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JPMorgan Chase is seeking a Senior Associate to join our Asset/Liability Management Analytics team within the Treasury/Chief Investment Office (T/CIO).
You will be part of the Asset/Liability Management (ALM) Analytics team focusing on Interest Rate Risk (IRR) analytics and strategy.
You will focus on business as usual ALM processes as well as strategic initiatives around balance sheet analysis including: measuring the firm's interest rate risk, understanding balance sheet composition and main drivers of IRR under a range of scenarios, conducting analyses around balance sheet strategy and financial products leveraging large data sets, communicating analytics to management and partners across the firm, and modeling.
You should have knowledge of banking products and interest rate risk, as well as excellent time management and organization skills.
T/CIO sits at the very center of the firm and is responsible for aggregating and managing the interest rate risk of the firm's four main lines of business (Asset & Wealth Management, Commercial Banking, Corporate & Investment Bank and Consumer & Community Banking), primarily through a global investment securities portfolio.
Job responsibilities:
* Create IRR analytics at the product, line-of-business and firm level including: earnings-at-risk, duration, future duration, and valuation sensitivity
* Create and present IRR analysis to senior management for strategic decision making
* Handle ad-hoc requests from various stakeholders to form and execute firm's balance sheet strategy
* Partner with TCIO portfolio managers, TCIO research, line of business treasury groups, firm wide planning and analysis, IRR reporting/production team, risk oversight, model risk
* Perform as a product level expert with detailed understanding of IRR for specific product categories (e.g.
investment securities, wholesale or retail deposits, mortgage loans, auto loans, credit card loans, wholesale funding), including underlying source data analysis, product attributes and assumptions, valuation models, product balance forecasts
* Utilize analytical and programming skills to investigate and analyze product and firm level interest rate risk metrics
* Develop, improve and implement product level cash flow models
* Use tools and knowledge to assist production team to implement advanced IRR analytics and analysis
Required qualifications, capabilities and skills:
* 3+ years of of finance/banking industry experience
* CFA/MBA/Masters degree
* Programming skills (Python, SQL)
* Knowledge of fixed income instruments, banking book products and interest rate risk
* Strong analytical and quantitative, investigative problem-solving, and decision making skills
* An organized self-starter and quick learner with the ability to work under pressure, prioritize multiple tasks, and bring tasks to complete closure
* Finance, Risk or Asset-Liability Management experience
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-09-18 08:46:50
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Do you love servicing clients? Come join our team!
As a Client Service Account Manager in the Natural Resources team, you will support a portfolio of large corporate and/or financial institution clients by allowing them to effectively utilize Payments Products and Services.
The Service organization acts as a central point of resolution to support the client's business operations, identifies product/service gaps and development opportunities, and leverages client/product expertise to recommend client growth and efficiency opportunities.
Job Responsibilities:
* Advise and serve as a proactive partner to the client, providing advice/consultation on decision making
* Act as proactive partner, reaching out to clients to assess progress, client satisfaction, and potential impediments to a high level of service satisfaction
* Act as client's central point of resolution and escalation for service issues, liaises with bank partners to manage issues
* Convey complex ideas and client issues with confidence
* Identify and address product/service gaps and development opportunities, leveraging the full array of Treasury Services product capabilities
* Adhere to and ensure client's compliance with risk policies/practices and educates clients on new legal / regulatory / Cyber changes
Required qualification, capabilities or skills:
* 5+ years of relevant industry and/or functional experience
* Intermediate understanding of Treasury Products and Services, inclusive of knowledge of financial exposure/operational risk related to TS transactions
* Technical knowledge/comprehension to recommend value-added solutions for clients and partners
* Ability to present oral and written communication in an organized, clear and confident manner
* Manages time effectively in a fast paced environment; demonstrating ability to balance competing priorities and deliver on commitments
* Ability to effectively partner with internal colleagues and external clients
* Ability to be flexible with working hours and utilize virtual connectivity tools (VDI, Blackberry/Good mobile suite, etc.) when business needs arise
JPMorgan Chase & Co., 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.
For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions.
We also offer a range of benefits and p...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2024-09-18 08:46:50
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
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* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
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Type: Permanent Location: Selma, US-NC
Salary / Rate: Not Specified
Posted: 2024-09-18 08:46:47
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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 Credit Risk Manager in Asset Based Lending your responsibility will be to manage an assigned portfolio of Commercial Banking clients who have Asset Based loans.
Asset Based Lending Credit Risk Managers lead the client credit relationship with Commercial Bank Bankers who manage the overall relationship.
The role involves extensive interaction with clients, other product partners, internal and external legal counsel, lenders and investors.
Job responsibilities
• Leads all aspects of the credit relationship, including credit analysis, financial modeling and coordinating credit approval for all products including loans, derivatives, leases and cash management
• Proactively support and enhance client relationships
• Leadership role in assigning and assessing internal ratings, risk assessment and risk mitigation.
Recommend changes in structure (i.e.
amendments/waivers) or account management strategy and risk rating to address negative trends.
Assess monthly, quarterly and annual financial statements and borrowing base reporting
• Leadership role in structuring and negotiating Credit Agreements, amendments and waivers.
Manage and monitor loan products including affirmative, negative/ financial covenant compliance and comply with internal and external regulatory requirements.
Manage ongoing communication with all internal product partners and if applicable bank group members
• Interpret financial data, collateral appraisals and field exams.
Ongoing monitoring of financial trends, collateral trends and liquidity, establishing reserves and recommending appropriate course of action to address issues
• Partner with Bankers, Debt Capital Markets, Treasury Services, Leasing, Derivatives and Operations
• Communicate with Senior Management, respond to regulatory requests and maintain internal credit files
• Train and mentor junior team members
Required qualifications, Capabilities and skills
• At least 5 years experience in Risk and Asset Based financing experience
• Strong understanding of capital markets, financing structures, derivatives and cash management products as well as related documentation
• Excellent communication skills - both written and verbal
• Ability to multitask in a fast paced environment
• Bachelor's degree in Accounting or Finance preferred
JPMorgan Chase & Co., 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, instit...
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Type: Permanent Location: Cleveland, US-OH
Salary / Rate: Not Specified
Posted: 2024-09-18 08:46:47
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The role works collaboratively with Field Leadership, Managed Solutions and Product/Asset Class Specialist teams to implement the J.P.
Morgan Wealth Management strategy to J.P.
Morgan Advisors.
The individual will accomplish this by having a broad understanding of the investment product offering (advisory, alternatives, and brokerage), market insights and key investment themes.
To be successful in this role the individual will need to be a subject matter expert on various investment platforms and products/investment strategies and firm's investment themes and positioning to effectively and succinctly communicate with the field as well as an overall understanding of the Wealth Management industry.
As a Vice President, Product Manager Investments & Advice within J.P.
Morgan Wealth Management, you will be instrumental in aiding advisors to position solutions through a goals-based perspective.
You will possess a deep understanding of the advisors' business strategy, enabling you to provide tailored intellect across firm research, investment ideas, and vehicles.
Your collaboration with other field support members and field leadership will be a critical factor in our success.
We seek an team member with a passion for capital markets and the wealth management industry, who can exhibit independent initiative and respond effectively to the needs of the field.
Job Responsibilities
* Serve as a resource to advisors, as it relates to Investments & Advice.
Candidate will be able to articulate the firm's investment views and themes and our strategic and tactical best thinking, J.P.
Morgan's approach to managing wealth along with how to present timely appropriate solutions.
* Advise, identify and select appropriate managers, vehicles for client portfolios keeping in mind regulatory framework, client goals and risks, diversification attributes and return expectations holistically.
* Present on national and regional advisor calls to message advice, and craft written communications sent to all advisors
* Partner with centralized Wealth Management Solutions teams on Product Content, business requirements, field feedback and with third party partners/managers to facilitate value added learning or insight for your region when appropriate
* Work directly with national sales leadership to drive new investment flows across all investment products and retain existing business, evaluating flows trends and pivoting focus accordingly.
* Help drive our strategic long term North Star agenda aligned with growth of the enterprise.
* Traveling to specific offices on an as needed basis
Required qualifications, capabilities, and skills
* Minimum of 5 years of relevant investment experience with Series 7
* Self-starter with natural curiosity for the markets and investing and willingness to engage in significant discussions with different views
* Exceptional attention to detail with strong technological skills across various in...
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Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2024-09-18 08:46:46
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We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions, combined with cutting-edge financial technology and the most welcoming and friendly service, you'll be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a customer-obsessed culture in the branch.
You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers.
You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
* Acts as the standard bearer of Chase and creates a world-class customer experience
* Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
* Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
* Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
* Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
* Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
* Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
* Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
* Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
* Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
* Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
* Ability to work branch hours including weekends and evenings
* High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, a...
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Type: Permanent Location: Hercules, US-CA
Salary / Rate: Not Specified
Posted: 2024-09-18 08:46:45
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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 Compliance Risk Management Lead, you will play a critical role in the successful execution of the firm's mission.
You will be responsible for supporting the development and maintenance of a strong regulatory compliance culture by working closely with the Business, Legal, Risk, Controls, and Audit functions providing expertise on regulatory compliance matters.
As a member of the Compliance function, you will develop and maintain practices identifying, measuring, managing, and remediating regulatory related risks.
Job Responsibilities
* Develop and execute complex Compliance program to manage regulatory exposure.
* Support Compliance oversight within the firm's Connected Commerce & Card Services organization, providing advisory support for Card Marketing Growth and Innovation.
* Knowledge and understanding of Credit Cards, Marketing, Card networks, Digital & Mobile, and related governing regulations, etc.
* Stay abreast of the evolving regulatory landscape (federal, state, & local) to provide Compliance guidance to the Card Services organization on regulatory risk created by new and existing products, projects and processes.
* Provide critical and analytical thinking in the assessment of risk, creation and execution of monitoring to identify Compliance risks and escalate as necessary.
* Assess and aggregate risks across different lines of business and present results to relevant stakeholders in Compliance and the business.
* Work both independently and as a core team member, exhibiting strong relationship management and negotiation skills.
* Support the Connected Commerce and Card Compliance team for the effective execution of the firm-wide Compliance Program.
* Provide Compliance advice and oversight in alignment with Compliance core practices: governance and oversight, regulatory management, policies and procedures, training and awareness, monitoring and testing, issue management, risk assessment and reporting.
Required Qualifications, Capabilities, and Skills
* Legal degree, Bachelor's, or comparable work experience required.
* 5+ years banking experience and 5 years of experience in Compliance, Legal, Risk, Controls, or Audit.
* Knowledge and understanding of Connected Commerce and Credit Card Marketing processes and risks
* Excellent decision maker with the ability to manage multiple tasks.
* Strong communication skills, both verbal and written and attention to d...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2024-09-18 08:46:44
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We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Assists clients and the branch team by helping with new account openings when needed
* Performs 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
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their f...
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Type: Permanent Location: Sherwood, US-OR
Salary / Rate: Not Specified
Posted: 2024-09-18 08:46:42
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Bring your expertise to JPMorgan Chase.
As a Compliance Data Analytics Project Manager, you are at the center of keeping JPMorgan Chase strong and resilient.
Our culture in Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
If you are a strategic thinker and passionate about driving solutions, you have found the right team.
As a Data Analytic Project Manager within JPMorgan Chase & Co., you will support Compliance OLO Program by assisting in generating the complex data/reports, managing governance structure, establishing and monitoring key metrics such as KPIs and tracking and identifying innovative solutions for process improvement by leveraging intelligent solutions
Job Responsibilities:
* Provide data analytics & reporting expertise to Compliance OLO program team, senior management and stakeholders
* Design and build simple and efficient solutions utilizing the Firm's full Intelligent Automation tool set (Alteryx, UiPath, and Tableau) in a controlled way while ensuring compliance with Firm IA policies and change management standards.
* Work with other IA teams and OLO's in house Technology team to leverage all ideas and best practices to ensure the most efficient solution is built.
This includes the design of flexible solutions that can be recycled across the Firm to solve common business problems and that integrate efficiently into the existing business architecture.
* Update job aid accordingly so they can be easily understood and configured as needed by Compliance OLO team and stakeholders after development is completed.
* Monitor execution of all IA tools and produce associated analytics
* Ensure projects are completed according to established timelines
* Duties may include, but are not limited to assembling data, building reports/dashboards, and providing input out of the box solutions for Compliance OLO stakeholders
* Independently leading and delivering complex reporting projects
* Identifies risks and opportunities along with potential solutions in order to unlock value.
* Seek synergies across Compliance departments & stakeholders to ensure a consistent approach to the operating environments
Required qualifications, capabilities, and skills:
* Knowledge of data analytics, process automation, data visualization tool or any programming language (e.g.
Alteryx, Tableau, and UiPath)
* Willingness to learn self-service data analytics and process automation tools as well as basics of project management and business analysis
* Ability to work in a fast paced, results driven environment
* Excellent writing and communication skills
* Strong risk and controls mindset
JPMorgan Chase & Co., 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...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2024-09-18 08:46:41
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Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations.
As a Senior Product Associate in Global Customer Platform, you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings.
Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success.
Global Customer Platform product is part of the Consumer Bank team and serves as the primary source of customer data for all lines of business across the firm.
The Senior Product Associate will play a crucial role in communicating highly technical information in a way that any stakeholder can easily understand.
You will also work to ensure accuracy of existing assets, working collaboratively within the product to author and update Global Customer Platform communications.
Job responsibilities
* Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery
* Considers and plans for upstream and downstream implications of new product features on the overall product experience
* Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers
* Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle
* Writes the requirements, epics, and user stories to support product development
* Supports the development of our product strategy and roadmap and translates product features into customer-centric value statements
* Collects and analyzes technical content to ensure consistency and accuracy across Global Customer Platform communications
* Contributes to solution discovery through collaboration with cross-functional teams to identify potential solutions that address product needs and align with business goals
* Contributes ideas and insights to product communications, and assists in the reporting of product accomplishments
* Collaborates with the product manager to engage stakeholders and develop executive-level presentations
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise in product management or a relevant domain area
* Proficient knowledge of the product development life cycle
* Experience in product life cycle activities including discovery and requirements definition
* Developing knowledge of data analytics and data literacy
* Demonstrated experience in authoring ef...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2024-09-18 08:46:40
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As a Securities Services Technology Business Manager - Senior Associate within the Business Management team, you will be responsible for optimizing business performance by promoting key initiatives.
You will act as a trusted advisor and counterweight to Business/Group Heads, identifying, escalating, and mitigating business risks.
You will manage all financial matters within the Securities Services Technology team, including financial reporting, workforce management, location strategy, and project & resource planning.
This role provides an opportunity to work closely with technology managers, senior management, and governance committees, providing high-quality presentations and reports to support decision-making.
You will also have the chance to participate in collaborative initiatives with team members and global managers, continually improving and adding value to existing business processes.
Job Responsibilities
* Manage forecast updates within forecasting tool on weekly basis, reflecting financial risks and opportunities, meet regularly with the technology managers to review their finances.
And support with annual expense/resource planning.
* Use standard financial reporting to track forecast/actuals versus plan and articulate variance drivers across the portfolio to stakeholders.
Investigate expense allocations charged to various businesses on regular basis and handle ad-hoc queries from stakeholders
* Deliver reporting to senior management and governance committees to support decision making, including talent management, delivery prioritization, trend analysis etc.
* Provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis
* Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques.
Create wireframes and mock-ups quickly and iteratively for management presentations, reports, and dashboards
* Communicate effectively with key business partners to understand projects and drive next steps
* Project manage and deliver key work streams and tasks
* Identify key business risks on the platform and drive resolution of mitigating controls
* Support audit, regulatory and compliance deliverables; help drive specific action plans and deliverables within the Risk Control Self-Assessment (RCSA) framework
* Coordinate team activities and prepare materials for town halls, employee recognition, and strategy working sessions
* Participate in collaborative initiatives with team members and global managers, looking for ways to continually simplify, improve, and add value to existing business processes
Required Qualifications
* Bachelor's degree in Business, Finance, Economics, or other related area
* Prior experience(preferably at a Financial Services firm) in Business Management or COO role
* Proven experience de...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2024-09-18 08:46:39
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Become an integral part of the Commercial Banking team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement.
Be part of a team that is results-oriented, with a focus on attention to detail and quality.
As an Executive Administrative Assistant within Commercial Banking, you will manage busy calendars, travel, plan and assist with local events and projects for the business and may support various activities such as managing tactical office needs, client tickets, compliance requirements or business travel tax.
You will tap into your thought leadership to manage priorities, ensure efficient use of executives' time, and collaborate closely with colleagues to ensure robust on-site support and backup coverage.
You will also work with key stakeholders in the business, partner with various teams (Office Management, etc.) to complete projects.
Job Responsibilities:
* Manage complex calendars for leaders in a fast paced and dynamic environment, arrange travel plans, adjust and prioritize last-minute changes including logistics such as conference rooms, events, and catering, etc.
* Support local event planning and execute as needed and/or support local employee engagement activities such as team recognition, events, etc.
* Support the physical site support demands required including phone coverage, assistance with new hire integration, facilities maintenance, supplies, floor access, presence at local events, greeting clients and guests and escorting them throughout the location, food orders/set up and takedown of conference rooms, ensuring superior client service at all times
* Provide general team support such as time keeping, training tracking, and assist in ad hoc projects as needed
* Maintain confidential data, enforce internal controls, and comply with policies and procedures
* Support Salesforce or other LOB reporting activity within scope for role and simple reporting for the business such as pulling canned reports and scorecards
Required qualifications, capabilities and skills:
* 3+ years of administrative support experience with background in a client facing sales and financial services environment
* Strong organizational skills and ability to work independently in a demanding, changing and fast paced environment
* Effective travel planning skills and knowledge
* Self-motivated, personal leadership, ability to be discrete, highly collaborative and team oriented
* Effective interpersonal skills and excellent communication - confident, organized, and clear
* Fluent in Microsoft Office, PitchPro and Adapts easily to process changes and learns new technologies
* Project and event management experience
* Service oriented and able to greet clients, distribute packages, restock pantry items, and other floor duties as required.
* Strong knowledge of invoi...
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Type: Permanent Location: Irvine, US-CA
Salary / Rate: Not Specified
Posted: 2024-09-18 08:46:39
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At J.P Morgan Chase, we have and 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.
As the Sr Supervisory Associate Annuity you will be responsible for performing an appropriateness review on an exception basis of transactions placed in client accounts and/or annuity and life insurance applications submitted by Financial Advisors.
Responsible for handling escalations and outreach to the field and senior level stakeholders.
Job responsibilities
* Conduct suitability reviews associated with a variety of Annuity and Life Insurance products (e.g.
Variable, Fixed and Index annuities)
* Escalate supervisory issues as necessary, providing relevant recommendations as to appropriate actions to be taken
* Strategically partner with Supervisory Managers or registered personnel in the field to resolve exceptions
* Project work as assigned by Central Supervision Management
* Responsible for reviewing certain work items escalated internally by 601 level employees
* Conduct training of newly hired team members
Required qualifications, capabilities, and skills
* At least 4+ years of experience in the securities and investment industry
* Ability to make sound, risk-based decisions
* Ability to make independent suitability decisions based on firm policy
* Demonstrates good research, analytical and problem-solving skills
* Good interpersonal, verbal, & written communication skills
* Good organization skills & attention to detail
* Good computer/navigational skills (Microsoft Office)
* Proven ability to work in a dynamic team environment that is consistently evolving
* Good time management skills to meet service level agreements and/or project deadlines
* Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
* Ability to manage a pipeline of work from assignment to completion
* Ability to meet or exceed business goals and objectives, while fostering a team atmosphere
* Knowledge and understanding of risk management
* Well versed in advisory services, financial products, and client accounts of increasing complexity
* A valid and active Series 7, 66 (63,65), 9/10 (4,24,53), and appropriate State Life & Health Insurance licenses are required to perform all job duties associated with the role.
If any of the licenses not already held, they must be obtained within 120 days of starting in the role as a condition of employment.
Preferred qualifications, capabilities, and skills
* Bachelor's Degree preferred
* Advanced knowledge of securities industry rules, regulations and guidelines and significant and equivalent experience in a directly related securities industry position may substitute for bachelor's degree
Chase is a leading financial ...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2024-09-18 08:46:38
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We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions, combined with cutting-edge financial technology and the most welcoming and friendly service, you'll be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a customer-obsessed culture in the branch.
You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers.
You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
* Acts as the standard bearer of Chase and creates a world-class customer experience
* Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
* Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
* Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
* Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
* Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
* Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
* Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
* Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
* Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
* Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
* Ability to work branch hours including weekends and evenings
* High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, a...
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Type: Permanent Location: Villanova, US-PA
Salary / Rate: Not Specified
Posted: 2024-09-18 08:46:36
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Do you enjoy servicing a portfolio of large clients? This could be the right role for you!
As a Client Service Account Manager in the Retail & Pharma team, you will support a portfolio of large corporate and/or financial institution clients by allowing them to effectively utilize Payments Products and Services.
The Service organization acts as a central point of resolution to support the client's business operations, identifies product/service gaps and development opportunities, and leverages client/product expertise to recommend client growth and efficiency opportunities.
Job responsibilities:
* Be a key advisor and proactive partner to the client, providing advice/consultation on decision making
* Act as proactive partner, reaching out to clients to assess progress, client satisfaction, and potential impediments to a high level of service satisfaction
* Act as client's central point of resolution and escalation for service issues, liaises with bank partners to manage issues
* Convey complex ideas and client issues with confidence
* Identiy and address product/service gaps and development opportunities, leveraging the full array of Treasury Services product capabilities
* Adhere to and ensure client's compliance with risk policies/practices and educates clients on new legal / regulatory / Cyber changes
Required qualifications, capabilities and skills:
* Minimum of 5 years of relevant industry and/or functional experience
* Intermediate understanding of Treasury Products and Services, inclusive of knowledge of financial exposure/operational risk related to TS transactions
* Technical knowledge/comprehension to recommend value-added solutions for clients and partners
* Ability to present oral and written communication in an organized, clear and confident manner
* Manages time effectively in a fast paced environment; demonstrating ability to balance competing priorities and deliver on commitments
* Ability to effectively partner with internal colleagues and external clients
* Ability to be flexible with working hours and utilize virtual connectivity tools (VDI, Blackberry/Good mobile suite, etc.) when business needs arise
JPMorgan Chase & Co., 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.
For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contri...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2024-09-18 08:46:35
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The Private Client experience at J.P.
Morgan offers a pathway to Wealth Management through comprehensive, expert planning.
The Private Wealth Planner (PWP) role is central to this, working collaboratively with an integrated client service team to provide clients with a detailed financial plan.
Utilizing J.P.
Morgan's proprietary Wealth Plan software, the PWP guides clients through a discovery process, providing a report that focuses on achieving their goals and the asset allocation needed.
This holistic planning is a primary benefit of being a J.P.
Morgan Private Client, marking the initial engagement of bank-only clients with Wealth Management.
As a Vice President, Private Wealth Planner within J.P.
Morgan Wealth Management, you will engage with clients and prospective clients who express interest in having a financial plan.
You will work collaboratively with an integrated client service team to provide comprehensive financial planning services.
Your role will involve using J.P.
Morgan's proprietary Wealth Plan software to provide reports that help clients focus on successfully meeting their goals.
You will also educate the integrated team about the value Wealth Planning can bring to a relationship and work with them to develop business opportunities with new and existing clients.
This role requires travel among branches and offices as needed.
The successful candidate will have knowledge of and experience in delivering all aspects of financial planning, including asset and liability management, asset allocation, diversification, basic trusts & estates, basic individual tax rules (both transfer and income taxes), insurance, long-term care, philanthropy, college savings, retirement, and cash flow planning.
Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) is a plus but is not necessary for the role.
To be successful in this role the individual must be able to communicate planning concepts in a simple, non-technical way and must be comfortable working with individuals and families ranging from affluent to high- and ultra-high net worth.
The successful individual should approach clients with a goal-oriented approach; to that end, the individual will need to learn about the various products and platforms (investment, insurance, charitable, educational) available to Private Client Advisors in order to help identify issues and opportunities to engage with clients.
The candidate will cover a region within Private Client, which will include at least one preferred branch as well as at least one office.
Job Responsibilities:
* Provide unbiased customized wealth and financial planning advice to clients and prospective clients at scale
* Educate the integrated team about the value Wealth Planning can bring to a relationshi...
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Type: Permanent Location: Torrance, US-CA
Salary / Rate: Not Specified
Posted: 2024-09-18 08:46:33
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Business Management optimizes business performances by helping to drive key initiatives.
We act as trusted advisors and counterweight to Business/Group Heads, and are responsible for identifying, escalating, and mitigating business 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.
As a Vice President in Technology Product & Tech, you will be instrumental in assisting/advising senior management and in coordinating the deployment of the bank's corporate resources to address strategic and tactical objectives.
Job responsibilities
* Implement new business strategy, strategic initiatives or platforms, including aligning department and support groups (Finance, Tech, Ops, Legal, Compliance)
* Optimize 'bottom line' business performance by driving key initiatives (fees, cost base, RWA and capital utilization)
* Identify, escalate and mitigate business risks that could impair our ability to do business: e.g.
legal, tax, regulatory, capacity issues, extraordinary transaction costs
* Analyze financial performance, including expenses; identify productivity initiatives and drive implementation
* Partner with the business, Operations and Technology in the definition of future workflows and implementation of related technology and infrastructure projects to prepare the business to meet the requirements of an ever evolving market structure
* Partner with the relevant external service/ infrastructure providers
* Represent business in respective internal/external working groups
Required qualifications, capabilities, and skills
* Bachelor's degree in Business, Finance, Economics, or other related area
* Previous product knowledge and/or prior Business Management experience
* Energetic and dynamic in style
* Highly motivated self-starter with excellent time management/prioritization skills
* Present well to senior and global business heads
* Able to forge strong internal relationships across a broad range of functions
* Self-motivated, tenacious and able to work with high degree of independence
* Excellent written and oral communication skills
* Able to both define and deliver to conclusion a strategic agenda across multiple groups
* Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
* Excellent project management and organizational skillls and attention to detail with logical thought process
Candidates must be able to physically work in on of our below offices 3 days a week and remotely from home 2 days per week.
The specific schedule will be determined and communicated by direct management.
* Wilmington, DE
* Columbus, OH
* Jersey City, NY
Applicants must be authorized to work for any employer in the U.S.
We are unable to sponsor or take over sponsorship of an employment Visa at this t...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2024-09-18 08:46:32
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At J.P.
Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
As a Sales Strategy and Support Analyst II within J.P.
Morgan Wealth Management, you will lead and deliver projects that enhance business functionality and control processes reporting.
You will be responsible for end-to-end project delivery and development of employee resources.
You will partner with key business and technology partners to analyze business/operational processes, identify business and operational requirements, and coordinate solution implementation.
This position requires leadership skills, proven investigatory abilities, prioritization skills, and a willingness to tackle new and difficult challenges.
Job Responsibilities:
* Support implementation of effective controls in collaboration with cross-functional teams and stakeholders
* Evaluate the effectiveness of existing controls, identify gaps, and recommend improvements to mitigate risks and enhance the firm's risk posture
* Partner with external operational leadership, functional SMEs, key stakeholders consumers in the design and implementation of the global operating model for operations (roles/responsibilities, location strategy, control framework)
* Day-to-day maintenance of project plans, metrics, risk/issues as well as development and occasional presentation of project status reports / updates to the organization and Sr Mgmt.
* Provide project or business analysis support as necessary on other projects (e.g.
business reporting and processes)
* Manage communication of status updates to stakeholders and Senior Management through risk scorecards, monthly business reviews and leadership forums
* Provide business and data analysis to large, cross line of business initiatives; analyzing and documenting key business discussions and requirements, managing timelines, risks, issues, and dependencies tracking action items and other project related materials.
Required Qualifications, Capabilities and Skills
* At least 5 years of experience in financial services industry or equivalent subject matter expertise in a relevant business related function/operation
* Bachelor's degree or equivalent experience required
* Intermediate/Advanced experience using Microsoft Office, including Excel, Visio, PitchPro and PowerPoint
* Excellent analytical and logical thinking to understand and analyze complex business processes
* Strong organizational and prioritization skills, detail oriented, and strong interpersonal skills
* Ability to work in a high-paced environment, be flexible, follow tight deadlines, organize, and prioritize work
* Passionate, authentic, bold and a team player that builds strong relationships with clients, peers, partners and contacts
* Strong communication both verbal and written with ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-09-18 08:46:32
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Are you a skilled data professional with a passion to transform raw data into actionable insights, and a demonstrated history of learning and implementing new technologies? The Finance Data & Insights Team is an agile product team responsible for the development, production, and transformation of Financial data and reporting across CCB.
Our vision is to improve the lives of our people and increase value to the firm by leveraging the power of our data and the best tools to analyze data, generate insights, save time, improve processes & control, and lead the organization in developing skills of the future.
As a Data Visualization Manager on the Consumer & Community Banking Finance Data & Insights Team, you will join an agile product team responsible for the development, production, and transformation of Financial data and reporting across CCB.
Through your ability and passion to think beyond raw and disparate data, you will create data visualizations and intelligence solutions that will be utilized by the organizations top leaders to reach out key strategic imperatives.
You will help in identifying and assessing opportunities to eliminate manual processes and utilize automation tools such as Alteryx, Tableau and/or ThoughtSpot to bring to life automated solutions.
You will extract, analyze, and summarize data for ad hoc stakeholder requests, and play a role in transforming our data environment to a modernized cloud platform.
Job Responsibilities
* Lead intelligence solution requirements gathering sessions with varying levels of leadership, complete detailed project planning utilizing JIRA to record planned project execution steps
* Develop and enhance Alteryx workflows, collecting data from disparate data sources and summarizing the data as defined in requirements gathering with the stakeholders.
Follow best practices to ensure that data is sourced from authoritative data sources
* Develop data visualization solutions utilizing Tableau and/or ThoughtSpot that provides intuitive insights to our key stakeholders
* Conduct thorough control testing of each component of the intelligence solution providing evidence that all data and visualization are providing accurate insights and evidence in the control process
* Seek to understand the stakeholder use cases empowering you to anticipate stakeholders requirements, questions, and objections
* Become a subject matter expert in these responsibilities and support team members in becoming more proficient themselves
Required qualifications, capabilities and skills
* Bachelor's degree in MIS or Computer Science, Mathematics, Engineering, Statistics or other quantitative or financial subject areas
* Minimum of 8 years' experience working with data analytics projects, preferably related to financial services domain
* Minimum 5 years' experience developing advanced data visualization and presentations preferably with Tableau
* Experience with business intelli...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2024-09-18 08:46:31
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Unlock your potential and dive deep into market analytics and product compliance.
Harness your expertise to build pivotal relationships, identify areas of improvement, increase efficiencies, and lead our products to their launch.
As a Senior Market and Product Expansion Associate in Healthcare Payments, you contribute significantly to your team's success and test the regulatory requirements for our products.
You work across the organization, build critical relationships, and prepare the products to go to market.
Job responsibilities
* Create best in class proposals for the Healthcare Payments business
* Collaborate with Sales, Product and Marketing teams to ensure that proposals meet client/prospect requirements and reflect bid strategy and brand positioning
* Manage projects and relationship documents, utilizing excellent written communication
* Review and analyze proposal needs, to determine key requirements and construct tailored materials that leverage information from multiple stakeholders
* Help to update central knowledge base as responses are created, developed and enhanced
* Supports the team on pricing analysis to evaluate market trends, competitor pricing strategies, and client behavior
* Develops a strong understanding of our products and services to effectively tailor collateral to specific markets
* Applies the defined regulatory testing procedures and uses discretion to identify and respond to complex cases when it is unclear whether a product meets market requirements
* Contributes to the development of the regulatory testing process and identifies inefficiencies for product improvements
* Builds and maintains working relationships with stakeholders across distinct functions including Legal, Risk, Compliance Operations, and Technology
Required qualifications, capabilities, and skills
* Presents excellent communication skills, both verbal and written, can engage and influence partners and stakeholders
* Exhibits strong project management skills and stakeholder management with the ability to manage tight schedules
* 3+ years of experience or equivalent expertise working in Product, Technology, or Project Management
* Developing knowledge of risk management and controls, regional and local nuances, and governance requirements
* Experience in developing and executing regulatory testing procedures
* Proficiency in Microsoft Word, Excel, and PowerPoint
Preferred qualifications, capabilities, and skills
* Relevant experience with proposals, sales support background, presentations and/or business writing/communications or marketing
* Ability to collaborate with cross-functional teams and build relationship with team members across the globe on various tasks and special projects
* Experience in Payments or Treasury a plus, not required
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to...
....Read more...
Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2024-09-18 08:46:28
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We have an exciting and rewarding opportunity for you to take your software engineering career to the next level.
As a Full Stack Software Engineer III at JPMorgan Chase within the Consumer and Community Banking Operations Technology, you serve as a seasoned member of an agile team to design and deliver trusted market-leading technology products in a secure, stable, and scalable way.
You are responsible for carrying out critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
* Executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Creates secure and high-quality production code and maintains algorithms that run synchronously with appropriate systems
* Produces architecture and design artifacts for complex applications while being accountable for ensuring design constraints are met by software code development
* Gathers, analyzes, synthesizes, and develops visualizations and reporting from large, diverse data sets in service of continuous improvement of software applications and systems
* Proactively identifies hidden problems and patterns in data and uses these insights to drive improvements to coding hygiene and system architecture
* Contributes to software engineering communities of practice and events that explore new and emerging technologies
* Adds to team culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills
• Formal training or certification on software engineering concepts and 3+ years of applied experience
• 3+ years of hands on experience in Java script, React UI Framework
• 4+ years of experience in multiple modern programming language in Java
• Hands on experience working on Java Frameworks - Spring boot, Microservices, REST API Development, Design Patterns, JPA, Junit, LOG4J
• Experience in teh following technologies - Kafka, OAuth / Open ID / Windows ADFS
• Experience with cloud-based technologies - Cloud Foundry, Kubernetes, AWS, Google, etc.,
• Hands on experience working on writing SQL queries (Preferably Oracle)
• Hands on experience on developmental toolsets like IntelliJ or Eclipse, SOAP UI or Postman
• Experience with source code management: GIT branches, GIT commands, Maven build concepts, CI/CD
• Familiarity / Knowledge: Splunk, Dynatrace, Atlassian Tools (JIRA, Bitbucket, Confluence)
Preferred qualifications, capabilities, and skills
* Familiarity with modern front-end technologies
* Exposure to cloud technologies
* Hands on experience working Camunda workflows
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our missio...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2024-09-18 08:46:28
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We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Assists clients and the branch team by helping with new account openings when needed
* Performs 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
* 6+ months of customer service experience
* High school diploma or GED equivalent
* Bilingual English and Spanish required
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities g...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-09-18 08:46:26
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We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients
* Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals
* Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the h...
....Read more...
Type: Permanent Location: Brenham, US-TX
Salary / Rate: Not Specified
Posted: 2024-09-18 08:46:25
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We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients
* Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals
* Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the h...
....Read more...
Type: Permanent Location: Yardley, US-PA
Salary / Rate: Not Specified
Posted: 2024-09-18 08:46:24
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Join the Treasury and the Chief Investment Office (TCIO) within JPMorgan is responsible for firm wide asset and liability management for one of the world's largest global financial institutions with a $2.5 trillion balance sheet, including more than $900 billion in loans and $1.4 trillion in deposits.
Because it sits at the very center of the firm, TCIO directly influences the composition of the firm's balance sheet as well the activities of the firm's four main lines of business (LOBs): Asset & Wealth Management, Commercial Banking, Corporate & Investment Bank, and Consumer & Community Banking.
As a Liquidity Risk Reporting Associate on the The Corporate Treasury Middle Office (CTMO) which is part of the TCIO organization and provides support for the Firm in regards to both liquidity and structural interest rate risk (SIRR) reporting, you would be a part of the team that is responsibile for the following:
* Overseeing the operating model that supports the aggregation of data used in the Firm's risk reporting process (i.e.
balance sheet detail, forecasts, and assumptions).
This includes the execution of key data integrity controls, reconciliations, adjustments, and analytics.
* Coordinating the production of several Firmwide, LOB, and Legal Entity level risk reports (i.e.
5G, LCR, Stress, EaR, DV01, EVS) by agreed upon deadlines.
This involves working with contacts globally to quickly research and explain variances in key risk measures and to facilitate sign-off by senior risk stakeholders prior to report distribution internally and to regulators.
* Partnering with internal data source providers and risk stakeholders across all lines of business to complete data investigations and resolve data quality issues with the goal of improving the timeliness and accuracy of all risk reporting on a continual basis.
* Responding to internal or regulatory requests to complete ad hoc data analysis or produce custom reports as needed.
In this role, you would have the opportunity to:
* Improve their understanding of asset and liability management principles for a large financial institution with a balance sheet in excess of 2.5 trillion.
* Develop a good understanding of the key risk measures used by a financial institution to manage interest rate risk and liquidity exposure.
* Stay connected to changes in the industry and the regulatory landscape as they apply to liquidity and interest rate risk.
* Interact with senior executives and external regulators on a frequent basis as part of ad hoc analysis requests.
* Become an expert in data management and analysis while improving their technical and programming skills with analytical and business intelligence tools such as MS Excel\\Access, Tableau, Xceptor, Alteryx, VBA, and Python.
Job Responsibilities:
* Review, adjust and attest to the quality of liquidity risk data daily across all entities in the firm.
* Perform product reconciliations & assist with...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2024-09-18 08:46:23
