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The Open Banking product team is leading the industry in enabling customers to easily and securely share their data across financial institutions and FinTechs, holistically manage their finances, and seamlessly control these permissions through Chase's Security Center
As a Vice President, Product Controls within Open Banking, you will lead day-to-day management of the control framework for Open Banking product, including control inventory management, control exception monitoring, issue and action plan management, executive escalations, reporting, management of internal audit and external review.
As a critical member of the Open Banking Product Operations team, you will partner across the Open Banking Product Team and key stakeholders across the bank, to identify operational, customer experience and control related improvement opportunities and assist in driving the appropriate solutions to deliver product excellence.
With a strong commitment to scalability, resiliency, and stability, you collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations.
We are seeking a detail oriented, team player, who will drive Product Controls excellence for Open Banking across all of our client facing products.
The successful candidate must have experience with both controls and regulatory processes.
Job Responsibilities
* Oversee and enhance control inventory and associated processes to ensure compliance with all relevant regulations and firm policies
* Identify control gaps/weaknesses and recommend actionable solutions
* Partner with Data & Analytics to develop, manage, and automate KPIs and exception reports to strengthen control assurance and monitor overall product health
* Manage relevant product procedures and ensure adherence with firms policies and standards
* Serve as point of contact for audit and controls related inquires
* Act as point of contact for coordinating issues and action plans for wires product team
* Understand wires product and assist in driving Objectives and Key Results (OKR)
* Report and present progress to leadership
* Manage stakeholders expectations and meet critical targets
Required qualifications, capabilities, and skills
* 7+ years product management / controls experience
* Experience managing a successful control environment, including audits and external regulatory reviews
* Ability to manage complex and fast moving issues
* Strong analytical skills including the ability to interpret structured data, develop recommendations and communicate them effectively and professionally (both verbal and written)
* Ability to influence and successfully collaborate with stakeholders across the organization to meet objectives
* Ability to productively work in a matrix management organization
* High-level understanding of relevant Open Banking regulation
* Positive, team-oriented attitude
Preferred q...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-07 07:34:17
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Join a team where your expertise in risk and control management will help shape the future of Wealth Management products.
You will collaborate with product owners and stakeholders to design and implement effective controls, support new business initiatives, and drive continuous improvement.
Grow your career in a dynamic environment that values innovation, integrity, and professional development.
Your contributions will help safeguard our business and support our clients.
Be part of a team that champions collaboration and a "design for control" mindset.
As a Product Control Manager in Wealth Management, you will oversee and continuously monitor the operational risk and control environment for Wealth Management products.
You will partner with product owners and stakeholders to identify, assess, and mitigate risks through robust control design, ongoing monitoring, and effective governance.
You will drive continuous improvement, support change initiatives, and provide expert guidance on control matters, ensuring compliance with regulatory requirements and firm standards.
You will work closely with cross-functional teams, represent the product in control committees and regulatory forums, and deliver regular updates to executive management.
This role offers exposure to senior leaders and the opportunity to contribute to process enhancements and specialized areas such as artificial intelligence and machine learning use cases.
Job Responsibilities
* Oversee and continuously monitor the operational risk and control environment for Wealth Management products, ensuring risks are identified, assessed, and mitigated.
* Partner with product owners and stakeholders to design, implement, and review effective controls, including annual assessments and updates to control documentation.
* Lead and support control-related activities for new business initiatives, change management, and product launches, providing risk and control due diligence.
* Facilitate issue management by preparing narratives, documenting issues, identifying root causes, and driving resolution through action plans and stakeholder collaboration.
* Conduct and review control testing, analyze results, and support remediation efforts to address control breaks and non-adherence to key metrics.
* Prepare and deliver regular control governance updates, including executive management reporting, escalation of control breaks, and communication of key risk indicators.
* Represent the product in control committees, regulatory forums, and cross-functional meetings to ensure alignment with firm standards and regulatory requirements.
* Drive continuous improvement by participating in self-assessments, root cause analysis, and process reviews to enhance the control environment.
* Provide expert guidance on control matters for specialized areas such as artificial intelligence and machine learning use cases, ensuring compliance with governance and regulatory expe...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-02-07 07:34:17
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As a Senior Product Associate in the Small and Mid-sized Business Payments team, you are an integral part of the team that leads the end-to-end product life cycle for payments products that deliver value for small business customers.
Leverage your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and improvement of existing offerings.
You will manage backlogs, write epics and user stories, and collaborate with product and engineering partners across the payments organization to ensure the successful development and implementation of payment solutions.
Job Responsibilities
* Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery - less priority
* Considers and plans for upstream and downstream implications and impact across the system of new product features on the overall product experience
* Writes the requirements, epics, and user stories to support product development, in coordination with the Product Manager, UX /CX designers, architects and engineering partners
* Collaborate with Agility Leads/scrum master to run successful Release Planning and Sprint Planning sessions, as well as Sprint Reviews and Retrospectives
* Conduct pre-release reviews and support the QA function including regression testing and use case coverage.
Participate in production ready go/no-go release decision and Production validation testing.
* Work closely with Product Manager, developers, operations, and production support teams to research and resolve issues or defects that impact the customer experience
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise in Agile product management, business analysis, or a relevant experience area
* Proficient knowledge and experience in the product development life cycle, including discovery, requirements definition, writing stories with clearly defining the "definition of done", listing use cases with clear acceptance criteria and related technical details as needed
* Effective communication skills (both verbal and written) for engaging with business and technical stakeholders and leadership
* Self-starter with strong problem-solving skills, attention to detail, and ability to analyze complex business processes
* Understanding of development processes, application integration, database usage, and AWS microservices (e.g., Kafka, APIs)
* Proficient with JIRA, Microsoft Office tools, and Confluence
Preferred qualifications, capabilities, and skills
* Experience working in financial services, retail banking, or payments
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 p...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-07 07:34:17
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About Us
At J.P.
Morgan Wealth Management, our organization is dedicated to delivering exceptional, end-to-end experiences for our clients across both managed and self-directed investment channels.
We believe that putting clients at the center of everything we do drives better outcomes for them and for our business.
Our team partners across the organization to design and deliver innovative, omnichannel solutions that deepen client relationships and reduce attrition.
As part of the Wealth Management Product Strategy group, the Client Experience (CX) Success Team focuses on identifying and solving high-impact client challenges.
We fuel our teams with actionable insights, foster a client-centric culture, and orchestrate collaboration across the business to ensure we're always improving the client journey.
About the Role
We're seeking a Strategic Insights & Enablement Senior Associate who is passionate about strategic analysis and eager to make a tangible impact.
In this highly visible role, you'll quickly get up to speed on business context, ask the right questions, and use both qualitative and quantitative data to generate actionable recommendations that shape our client experience strategy.
You'll have the opportunity to work on a broad Wealth Management agenda, influence business priorities, and collaborate with partners across research, product, and design.
If you thrive in a fast-paced environment, enjoy solving complex problems, and want to help drive the future of Wealth Management, we want to hear from you.
Why Join Us?
* Make a direct impact on the client experience and business outcomes at one of the world's leading financial institutions.
* Collaborate with a diverse, innovative team that values your perspective and expertise.
* Gain exposure to strategic projects, senior leadership, and opportunities for professional growth.
* Be part of a culture that champions client-centricity, innovation, and continuous learning.
What You'll Do
* Rapidly understand business objectives and context, proactively asking insightful questions to clarify needs and uncover opportunities.
* Analyze and synthesize qualitative and quantitative data, as well as market information, to provide strategic, actionable recommendations.
* Develop, audit, and refine CX methodologies, listening posts, and dashboards to surface meaningful insights and drive action.
* Present findings and recommendations in clear, compelling ways to diverse audiences, including senior leaders.
* Lead and manage multiple projects independently, collaborating across teams to deliver results.
* Foster a client-centric culture by championing data-driven decision-making and continuous improvement.
* Ensure compliance with regulatory requirements and maintain robust controls for client feedback processes.
* Support the identification and tracking of critical CX Objectives & Key Results (OKRs) and Key Performance Indicators (KP...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-02-07 07:34:16
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We're looking for a seasoned Senior Client Executive with a specialty in Commercial Real Estate and a proven track record of revenue generation with large institutional clients.
This role involves becoming a trusted advisor to clients, identifying needs, recommending solutions, and generating new business opportunities.
You'll also manage existing relationships and actively lead in the New York market.
Our Real Estate Banking Group offers a comprehensive range of banking and credit products, tailored to meet the needs of real estate developers, operators, and investors.
As a Senior Client Executive in Real Estate Banking, you will be a seasoned professional specializing in Commercial Real Estate.
You will have the opportunity to generate new business opportunities, be involved with underwriting real estate credits of varying complexity, cross-sell bank financial products, and manage our existing relationships.
You will be responsible for direct calling with private sector and institutional clients, primarily in the local/regional area.
We expect you to become a trusted advisor to our clients, identifying their needs and recommending appropriate solutions.
Job responsibilities
* Solicit, develop and oversee servicing of Commercial Real Estate clients
* Initiate strategic dialogue with clients around financial and real estate credit needs
* Collaborate with underwriting team on analysis, structuring and documentation of credit requests
* Facilitate client discussions regarding our Commercial Mortgage Backed Securities and Real Estate Investment Banking capabilities
* Cross-sell financial products and services of JPMorgan Chase & Co.
* Assist with client on-boarding including AML and other regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 10 years of related work experience in real estate lending, with specific real estate market experience and knowledge working with private sector and institutional clients in the assigned market
* Undergraduate degree required
* Experience in underwriting and risk assessment for project financing that includes construction, acquisition and mini-perm financing
* Financial analysis capabilities that support secured and unsecured lending decisions;
* Knowledge of commercial real estate project finance fundamentals
* Strong sales and marketing skill; experience in product cross selling of treasury, derivative, syndications and other standard bank products
* Highly motivated, independent worker within a team-oriented culture
Preferred qualifications, capabilities, and skills
* MBA preferred
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leade...
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Type: Permanent Location: Washington, US-DC
Salary / Rate: Not Specified
Posted: 2026-02-07 07:34:16
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Join a high-impact marketing team shaping how our Commercial & Investment Bank (CIB) connects with clients and markets.
You'll collaborate with senior leaders, influence strategy, and help build a well-run, data-driven function.
If you thrive in dynamic environments and enjoy turning complex ideas into action, this role is for you.
As a Business Manager within the CIB Finance & Business Management (F&BM) team, you will be supporting CIB Marketing and partner directly with the Chief Marketing Officer to advance strategic, operational, and cultural goals.
You drive financial planning, performance measurement, governance, and process excellence that improve team effectiveness and business outcomes.
Your work enables disciplined execution of critical marketing initiatives and clear, consistent engagement with senior stakeholders.
Job Responsibilities
* Define the CIB Marketing mandate, organizational design, priorities, and operating rhythm.
* Advise senior leaders on strategic initiatives and lead cross-functional workstreams to deliver outcomes.
* Develop performance metrics, dashboards, and trend analyses spanning financials and marketing effectiveness.
* Oversee budgeting, expense management, and accurate, consistent reporting.
* Create high-quality executive materials and presentations for senior management forums.
* Build strong relationships across business and functional partners to align on priorities and execution.
* Partner with Control Management, Compliance, HR, and Line of Business-aligned Business Managers to manage the end-to-end business environment.
* Support governance routines and regulatory priorities within the marketing function.
* Drive process improvements that enhance controls, transparency, and speed-to-execution.
* Lead strategic analysis, planning cycles, and resourcing recommendations.
* Participate in global and regional marketing task groups and initiatives to share best practices and coordinate delivery.
Required Qualifications, Skills and Capabilities
* Minimum 8 years of experience in financial institutions, marketing, strategy, or business management/chief of staff roles.
* Strong analytical and problem-solving skills; able to lead through influence, multitask, and adapt to changing priorities.
* Excellent verbal and written communication skills; able to clearly articulate complex issues to senior stakeholders.
* Advanced Excel proficiency and expert-level PowerPoint presentation development.
* Proven project management skills, including facilitation of senior-level discussions and decision-making.
* Ability to work independently in a dynamic, fast-paced environment.
* Thorough understanding of risks and controls, with a proactive approach to process improvement.
* Demonstrated effectiveness under pressure with a self-motivated, energetic approach.
Preferred Qualifications, Skills and Capabilities
* Experience...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-07 07:34:16
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You are a strategic thinker who is passionate about delivering exceptional support for Clients in Security Services, Custody Client facing, then this is the Job for you.
As a Client Service Associate II in our Security Services Custody Client Facing team, you will provide Institutional investors access to markets globally for settlements, safekeeping and asset servicing of securities, along with ancillary services such as Foreign Exchange collateral, derivatives lifecycle management, bank loans, and Liquidity Solutions.
This product suite, along with our Markets business, helps service our core client segments: Asset Managers, Asset Owners, Insurance/GSEs, Banks/Broker Dealers and Hedge Funds and Alternatives.
Custody Operations is a cross product team covering trade instruction capture, settlement; fail management, cash instruction capture, projections, overdrafts, asset servicing instruction capture, dividends, foreign exchange, collateral, derivatives lifecycle management and bank loans for large institutional clients.
Job Responsibilities
* Provide excellent client service and support to internal and external clients daily
* Monitor internal and external client inquiries, resolve non-routine issues and closely partner with internal teams to resolve any 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 financial markets, trade lifecycle, and settlement practices
* Excellent verbal and written communication skills, and adept at communicating with all levels of the business and technical parts of the organization
* Operate effectively in a dynamic environment with tight deadlines and can exhibit time management skills
* Exposure to business intelligence tools (I.E.
Tableau, Alteryx, UiPath, OwlDQ); 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/treasury operation services, markets operational experience
* Understanding of SWIFT, Cross Border Payments, Foreign Exchange, Reconciliation rules and Global Custody
* Self-starter, ability to learn quickly, Strong leadership skills with focus to mitigate risks and taking proactive approach to ensure "Best in Class" result.
JPMorganChase, one of the oldest financial institutions, offe...
....Read more...
Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2026-02-07 07:34:15
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Job Description
Join a team where your expertise in risk and control management will help shape the future of Wealth Management products.
You will collaborate with product owners and stakeholders to design and implement effective controls, support new business initiatives, and drive continuous improvement.
Grow your career in a dynamic environment that values innovation, integrity, and professional development.
Your contributions will help safeguard our business and support our clients.
Be part of a team that champions collaboration and a "design for control" mindset.
As a Product Control Manager in Wealth Management, you will oversee and continuously monitor the operational risk and control environment for Wealth Management products.
You will partner with product owners and stakeholders to identify, assess, and mitigate risks through robust control design, ongoing monitoring, and effective governance.
You will drive continuous improvement, support change initiatives, and provide expert guidance on control matters, ensuring compliance with regulatory requirements and firm standards.
You will work closely with cross-functional teams, represent the product in control committees and regulatory forums, and deliver regular updates to executive management.
This role offers exposure to senior leaders and the opportunity to contribute to process enhancements and specialized areas such as artificial intelligence and machine learning use cases.
Job Responsibilities
* Oversee and continuously monitor the operational risk and control environment for Wealth Management products, ensuring risks are identified, assessed, and mitigated.
* Partner with product owners and stakeholders to design, implement, and review effective controls, including annual assessments and updates to control documentation.
* Lead and support control-related activities for new business initiatives, change management, and product launches, providing risk and control due diligence.
* Facilitate issue management by preparing narratives, documenting issues, identifying root causes, and driving resolution through action plans and stakeholder collaboration.
* Conduct and review control testing, analyze results, and support remediation efforts to address control breaks and non-adherence to key metrics.
* Prepare and deliver regular control governance updates, including executive management reporting, escalation of control breaks, and communication of key risk indicators.
* Represent the product in control committees, regulatory forums, and cross-functional meetings to ensure alignment with firm standards and regulatory requirements.
* Drive continuous improvement by participating in self-assessments, root cause analysis, and process reviews to enhance the control environment.
* Provide expert guidance on control matters for specialized areas such as artificial intelligence and machine learning use cases, ensuring compliance with governance an...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-02-07 07:34:15
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
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Type: Permanent Location: Miami, US-FL
Salary / Rate: Not Specified
Posted: 2026-02-07 07:34:15
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates 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.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* 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.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
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 con...
....Read more...
Type: Permanent Location: Saint Joseph, US-MI
Salary / Rate: Not Specified
Posted: 2026-02-07 07:34:14
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Join our team and make a significant impact on our client service teams in JPMorgan Chase.
You'll have the opportunity to grow your career while leveraging your skills in control management and data analysis.
Be part of a dynamic team that values innovation and collaboration, and contribute to the firm's operational efficiency and risk mitigation strategies.
As a Client Service Manager III within JPMorgan Chase, you will manage a diverse team to ensure high-quality service.
You will interpret client needs, identify trends, and innovate solutions.
Your expertise in anti-fraud strategies will protect clients and the bank.
You will drive operational efficiency through strategic planning and process automation.
Your skills in conflict management and stakeholder influence will foster strong relationships.
Job responsibilities
* Lead the client service team in addressing client inquiries, processing transactions, troubleshooting problems, and handling complaints, utilizing your advanced conflict management skills to ensure client satisfaction.
* Develop and implement strategic plans to enhance service center operations, leveraging your proficiency in strategic planning and process automation to drive operational efficiency.
* Utilize your expert knowledge in anti-fraud strategies to detect and prevent fraudulent transactions, safeguarding our clients and the bank from potential financial and reputational damage.
* Identify trends and generate innovative solutions to meet client needs, using your advanced skills in market product knowledge and digital literacy to stay ahead of industry developments and technological advancements.
* Foster strong relationships with internal stakeholders and clients, leveraging your advanced skills in influence and internal stakeholder management to drive mutually beneficial outcomes.
Required qualifications, capabilities, and skills
* 7+ years of experience in managing customer service teams in a financial institution, with a focus on service center operations.
* Proven expertise in implementing anti-fraud strategies to detect and prevent fraudulent transactions in a banking environment.
* Demonstrated proficiency in strategic planning and process automation, with a track record of enhancing operational efficiency in client service delivery.
* Advanced skills in conflict management, with experience in resolving complex client issues and complaints.
* Strong digital literacy with experience in leveraging new/emerging technologies to enhance business operations and client service.
Preferred qualifications, capabilities, and skills
* Extensive experience in the banking or financial services industry, particularly in commercial or investment banking, with strong leadership and team management skills to inspire high performance.
* Proficient in using banking software, systems, and data analytics tools to drive decision-making and develop effective solutions fo...
....Read more...
Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2026-02-07 07:34:14
-
You are a strategic thinker who is passionate about delivering exceptional support for Clients in Security Services, Custody Client facing, then this is the Job for you.
As a Client Service Associate I in our Security Services Custody Client Facing team, you will provide Institutional investors access to markets globally for settlements, safekeeping and asset servicing of securities, along with ancillary services such as Foreign Exchange collateral, derivatives lifecycle management, bank loans, and Liquidity Solutions.
This product suite, along with our Markets business, helps service our core client segments: Asset Managers, Asset Owners, Insurance/GSEs, Banks/Broker Dealers and Hedge Funds and Alternatives.
Custody Operations is a cross product team covering trade instruction capture, settlement; fail management, cash instruction capture, projections, overdrafts, asset servicing instruction capture, dividends, foreign exchange, collateral, derivatives lifecycle management and bank loans for large institutional clients.
Job Responsibilities
* Provide excellent client service and support to internal and external clients daily
* Monitor internal and external client inquiries, resolve non-routine issues and closely partner with internal teams to resolve any 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 financial markets, trade lifecycle, and settlement practices
* Excellent verbal and written communication skills, and adept at communicating with all levels of the business and technical parts of the organization
* Operate effectively in a dynamic environment with tight deadlines and can exhibit time management skills
* Exposure to business intelligence tools (I.E.
Tableau, Alteryx, UiPath, OwlDQ); 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/treasury operation services, markets operational experience
* Understanding of SWIFT, Cross Border Payments, Foreign Exchange, Reconciliation rules and Global Custody
* Self-starter, ability to learn quickly, Strong leadership skills with focus to mitigate risks and taking proactive approach to ensure "Best in Class" result.
JPMorganChase, one of the oldest financial institutions, offer...
....Read more...
Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2026-02-07 07:34:13
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates 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.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* 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.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
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 con...
....Read more...
Type: Permanent Location: Zanesville, US-OH
Salary / Rate: Not Specified
Posted: 2026-02-07 07:34:13
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Join the CIB Payments Audit Team!
As a Senior Auditor Associate in our Internal Audit group within Commercial and Investment Banking (CIB) Payments you will plan, execute and document audit reports, partner closely with global Audit colleagues and business stakeholders, and use judgment to strengthen internal controls.
Job Responsibilities
* Plan, execute and document audit reports, including risk assessments, audit planning, audit testing, control evaluation, report drafting and follow-up and verification of issue closure while ensuring audits are completed timely and within budget
* Work closely with global Audit colleagues in the early identification of emerging control issues and reporting them timely to Audit management and business stakeholders
* Recognize the confidential nature of Internal Audit communications and access to information; you must be disciplined in protecting the confidentiality and security of information in accordance with firm policy
* Partner with stakeholders, business management, other control groups (i.e.
risk management, compliance, fraud prevention), external auditors, and regulators establishing strong working relationships while maintaining independence
* Finalize audit findings and use judgment to provide an overall opinion on the control environment through developing recommendations to strengthen internal controls
* Take ownership of self-development, including stretch assignments, to prepare for greater responsibilities and career growth, and take initiative to seek out opportunity for continued learning
* Champion a culture of innovation
* Follow 'How We Do Business' Principles
* Stay up to date with industry trends to identify opportunities for game changing innovations or strategic partnerships
* Find ways to drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities, and Skills
* 5+ years of internal or external auditing experience, or relevant business experience
* Experience with internal audit methodology and applying concepts in audit delivery and execution
* Solid understanding of internal control concepts, with the ability to evaluate and determine the adequacy of controls by considering business and technology risks in an integrated manner
* Excellent verbal and written communications skills
* Strong interpersonal and influencing skills, with the ability to establish credibility and build strong partnerships with senior business and control partners
* Strong analytical skills particularly in regard to assessing the probability and impact of an internal control weakness
* Enthusiastic, self-motivated, strong interest in learning, effective under pressure and willing to take personal responsibility/accountability
* Flexible to changing business priorities and ability to multitask i...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-02-07 07:34:12
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Join our exceptional team of high-energy leaders as a Lending Manager in Chase Home Lending and put your knowledge and understanding of the home lending industry to good use by leading and motivating a team of Senior Home Lending Advisors.
You will adhere to all regulatory requirements while executing on the strategic business plan to promote and market the firm's mortgage products to clients, team members, and partners inside and outside the branch footprint, attain mortgage lending goals, generate profit and manage and grow a team.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Lending Manager in Chase Home Lending, you have an opportunity to build a team and impact strategic growth while helping clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates 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.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* 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.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 5+ years of sales/mortgage/lending/originations management experience in a retail banking environment and cross-selling to mortgage customers.
* Excellent P&L management skills with substantial experience leading a profitable retail business and executing a strategic business plan.
* Proven track record of successfully recruiting, interviewing, hiring, developing, managing, and retaining 10 or more Field Home Lending Advisors with an ability to lead, model, coach, and mentor all levels of sales and sales management.
* Excellent written and oral communication skills with the ability to build strong relationships with internal business partners to achieve success.
* Excellent working knowledge of the originations market including conforming, nonconforming, and home equity as well as competitor product, pricing, and business strategies.
* Strong knowledge of current environment underwriting standards (e.g.
Knowledge of FHA, VA...
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Type: Permanent Location: San Diego, US-CA
Salary / Rate: Not Specified
Posted: 2026-02-07 07:34:12
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Oak Creek, US-WI
Salary / Rate: Not Specified
Posted: 2026-02-07 07:34:12
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Join the team providing customized financing and payment solutions to the top tier of commercial real estate owners, developers, investors, operating companies, investment funds, and trusts!
As a Real Estate Banking (REB) Client Associate in Commercial Real Estate, your primary responsibility will be to assist in relationship management and business development with the banker team (REB Client Executives).
You will participate in the Banking Associate program, which is designed for progression from Associate level 1 to Associate level 3, developing your skills over time for a successful career within the firm and the ability to pursue more senior roles within Commercial Real Estate, such as a Client Executive position.
Job Responsibilities:
* Focus on supporting and delivering value-added solutions to clients and prospects, helping them reach their goals and maximize revenues over the life of the relationship
* Foster strong internal relationships, particularly with Risk, Product Specialists, Treasury Services partners, Real Estate Investment Banking, and other groups to identify solutions that meet client and prospect needs
* Support REB Client Executives with financial modeling, prescreening, market sizing, client planning analysis, and more
* Assist in managing firm-wide risks and ensure adherence to policy and regulatory compliance standards, including AML/KYC, credit exposure, daily transactional risks, and reputational risks
Required Qualifications, Capabilities, and Skills:
* BS/BA degree
* Experience in building and maintaining positive client relationships
* Superior Excel, Word, and PowerPoint skills
* Excellent problem-solving, oral, and written communication skills
* Superior analytical, quantitative, leadership, and interpersonal skills
* Keen attention to detail, as well as a proactive and creative mindset
* Proven ability to multitask and meet deadlines in a fast-paced environment
Preferred Qualifications, Capabilities, and Skills:
* 2+ years of credit analyst experience in Commercial Banking or Investment Banking, focused in real estate
* Completion of a major corporate bank credit training program (or equivalent corporate banking/corporate finance experience)
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients 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.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form ...
....Read more...
Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2026-02-07 07:34:11
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
....Read more...
Type: Permanent Location: Gold River, US-CA
Salary / Rate: Not Specified
Posted: 2026-02-07 07:34:11
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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: West Bloomfield, US-MI
Salary / Rate: Not Specified
Posted: 2026-02-07 07:34:11
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Do you enjoy analyzing complex data, providing solutions, and working with key stakeholders?
As an Inquiry Management Associate II in CBO, you will provide proactive, consultative services to our internal stakeholders and clients with end-to-end ownership of client inquiry resolution.
This individual will collaborate closely with internal stakeholders and other CBO sub-teams to ensure timely resolution of client billing inquiries and impact analysis.
The Global Billing Inquiry Management team manages receipt of inquiries, root cause analysis of potential invoicing errors, and coordinates with key stakeholders for reporting and resolution of identified issues.
This role partners with various internal teams such as Client Service, Sales/Relationship Management, Product Management, Pricing, Financial Controllers, Compliance, Risk Management and Controls.
Job Responsibilities:
* Manage timeliness and accuracy of inquiries received by the Inquiry Management team, ensuring individual work queue is appropriately managed at the highest level through the delivery and follow-up of inquiries and management of multiple deadlines
* Perform deep dive issue analysis, identifying root cause / financial impact and collaborating with key stakeholders to identify appropriate resolution for the client and Firm
* Motivate and thinks independently.
Be a proactive and responsive communicator, maintaining frequent contact with clients and business partners, actively listening to understand needs, and taking ownership of incoming and outgoing messages
* Be a trusted partner to the business and clients by providing exceptional service and taking ownership of requirements, seek input from peers and partners as needed.
* Understand and anticipate client/business partner needs and proactively deliver solutions with the ability to tailor verbal and written communication to different audiences
* Display a process improvement and change management mindset, questioning conventional / established methods and driving change to improve processes and the Inquiry Management
* Be proactive with control and risk management, addressing gaps in processes and escalating issues to benefit the business and clients.
Required qualifications, Capabilities, and Skills:
* Proactive critical thinker with 3 years operational experience, in Corporate & Investment back-office operations and processes.
* Strong analytical and creative problem-solving skills with the ability to anticipate clients' future needs and collaborate on innovative solutions.
* Proficient in analyzing large data sets with advanced Excel skills, including but not limited to pivot tables and nested formulas.
Capable of understanding complex accounting methodologies and applying them to manual calculations.
* Excellent organizational and time management skills; ability to prioritize and manage multiple tasks in a fast-paced global environment.
* Advanced proficien...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-02-07 07:34:10
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Easton, US-PA
Salary / Rate: Not Specified
Posted: 2026-02-07 07:34:10
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
....Read more...
Type: Permanent Location: Saint Louis, US-MO
Salary / Rate: Not Specified
Posted: 2026-02-07 07:34:10
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-02-07 07:34:09
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform 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
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
* Reading and speaking in both English and Spanish is required for this role.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, ...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-07 07:34:09
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
....Read more...
Type: Permanent Location: Lehigh Acres, US-FL
Salary / Rate: Not Specified
Posted: 2026-02-07 07:34:09
