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This position is Sign-On Bonus eligible
Santa Barbara Cottage Hospital is ACS certified as a Level 1 Trauma Center, Level 2 Pediatric Trauma, Comprehensive Stroke Center, STEMI receiving center.
Within the Cottage Health System, SBCH ED also is the psychiatric and pediatric receiving ED.
The ED has a collaborative, positive, dynamic culture with superb staffing and outstandingly engaged physician staff.
SBCH is a teaching hospital with medical, surgical, radiology, and pediatric residency programs.
We have a collaborative learning environment with well-developed educational programs.
Qualifications
* California RN License
* ACLS, BLS, and PALS from the American Heart Association.
* ATCN or TNCC
* One-year recent experience in an acute care setting or correctional facility.
* Emergency Department experience preferred.
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.
Emergency, Full-Time, 12 Hour, Night Shift, Santa Barbara Cottage Hospital, Sign-On Bonus Eligible
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Type: Permanent Location: Santa Barbara, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-09 07:49:03
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Goleta Valley Cottage Hospital seeks a flexible, creative, and driven pediatric outpatient Physical Therapist II.
In this position, you will be seeing pediatric clients with a variety of diagnoses including, but not limited to, developmental, orthopedic, neurodivergent, and neurological in nature.
The Physical 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:
* Child-Led: Prioritizes the child's needs, mood, and preferences in therapy rather than directing therapy with the exact plans of the therapist.
It is important to develop a safe therapeutic environment for children to learn, play, and grow.
* Flexible: Adapts to dynamic needs of the child, which may fluctuate with each subsequent visit.
Be able to change plans quickly to accommodate the child and maximize the therapeutic benefit of the session.
* Resourceful: Skilled at developing innovative solutions and utilizing available resources to overcome challenges, ensuring optimal outcomes for patients even in complex situations.
* Neurodivergent and Age-Based Differences: Understands and prioritizes the differences in needs for different aged children as well as neurodivergent children.
* Advocate: Strong proponent of patient rights and well-being.
Able to appropriately communicate with families and providers to advocate for patients' rights.
* Self-Sufficient: Capable of working independently with minimal supervision.
* Organized: Able to manage time, caseloads, and treatment planning effectively.
* Creative: Brings innovative ideas to foster engaging, fun therapy sessions.
* Effective Communicator: Excellent verbal and written communication skills in order to effectively educate patients and their families.
QUALIFICATIONS:
All job qualifications listed indicate the minimum level necessary to perform this job proficiently.
Education:
* Minimum: Graduation from an accredited school of Physical Therapy (Master's Degree, or Bachelor's Degree with equivalent experience).
Certifications, Licenses, Registrations:
* Minimum: License applicant for state of California (currently holds out-of-state license) or licensed as a Physical Therapist in the State of California, American Heart Association (AHA) Basic Life Support (BLS) certified.
Outpatient Therapy treating CCS clients: CCS paneling within 6 months.
* Preferred: Valid CA Driver's License.
Technical Requirements:
* Minimum: Knowledge of physical 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 record.
Years of Related Work Experience:
* Pediatric Clinical Expertise: Over one year of experience workin...
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Type: Permanent Location: Goleta, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-09 07:48:57
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Together We Innovate.
Together We Change.
Altria Group Distribution Company is currently seeking a qualified Sales Manager to join our Field Sales Force.
As a Sales Manager with Altria, you'll have the opportunity to influence our industry in our ever-changing landscape.
The hardworking diverse leaders we seek are responsible for handling an assigned sales territory, averaging $15 million in annual revenue, comprised of approximately 130 established retail accounts in a non-commission sales environment.
What you will be doing:
Upon completion of our comprehensive and hands-on sales training program, Sales Managers will be challenged and empowered to:
* Handle sales and distribution within a given geography, including merchandising as needed
* Responsibly sell company initiatives to retail partners including: promotions, new brands, inventory management and pricing strategies
* Consult, advise and engage with retail partners on category management and business analytics to help improve the performance of their business
* Develop innovative ways to improve business performance through data analysis, brand marketing, product placement and purposeful planning
* Develop and utilize systems to track, measure and analyze progress against key marketing initiatives and other business metrics
* Grow leadership capability through ongoing comprehensive training and high impact experiences
What we want you to have:
* A Bachelor's Degree or meaningful sales experience
* Ability to build sales plans and handle time effectively
* Ability to communicate ideas and concepts to influence business partners
* Collaborate well in a team environment and develop account relationships
* Utilize analytics to evaluate market opportunities and impact business performance
* Provide innovative & creative solutions to business challenges
* Strong dedication to individual growth and leadership development
Compensation and Benefits
Competitive salary range is $70,900 - $103,900 / annually with an annual incentive compensation by target
* Medical, dental and vision benefits for employees, spouses or domestic partners and eligible dependents
* Deferred Profit-Sharing (DPS) Plan:
+ Company Contribution: After one year of service, you are eligible to receive a total company contribution to the DPS Plan of 13%-17% of your base salary!
+ An annual Profit-Sharing contribution of 8, 10, or 12%, depending on Altria Group's earnings per share growth.
+ An annual Supplemental contribution of 5%.
+ Personal Contribution: From your hire date, you can generally contribute up to 35% of your base salary (pre-tax, after-tax and/or Roth) to the DPS Plan, subject to IRS contribution limits.
+ Company Match: If you contribute to the DPS Plan, you will be eligible to receive a dollar-for-dollar match on what you contribute, up to 3% of your base salary, from your hire date...
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Type: Permanent Location: Jacksonville, US-FL
Salary / Rate: Not Specified
Posted: 2025-12-09 07:48:54
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Goleta Valley Cottage Hospital seeks a Physical Therapist II for their GVCH Physical Therapy department responsible for interpreting, organizing, applying and modifying as necessary prevention and wellness strategies and medically prescribed physical therapy to inpatients and/or outpatients.
The Physical Therapist II plans and implements programs to meet individual needs and provides patient care consistent with the Scope of Practice Standards and Code of Ethics of the American Physical Therapy Association, and the California Board of Physical Therapy.
Responsibilities include:
* 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 Physical Therapy (Master's Degree, or Bachelor's Degree with equivalent experience).
Certifications, Licenses, Registrations:
* Minimum: License applicant for state of California (currently holds out-of-state license) or licensed as a Physical Therapist in the State of California, American Heart Association (AHA) Basic Life Support (BLS) certified.
Outpatient Therapy treating CCS clients: CCS paneling within 6 months.
* Preferred: Valid CA Driver's License.
Technical Requirements:
* Minimum: Knowledge of physical 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 record.
Years of Related Work Experience:
* Minimum: Required 6 months of work as a 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 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, rel...
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Type: Permanent Location: Goleta, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-09 07:48:53
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Manager Medical Economics-Southwestern Health Resources-Clinically Integrated Network (SWHR-CIN)
At Southwestern Health Resources (SWHR), we believe healthcare can be more integrated, accessible, and affordable for all.
Our purpose is simple yet powerful: to build a better way to care, together.
SWHR is a patient-centered, clinically integrated network that brings together academic and community clinicians, researchers, hospitals, and ambulatory facilities.
We partner with physicians to drive a new model of value-based, high-quality, data-driven healthcare—serving everyone in the communities we touch.
By combining the strengths of UT Southwestern Medical Center and Texas Health Resources, we've built the largest provider network in North Texas, giving our team members the opportunity to make a meaningful impact at scale.
Healthcare in the U.S.
is evolving rapidly, and SWHR is committed to leading that change—moving healthcare forward, together.
Position Summary
The Manager of Medical Economics will analyze healthcare cost, utilization, and quality data to evaluate performance our various value-based contracts.
They will lead a team of analysist to help provide financial modeling, reporting, and insights to support provider groups, clinical teams, and leadership in driving improved outcomes and reduced costs.
This role is critical in ensuring the organization succeeds in our value based arrangements by identifying opportunities for savings and quality improvement.
• Work location: Remote opportunity for approved work States below.
Home office is: Southwestern Health Resources Headquarters, Farmers Branch, TX .
AR
FL
GA
MO
NC
OK
TN
TX
UT
Position Duties
Outline and implement key cost drives as part of outcome measurement to address clinical and financial risk.
Support deliverables out of the trends working groups and medical management committees.
In addition to developing reporting to monitor SWHR and market cost data and trends to determine potential external impacts or opportunities for SWHR in its full risk arrangements and other gainshare arrangements.
Design and support standardization of reports using multiple external data sets.
Meet with functional teams to outline the requirements and level of support needed.
And assess complexity of tasks and projects and develop timeline and scope documents.
Follow guidance of Director for standards of reporting, outcomes, and peer reviewing methodologies.
And perform validation process of report or model requirements.
Education
Bachelor's Degree Math, Statistics, Economics, Actuarial Science, or a related field required
Experience
5 years progressively responsible, related experience to include at least one (1) year of supervisory capacity required
Experience with database applications (e.g.
Access, SAS/SQL.VBA) preferred
Experience with dashboard/reporting applications (e.g.
Tableau, Power BI) preferred
Skills
Ability to prioritize and complete multiple projects and tasks...
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Type: Permanent Location: Pittston, US-PA
Salary / Rate: Not Specified
Posted: 2025-12-09 07:48:48
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Manager Pricing and Analytics-Hosptial and Ancillary-Southwestern Health Resources-Clinically Integrated Network (SWHR-CIN)
Southwestern Health Resources (SWHR) is a patient-centered clinically integrated network of 29 hospital locations and more than 5,500 physicians and other clinicians.
Formed by Texas Health and UT Southwestern, two of the region's leading healthcare systems, SWHR delivers nationally preeminent, highest-quality care in 16 counties across North Texas.
SWHR is also the parent organization of Care N' Care Insurance Co., a regional Medicare Advantage Plan serving more than 13,500 members in the region.
The SWHR network includes physicians from UT Southwestern and Texas Health, and independent community primary care and specialty physicians.
In partnership, our team implements physician-driven, value-based care strategies to coordinate care for more than 700,000 patients, resulting in lower costs and high-quality care.
In 2020, the Centers for Medicare & Medicaid Services released the annual financial and quality results and, based on the report, SWHR is one of the nation's leading Next Generation Accountable Care Organizations, having saved nearly $120 million since joining the program in 2017.
At the heart of SWHR are people who help people.
We care about those we serve and each other.
To be the national leader in providing population-based healthcare, our more than 850 employees use their knowledge, data insights and clinical experience to deliver care to the right patient, at the right time and in the right setting.
By connecting physicians to patients and clinical insights to better outcomes, SWHR lowers costs, optimizes value, and builds a better healthcare system for all.
Position Summary
The Manager of Pricing Analytics is a strategic and analytical leader within the healthcare system, responsible for interpreting and managing complex payer contract data to support financial performance and operational alignment.
This role plays a key part in negotiations, offering data-driven insights and recommendations that influence reimbursement structures and forecast modeling.
The manager collaborates across departments to ensure accurate financial planning, clear performance reporting, and impactful decision support.
By bridging technical data expertise with high-level business strategy, the Manager of Pricing Analytics helps drive sustainable growth and accountability throughout the organization.
• Work location: Hybrid remote and onsite.
Southwestern Health Resources Headquarters, Farmers Branch, TX .
Position Duties
Strategy:
Analyze and compare contract proposals, highlighting financial and structural differences for leadership and operational stakeholders.
- Create clear, compelling documentation and presentations that communicate the impact of contractual variations across departments.
- Participate actively in negotiations with payer representatives, focusing on pricing analytics, reimbursement methodologies, a...
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Type: Permanent Location: Pittston, US-PA
Salary / Rate: Not Specified
Posted: 2025-12-09 07:48:48
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Manager Forecasting-Southwestern Health Resources-Clinically Integrated Network (SWHR-CIN)
At Southwestern Health Resources (SWHR), we believe healthcare can be more integrated, accessible, and affordable for all.
Our purpose is simple yet powerful: to build a better way to care, together.
SWHR is a patient-centered, clinically integrated network that brings together academic and community clinicians, researchers, hospitals, and ambulatory facilities.
We partner with physicians to drive a new model of value-based, high-quality, data-driven healthcare—serving everyone in the communities we touch.
By combining the strengths of UT Southwestern Medical Center and Texas Health Resources, we've built the largest provider network in North Texas, giving our team members the opportunity to make a meaningful impact at scale.
Healthcare in the U.S.
is evolving rapidly, and SWHR is committed to leading that change—moving healthcare forward, together.
Position Summary
The Manager of Forecasting will develop and maintain financial forecasts for value-based care contracts, projecting revenue, shared savings, and risk-based outcomes.
Will model contract performance, track financial incentive payouts, and provide actionable insights to leadership for strategic decision-making.
This role ensures accurate financial planning and supports organizational success in value-based arrangements.
• Work location: Remote opportunity for approved work States below.
Home office is: Southwestern Health Resources Headquarters, Farmers Branch, TX .
AR
FL
GA
MO
NC
OK
TN
TX
UT
Position Duties
Financial Responsibilities
Develop financial models for reporting, forecasting and internal analytics
Participate in monthly financial review meetings
Works closely with leadership to ensure financial responsibility and attainment of goals
Development of a contractual review playbook for revenue from a financial respective to ensure completeness and accuracy of reporting.
Cash management and develop strategic cash planning
Help develop higher performance standards leading to profitability and optimization along with leading cost savings opportunities
Monitor the performance of all LOBs and identify areas of opportunity
Strategy, Vision and Business Development Leadership:
Ownership of the preparation and review of all committee and board presentation materials as well as gathering and organizing all supporting documentation prior to final approval of VP Finance/CFO
Oversee the financial strategic planning of the company by evaluating its performance and potential risks.
Responsible for the aggregation and packaging of presentation materials from participating departments in a timely manner
Lead strategic ideas into working plans, evolving the financial planning framework (budgeting/forecasting), and decision support activities
Advise leadership and key members of senior management on financial planning, budgeting, cash flow investment priorities and policy matters
Re...
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Type: Permanent Location: Pittston, US-PA
Salary / Rate: Not Specified
Posted: 2025-12-09 07:48:47
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Description
Shape the future of wealth management by driving innovation and growth at J.P.
Morgan.
Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization.
Unlock your potential and help set new standards in financial services.
As the Business Development Support Manager within J.P.
Morgan Wealth Management, you are responsible for executing strategic business initiatives and ensuring the successful rollout of new products, services, and processes across the organization.
This role acts as a bridge between business development, sales, product, and operations teams, driving project delivery and supporting field adoption to achieve growth objectives.
Job Responsibilities
* Execute the implementation of new business development strategies, products, and services to Financial Advisors and Field Leaders in collaboration with cross-functional teams.
* Manage timelines, and deliverables for field execution.
* Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development supporting an Advisor's practice.
* Monitor progress, identify risks, and resolve issues that arise during implementation.
* Collect and analyze feedback from field teams and clients to inform continuous improvement.
* Foster strong relationships with internal stakeholders and external partners to facilitate successful implementation.
* Bachelor's degree in Business, Finance, or related field
* 7 + years of experience in business development, project management, sales management or implementation roles within financial services.
* Proven track record of managing complex projects and cross-functional teams.
* Strong organizational, analytical, and problem-solving skills.
* Excellent communication, presentation and stakeholder management abilities.
* Knowledge of financial products, services, and regulatory requirements.
* Experience in coaching Advisors or a sales team
* Travel required 50% of the time
Required qualifications, skills, and capabilities
* Bachelor's degree in Business, Finance, or related field
* 7 + years of experience in business development, project management, sales management or implementation roles within financial services.
* Proven track record of managing complex projects and cross-functional teams.
* Strong organizational, analytical, and problem-solving skills.
* Excellent communication, presentation and stakeholder management abilities.
* Knowledge of financial products, services, and regulatory requirements.
* Experience in coaching Advisors or a sales team
* Travel required 50% of the time
Required Licensing
* A valid and active Series 7 license is required or may be obtained within a 60-day condition of employment
* If you were registered after October 1, 2018, y...
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Type: Permanent Location: Mandeville, US-LA
Salary / Rate: Not Specified
Posted: 2025-12-09 07:48:39
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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 an Associate 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 welcome and assist clients that walk into our branches 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.
* 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.
* Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* 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.
* 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
* 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.
* Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
* College degree or military equivalent.
* Experience adhering to banking policies, procedures, and regulatory r...
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Type: Permanent Location: Boulder, US-CO
Salary / Rate: Not Specified
Posted: 2025-12-09 07:48:38
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
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Type: Permanent Location: Greensboro, US-NC
Salary / Rate: Not Specified
Posted: 2025-12-09 07:48:35
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
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Type: Permanent Location: Chantilly, US-VA
Salary / Rate: Not Specified
Posted: 2025-12-09 07:48:35
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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 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...
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Type: Permanent Location: Cedar Rapids, US-IA
Salary / Rate: Not Specified
Posted: 2025-12-09 07:48:34
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You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you'll 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.
You've successfully collaborated with colleagues and worked as part of a team to achieve business results.
As a Private Client Banker, 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'll manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You'll help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job Responsibilities
* Share the value of Chase Private Client with clients that may be eligible
* Actively manage their banking relationship through an advice-based approach, ensuring each client receives the best products, services for their needs
* Partner with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs
* Make 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
* Adhere 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
* Minimum of one year Branch Banking Banker, or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationship, 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 required
* 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 strongly preferred
* Experience cultivating relationships with affluent clients is strongly preferred
* Strong team orientation with a commitment of long-term career with the firm
Dodd Fran...
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Type: Permanent Location: Augusta, US-GA
Salary / Rate: Not Specified
Posted: 2025-12-09 07:48:34
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Harness your technical expertise to shape innovative client solutions and bridge product capabilities with real-world challenges.
As a Client Solutions Architect Manager in JP Morgan's Merchant Services team, you will lead a high-performing team that innovates and supports the sales process for the technical adoption of comprehensive product solutions for clients with complex challenges.
You will collaborate closely with diverse teams, be the catalyst for transformative client experiences, and redefine solution-oriented success.
Leveraging your deep understanding of client needs and product capabilities, you will drive value for clients, ensure results are realized, and foster a culture of excellence and continuous improvement.
Job responsibilities
* Lead and manage a team of Client Solutions Architects, providing mentorship, guidance, and support to drive high performance and professional growth.
* 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.
* Lead the configuration and modification of the firm's products and solutions, often in partnership with Technology, to fit complex client use cases.
* Support Sales in solutioning and mandating deal stages for pricing, pipeline planning, and account planning
* Identify and define development requirements for product design enhancements based on client feedback and engage with technical members of client teams to deliver presentations and technical demonstrations on product capabilities and solutions.
* Collaborate with product owners to define product requirements and design, ensuring the voice of the client and client use cases are documented as part of the product solution, while also defining blueprints to drive scale and enhance client engagement experience.
Collaborate closely with commercialization and go-to-market teams to improve product adoption and profitability.
* Document and articulate the expected interoperability of products to support the definition of client journey test cases, aiding the testing team in understanding client behaviors.
Document client use cases, solution architectures, and funds flow diagrams that represent the client experience and use of interoperable products, focusing on experience, UX control, authorization optimization, cost management, ease of integration, and fraud/security.
* Evaluate and recommend enhancements to product design to ensure scalability and marketability and collaborate with cross-functional teams including product, user acceptance testing, operations, servicing, risk, and relationship teams to promote product readiness and interoperability.
* Contribute to the development of product documentation, tutorials, and knowledge-based articles to support customer s...
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Type: Permanent Location: Palo Alto, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-09 07:48:33
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Are you ready to shape the future of travel through data-driven innovation? Be part of a dynamic team where your expertise will help redefine what's possible in travel.
As the Head of Travel Analytics, you'll have the opportunity to influence strategic priorities and deliver industry-leading solutions powered by machine learning and artificial intelligence.
Join us to drive growth, enhance customer engagement, and create memorable travel experiences.
As the Head of Travel Analytics in the Chase Connected Commerce Data & Analytics team, your leadership will set the vision, strategy, development, and execution of our analytics and data strategy.
You'll provide the insight that influences the direction our business goes in order to make a tangible impact on our customers.
You'll partner with business and product teams to translate strategic priorities into actionable insights and innovative solutions.
You'll empower us to deliver growth, engagement, and improved customer experiences through advanced analytics.
You will foster a collaborative environment, championing data-driven decision making and continuous improvement.
Together, we'll drive the future of travel.
Job Responsibilities
* Drive the data and analytics strategy to support Chase Travel's business priorities, growth objectives, and influence future business direction
* Lead and organize teams to deliver dedicated analytics support for travel product initiatives
* Apply machine learning, artificial intelligence, and advanced analytics to solve business challenges and enhance customer experiences
* Identify, acquire, and deploy new data sources to generate actionable insights
* Automate repeatable analyses and improve data visualizations for stakeholders
* Conduct deep-dive analyses to uncover opportunities and inform strategic direction
* Build predictive models for marketing, sales leads, price elasticity, and capacity planning in partnership with modeling and product teams
* Collaborate across analytics teams to deliver holistic, integrated solutions and unified business stories
* Create measurement frameworks and A/B testing plans with product owners to optimize digital experiences
* Ensure digital platforms capture key customer behavior signals and integrate multiple data types to improve experiences
* Prioritize analytical resources and share insights to maximize business impact and drive continuous improvement
Required Qualifications, Capabilities, and Skills
* 10 years' experience as a data or analytics executive or in a related field
* Experience in financial services, retail, digital, e-commerce, travel, or consulting
* Familiarity with big data technologies
* Demonstrated process and controls orientation, with strong governance skills
* Proven ability to influence and partner with stakeholders to drive change
* Strong presence and communication skills, with experience motivating teams
...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2025-12-09 07:48:33
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If you are a driven and experienced Product Manager with a passion for CRM and the Markets business, we are looking for you.
JP Morgan is seeking a Vice President to lead the build-out of our CRM product within Digital Markets.
In this pivotal role, you will thrive in a dynamic, collaborative environment that values diversity and inclusion, while shaping the future of CRM platforms for our Markets business.
Job summary:
As a Vice President in Digital Markets, you will be at the forefront of shaping the CRM Platform that underpins our Markets business.
In this role, you will define and deliver the essential building blocks of our CRM solution, ensuring it is purpose-built to support the complex workflows and dynamic requirements of digital market sales.
You will be responsible for architecting CRM workflows that drive sales productivity, client engagement, and operational efficiency across the Markets organization.
This includes designing and optimizing processes for lead management, opportunity tracking, client onboarding, sales pipeline visibility, and post-trade client servicing.
Your work will ensure that sales teams have the tools and insights they need to build strong client relationships, respond quickly to market opportunities, and deliver exceptional service.
You will collaborate closely with sales, trading, technology, and operations teams to capture business requirements and translate them into scalable CRM features.
By leveraging data, automation, and AI-driven insights, you will enable seamless integration of CRM workflows with other digital platforms, ensuring a unified experience for users.
Your leadership will be instrumental in driving adoption, continuous improvement, and innovation within the CRM ecosystem, positioning JP Morgan as a leader in digital market sales.
Job responsibilities:
* Workflow Design: Develop and refine CRM workflows for lead generation, sales pipeline management, client onboarding, and post-trade support, tailored to the unique needs of digital market sales teams.
* Sales Enablement: Ensure the CRM platform empowers sales teams with real-time data, actionable insights, and automated processes to maximize efficiency and client impact.
* Integration: Architect seamless integration between CRM and other digital platforms, such as trading systems, analytics tools, and client portals, to provide a holistic view of client interactions and sales activities.
* User Experience: Champion intuitive, user-centric design that simplifies complex sales processes and enhances productivity for front-office teams.
* Continuous Improvement: Establish feedback loops with users to identify pain points, prioritize enhancements, and drive ongoing optimization of CRM workflows.
* Innovation: Incorporate AI, machine learning, and automation to streamline repetitive tasks, surface opportunities, and deliver predictive insights that support proactive sales strategies.
Required qualifications, ca...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-09 07:48:32
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This is an exciting opportunity to drive partnerships on our Consumer & Community Bank Corporate Development team.
As a Vice President on the Consumer & Community Bank Corporate Development Card Partnerships team, you will source, negotiate, and execute strategic partnerships with Chase Card Services.
This is a highly-visible position that will encompass strategic analysis, independent negotiation of commercial deals, as well as leading through influence across a large, multifaceted organization.
You will face off with senior stakeholders externally and internally, including JP Morgan Chase's most senior executive leaders.
Corporate Development Card Partnerships team drives partnerships to deliver partner funded customer value to Chase credit cardholders, owning the discovery, negotiation, and contract execution of partnership deals.
The scope of partnerships includes a variety of merchant categories from mass to premium and covers all Chase credit card products.
This is a dynamic function that builds a hybrid of different skills including strategy, project management, stakeholder management, negotiation, etc.
By joining this team, you will be at the front seat of Chase card business.
The Corporate Development team at JP Morgan Chase is broadly responsible for all strategic partnerships at Chase across our major consumer businesses, including the Consumer Bank, Business Bank, Card Services, Home Lending, and Auto.
Across these businesses, the team is responsible for digital banking and payments partnerships with FinTech's and large tech companies, merchant value and embedded benefits partnerships to strengthen the card portfolio, co-brand partnerships, and our payments network partnerships.
Corporate Development is at the heart of many of the most important strategic and business decisions at Chase and these partnerships are critical to the firm's ability to execute on its core strategies and meet the needs of our customers in a rapidly changing financial services ecosystem.
Job responsibilities:
* Lead the evaluation, negotiation, and execution of strategic card partnerships
* Collaborate with finance, legal and other functional partners to develop business cases and deal constructs and ensure compliance of deal control process
* Provide updates to senior executives on deal work
* Maintain strong connectivity with other partnership teams
* Monitor external environment for competitive developments and potential partnership opportunities and share perspectives with key line of business partners
Required qualifications, capabilities, and skills:
* Strong written & verbal communication skills, strong PowerPoint / Excel skills
* Strong project management skills
* Proven ability to negotiate commercial deals
* Ability to influence across levels and drive progress in a matrix organization
* Comfortable operating a dynamic fast pace and sometimes unstructured environment
* Prior business deve...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-09 07:48:31
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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 Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
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Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2025-12-09 07:48:31
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Join our team to play a pivotal role in mitigating tech risks and upholding operational excellence, driving innovation in risk management.
As a Tech Risk & Controls Lead in Cybersecurity Technology & Controls, you will be responsible for identifying, and mitigating compliance and operational risks in line with the firm's standards.
You will also provide subject matter expertise and technical guidance to technology-aligned process owners, ensuring that implemented controls are operating effectively and in compliance with regulatory, legal, and industry standards.
By partnering with various stakeholders, including Product Owners, Business Control Managers, and Regulators, you will contribute to the reporting of a comprehensive view of technology risk posture and its impact on the business.
Your advanced knowledge of risk management principles, practices, and theories will enable you to drive innovative solutions and effectively manage a diverse team in a dynamic and evolving risk landscape.
Job responsibilities
* Ensure effective identification, quantification, communication, and management of technology risk, focusing on root cause analysis and resolution recommendations
* Develop and maintain robust relationships, becoming a trusted partner with LOB technologists, assessments teams, and data officers to facilitate cross-functional collaboration and progress toward shared goals
* Execute reporting and governance of controls, policies, issue management, and measurements, offering senior management insights into control effectiveness and inform governance work
* Proactively monitor and evaluate control effectiveness, identify gaps, and recommend enhancements to strengthen risk posture and regulatory compliance
Required qualifications, capabilities, and skills
* 6+ years of experience or equivalent expertise in technology risk management, information security, or related field, emphasizing risk identification, assessment, and mitigation
* Familiarity with risk management frameworks, industry standards, and financial industry regulatory requirements
* Proficient knowledge and expertise in data security, risk assessment & reporting, control evaluation, design, and governance, with a proven record of implementing effective risk mitigation strategies
* Demonstrated ability to influence executive-level strategic decision-making and translating technology insights into business strategies for senior executives
Preferred qualifications, capabilities, and skills
* CISM, CRISC, CISSP, or similar industry-recognized risk and risk certifications are preferred
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer ...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-12-09 07:48:30
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Senior Regional Sales Manager, Commercial Term Lending, Multifamily - Central Region, Commercial Real Estate
Commercial Term Lending (CTL) provides term financing for on-balance sheet, Agency (FNMA, Freddie Mac) and Institutional Capital execution, to owners and investors of apartment buildings with five or more units.
CTL is the nation's #1 multifamily lender.
Under the direction of the Commercial Term Lending Area Manager, the Commercial Term Lending Regional Sales Manager is directly responsible for building an effective team of Client Sales Managers and staff, and assisting these teams of originators in managing and/or cultivating new and existing relationships with multifamily property owners.
We look directly to the Regional Sales Manager to build, manage, and expand the JPMorganChase presence in their market.
In this role, the day to day responsibilities revolve around the Client Managers, customers, management companies, industry peers, business groups and internal partners.
The Regional Sales Manager position will be based out of our downtown Chicago, IL office.
Expectation is full time in-office.
Job responsibilities
* Provide active management, recruitment, and talent development of a high volume business development team
* Provide coaching and encouragement to support the sales culture and provide senior sales expertise in obtaining and maintaining major and/or complex client accounts
* Support through client retention, new prospect identification and client acquisition
* Responsible for delivering the best possible client experience both internally and externally
* Assist Client Managers in development of annual production goals and marketing plans
* Maintain a thorough understanding of acquisition criteria for various Commercial Term Lending financing programs
* Ensure strong working relationship with credit partners and assist Client Managers with loan structure
* Be tuned into local markets, market leaders, trade associations and client functions
* Evaluate and identify industry trends, market conditions, competition and communicate observations with management and staff
* Attend client meetings, represent firm at industry events, conferences, and other functions with key CTL clients, Client Managers and partners - must be comfortable with public speaking obligations
* Represent CTL business in Central region at various internal Chase LOB meetings
* Act as mentor for firm programs including DOI initiatives and intern program
* Drive Treasury Services and Agency lending business growth in Central Region market
Required qualifications, capabilities and skills
* At least 5 years sales/origination experience, and at least 3 years of management experience, in one or more of the product types, e.g., multifamily, construction lending, permanent lending through Fannie Mae, Freddie Mac or Institutional Capital, low income housing, tax credit investment funds
...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-09 07:48:30
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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 Commercial Banker might be perfect for you.
As a Commercial Banker 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
Required Qualifications, Capabilities and Skills
* Five 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
* 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 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 rece...
....Read more...
Type: Permanent Location: San Diego, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-09 07:48:29
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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 Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
....Read more...
Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2025-12-09 07:48:28
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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: Port Townsend, US-WA
Salary / Rate: Not Specified
Posted: 2025-12-09 07:48:28
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
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Type: Permanent Location: Boulder, US-CO
Salary / Rate: Not Specified
Posted: 2025-12-09 07:48:27
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Join our team as an Executive Director in the Capital & Advisory Solutions group, where you will leverage your expertise in Employee Stock Ownership Plan transactions to drive revenue and support our clients' needs.
Be part of a collaborative environment that values your skills and offers career growth opportunities.
Job Summary:
As a Sr.
Commercial Banker specializing in Employee Stock Ownership Plans (ESOPs) within the Capital & Advisory Solutions team, you will play a crucial role in business development, market coverage and referral source management.
You will lead the execution of Employee Stock Ownership Plan transactions, working closely with Relationship Executives, Commercial Bankers, and underwriters to provide expert guidance on ESOP-related issues.
You will ensure our clients receive the best possible service.
Your work will directly impact our clients' success and contribute to the growth of our firm.
Job Responsibilities:
* Facilitate the review of external referrals to the Employee Advisory Group from outside advisors.
* Participate in customer and prospect meetings to introduce and educate companies on ESOP transactions and related liquidity strategies.
* Partner with bankers and Credit Officers in the review, credit evaluation and structuring of initial and second-stage ESOP transactions, growth financing and debt refinancings.
* Prepare and present financing feasibility and debt capacity studies.
* Review legal documents on existing ESOP deals to ensure compliance.
* Work with Associates to prepare detailed financial models for proposed transactions and structuring alternatives.
* Conduct periodic reviews of ESOP's to support credit exposure extensions.
Required qualifications, capabilities, and skills:
* Bachelor's degree.
* Seven years or more years of experience in corporate or investment banking, corporate finance advisory or valuation, with at least five years in the ESOP space.
* Direct experience with ESOP transactions, including valuation, structure, financial modeling, and accounting.
* Strong business development acumen and strategic vision to identify marketplace opportunities.
* Ability to assess credit transaction risks and knowledge of credit policies.
* Series 79, 63, and SIE licenses at time of hiring, or obtain within 120 days of onboarding.
Preferred qualifications, capabilities, and skills:
* Experience working with Client Executives and Senior Bankers.
* Strong collaboration skills with Relationship Managers, Bankers, and Credit Officers.
* Knowledge of credit underwriting and structuring.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leade...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-09 07:48:27
