-
J.P.
Morgan Workplace Solutions is redefining the equity compensation industry.
We are committed to delivering premier stock plan administration software and services, empowering our clients to attract and retain top talent.
Our team is passionate about creating best-in-class experiences for both corporate clients and their employees.
Liquidity events represent a pivotal moment in an employee's financial journey.
The Head of Reinvestment ensures these moments translate into long-term client relationships, sustained AUM growth, and differentiated employer value propositions.
This role directly impacts enterprise growth, participant financial outcomes, and competitive positioning.
Position Overview
The Head of Reinvestment is a senior leader responsible for designing, executing and scaling wealth reinvestment strategies within our broader J.P.
Morgan Workplace Solutions team.
The role leads the strategy that converts stock plan key moments (e.g.
RSU vestings) into long-term asset growth advisory engagement, managed portfolios, retirement products and brokerage solutions.
This role will report directly to the Workplace Solutions Chief Commercial Officer and is based in New York, NY.
Job Responsibilities
Reinvestment Strategy & Vision
* Develop and execute a comprehensive participant engagement strategy to ensure the seamless transition of equity plan participants as qualified leads to appropriate wealth management platforms.
* Establish and optimize processes for identifying, segmenting, and nurturing equity plan participants, ensuring high-potential individuals are proactively connected with advisors.
* Drive asset retention and conversion into advisory, brokerage, retirement, and managed solutions.
* Establish reinvestment KPIs aligned with AUM growth and revenue targets.
Revenue & Growth Leadership
* Own reinvestment pipeline and performance metrics (conversion rates, AUM capture, revenue yield).
* Lead initiatives to increase participant wallet share.
* Partner with Sales and Relationship Management teams to embed reinvestment strategies into client proposals and renewals.
* Identify new revenue streams tied to equity liquidity events.
Product & Experience Innovation
* Collaborate with Product and Digital teams to build seamless post-vest/exercise reinvestment pathways.
* Optimize digital nudges, automated workflows, and personalized reinvestment recommendations.
* Ensure retirement and wealth solutions are embedded into stock plan workflows.
* Champion the development and deployment of innovative tools and capabilities that empower advisors to identify, engage, and convert equity plan participants at scale.
Client & Participant Engagement
* Develop targeted campaigns around vesting seasons and liquidity events.
* Oversee participant education strategies (financial wellness, tax planning, diversification).
* Partner with enterprise clients to position re...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-15 07:35:46
-
We are looking for a junior quant to join our team in New York within the Model Development team specializing in the asset classes of both Rates and Equities.
Its first mission is to develop and maintain sophisticated statistical models and cutting-edge methodologies for risk management and regulatory capital.
Its second mission is to analyze the limitations of equities and rates trading pricing models and quantify their impact on Market Risk measures (e.g., VaR, ES, Stress) and on model usage, including documenting findings, recommending mitigations, and supporting governance and controls.
We also work closely with the Quantitative Research teams, Market Risk coverage teams, Technology and Model Risk teams.
As part of the firm's effort to enhance the strategic risk system, the Model Development team has a strong requirement for new model development, involving significant research and development, and implementation in Python.
We are looking for a quantitative Analyst/Associate for a versatile role which mixes vanilla and complex derivatives modelling quant skills with expertise in statistical and data and computer science and AI models.
In addition, we are providing on job training, intensive internal classroom training, and online courses, all given by our experienced team members.
Through the diversity of the businesses, it supports and the variety of functions that it is responsible for, Market Risk group provides unique growth opportunities for you to develop your abilities and your career.
If you are passionate, curious and ready to make an impact, we are looking for you.
Job responsibilities
You'll contribute to the firm's product innovation, effective risk management, financial risk controls.
Specifically, you'll have the chance to:
* Develop mathematical models for risk measurement of both derivatives and securities;
* Carry out research projects into innovative methodologies or improving the existing Market Risk and Regulatory Capital framework;
* Assess the appropriateness of quantitative risk management models and their limitations, identifying and monitoring the associated model risk;
* Support our model users by explaining model behavior, identifying major sources of risk in portfolios, carrying out scenario analyses, developing and delivering quantitative tools, and researching for new innovative models;
* Analyze limitations of equity and rates trading pricing models and potentially quantify their impact on Market Risk measures (VaR, ES, Stress, Limits) and on model usage
* Contribute to documentation, controls, and governance processes.
Required qualifications, capabilities, and skills
* You demonstrate quantitative and problem-solving skills as well as research skills.
* You understand advanced mathematics arising in financial modelling like probability theory, stochastic calculus, statistics.
* You have excellent practical data analytics skills on real data sets gained thr...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-15 07:35:46
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Odenton, US-MD
Salary / Rate: Not Specified
Posted: 2026-03-15 07:35:45
-
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: Odenton, US-MD
Salary / Rate: Not Specified
Posted: 2026-03-15 07:35:44
-
Organization Description
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing.
We're proud to lead the U.S.
in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
We offer a broad array of credit cards to meet the needs of individuals and small businesses, including Chase-branded and co-branded cards in partnership with well-known companies and organizations.
Merchant Services is a leading provider of payment, fraud and data security for companies, capable of authorizing transactions across global currencies.
Job Description
We are looking for dynamic leader to join the High Net Worth (HNW) Card Product team, focusing on driving growth and delivering on our product vision for our HNW customer segment and the J.P.
Morgan Reserve card portfolio.
As a Vice President, Card Product Strategy Lead, you will define and implement new products and features for HNW customers, working in close partnership with cross-functional stakeholders, including Finance, Corporate Development, Risk, Operations, and Wealth Management teams.
Key Responsibilities:
* Support development of our product line strategy through industry awareness and competitive insights, market research studies, and customer segmentation and behavior analysis
* Understand P&L and economics of products to inform benefits, features, and pricing
* Analyze customer feedback and behavior dynamics that will drive product decisions and prioritization
* Lead cross functional working teams in order to deliver on our product roadmap, including value proposition, pricing, and business case development
* Develop materials for Business Reviews with executive leadership and other forums by crafting a comprehensive story of the High Net Worth Card Product strategy
Required qualifications:
* 8+ years of financial services product management, product strategy, or consulting experience.
Credit card or payments industry experience is a plus
* Strong analytical skills to develop fact driven and financially sound business plans
* Proactive, strategic, and results driven with the ability to manage and clearly communicate complex initiatives to define value propositions and mobilize large go-to-market teams
* Excel at synthesizing information into written and verbal communications for senior level audiences
* Proven ability to lead and influence large teams of cross-functional internal and external stakeholders and drive business results while demonstrating strong collaboration, relationship and project management skills
* BA degree or equivalent required, MBA preferred
* Customer-obsessed, with experience translating customer insights, P&L dynamics, and data analysis into product strategi...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-15 07:35:43
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
* Reading and speaking in both English and Cantonese is required for this role.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence...
....Read more...
Type: Permanent Location: Flushing, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-15 07:35:43
-
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: Southaven, US-MS
Salary / Rate: Not Specified
Posted: 2026-03-15 07:35:42
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Collierville, US-TN
Salary / Rate: Not Specified
Posted: 2026-03-15 07:35:41
-
J.P.
Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the industry, administering over $950 billion in assets globally.
The business was launched in November 2005 through the commercialization of the finance and technology teams supporting J.P.
Morgan's various private equity and real estate entities.
Our AFS business has over 950 dedicated professionals with offices in Dublin, London, Luxembourg, New York, New Jersey, Bangalore, Guernsey, Hong Kong, Jersey, Singapore, Toronto and Sydney.
We provide administration services to more than 150 clients across all alternative asset classes.
As a Private Equity Fund Admin Associate within our client administration team, you will support all facets of daily client deliverables for Private Equity fund administration clients.
Your responsibilities will encompass the upkeep of books and records, computation of Net Asset Valuations, preparation of financial statements, assisting with capital events, calculating management fees and carried interest, allocating investor capital and statements, releasing investor reports, and coordinating the year-end process with audit and tax teams.
You will also help manage client expectations and deliverable timelines in line with SLAs, and ensure prompt resolution of client issues and escalations.
Your role will require a solid understanding of Private Equity fund structures, proficiency in accounting for complex transactions, and a comprehensive knowledge of fund governing documents.
Job Responsibilities
* Support all aspects of client deliverables for Private Equity fund administration clients, including client expectations, timelines, and issue resolution
* Stay abreast of industry standards and best practices while seeking opportunities to enhance operational efficiency and mitigate operational risks
* Liaise with support functions and internal stakeholders including risk and control groups, audit, compliance, implementation, investor relations, and operations
* Ensure adherence to control framework including prescribed policies and procedures
* Participate in ad hoc client projects and internal initiatives
* Assist in mentoring and developing staff resources while providing oversight on technical topics and client-related issues
* Review fund governing documents, side letters, and agreements to determine impact on reporting deliverables and ensure adherence
Required qualifications, capabilities and skills
* A professional accounting qualification (CA, CPA) combined with 8+ years of experience working with Private Equity funds in a fund administration or related capacity
* Knowledge of US GAAP for Investment Funds and a thorough understanding of Private Equity fund structures
* Bachelor's Degree in Accounting, Finance, or MBA
* Ability to work under pressure to...
....Read more...
Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2026-03-15 07:35:41
-
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a valued member of the Wholesale CRE Portfolio Analytics team, you will be responsible for the research and evaluation of commercial real estate market trends and economic impacts on a >$200 billion CRE portfolio.
Your role will involve conducting in-depth analyses of various CRE property types to provide valuable insights and data-driven recommendations that will enhance our understanding of credit risk within the wholesale sector.
By leveraging your expertise, you will contribute to the development of robust analytical frameworks and methodologies that will support informed decision-making and strategic planning within the organization.
Job Responsibilities:
* Evaluate CRE data including portfolio concentrations, client and property financials, appraisal, macro-economic data, and real estate market trends and assess the impacts on loan performance and risk grading across all property types (including construction)
* Lead thematic and portfolio research initiatives focused on identifying and analyzing emerging risk trends.
This involves synthesizing data and insights to understand how these trends impact industry dynamics and credit risk, thereby informing the development of proactive risk management strategies
* Utilize strong Python and SQL skills to efficiently manage and manipulate large data from internal and external data sources to drive actionable insights in credit risk
* Develop data visualization and summarization techniques to convey key findings in dashboards and presentations to senior management
* Have a innovative mindset and look for ideas to identify leading indicators of portfolio performance, real estate market trends, economic demand drivers listed companies earnings call transcripts, news articles etc.
* (Optional) Apply Large Language Model (LLM) skills to synthesize information from multiple sources, generating systematic and comprehensive reports.
This capability will enhance the ability to integrate diverse data points and insights into cohesive analyses that support strategic decision-making.
Required Qualifications:
* Advanced degree in analytical field (e.g., Data Science, Computer Science, Engineering, Mathematics, Statistics)
* Deep understanding and practical expertise and/or work experience with Machine Learning, both supervised and unsupervised.
Deep Learning (neural network) and graph network expertise & experience is strongly preferred
* Experience across broad range of modern analytic and data...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-03-15 07:35:40
-
Job Description
Bring your expertise to JPMorgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Vice President within the Commercial & Specialized Industries (C&SI) Credit Risk team focusing on State and local governments, you will partner with a cross functional team delivering credit solutions that support a range of needs for government clients.
Credit executions range from directly purchased tax exempt financings, BAN/TAN/RAN structures, appropriation obligations (equipment financing), and enterprise revenue backed transactions.
You will have the ability to develop a broad and deep understanding of the business, financial and sector risks faced by clients in your assigned portfolio and utilize that view to properly risk grade borrowers, analyze credit requests, structure credit facilities and negotiate credit agreements and other loan documentation.
Job responsibilities:
* Utilize excellent credit analysis while leveraging Firm authorized AI tools along with financial modeling skills to analyze and structure new transactions and work independently on the assigned credit portfolio.
Appropriately assess risks / mitigants, balance risk / reward, diligently manage renewals, amendments and new transactions as well as maintain acceptable credit reporting metrics.
* Form well thought out, independent views and be able to voice your opinion in a clear, concise manner and to defend that position with partners and senior leadership.
* Lead complex transactions including negotiations and legal documentation for bilateral and syndicated finance structures.
* Work proactively, in a constructive, diplomatic manner, with both internal and external contacts to keep transactions moving.
* Act with a sense of urgency and execution to meet both internal and client deadlines.
* Partner effectively to develop fulsome client relationships, including being looked to as an expert on Structuring and Credit Policy and will be viewed as the "go-to" person for credit by both internal partners and clients.
* Provide leadership in the market by being a positive contributor to the team, including being a mentor to less experienced team members, embracing change and participating in various projects or improvement exercises for the benefit of the organization.
* Demonstrate excellent communication skills both internally and externally and use those communication skills to effectively solve problems.
Required qualifications, skills and capabilities
* BA/BS/BBA degree is required
* Minimum of...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-03-15 07:35:39
-
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: Spring Valley, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-15 07:35:38
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Marietta, US-GA
Salary / Rate: Not Specified
Posted: 2026-03-15 07:35:38
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
* Reading and speaking in both English and Spanish fluently is required for this role
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to inf...
....Read more...
Type: Permanent Location: West Palm Beach, US-FL
Salary / Rate: Not Specified
Posted: 2026-03-15 07:35:37
-
An exciting opportunity has opened up for a Business Manager (BM) in JPMorgan Asset & Wealth Management (AWM) Technology, supporting the AWM Infrastructure/Cloud and AM Architecture platforms.
This role will be influential in driving the Infrastructure & Data agenda at a time when senior leadership focus on Cloud FinOps, Data, Architecture and AI has never been greater.
As the Business Manager supporting the AWM Infrastructure/Cloud and Architecture platforms, you will will become a key member of two senior Technology management teams, helping their Chief Technology Officers (CTO) successfully execute their annual strategic and budgetary goals.
Technology BMs act as trusted advisors and counterweight to both Technology and Business Product heads, and are responsible for analyzing and communicating actionable insights as well as pro-actively escalating and mitigating risks.
The role of a business manager is dynamic and can vary from business to business, in line with the priorities of the different lines of business or the given year.
This is a time-pressured and high-profile position which is instrumental in advising senior management and coordinating the deployment of the bank's Technology resources to address strategic and tactical objectives.
This role also comes with opportunity for further expansion of role, responsibilities and visibility with senior leadership.
Job responsibilities
* Provide data-driven guidance to all key stakeholders to achieve necessary business outcomes
* Support your CTO partner(s) with the delivery of their strategic initiatives
* Partner with key Technology leads and stakeholders to shape and execute AWM's continuously evolving Cloud strategy and operating model
* Lead management and reporting of Financial & Headcount budget, while providing actionable insights to drive informed decisions
* Assist with coordination of periodic Town Hall, recurring Management meeting agenda & follow-ups, and preparing materials for ad-hoc senior leadership presentations
* Provide input, support, and enhance management reporting
Required qualifications, capabilities and skills
* 6+ years' Business Management and/or Financial Services experience, with an understanding of Technology organizations, Cloud/FinOps, or other related experience.
* Inquisitive problem solver with high attention to detail
* Excellent communicator, with an exceptional ability to synthesize complicated data and translate into simple and effective insights that can connect with audiences across different seniority levels
* Highly motivated self-starter with a willingness to develop a strong knowledge base
* Able to work independently, within tight deadlines and able to prioritize workflow
* Experience managing complex, fast-paced, and multi-faceted projects and flexibility to meet changing requirements and priorities
* Willing to accept responsibility and is driven to achieve excellence
* ...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-03-15 07:35:36
-
Join our dynamic team to navigate complex risk landscapes and fortify technology governance, making a pivotal impact in our firm's robust risk strategy.
As a Compliance and Operations Risk Test Lead in the Testing Center of Excellence, you will play a pivotal role in enhancing our compliance and operational risk management.
Your expertise in test execution will be crucial in managing and conducting precise and accountable tests, ensuring alignment with the firm's highest risks.
Your analytical thinking and problem-solving skills will be key in identifying control coverage gaps and driving remediation of control issues.
You will also be responsible for planning and organizing your own work, and potentially that of a team, while liaising and coordinating activities across various departments.
Your role will be integral in ensuring a cohesive and efficient testing framework, contributing to the seamless delivery of quality outcomes.
Job responsibilities
* Conduct comprehensive testing processes, ensuring all activities are completed accurately and on time, while adhering to the firm's highest risk priorities.
* Utilize advanced analytical thinking to identify control coverage gaps and verify that controls are properly designed and implemented.
* Apply problem-solving skills to address complex situations, develop alternate solutions, and interpret policies to ensure compliance with technical standards.
* Collaborate with cross-functional teams to align testing efforts and maintain open communication with stakeholders, ensuring effective execution of tasks.
* Continuously improve control evaluation methods and interpret control ratings and metrics to enhance the firm's compliance and operational risk management.
Required qualifications, capabilities, and skills
* 3+ years of experience in executing and managing testing processes within a professional or specialized field.
* Demonstrated proficiency in analytical thinking, with a track record of systematically organizing, comparing, and evaluating various aspects of a situation to identify key information.
* Proven ability to perform assessments of the control environment, identifying control coverage gaps and verifying the proper design and implementation of controls.
* Experience in coordinating activities across multiple departments, with the ability to adapt to changing priorities and manage a team if required.
* Proficiency in utilizing Project Management methodologies, tools, and techniques to lead and manage aspects of the project management lifecycle.
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, commercia...
....Read more...
Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2026-03-15 07:35:36
-
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: Coral Gables, US-FL
Salary / Rate: Not Specified
Posted: 2026-03-15 07:35:35
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Missoula, US-MT
Salary / Rate: Not Specified
Posted: 2026-03-15 07:35:35
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Boynton Beach, US-FL
Salary / Rate: Not Specified
Posted: 2026-03-15 07:35:34
-
At J.P.
Morgan (JPM), we are committed to delivering exceptional client service.
As a Client Service Manager - Associate in Securities Services, you will support and work on initiatives to help drive client satisfaction.
As a Client Service Manager (CSM) in Securities Services, you will join the client service team and support a book of clients.
You will work closely with senior members to ensure client satisfaction with JPM and help to manage governance of products and services.
Job responsibilities:
* Support the senior team to build relationships with client base and to ensure client ongoing satisfaction with JPM.
* Provide guidance to junior team members.
* Own timely inquiry responses across all products and manage escalations.
* Support governance processes for all products, including measurement and monitoring of service levels using KPIs and RAG ratings.
* Fully utilize proprietary CRM tools to capture relationship feedback, help generate call reports, and track actions to closure.
* Prepare for periodic client relationship reviews.
* Ensure accurate billing and timely payments.
* Prioritize and help bring global initiatives and ad-hoc projects to closure.
* Coordinate client training on proprietary JPM technology.
* Ensure compliance with company policies and procedures.
Required qualifications, capabilities, and skills:
* Bachelor's degree.
* At least three to five years of experience working at a financial services organization focused on servicing institutional clients.
* Knowledge of Global Custody and/or Traditional, Hedge, Private Fund Services or the ability to quickly learn.
* Team player and ability to collaborate and share ideas.
* Client satisfaction driven with client facing skills.
* Strong presentation and communication skills.
* Strong follow-up skills and ability to drive items to closure.
* Ability to prioritize, multi-task, and work well with minimal supervision.
Preferred qualification, capabilities, and skills:
* Works well in evolving environment.
* Drive for continuous improvement.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of ben...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-03-15 07:35:33
-
The AML/KYC Governance team supports AML/KYC operations by delivering customer insights for data-promoted decisions.
This role offers a chance to contribute thought leadership and engage with senior leadership.
Success requires technical skills, attention to detail, and project management expertise, utilizing advanced SQL and Alteryx tools.
The ideal candidate is a self-motivated senior analyst with strong execution skills and experience in managing diverse analyses, along with critical thinking, analytical storytelling, and adaptability.
As a senior associate in the AML/KYC Governance team, you will use your advanced SQL and Alteryx Analytical tools and project management expertise to deliver insights/reporting on exciting service features and capabilities.
Job Responsibilities
* Support & lead partnerships with key AML/KYC Governance and Oversight stakeholders and AML/KYC Product groups with strong understanding of business drivers, underlying data and processes
* Support demand mitigation programs by providing data and analytics leadership across the servicing organization.
* Use analytical tools such as trend analysis, segmentation, optimization, and other techniques to improve business function performance.
* Manage multiple deliverables focused on gaining insight into various issues and questions that often arise through our current monitoring processes as well as enhancing existing monitoring processes.
* Contribute to business cases, construct test designs, and identify populations for pilot programs; analyze program performance and derive insights to help inform future customer strategies.
* Prepare and deliver presentations summarizing sharp insights and conclusions, often for executives, in regularly-scheduled analytics meetings chaired by the analyst in this role.
* Support the creation of dashboards and visualizations to measure the impact of implemented products and provide management with self-service tools to explore and report on current trends of key metrics.
* Embrace a growth and learning mindset; curious and creative; collaborative, team-oriented and client-focused; motivated by business and technical challenges
Required qualifications, capabilities, and skills
* 3+ years of related experience.
* Bachelor's degree in a quantitative or related field required.
* Hands-on experience with standard data analytics tools and technologies (SQL, R, Python, Tableau, Alteryx)
* Familiarity with data mining, statistical modeling, machine learning and other advanced analytics methods
* Experience delivering analytics solutions following an Agile (Scrum or Kanban) methodology.
* Collaborate with the Area Product Owners and Business SMEs to formulate quantifiable goals for measurement; advise on strategies and experimentation required to achieve business goals.
* Able to communicate effectively with Senior leaders to enable collaboration, decision-making, and t...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-03-15 07:35:33
-
At J.P.
Morgan (JPM), we are committed to delivering exceptional client service.
As a Client Service Manager - Associate in Securities Services, you will support and work on initiatives to help drive client satisfaction.
As a Client Service Manager (CSM) in Securities Services, you will join the client service team and support a book of clients.
You will work closely with senior members to ensure client satisfaction with JPM and help to manage governance of products and services.
Job responsibilities:
* Support the senior team to build relationships with client base and to ensure client ongoing satisfaction with JPM.
* Provide guidance to junior team members.
* Own timely inquiry responses across all products and manage escalations.
* Support governance processes for all products, including measurement and monitoring of service levels using KPIs and RAG ratings.
* Fully utilize proprietary CRM tools to capture relationship feedback, help generate call reports, and track actions to closure.
* Prepare for periodic client relationship reviews.
* Ensure accurate billing and timely payments.
* Prioritize and help bring global initiatives and ad-hoc projects to closure.
* Coordinate client training on proprietary JPM technology.
* Ensure compliance with company policies and procedures.
Required qualifications, capabilities, and skills:
* Bachelor's degree.
* At least three to five years of experience working at a financial services organization focused on servicing institutional clients.
* Knowledge of Global Custody and/or Traditional, Hedge, Private Fund Services or the ability to quickly learn.
* Team player and ability to collaborate and share ideas.
* Client satisfaction driven with client facing skills.
* Strong presentation and communication skills.
* Strong follow-up skills and ability to drive items to closure.
* Ability to prioritize, multi-task, and work well with minimal supervision.
Preferred qualification, capabilities, and skills:
* Works well in evolving environment.
* Drive for continuous improvement.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of ben...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-15 07:35:32
-
Join the firm thatFORTUNE has named one of the top five "World's Most Admired Companies" andLinkedInranked #1 out of 50 of thebest companies in the U.S.forbest places to work and grow your career.
As a Loan Servicing Analyst within JPMorganChase, you will manage an assigned portfolio of loans, ensuring the smooth operation of the loan lifecycle by interpreting loan documents, interacting with stakeholders, and overseeing deadlines.
You will apply your knowledge of loan servicing to make informed decisions, guided by established practices and procedures.
Your ability to manage conflicts, think critically, and build trusting relationships will be key in this role, along with demonstrating resilience in challenging situations and managing your time effectively.
You will also begin to develop strategic planning skills in a supportive environment.
This role offers opportunities for mentoring and development to grow your skills.
Job responsibilities
* Interpret and analyze loan documents, ensuring accurate understanding and application of terms and conditions.
* Manage assigned loan portfolio, monitoring deadlines and ensuring timely completion of loan servicing tasks.
* Facilitate communication with internal and external stakeholders, addressing conflicts and queries related to loan servicing.
* Apply critical thinking to identify potential issues in loan servicing processes and propose solutions within established guidelines.
* Contribute to team projects, assisting in the development and implementation of strategies to improve loan servicing efficiency and effectiveness.
Required qualifications, capabilities, and skills
* Baseline knowledge or equivalent expertise in loan servicing operations, with a focus on interpreting and applying loan documents.
* Demonstrated ability to manage conflicts, with experience in facilitating discussions and creating collaborative solutions.
* Proven skills in critical thinking, with the ability to analyze loan servicing processes and propose modifications within established guidelines.
* Experience in stakeholder management, with the ability to establish productive working relationships and drive mutually beneficial outcomes.
* Proficiency in time management and organization, with the ability to efficiently manage multiple tasks and projects.
Preferred qualifications, capabilities, and skills
* Collaborate effectively with cross-functional teams to ensure seamless client service operations, demonstrating strong interpersonal relationship skills and a commitment to enhancing client satisfaction and service delivery.
* Exhibit flexibility and adaptability, maintaining a positive and optimistic attitude during periods of change and adjusting to shifting conditions and priorities.
* Demonstrate teamwork and motivation, actively contributing to team success by being supportive, helpful, and collaborative in achieving common goals.
* Show a wi...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-03-15 07:35:31
-
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: Covington, US-LA
Salary / Rate: Not Specified
Posted: 2026-03-15 07:35:31
-
JPMorgan Asset Management provides investment management products and services to institutional and individual investors worldwide.
It offers the full spectrum of investment strategies - from equity, cash management, fixed income, currency and asset allocation to alternative asset classes such as private equity, real estate, and hedge funds.
Global Funds Management oversees the delivery of J.P.
Morgan Funds, ETFs, Separately Managed Accounts, Retirement Solutions, and the NY State Advisor-Guided 529 Plan to individual and institutional investors around the world with 175B in Defined Contribution assets under management.
JPMorgan Chase & Co.
is a strong retirement player aspiring to market leadership.
Each day 10,000 Baby Boomers turn 65, meaning saving for and providing income in retirement is one of the firm's top strategic priorities.
Job Summary
As an Internal Client Advisor Retirement Plan Specialist within the Chase Middle Market Banking team, you will play a crucial role in addressing the retirement needs of our clients.
Your responsibilities will include connecting advisors and their clients to our award-winning retirement plan resources and solutions, with the ultimate goal of improving retirement outcomes for small businesses, their employees, and team member retirement plan participants.
You will be part of a team that provides comprehensive recordkeeping and retirement plan services to private sector defined contribution retirement plans for small to mid-sized plans, while also identifying investment placement opportunities for existing retirement advisor sold plans.
Our team offers two record keeping platforms: Retirement Link, our solution for small to mid-market businesses, and Everyday 401K (EDK), our solution for start-ups and small plans.
Job Responsibilities
* Educating advisors on our record keeping solutions while gaining investment market share
* Providing plan insight, industry & competitive perspective to inform client decisions
* Coordinating with DC and retail field sales counterparts to promote platform solutions
* Implementing our sales process to uncover opportunities and advance sales
* Supporting external sales team by ensuring content, capabilities, and tools are in sync
* Managing pipeline and implementation pre-work to ensure seamless support experience
Required qualifications, capabilities and skills
* Proven track record of sales success developing and maintaining relationships
* Ability to multi-task and manage priorities across multiple territories
* Financial market and retirement industry understanding & aptitude
* Excellent written and verbal communication skills
* Ability to leverage multiple resources and systems to maximize productivity
* Coachability and ability to incorporate feedback quickly and consistently
* Effectiveness in presenting complex ideas, resources, and solutions
* Proven track record of success in performance ...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-03-15 07:35:30
