-
Cottage Medical Group seeks a Clinical Concierge (Licensed Vocational Nurse-Certified Medical Assistant) for their CMG Cottage Urgent Care-San Luis Obispo-Marigold Center responsible for registering, collecting payments, rooming, assisting the provider 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.
This position is a vital part of the office team that cares for patients in the clinical setting working under the direction of the Site Manager and the on-duty provider and works closely with the provider and other clinical staff.
Responsibilities include:
* The Clinical Concierge is responsible for a 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.
* 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.
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: Successful completion of a Vocational Nurse or Medical Assistant education program or 2 years of equivalent work experience.
Certifications, Licenses, Registrations:
* Minimum: California licensure as a Licensed Vocational Nurse (LVN) or Medical Assistant certification, and 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:
* Preferred: 1 year of experience as an LVN, medical assistant, or equivalent, including previous experience with an electronic health record and phlebotomy.
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 ...
....Read more...
Type: Permanent Location: San Luis Obispo, US-CA
Salary / Rate: Not Specified
Posted: 2025-06-29 08:56:02
-
Santa Barbara Cottage Hospital is currently seeking a Clinical Nurse Manager for our Oncology Department and Infusion Suite.
The Clinical Manager is the first line manager responsible for the 24-hour functioning of the units.
The Santa Barbara Cottage Hospital Oncology floor is a 32-bed dedicated unit caring for patients with cancer who live in the many communities along the Central Coast of California.
The Infusion Suite is a 12 chair out-patient unit providing a variety of Intravenous mediations seven days a week from 7:00 AM to 7:00 PM.
Nurses are trained and certified to administer chemotherapy/biotherapy and support the staff to become Oncology Certified Nurses.
We are committed to providing excellent patient care in a supportive and nurturing environment and we are especially proud of our close collaboration with our oncologists, the Palliative Care team, and other departments and staff.
Major Accountabilities/Specific Job Competencies
Clinical Management
• Provides clinical consultation and supervision to nursing personnel and other staff as appropriate.
• Participates in the clinical operations and patient care activities within the unit.
• Assures patient care is consistently provided in accordance with organizational/system-wide accepted standards of care and practice.
• Demonstrates effective management of staffing resources by providing for appropriate skill mix and numbers of staff for the service.
• Models expert decision-making, collaboration and negotiation skills at both service and organizational levels in strategizing to maximize patient outcomes and resource utilization.
• Actively participates in work processes and system redesign.
Creates a sense of partnership and collegiality with care team staff and managers through consensus building, role clarification and outcomes measurement activities.
• Empowers point-of-service staff in decision-making/problem-solving through shared governance with an aim of clinical quality, service excellence, cost-effectiveness and continuity in care.
• Follows up on any unusual occurrences or untoward incidents involving patients, employees, or applicable equipment/instruments or supplies.
• Collaborates in the identification, investigation and implementation of improvement opportunities directly related to professional/patient care practices and patient outcomes.
• Utilizes current quality improvement/problem solving knowledge and skills in day-to-day operations and strategic planning.
• Makes recommendations concerning new or revised policies and procedures involving all aspects of patient care, and personnel.
Clarifies and supports existing policies and procedures.
Fiscal/Resource Management
• Provides ongoing interpretation of financial and clinical data for service to facilitate understanding of the impact of their clinical service practice to the financial goals of the organization.
• Analyzes population-specific data to identify service/program opportun...
....Read more...
Type: Permanent Location: Santa Barbara, US-CA
Salary / Rate: Not Specified
Posted: 2025-06-29 08:56:01
-
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
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's...
....Read more...
Type: Permanent Location: Rancho Cucamonga, US-CA
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:59
-
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
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
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...
....Read more...
Type: Permanent Location: Bonita, US-CA
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:49
-
We are seeking an Analyst to join our industry leading team.
Job Description
J.P.
Morgan's Shareholder Engagement and M&A Capital Markets (SEMAC) team is expanding its mandate within the bank to include broader shareholder engagement and M&A Capital Markets advisory, while continuing to handle traditional shareholder activism and corporate defense.
This role represents a unique opportunity to be involved in building the foundation of an entrepreneurial enterprise with significant senior sponsorship under J.P.
Morgan's world-class banner.
The Shareholder Engagement and M&A Capital Markets team is a critical component of the firm's globally integrated investment banking model.
As an Analyst within our Client Advisory team, you will play a pivotal role in providing advice to clients on shareholder engagement and monitoring their trading activities, which includes aspects of shareholder activism and corporate defense.
Job Responsibilities:
* Create, maintain and review complex materials and analyses relating to shareholder activism, corporate governance and trading activity.
Analyses would include shareholder base and trading analyses, profiles on shareholder activists, and corporate vulnerability to both hostile corporate bids and shareholder activism, with a focus on structural vulnerabilities in a company's charter and bylaws.
* Manage day-to-day execution of advisory mandates, interacting with senior deal team members, client management teams, transaction counterparties and other advisors
* Work closely with the group heads to establish ongoing processes and procedures
* Possess and acquire superior market knowledge relating to developments in domestic and international shareholder engagement, governance best practices, proxy advisory firms, and be able to clearly articulate this knowledge to internal and external parties
* Develop proprietary knowledge and insights into trading activity and capital markets monitoring for clients
* Work independently, producing high quality deliverables such as investor presentations, fight letters, Board materials, merger arbitrage trading analyses and other presentation materials for use in strategic client dialogue or shareholder activism defense engagements
* Coordinate with the Digital Investment Bank to advance the development of new and insightful tools to further drive strategic client dialogue
* Leverage the bank's resources on behalf of the client, including industry knowledge from partners in industry coverage groups and expertise from product partners in debt and equity capital markets and corporate finance advisory
Required qualifications, capabilities, and skills:
* Bachelors' degree in Finance, Economics, Business Administration, or a related field
* A minimum of 1 year of previous experience in Capital Markets, Investment Banking or a Corporate Finance related role
* Solid knowledge of corporate finance and accounting or an understandi...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:45
-
You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as an Associate Banker is for you.
As an Associate Banker in Mid-Corporate Banking, you will work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services.
Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to drive new client acquisition in partnership with the bankers
* Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
* 3+ years in a similar banking, venture, credit or treasury role
* Outstanding professional reputation and integrity
* Strong leadership skills required
* Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
* Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
* Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree preferred
* Superior knowledge of the market dynamics and its business environment preferred
* Excellent problem solving, oral, and written communication skills
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 rec...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:40
-
JP Morgan Workplace Solutions is a global leader in equity compensation management, offering a premier cloud-based platform for administering equity plans for public and private companies.
Serving over 1,800 corporate clients, from start-ups to multinational corporations, we manage nearly $300 billion in assets for over 1 million employee participants worldwide.
We are a dedicated global team of over 1,000+ professionals at the forefront of transforming equity compensation worldwide.
As the Marketing Technology Lead, you will help to drive the strategy, roadmap, and execution of our martech stack .
In this pivotal role, you will orchestrate and drive the evolution of the martech ecosystem, aligning technical capabilities with marketing, data, compliance, and customer experience goals.
Your efforts will be crucial in scaling our cross-sell marketing capabilities for wealth management services and other firm offerings across multiple platforms, business lines, customer segments, and regions.
Job Responsibilities:
Product ownership and strategy
* Drive the strategic direction, roadmap and performance of the martech stack, including core platforms such as CDP, CRM, marketing automation, campaign orchestration, and analytics tools.
* Advocate for scalable, personalized cross-sell campaigns, ensuring that the martech stack supports interoperability across platforms, business units and segments.
* Translate business and marketing objectives into actionable product requirements and martech solutions that enable targeting, testing, and optimizations at scale.
* Maintain awareness of emerging marketing technologies and industry trends to ensure the martech stack remains cutting-edge and competitive.
Implementation and optimization
* Lead implementation and integration of tooling, partnering with Product, Engineering and vendors.
* Optimize platform configurations and data flows to ensure maximum campaign performance, reliability, and operational efficiency.
* Collaborate with Data, IT, and Engineering to operationalize marketing data pipelines, ensuring clean, reliable and privacy-compliant data.
Governance and compliance
* Embed governance policies defined by Legal, Compliance and Privacy teams into the martech stack configuration, including consent management, data residency, and PII access controls.
* Ensure martech tools and associated processes are aligned with regulatory requirements such as GDPR, CCPA, and internal security standards.
* Partner with Marketing on change management efforts related to the martech stack to ensure smooth transition of new technologies and processes.
Stakeholder leadership
* Serve as the bridge between Marketing, Product, Technology, Data Analytics, Legal, Compliance and Privacy to ensure alignment across campaigns, systems and governance.
* Partner with Marketing team to help them effectively use the stack as capabilities change and/or enhance.
Measure...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:37
-
This role offers a Sales leadership opportunity in Trade and Working Capital, where you will act as both the sector head for Technology, Media, and Communications (TMC) within JP Morgan's Global Corporate Bank (GCB) and as the primary sales manager for specific accounts.
As a Sales Leader within Trade & Working Capital, you will lead client engagements to identify and address needs through Trade & Working Capital solutions, driving successful sales outcomes.
You'll own client account planning, market execution, and serve as the primary liaison between Trade & Working Capital and its clients.
Your strategic vision will guide client targeting and relationship building, while originating new business through financial analysis and idea pitching to key executives.
Additionally, you'll enhance client satisfaction by cross-selling products that showcase the full value of the Payments franchise.
About the business: Trade & Working Capital (T&WC) is a strategic growth business within Payments.
The line of business structures and executes both Core Trade and Structured Working Capital solutions for clients.
Products/Structures include Supply Chain Finance, Receivables Finance, Sales Finance, Inventory Finance, Export Agency Finance, Letters of Credit, Trade Loans, and Bills of Exchange / Promissory Notes.
Job Responsibilities:
* Lead engagements with clients to identify opportunities for Trade & Working Capital solutions, driving successful sales outcomes.
* Serve as "Deal Team Captain" for structured off balance sheet lending facilities requiring coordination with clients, credit, risk, legal, and product
* Own client account planning and go to market execution, including driving the client coverage model and coordinating with Product partners, Corporate Bankers, Payment Sales, and Investment Bank Client Executives.
* Act as the primary touchpoint between Trade & Working Capital and its clients, leading coordination across functions for sales opportunities.
* Develop and execute the overall Trade & Working Capital TMC client strategy, including industry coverage and relationship building.
* Originate new business and pitch ideas to key executives such as CFOs, Treasurers, and CPOs.
* Cross-sell products to deliver the full value proposition of the Payments franchise.
* Engage with Global Banking teams to optimize lending relationships and client returns.
* Own strategic account planning, pipeline development, and alignment with Payments business objectives.
* Identify emerging client challenges and provide strategic input to shape the T&WC innovation agenda.
* Drive and manage the Sales team to achieve financial targets and ensure client satisfaction.
Required qualifications, skills and capabilities:
* 8+ years of Sales, Relationship Management experience.
* Strong working knowledge of the Trade and Working Capital Finance product set.
* Proven experience in managing client rela...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:36
-
In this role you will have the opportunity to lead a portfolio of strategic initiatives that address critical challenges to the firm.
As a Vice President on the Commercial & Investment Bank Strategy team, you will lead mission-critical projects, including but not limited to: assessing growth opportunities strategies - geographic, industry or product; putting together strategic roadmaps by identifying unmet or emerging client needs; refining client segmentation and/or client coverage models; understanding emerging trends or new entrants; assessing operating models, including redesign or automation; and supporting the creation of CEO-level executive communications.
Projects are typically team-based and include close collaboration with the Commercial & Investment Banking Operating Committee and senior executives.
Our team comes from top strategy consulting firms, investment banks, and leading undergraduate and graduate programs.
The Head of Strategy is responsible for defining the overall strategic direction of the business, reports directly to the Commercial & Investment Banking CEO, and is a member of the Commercial & Investment Banking Operating Committee.
The Commercial & Investment Bank comprises Global Banking (combining the Commercial, Corporate, and Investment Bank), Payments, Markets, and Securities Services.
These businesses offer lending, payments, investment banking, market-making, financing, custody and securities products and services to a global base of corporate and institutional clients.
Job responsibilities:
* Lead initiatives/projects to resolve diverse problems identified by senior managers of the Corporate & Investment Bank
* Lead teams of 1-3 junior strategists to develop solutions in partnership with business leaders
* Develop "trusted advisor" relationships with multiple senior stakeholders
* Gather, synthesize, and creatively analyze data (e.g., financial modeling, valuation analysis) to provide insights, identify issues and arrive at recommendations
* Develop strategic presentations for both internal and external audiences
* Monitor industry trends and shares insightful reports and analyses with broader team and with senior executives
* Coach and mentor less experienced colleagues
* Create and/or contribute to an environment of collaboration and mutual responsibility
* Simultaneously work on multiple projects across the CIB organization
Required qualifications, capabilities, and skills:
* At least 6 years of experience from either a premier management consulting firm with experience as a Manager/Engagement Manager/Project Leader, or, investment banking (e.g., M&A, Coverage, Capital Markets) division with experience as a Manager
* Diverse strategic problem solving experience, such as leading multiple CEO/CFO level programs across the financial services sector
* An outstanding ability to analyze problems, apply quantitative analytical approaches, communicate e...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:33
-
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
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or...
....Read more...
Type: Permanent Location: Granite Bay, US-CA
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:32
-
Join our dynamic Depositary Receipts Product team as a Product Transactions Manager, where you will lead business development initiatives and coordinate key corporate events.
Interface with risk, compliance, legal, and other internal control functions to research, develop, and articulate new business initiatives.
As a Product Transactions Manager on the Depositary Receipts Product team, you will drive and oversee various business development initiatives, including product and new market expansion.
You will coordinate various Corporate Events, including Onboardings, Corporate Actions, and Offboardings.
This position within the Depositary Receipts Group will require interface with key partner constituencies, in particular risk, compliance, legal, and other internal control functions, as you research, develop, and articulate new business initiatives and work to gain requisite approval for these projects.
Job responsibilities:
• Drive onboarding process, scoping and sizing each Depositary Receipts Program launch and responding to feedback requirements from external and internal clients.
• Support Sales and Relationship during Request for Proposal responses for new and existing business.
• Ensure all corporate action and operational issues are processed accurately and in a timely manner.
• Work closely with legal, compliance, and risk resources to analyze and develop optimal execution for complex corporate actions (e.g., cross-border mergers, capital restructurings).
• Advise clients on preferred structure and timing of corporate events.
• Establish and maintain strong relationships with market influencers, clearinghouses, and stock exchanges.
• Own corporate event end-to-end while keeping internal partners advised on all activities.
• Coordinate new product/market development process, scoping and sizing each initiative and responding to feedback/requirements from legal, risk, operations, and other key constituencies through the New Business Initiative process.
• Monitor regulatory and tax developments in the global equity capital markets and coordinate integrated business responses where needed (e.g., market alerts).
• Represent Depositary Receipts product and articulate Depositary Receipts project detail at regularly scheduled management forums.
• Coordinate Third Party Oversight activities for Depositary Receipts.
Required qualifications, capabilities, and skills:
• Well-organized, detail-oriented team player, and strong work ethic.
• Ideal candidate has 5+ years of experience in Corporate Actions role.
• Strong oral communication/presentation skills and excellent writing ability.
• Familiarity with Equities trading, Operations, and Custody product.
• Experience with Custody and Transfer Agency products.
• Experience in managing response to risk and/or compliance demands/requests.
• Ability to think critically and identify, research, and solve problems independently.
• Strong oral communication/presentati...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:31
-
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
* Independently 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
* 6+ 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 ...
....Read more...
Type: Permanent Location: Denver, US-CO
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:30
-
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 Wealth Associate 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 will provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Ideal candidates will possess strong analytical skills, a deep understanding of wealth management, and the ability to collaborate effectively with senior advisors to deepen with and serve clients.
Job responsibilities
* Support a thriving book of business by delivering personalized investment solutions to clients by relying on thought leadership and relationship-building skills.
Through a focus on relationship management, you should be able to grow the practice
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Foster a client-centric planning process and ensure implementation of financial planning strategies
* Attend product rollouts, ideation calls, and research meetings to stay current on all investment products and services, and showcase the ability to share these updates with clients
* Deliver on a client engagement process that supports proactive and reactive communication, including responding to market volatility, providing account reviews with advice, and updating financial plans and goals through our planning software [SN1]
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Develop and implement marketing strategy including social media, client-specific presentation materials, and hosting client events
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
* Champion and support your teammates' success and the goals of the bank, while fostering teamwork and collaboration with partners and cross functional teams
Required qualifications, capabilities, and skills
* A minimum of 4 years of financial services experience
* Demonstrated success in cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* Demonstrated understanding of investment products...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:29
-
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions, combined with cutting-edge financial technology and the most welcoming and friendly service, you'll be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch.
You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers.
You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
* Acts as the standard bearer of Chase and creates a world-class customer experience
* Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
* Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
* Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
* Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
* Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
* Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
* Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
* Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
* Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
* Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
* Ability to work branch hours including weekends and evenings
* High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, and ...
....Read more...
Type: Permanent Location: Naples, US-FL
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:28
-
Are you passionate about data science with a comprehensive understanding of analytical principles, tools, technologies, and the capability to convey insights to both executive and non-technical audiences? If so, this could be the ideal opportunity for you.
As a Applied Artificial Intelligence- Machine Learning- Senior Associate, on the Instrumentation & Metrics (I&M) team, you are in integral part of the team that will be responsible for leveraging your expertise in data science; machine learning to develop and maintain production grade models using various analytical techniques.
You will provide ad-hoc analytics support to the Payments organization, transforming complex data into actionable insights.
Additionally, you will guide the team on best practices and techniques in data science; machine learning, ensuring the effective use of data to drive business decisions.
The Data Science & Analytic Solutions (DSAS) team is responsible for analytic support of the Commercial Investment Bank (CIB) Payments organization.
As key partners with Payments, the DSAS team is central in adding data insights to help form business strategy through collaboration with business stakeholders.
Key drivers to success are the effective management of data assets, analytical/visualization tools, disciplines and controls used for business readiness, process, and procedures.
This includes creation of project plans, data workflows, dashboards, and ad-hoc analyses that contribute to strategic objectives.
Job responsibilities
* Designs, develops, and deploy machine learning models in production environments
* Utilizes Python and machine learning frameworks such as TensorFlow, PyTorch, Scikit-learn, ...
to develop models
* Identifies and selects appropriate features to improve model predictions
* Performs data preprocessing and feature engineering to prepare datasets for model training
* Address machine learning challenges with strong analytical and problem-solving skills
* Communicates complex machine learning concepts and results effectively to diverse audiences across various levels of the banking organization, including those unfamiliar with advanced machine learning techniques
* Participates in training sessions and workshops to enhance skills and knowledge
* Research and implementation of state-of-the-art techniques to improve model performance
Required qualifications, capabilities, and skills
* Bachelor's or Master's degree in machine learning, artificial intelligence, statistics, mathematics, data science, or a closely related technical field, with 4+ years of hands-on experience in machine learning
* Demonstrated expertise in machine learning algorithms, model development, and deployment.
Proven track record of building and implementing machine learning models in production environments
* Proficiency in Python, with extensive experience using machine learning frameworks and libraries such as TensorFlow, PyTo...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:25
-
In this role, you are provided with the opportunity to influence the direction of the business by supporting a portfolio of strategic initiatives that address critical challenges to the firm.
As a Senior Associate on the Commercial and Investment Banking (CIB) Strategy team, you will support mission-critical projects, including but not limited to: assessing growth opportunities strategies - geographic, industry or product, putting together strategic roadmaps by identifying unmet or emerging client needs, refining client segmentation and/or client coverage models, understanding emerging trends or new entrants, assessing operating models, including redesign or automation, and supporting the creation of CEO-level executive communications.
Projects are typically team-based and include close collaboration with the Commercial & Investment Banking Committee and senior executives.
Our team comes from top strategy consulting firms, investment banks, and leading undergraduate and graduate programs.
The Head of Strategy is responsible for defining the overall strategic direction of the business, reports directly to the Commercial & Investment Banking CEO, and is a member of the Commercial & Investment Banking Operating Committee.
The Commercial & Investment Bank comprises Global Banking (combining the Commercial, Corporate & Investment Bank), Payments, Markets & Securities Services.
These businesses offer lending, payments, investment banking, market-making, financing, custody and securities products and services to a global base of corporate & institutional clients.
Job responsibilities:
* Apply structured problem-solving and design thinking to address top strategic priorities
* Gather, synthesize, analyze and present project data and findings (e.g., financial modeling, valuation)
* Develop innovative solutions to transform the business model and product offering
* Perform competitor/industry research leveraging both public and non-public sources
* Develop strategic presentations for internal and external audiences
* Support multiple project work streams
Required qualifications, capabilities, and skills:
* At least 5 years of experience with a premier strategy consulting firm or an internal strategy consulting / corporate strategy team
* Demonstrated experience with consulting toolkit / broad range of analytical tools and problem-solving approaches
* Demonstrated experience with managing project work streams
* Strong client management and executive-level communication skills
* Track record of demonstrating a high level of personal initiative, setting and achieving challenging goals, and demonstrating entrepreneurial leadership
Preferred qualifications, capabilities, and skills:
* Experience in financial services industry
* MBA or an advanced business degree from a top-tier program
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millio...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:25
-
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 Wealth Associate 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 will provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Ideal candidates will possess strong analytical skills, a deep understanding of wealth management, and the ability to collaborate effectively with senior advisors to deepen with and serve clients.
Job responsibilities
* Support a thriving book of business by delivering personalized investment solutions to clients by relying on thought leadership and relationship-building skills.
Through a focus on relationship management, you should be able to grow the practice
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Foster a client-centric planning process and ensure implementation of financial planning strategies
* Attend product rollouts, ideation calls, and research meetings to stay current on all investment products and services, and showcase the ability to share these updates with clients
* Deliver on a client engagement process that supports proactive and reactive communication, including responding to market volatility, providing account reviews with advice, and updating financial plans and goals through our planning software [SN1]
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Develop and implement marketing strategy including social media, client-specific presentation materials, and hosting client events
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
* Champion and support your teammates' success and the goals of the bank, while fostering teamwork and collaboration with partners and cross functional teams
Required qualifications, capabilities, and skills
* A minimum of 4 years of financial services experience
* Demonstrated success in cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* Demonstrated understanding of investment products...
....Read more...
Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:19
-
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: Firestone, US-CO
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:19
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: Watertown, US-MA
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:18
-
Join the firm that FORTUNE has named one of the top five "World's Most Admired Companies" and LinkedIn ranked #1 out of 50 of the best companies in the U.S.
for best places to work and grow your career.
Use your industry experience and expertise in Account Management, navigating payments, reconciliation, and exception management to manage a portfolio of 30+ multicurrency syndicated deals.
Join us and collaborate with some of the brightest minds in the industry, driving impactful projects and revolutionizing the future of finance.
Don't miss this opportunity to be part of something extraordinary!
Job Summary:
As a Loan Service Associate in Wholesale Lending Services, you will support the largest and most sophisticated corporate loan transactions in the market.
You will be the primary loan servicing contact for internal and external clients, providing operational support for syndicated credit structures and bilateral loans.
This role involves direct interaction with borrowers, lenders, and business partners, ensuring efficient loan servicing.
Job Responsibilities:
• Provide deal origination and execution support to Syndicated deal teams.
• Offer feedback to deal structuring teams on market trends.
• Read and interpret complex legal credit agreements.
• Perform quality control on new deals, restructures, and amendments.
• Initiate loan activity as instructed by clients.
• Calculate and track complex interest and fee accruals.
• Reconcile daily funding and payment activity.
• Initiate and reconcile automated funds movement.
• Monitor and escalate past due principal, interest, and fees.
• Assist in loan operations projects as needed.
Required Qualifications, Capabilities, and Skills:
• Two years of related Client Management/Interaction or Operations experience.
• Excellent interpersonal and written/verbal communication skills.
• Strong analytical thinker with the ability to multi-task and prioritize.
• Strong organizational skills in a high-volume, fast-paced environment.
• Exceptional customer service and communication skills.
• Proficiency in Microsoft Office applications, especially Excel.
Preferred Qualifications, Capabilities, and Skills:
• Experience in Commercial Loan/Lending Operations.
• Knowledge of reading and interpreting syndicated credit agreements.
• Loan IQ experience.
• Highly motivated self-starter.
• Ability to manage and resolve complex problems autonomously.
*This role does not support Visa Sponsorship or Relocation assistance
*
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.
...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:16
-
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: Syracuse, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:14
-
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 Mid-Corporate Banking, your primary responsibility will be new client acquisition and maintaining and deepening a portfolio of 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 Mid-Corporate Banking target market, which typically includes companies with annual revenues ranging from $100 million to $2 billion.
Job Responsibilities
* Act as a primary interface with our Mid-Cap Investment Banking Team
* Acquire new clients and maintaining and deepening a portfolio of relationships.
* Act as the interface between our financial sponsors team and portfolio companies
* Growing and retain profitable relationships within the Mid-Corporate Banking target market
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills
* Seven plus years of 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
* 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
* Corporate finance expertise and strong transaction execution skills
* FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Experience with Financial Sponsors, Direct Lending and Capital Markets Solutions.
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
* Excellent business judgment, strategic thinking, self-directed, proactive and...
....Read more...
Type: Permanent Location: Syracuse, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:10
-
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 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.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Hyannis, US-MA
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:09
-
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions, combined with cutting-edge financial technology and the most welcoming and friendly service, you'll be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch.
You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers.
You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
* Acts as the standard bearer of Chase and creates a world-class customer experience
* Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
* Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
* Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
* Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
* Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
* Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
* Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
* Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
* Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
* Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
* Ability to work branch hours including weekends and evenings
* High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, and ...
....Read more...
Type: Permanent Location: Denver, US-CO
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:07
-
Leverage your problem-solving skills to thrive in a fast-paced environment and drive customer-centric strategies.
As a leader in solutioning, collaborate closely with the Sales teams to deliver tailor-made product solutions that meet clients' needs.
As a Product Solutions Manager in Healthcare Payments, you are an integral part of a team that defines and configures complex solutions for key client relationships and prospect opportunities in partnership with Sales.
You are responsible for acting as the voice of the customer by understanding their needs and communicating feedback to the Product teams.
Job responsibilities
* Leads solutioning and the adoption of existing and upcoming client-facing products and capabilities while defining and configuring optimal solutions that address clients' needs and objectives
* Serves as a subject matter expert on a defined set of products and capabilities with a deep understanding of our clients' needs and current industry trends
* Supports Sales in pricing, pipeline planning, account planning, and upskilling the team on product knowledge by collaborating on training and collateral materials
* Engages with client teams to better understand pain points and refine solutions while regularly communicating critical client feedback to Product teams to inform the strategic product roadmap
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in problem-solving across multiple teams and a cluster of products
* Extensive experience working in a sales cycle and engaging with clients on a regular basis
* Experience modifying preconfigured solutions to meet complex problems
* Demonstrated prior experience working in a highly matrixed and complex organization
Preferred qualifications, capabilities, and skills
* Proven experience in a people management role, with a track record of successful team leadership
* Establish and maintain strong relationships with key stakeholders, enhancing communication and collaboration across departments
* Align team objectives with organizational goals and develop strategies to achieve them.
Monitor progress and adjust plans as necessary to ensure success
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 equit...
....Read more...
Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-06-29 08:55:04
