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Cottage Clinical Network seeks an Advanced Practice Provider Urgent Care PD for their Cottage Urgent Care-Santa Maria-Skyway Drive clinic responsible for providing direct patient care to assigned patients within an urgent care setting.
This is a professional level position working under limited direction yet in coordination with an APP lead.
Typical work scenarios require specialized knowledge, critical thinking, good judgment based upon the principles of biological, physiological, behavioral, and sociological sciences skills, as well as strong customer service skills.
Responsibilities include:
* Internal contacts include medical staff and management throughout the clinic and health system.
* External contacts include patients, physicians, outside medical staff, and community resource services.
QUALIFICATIONS:
All job qualifications listed indicate the minimum level necessary to perform this job proficiently.
Education:
* Minimum:
PHYSICIAN ASSISTANT: Graduate of an accredited Physician Assistant program, as defined by the California Physician Assistant Board.
Master's degree or certificate from a specialized medical training program associated with a medical school that includes classroom students and clinical experience.
NURSE PRACTITIONER: Master of Nursing Degree.
Graduate of an accredited Nurse Practitioner program approved by the California Board of Registered Nursing as defined in Section 1482, Nurse Practice Act, Business and Professional Code.
Certifications, Licenses, Registrations:
* Minimum:
PHYSICIAN ASSISTANT: Valid California license as a Physician Assistant by the Physician Assistant Board; National certification granted after passing the PA National Certifying Exam administered by the National Commission on Certification of Physician Assistants; Valid Drug Enforcement Agency license - DEA Schedule 2-5; American Heart Association (AHA) Basic Life Support (BLS) for Health Care Providers.
NURSE PRACTITIONER: Current State of California Registered Nurse license.
Current California Licensure and Certificate to practice as a Nurse Practitioner issued by the California State Board.
Board Certified as a Family Nurse Practitioner or Emergency Nurse Practitioner.
California Furnishing License - Controlled Substances II Valid Drug Enforcement Agency license - DEA Schedule 2-5 American Heart Association (AHA) Basic Life Support (BLS) for Health Care Providers.
Technical Requirements:
* Minimum: Knowledge of urgent care medical specialty.
Knowledge of medical terminology.
Knowledge of Epic.
Ability to maintain effective and organized systems to ensure timely patient flow.
Years of Related Work Experience:
* Minimum: One (1) year of experience as a Physician Assistant OR a Nurse Practitioner in urgent care, emergency department, primary care or related field.
* Preferred: Two (2) years of experience as a Physician Assistant OR a Nurse Practitioner in urgent care, emergency department, or pr...
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Type: Permanent Location: Santa Maria, US-CA
Salary / Rate: Not Specified
Posted: 2026-05-02 09:28:24
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Cottage Medical Group seeks a Clinical Concierge (Medical Assistant) for their Cottage Rheumatology Clinic responsible for registering, collecting payments, rooming, assisting the provider and clinical staff with care and treatment, discharging, and following-up with patients.
It is the role of the Clinical Concierge to companion patients and their \"secondary guests\" through the entire experience to maximize clinical excellence, reduce treatment times, and maximize the patient experience; before, during, and after the patient visit.
The Clinical Concierge is responsible for assisting the provider with front office and back-office duties in the outpatient management of patients on a rotating basis.
Responsibilities include:
* Variety of clinical functions within a clinical setting requiring knowledge and integration of available standard, resources, and data; discretion; good judgment; diplomacy; decision making; and a customer service attitude.
* Acting as the patient advocate, the Clinical Concierge has continuous contact with providers, patients, patient families/significant others, community agencies, and patient care staff and management.
QUALIFICATIONS:
All job qualifications listed indicate the minimum level necessary to perform this job proficiently.
Education:
* Minimum: High School Diploma.
Graduate of an accredited Medical Assistant program OR 2 years of equivalent work experience.
Certifications, Licenses, Registrations:
* Minimum: American Heart Association (AHA) Basic Life Support (BLS) for Health Care Providers.
Technical Requirements:
* Minimum: Knowledge of urgent care medical specialty.
Knowledge of medical terminology.
Knowledge of electronic medical record, preferably Epic.
Basic computer/email skills.
* Preferred: Ability to perform phlebotomy and administer injections.
Years of Related Work Experience:
* Minimum: 1 year of experience as Medical Assistant OR equivalent, including previous experience with an electronic health record and phlebotomy.
* Preferred: Urgent care experience.
Cottage Health is a leading acute care hospital system, located on the central coast of California, widely known for our superior patient care, innovation, medical research and education.
Our health system operates primarily in Santa Barbara, Ca, since 1888, and consists of three acute care hospitals, a Rehabilitation Hospital, multiple clinics and a multi-site Urgent Care system.
Our mission is to serve the central coast communities with excellence, integrity, and compassion.
Every day we touch thousands of lives in many different ways, resolute in our mission to put patients first.
We take pride in helping our patients get back to living their lives - in the places they love.
Cottage Health is an Equal Opportunity Employer.
Cottage Health applicants are considered solely based on their qualifications, without regard to race, color, ethnicity, religion, age, gender, transgender, gender express...
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Type: Permanent Location: Santa Barbara, US-CA
Salary / Rate: Not Specified
Posted: 2026-05-02 09:28:22
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JOB PURPOSE
Serves as a strategic partner to Gift Officers and Advancement leadership in support of multiple philanthropic committees.
Responsible for developing and maintaining the frameworks, systems, and standards that enable philanthropy committees to function effectively, ensuring that governance structures, onboarding processes, and operational protocols are in place and aligned with Cottage Health best practices.
Develops compelling meeting content that advances philanthropic engagement.
Working with Gift Officers to understand donor relationships, portfolio priorities, and fundraising strategy, produces clinical presentations that bring institutional priorities to life, strategy updates that keep committee members informed and inspired, and programming that builds the fundraising knowledge and confidence of volunteer leaders.
Supports the Director and Advancement leadership in the management and governance of the Cottage Health Foundation Board of Directors and the Foundation Cabinet and their activities, ensuring compliance with organizational policies, bylaws, and best practices in nonprofit governance.
Cottage Health is a leading acute care hospital system, located on the central coast of California, widely known for our superior patient care, innovation, medical research and education.
Our health system operates primarily in Santa Barbara, Ca, since 1888, and consists of three acute care hospitals, a Rehabilitation Hospital, multiple clinics and a multi-site Urgent Care system.
Our mission is to serve the central coast communities with excellence, integrity, and compassion.
Every day we touch thousands of lives in many different ways, resolute in our mission to put patients first.
We take pride in helping our patients get back to living their lives - in the places they love.
Cottage Health is an Equal Opportunity Employer.
Cottage Health applicants are considered solely based on their qualifications, without regard to race, color, ethnicity, religion, age, gender, transgender, gender expression and identity, national origin, ancestry, disability, sexual orientation, marital status, military status or any other classification protected by law.
This policy applies to all aspects of the relationship between Cottage Health and an applicant or employee.
Cottage Health is committed to upholding discrimination-free hiring practices.
We strive to cultivate an environment where exceptional people bring diverse perspectives and find belonging, support and connection to their work.
Any Cottage Health applicants who require assistance or reasonable accommodations during the application process may request the need for accommodation with the Recruiter.
If you're already a Cottage Health employee, please apply on this link only.
CH Advancement, Full Time Regular, 8 Hours, Day shit, Cottage Health
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Type: Permanent Location: Goleta, US-CA
Salary / Rate: Not Specified
Posted: 2026-05-02 09:28:22
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Cottage Health seeks a Patient Access Registrar for their CH Patient Access department responsible for working directly with patients, clinical staff, and other CH employees to provide information and resolve issues relating to patient accounts.
The Patient Access Registrar is the first impression of patients arriving for services and is responsible for creating a positive patient experience.
Cottage Health is a leading acute care hospital system, located on the central coast of California, widely known for our superior patient care, innovation, medical research and education.
Our health system operates primarily in Santa Barbara, Ca, since 1888, and consists of three acute care hospitals, a Rehabilitation Hospital, multiple clinics and a multi-site Urgent Care system.
Our mission is to serve the central coast communities with excellence, integrity, and compassion.
Every day we touch thousands of lives in many different ways, resolute in our mission to put patients first.
We take pride in helping our patients get back to living their lives - in the places they love.
Cottage Health is an Equal Opportunity Employer.
Cottage Health applicants are considered solely based on their qualifications, without regard to race, color, ethnicity, religion, age, gender, transgender, gender expression and identity, national origin, ancestry, disability, sexual orientation, marital status, military status or any other classification protected by law.
This policy applies to all aspects of the relationship between Cottage Health and an applicant or employee.
Cottage Health is committed to upholding discrimination-free hiring practices.
We strive to cultivate an environment where exceptional people bring diverse perspectives and find belonging, support and connection to their work.
Any Cottage Health applicants who require assistance or reasonable accommodations during the application process may request the need for accommodation with the Recruiter.
If you're already a Cottage Health employee, please apply on this link only.
CH Patient Access, Part Time Regular, 8 Hours, Evening Shift, Cottage Health
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Type: Permanent Location: Solvang, US-CA
Salary / Rate: Not Specified
Posted: 2026-05-02 09:28:21
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Santa Barbara Cottage Hospital seeks an Occupational Therapist II for their Occupational Therapy department responsible for interpreting, organizing, applying and modifying as necessary medically prescribed occupational therapy to inpatients and/or outpatients.
The Occupational Therapist II plans and implements programs to meet individual needs and provides care consistent with the Scope of Practice Standards and Code of Ethics of the American Occupational Therapy Association and the California Board of Occupational Therapy.
Responsibilities include:
* The Occupational Therapist II is an independent clinician who is a leader in applying the Cottage Health (CH) Values of excellence, integrity, and compassion in patient care.
A Level II clinician provides care in a skilled and effective manner, utilizing learned technical, interpersonal, and critical thinking skills.
* Competency skills include the ability to provide care in a safe environment utilizing appropriate communication with sensitivity to special populations.
This includes patients with diverse cultural backgrounds, age, developmental issues and physical impairments.
QUALIFICATIONS:
All job qualifications listed indicate the minimum level necessary to perform this job proficiently.
Education:
* Minimum: Graduation from an accredited school of Occupational Therapy (Master's Degree, or Bachelor's Degree with equivalent experience).
Certifications, Licenses, Registrations:
* Minimum: License applicant for the state of California (currently holds out-of-state license) licensed applicant or licensed as a Occupational Therapist in the State of California, American Heart Association (AHA) Basic Life Support (BLS) certified.
* Outpatient Therapy treating CCS clients: CCS paneling application submitted within 6 months of employment or within 6 months of meeting minimum requirements to apply.
* Preferred: Valid CA Driver's License.
Outpatient or Hand Therapy: Certification in Physical Agent Modalities (PAMS) and Certification in Hand Therapy by California Board of Occupational Therapy (CBOT).
Technical Requirements:
* Minimum: Knowledge of occupational therapy techniques and modalities.
Knowledge of body mechanics, including procedure for handling and moving patients.
Basic computer skills for chart review and documentation in electronic medical Minimum: record.
Years of Related Work Experience:
* Minimum: 6 months of experience as a licensed Occupational Therapist.
Cottage Health is a leading acute care hospital system, located on the central coast of California, widely known for our superior patient care, innovation, medical research and education.
Our health system operates primarily in Santa Barbara, Ca, since 1888, and consists of three acute care hospitals, a Rehabilitation Hospital, multiple clinics and a multi-site Urgent Care system.
Our mission is to serve the central coast communities with excellence, integrity, and compassion.
Every day...
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Type: Permanent Location: Santa Barbara, US-CA
Salary / Rate: Not Specified
Posted: 2026-05-02 09:28:20
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Cottage Health seeks a Patient Access Registrar for their CH Patient Access department responsible for working directly with patients, clinical staff, and other CH employees to provide information and resolve issues relating to patient accounts.
The Patient Access Registrar is the first impression of patients arriving for services and is responsible for creating a positive patient experience.
Cottage Health is a leading acute care hospital system, located on the central coast of California, widely known for our superior patient care, innovation, medical research and education.
Our health system operates primarily in Santa Barbara, Ca, since 1888, and consists of three acute care hospitals, a Rehabilitation Hospital, multiple clinics and a multi-site Urgent Care system.
Our mission is to serve the central coast communities with excellence, integrity, and compassion.
Every day we touch thousands of lives in many different ways, resolute in our mission to put patients first.
We take pride in helping our patients get back to living their lives - in the places they love.
Cottage Health is an Equal Opportunity Employer.
Cottage Health applicants are considered solely based on their qualifications, without regard to race, color, ethnicity, religion, age, gender, transgender, gender expression and identity, national origin, ancestry, disability, sexual orientation, marital status, military status or any other classification protected by law.
This policy applies to all aspects of the relationship between Cottage Health and an applicant or employee.
Cottage Health is committed to upholding discrimination-free hiring practices.
We strive to cultivate an environment where exceptional people bring diverse perspectives and find belonging, support and connection to their work.
Any Cottage Health applicants who require assistance or reasonable accommodations during the application process may request the need for accommodation with the Recruiter.
If you're already a Cottage Health employee, please apply on this link only.
CH Patient Access, Per Diem, 8 Hours, Weekend Shifts, Cottage Health
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Type: Permanent Location: Solvang, US-CA
Salary / Rate: Not Specified
Posted: 2026-05-02 09:28:18
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Cottage Health seeks a Patient Access Registrar for their CH Patient Access department responsible for working directly with patients, clinical staff, and other CH employees to provide information and resolve issues relating to patient accounts.
The Patient Access Registrar is the first impression of patients arriving for services and is responsible for creating a positive patient experience.
Cottage Health is a leading acute care hospital system, located on the central coast of California, widely known for our superior patient care, innovation, medical research and education.
Our health system operates primarily in Santa Barbara, Ca, since 1888, and consists of three acute care hospitals, a Rehabilitation Hospital, multiple clinics and a multi-site Urgent Care system.
Our mission is to serve the central coast communities with excellence, integrity, and compassion.
Every day we touch thousands of lives in many different ways, resolute in our mission to put patients first.
We take pride in helping our patients get back to living their lives - in the places they love.
Cottage Health is an Equal Opportunity Employer.
Cottage Health applicants are considered solely based on their qualifications, without regard to race, color, ethnicity, religion, age, gender, transgender, gender expression and identity, national origin, ancestry, disability, sexual orientation, marital status, military status or any other classification protected by law.
This policy applies to all aspects of the relationship between Cottage Health and an applicant or employee.
Cottage Health is committed to upholding discrimination-free hiring practices.
We strive to cultivate an environment where exceptional people bring diverse perspectives and find belonging, support and connection to their work.
Any Cottage Health applicants who require assistance or reasonable accommodations during the application process may request the need for accommodation with the Recruiter.
If you're already a Cottage Health employee, please apply on this link only.
CH Patient Access, Full Time Regular, 10 Hours, Day Shift, Cottage Health
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Type: Permanent Location: Goleta, US-CA
Salary / Rate: Not Specified
Posted: 2026-05-02 09:28:16
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Cottage Medical Group seeks a Clinical Concierge (Medical Assistant) for their Primary Care Clinic - Santa Barbara responsible for registering, collecting payments, rooming, assisting the provider and clinical staff with care and treatment, discharging, and following-up with patients.
It is the role of the Clinical Concierge to companion patients and their \"secondary guests\" through the entire experience to maximize clinical excellence, reduce treatment times, and maximize the patient experience; before, during, and after the patient visit.
The Clinical Concierge is responsible for assisting the provider with front office and back-office duties in the outpatient management of patients on a rotating basis.
Responsibilities include:
* Variety of clinical functions within a clinical setting requiring knowledge and integration of available standard, resources, and data; discretion; good judgment; diplomacy; decision making; and a customer service attitude.
* Acting as the patient advocate, the Clinical Concierge has continuous contact with providers, patients, patient families/significant others, community agencies, and patient care staff and management.
QUALIFICATIONS:
All job qualifications listed indicate the minimum level necessary to perform this job proficiently.
Education:
* Minimum: High School Diploma.
Graduate of an accredited Medical Assistant program OR 2 years of equivalent work experience.
Certifications, Licenses, Registrations:
* Minimum: American Heart Association (AHA) Basic Life Support (BLS) for Health Care Providers.
Technical Requirements:
* Minimum: Knowledge of urgent care medical specialty.
Knowledge of medical terminology.
Knowledge of electronic medical record, preferably Epic.
Basic computer/email skills.
* Preferred: Ability to perform phlebotomy and administer injections.
Years of Related Work Experience:
* Minimum: 1 year of experience as Medical Assistant OR equivalent, including previous experience with an electronic health record and phlebotomy.
* Preferred: Urgent care experience.
Cottage Health is a leading acute care hospital system, located on the central coast of California, widely known for our superior patient care, innovation, medical research and education.
Our health system operates primarily in Santa Barbara, Ca, since 1888, and consists of three acute care hospitals, a Rehabilitation Hospital, multiple clinics and a multi-site Urgent Care system.
Our mission is to serve the central coast communities with excellence, integrity, and compassion.
Every day we touch thousands of lives in many different ways, resolute in our mission to put patients first.
We take pride in helping our patients get back to living their lives - in the places they love.
Cottage Health is an Equal Opportunity Employer.
Cottage Health applicants are considered solely based on their qualifications, without regard to race, color, ethnicity, religion, age, gender, transgender, gender...
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Type: Permanent Location: Santa Barbara, US-CA
Salary / Rate: Not Specified
Posted: 2026-05-02 09:28:15
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Cottage Health seeks a Patient Navigator Specialist for their CH Navigation Center department responsible for connecting the Cottage Health community with efficient access to care.
The position is responsible for scheduling appointments, verifying insurance, reviewing/editing/obtaining pre-authorizations, and communicating directly with clinical staff/offices on pertinent patient information.
Staff are adept at resolving any general inquiries posed by patients and callers.
Provides exceptional customer service and demonstrates dedication to the organization's mission, vision and values.
Cottage Health is a leading acute care hospital system, located on the central coast of California, widely known for our superior patient care, innovation, medical research and education.
Our health system operates primarily in Santa Barbara, Ca, since 1888, and consists of three acute care hospitals, a Rehabilitation Hospital, multiple clinics and a multi-site Urgent Care system.
Our mission is to serve the central coast communities with excellence, integrity, and compassion.
Every day we touch thousands of lives in many different ways, resolute in our mission to put patients first.
We take pride in helping our patients get back to living their lives - in the places they love.
Cottage Health is an Equal Opportunity Employer.
Cottage Health applicants are considered solely based on their qualifications, without regard to race, color, ethnicity, religion, age, gender, transgender, gender expression and identity, national origin, ancestry, disability, sexual orientation, marital status, military status or any other classification protected by law.
This policy applies to all aspects of the relationship between Cottage Health and an applicant or employee.
Cottage Health is committed to upholding discrimination-free hiring practices.
We strive to cultivate an environment where exceptional people bring diverse perspectives and find belonging, support and connection to their work.
Any Cottage Health applicants who require assistance or reasonable accommodations during the application process may request the need for accommodation with the Recruiter.
If you're already a Cottage Health employee, please apply on this link only.
CH Navigation Center, Full Time Regular, 8 Hours, Day Shift, Cottage Health
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Type: Permanent Location: Goleta, US-CA
Salary / Rate: Not Specified
Posted: 2026-05-02 09:28:15
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We are seeking a highly motivated and talented Investment Banking Analyst to join our dynamic Private Capital Solutions team.
This role offers an exceptional opportunity to gain exposure to high-profile transactions and contribute to the growth of a leading financial institution.
Job Responsibilities:
* Support senior bankers in the execution of private capital market deals, serving as a key member of deal teams.
* Prepare and analyze financial models and projections tailored to private capital market transactions.
* Assist in the development and refinement of marketing and execution materials to maximize client impact and engagement.
* Conduct industry, company, and market research to support deal origination and execution.
* Identify and assess risks associated with deals, ensuring compliance and strategic alignment.
* Coordinate with internal and external parties, including lawyers, accountants, and counterparties, to facilitate successful transactions.
* Participate in client meetings, Q&A processes, and management interviews, supporting senior bankers and ensuring alignment with client objectives.
Required Qualifications, Capabilities, and Skills:
* Prior internship or work experience in an investment banking front office role, with exposure to private capital markets preferred.
* Strong quantitative and analytical skills, including proficiency in Excel modeling and valuation work.
* Exceptional written and verbal communication skills, with the ability to communicate concepts and ideas concisely.
* Ability to work well under pressure and meet tight deadlines, with the aptitude to synthesize large amounts of information and develop innovative solutions.
* Adaptability and the ability to manage multiple projects simultaneously, assuming responsibility as a team member.
* Professional and mature interaction with clients and colleagues, fostering strong relationships and trust.
* Solid understanding of financial, legal, and reputational risks facing large integrated investment banks in today's environment.
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 of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee n...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-05-02 09:28:14
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As an Associate in our Technology Investment Banking group, you will be a key player in our business strategy and execution.
You will participate in the \"full cycle\" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations.
You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers.
You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions.
You will join the global Associate class in an Industry, Country Coverage or Product Team.
Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.
Job Responsibilities
* Develop content for strategic meetings with clients regarding M&A or capital market transactions
* Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
* Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
* Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations
* Provide leadership, mentorship and supervision to Associates and Analysts
* Participate in graduate recruiting
Required qualifications, capabilities, and skills
* Prior work experience in an investment banking front office role.
* A well-rounded academic background from a top tier educational institution.
* Strong financial modelling skills
* Understands transaction cycle and the steps in the process and is execution oriented.
* Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
* Self-directed, highly motivated, and able to work independently
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 of cash and/or f...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2026-05-02 09:28:12
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
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Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2026-05-02 09:28:10
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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...
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Type: Permanent Location: Seattle, US-WA
Salary / Rate: Not Specified
Posted: 2026-05-02 09:28:09
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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 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...
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Type: Permanent Location: Fort Collins, US-CO
Salary / Rate: Not Specified
Posted: 2026-05-02 09:28:09
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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: Garland, US-TX
Salary / Rate: Not Specified
Posted: 2026-05-02 09:28:08
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice.
You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
* Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships.
Regularly review processes and strategies with manager, making adjustments as needed
* Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
* Determine and balance priorities on a daily basis to achieve bus...
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Type: Permanent Location: Bakersfield, US-CA
Salary / Rate: Not Specified
Posted: 2026-05-02 09:28:08
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Are you passionate about shaping financial strategy and driving impactful change? Join our Treasury team as a Vice President, where you will lead the design and implementation of transfer pricing and funding policies that support our firm's balance sheet and resource allocation goals.
This high-visibility role offers the opportunity to collaborate with senior leaders across Treasury, Finance, and Business teams, influencing key decisions and ensuring best-in-class policy frameworks.
You will work in a dynamic environment, leveraging your technical expertise and leadership skills to deliver innovative solutions.
You will also have the opportunity to explore how Big Data, AI, and Machine Learning can modernize and enhance traditional FTP and Treasury analytics.
Be part of a team that values strategic thinking, collaboration, and continuous improvement.
As a Funds Transfer Pricing, Vice President within the Treasury team, you will oversee the development, implementation, and governance of transfer pricing and funding policies, including Funds Transfer Pricing (FTP), to support the firm's balance sheet strategy and resource allocation.
The role requires strong technical skills, a solid understanding of banking products, balance sheets, and ledger structures, and the ability to lead projects and collaborate with senior stakeholders across Treasury, Finance, and Business teams.
Job Responsibilities:
* Develop and maintain transfer pricing methodologies, including FTP and internal funding frameworks such as marginal funding curves, FTP spread methodologies across currencies, and liquidity premium attribution
* Align policies with liquidity premiums, funding spreads, entity and currency considerations, and balance sheet structure
* Update methodologies to reflect market conditions, regulatory requirements, and business strategy
* Recommend and implement policy changes to support efficient resource allocation and balance sheet management
* Oversee analysis of funding consumption, FTP allocations, and resource usage at business and legal entity levels; support scenario modeling and impact analysis including CCAR stress testing forecasts for NII, interest revenue/expense, and non-interest revenue
* Prepare reports and presentations on transfer pricing and funding policy impacts for senior management
* Ensure accurate mapping and reconciliation of FTP and funding charges within ledger and balance sheet accounts
* Lead cross-functional projects to implement new transfer pricing and funding frameworks; govern consistent application of policies and communicate changes across teams
* Collaborate with Treasury, Finance, front office, and risk teams to ensure effective policy implementation and stakeholder engagement
* Support the full model development lifecycle - development, validation, audit, implementation, and governance
* Identify opportunities to apply AI, Machine Learning, and Big Data techniques...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-05-02 09:28:07
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Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients.You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategywhiledeveloping partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.
Job responsibilities
* Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships
* Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
* Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
* Lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
* Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
* Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms
* Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships
Required qualifications, capabilities, and skills
* 10+ years of cash management, sales and relationship management experience
* Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
* Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
* Excellent verbal and written communication skills
* Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
* Strong time management, organizational and planning skills
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
Preferred qualifications, capabilities, and skills
* Bachelor's degree
* Certified Treasury Professional designation
* Strong creative solution and problem-solving abilities
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 20...
....Read more...
Type: Permanent Location: Salt Lake City, US-UT
Salary / Rate: Not Specified
Posted: 2026-05-02 09:28:06
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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...
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Type: Permanent Location: North Massapequa, US-NY
Salary / Rate: Not Specified
Posted: 2026-05-02 09:28:04
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Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit!
As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments.
You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing.
You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer.
Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties.
Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture.
Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish.
Job responsibilities
* Facilitate application process by interfacing with customers in taking complete applications.
Requesting documentation from borrowers.
Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager.
* Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts.
* Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process.
* Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately.
* Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings.
Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting.
* Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan.
* Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers.
Assist and attend team marketing events and trade shows.
* Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process.
* Support Client Manager to achieve high originations and retain existing clients.
You will provide a high level of customer service to bot...
....Read more...
Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2026-05-02 09:28:02
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If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Relationship Executive might be perfect for you.
As a Relationship Executive in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships.
You will work both independently and collaboratively to introduce our comprehensive solutions to clients.
Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space.
Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation, while embracing the innovative opportunities offered by new technologies
* Develop a weekly sales plan prioritizing revenue generating sales opportunities, cultivate referral sources, and institutionalize relationships and calling
Required Qualifications, Capabilities and Skills
* Seven plus years lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* Deep local connections and market knowledge
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
* Excellent business judgment, strategic thinking, self-directed, proactive and creative
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 t...
....Read more...
Type: Permanent Location: Des Moines, US-IA
Salary / Rate: Not Specified
Posted: 2026-05-02 09:28:01
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The J.P.
Morgan Wealth Management Communications team is seeking a communications expert to lead the editorial strategy and day-to-day management of its intranet, read by over 10,000 employees, and serve as a key voice for the CEO's internal communications.
As a Vice President of Internal and Executive Communications within J.P.
Morgan Wealth Management Communications, you will serve as the primary communicator for the CEO, crafting newsletters and internal notes that reflect the voice, priorities and leadership style.
You will be a self-starter who is detail-oriented and values teamwork.
You will be creative and have the ability to proactively identify story ideas and exceptional writing and editing skills.
Job responsibilities
* Manage the J.P.
Morgan Wealth Management intranet and develop an ongoing editorial calendar, ensuring content is timely, relevant and aligned with business priorities and the broader employee experience.
* Source, brainstorm and develop story ideas from across J.P.
Morgan Wealth Management's business channels, publishing content that keeps employees informed and connected.
* Write and edit the CEO's newsletters and internal notes, capturing her voice, tone and messaging with precision and authenticity.
* Partner closely with multimedia, social, and firmwide communications teams to amplify stories and create content plans for major initiatives and programs.
* Develop and track metrics that demonstrate the impact of communications work to measure meaningful connection.
Required qualifications, capabilities and skills
* 7+ years of experience in a writing-intensive communications, journalism or editorial role.
* Bachelor's degree
* Proven ability to ghostwrite for senior executives with a keen ear for voice, tone and nuance.
* Exceptionally quick learner who can understand financial services and wealth management topics and translate them into clear, digestible content for a broad audience.
* Excellent verbal and interpersonal communication skills, with the ability to work effectively with all levels of employees.
* Strong organizational skills and the ability to manage multiple priorities in a high-profile, fast-paced environment with tight deadlines.
Preferred qualifications, capabilities and skills
* Experience working in financial services or wealth management is a plus.
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 commis...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-05-02 09:27:59
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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 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: Fenton, US-MI
Salary / Rate: Not Specified
Posted: 2026-05-02 09:27:57
-
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: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-05-02 09:27:54
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You are customer focused, enjoy building relationships and providing financial services to your clients.
A role as an International Payments Specialist is for you.
As an International Payment Specialist within the Commercial Banking Group, you will be responsible for supporting the growth of our international business among clients and prospects in a fast-growing and dynamic portfolio, You will promote international revenue generation by partnering with bankers, treasury management officers, and other product partners.
You will provide in-depth and technical expertise to develop new business and expand existing global relationships in the area of treasury services, lending, trade finance and foreign exchange.
Job Responsibilities
* Consult clients on their international banking needs, with a strong emphasis on Treasury Services and working capital solutions
* Leverage partnerships with relationship managers and product partners to develop and deliver custom global treasury, trade, and lending solutions for corporate clients
* Partner and influence Treasury Services and Commercial Banking teams to establish and drive business development strategies
* Represent the firm's International capabilities at both internal and external events in the market
* Help with prospect conversion, leveraging JP Morgan's international capabilities, and provide input into product development, marketing, and other strategic initiatives
*
Required Qualifications, Capabilities and Skills
*
+ 6+ years of successful direct sales or relationship management - focused on International Treasury Management and solutions delivery
*
+ Success in providing consultation on the aspects on international banking and cash management
*
+ Extensive knowledge of International banking products, services, and markets (Treasury, lending, trade finance and foreign exchange)
*
+ Executive presence and consultative sales acumen; ability to develop advisory relationships with clients and prospects
*
+ Proven track record of results-oriented performance, as well as building and influencing strategic relationships; capable of working with minimal supervision
*
+ Time management, organizational and planning skills with proven ability to multi-task and meet deadlines in a fast-paced environment
*
+ Highly proficient in Microsoft Office (PowerPoint, Excel and Word) and superior analytical and quantitative skills
+
Preferred Qualifications, Capabilities and Skills
* Credit training preferred, with experience financing overseas operations and screening transactions with credit or other risk issues
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...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-05-02 09:27:53
