriate Cash Management solutions to branch managed clients while working within the risk parameters that protect the bank.
Leverage Chase Business Online onboarding expertise to execute against assigned client base
* Engage with clients over the phone professionally
* Ensure successful enrollment and activation for all recommended Cash Management solutions, including follow-up with clients after implementation is completed
* Build collaborative internal relationships to develop and foster trust with assigned partners
* Connect and engage with various internal teams to pilot programs to test business results.
Provide feedback and respond to adjustments to pilots with optimism and flexibility.
Deliver on assigned projects timely and accurately with a focus on the client
* Document, track and follow all provided processes and protocols accurately and timely
* Protect the firm by applying sound risk management protocols and adhering to policies, procedures and regulatory banking requirements
Required qualifications, capabilities, and skills
* Minimum 1 year experience in Cash Management/Treasury Services or related business experience
* General knowledge of Cash Management or banking products/solutions
Preferred qualifications, capabilities, and skills
* Relationship Building - Ability to build relationships with clients and internal partners via the phone.
Ability to influence those outside of direct management control
* Marketing Expertise - Ability to leverage knowledge to proactively and creatively present solutions to clients and prospects
* Business Acumen - Ability to understand the overarching Cash Management business environment both internally and externally.
Ability to manage business results in alignment with strategic objectives
* Time Management - Ability to establish and consistently follow a disciplined process to plan activities, manage time and accomplish tasks and objectives
* Judgment and Professionalism - Ability to make sound decisions that consider and ba...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2024-10-01 08:36:58
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DESCRIPTION:
Duties: Design, develop, and implement software solutions.
Participate in Sprints, Planning, showcase, Retrospective and Daily stand up.
Engage with design authorities to get the high level design and approach.
Participate in low level design of the solution.
Co-ordinate with other tech partners and applications involved in implementation and delivery of the project.
Interact with QA team and review the test cases.
Devise deployment strategies.
Support performance and post production activities.
Work on proof of concepts for any new technology and approach on demand basis.
Solve business problems through innovation and engineering practices.
Identify or troubleshoot application code-related issues.
Take active role in code reviews to ensure solutions are aligned to pre-defined architectural specifications.
Assist with design reviews by recommending ways to incorporate requirements into designs and information or data flows.
QUALIFICATIONS:
Minimum education and experience required: Bachelor's degree in Computer Engineering, Computer Science, Computer Information Systems, Information Technology, Electrical Engineering, Electronic Engineering, or related field of study plus 5 years of experience in the job offered or as Software Engineer, Technical Architect, Technical Lead, Software Developer, or related occupation.
Skills Required: Requires experience in the following: Windows; Agile SDLC; Application Architecture Disciplines; Microservices; Apache Kafka; Docker; J2EE; Jenkins; Spring; Hibernate; Java; Javascript; JQuery; Python; Shell Scripting; SQL; XML; Apache Tomcat; REST; SOAP; Maven; JSON; Kubernetes; AWS Cloud Services; Dynatrace; Cassandra; MongoDB; Oracle; Splunk; GIT; Cucumber; Junit; Automated Testing; Functional Testing; Manual Testing; Performance Testing; Unit Testing.
Job Location: 8181 Communications Pkwy, Plano, TX 75024.
Telecommuting permitted up to 40% of the week.
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.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation awarded in recognition of 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 wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Additional details about total co...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2024-10-01 08:36:57
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: Sugar Land, US-TX
Salary / Rate: Not Specified
Posted: 2024-10-01 08:36:56
