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JOB DESCRIPTION
Chubb is currently seeking a Workers' Compensation Medical Only Claim Examiner for our West Coast/Pacific region.
The successful applicant will be handling claims from California.
The position will report and reside in our Los Angeles, CA office.
Duties & Responsibilities:
* Handles all aspects of workers' compensation medical only claims from set-up to case closure ensuring strong customer relations are maintained throughout the process.
* Review and assess new medical-only claims to determine eligibility and coverage under workers' compensation policies and complete coverage match where necessary.
* Conducts initial and ongoing investigations, obtaining facts and takes statements as necessary, with insured, claimant and medical providers.
* Evaluates the facts gathered through the investigation to determine compensability of the claim or if additional investigation for AOE/COE investigation.
* Coordinate and authorize appropriate medical treatment for injured workers, ensuring timely and effective care.
* Sets timely reserves within authority limits for medical and expenses and recommends reserve changes to Team Leader throughout the life of the claim.
* Reviews the claim status at regular intervals and makes recommendations to Team Leader to discuss problems and remedial actions to resolve them.
* Prepares and submits to Team Leader unusual or possible undesirable exposures when encountered.
* Controls and directs vendors, telephonic cases managers, and use all medical cost containment programs.
* Complies with customer service requests including Special Claims Handling procedures, file status notes and claim reviews.
* Files workers' compensation forms and electronic data with states to ensure compliance with statutory regulations.
* Works with in-house Technical Assistants, Special Investigators, Nurse to exceed customer's expectations for exceptional claims handling service.
* Always maintains 100%+ closing rate.
* Timely recommend transfer of claims to lost time status.
* Maintain detailed and accurate records of all claim activities, including medical reports, correspondence, and payment information.
* Serve as the primary point of contact for claimants, medical providers, and employers, providing updates and information as needed.
* Address and resolve any issues or disputes related to medical treatment or claim processing.
Technical Skills & Competencies:
* Preference for prior experience as MO Claim Examiner in workers' compensation as a lost time examiner, or similar examiner experience in short-term / long-term disability, auto personal injury protection / medical injury, or general liability claims.
* Requires basic knowledge of workers' compensation statutes, regulations, and compliance.
Understanding of workers' compensation laws and medical terminology.
* Exceptional customer service and focus.
* Ability ...
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Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2025-08-05 08:49:41
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JOB DESCRIPTION
Chubb Limited is currently seeking an Underwriting Associate to join the Global Accounts Branch within Global Services located in Whitehouse Station, NJ.
Position Description:
The Underwriting Associate (UA) will contribute to the achievement of the Global Serviced Branch goals as well as corporate goals relating to the growth, profit, renewal retention, service and producer/client management.
The branch is responsible for commercial U.S.
policies which are part of an overall account managed on behalf of Chubb's international zones.
The UA gathers and analyzes account-specific information (including but not limited to loss information, exposures, financials, loss control reports) and prepares a risk report for referral to the Underwriter; corresponds with both local U.S.
producers and overseas underwriters to compile necessary information; develops information and recommendations based upon the account review; determines strategy in conjunction with the underwriter; handles all coordination of accounts being sent to the Processing Center and completes all rating and issuance instructions including appropriate forms, coverages and final premium; ensures electronic file integrity; ensures internal and external service standards are met to achieve a high level of customer satisfaction.
This position may be assigned renewal underwriting authority.
Roles/Responsibilities
* Reviews submission information with the underwriter, researches and provides analysis of account information, and ensures overall regulatory compliance.
* Compiles and documents the risk report and underwriting strategy
* Coordinates account processing and servicing
* Coordinates the quoting, booking and issuance process with the CSR and completes the risk report for referral to the Underwriter
* Reviews, verifies, and publishes all documents in the electronic customer file
* Researches and responds to Producer and Overseas Underwriter inquires
* Serves as the first point of contact for internal and external contacts on account related matters
* Ensures MAX and other tracking systems are updated timely
QUALIFICATIONS
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender...
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Type: Permanent Location: Whitehouse Station, US-NJ
Salary / Rate: Not Specified
Posted: 2025-08-05 08:49:39
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Starting rate at $15.00 per hour!
Ask about our Employee Referral Program for more details on how to earn $250 or more per referral.
We are looking for more amazing talent to grow our teams, just like you!
Do you want your career to have a purpose? Here at Goodwill, your work changes the lives of people with barriers to employment.
You can make a difference! Goodwill is a fun place to work that gives you opportunities to learn and grow through cross training and advancement opportunities.
In addition to working for an organization with a fulfilling mission, Goodwill offers you great benefits and opportunities to develop strong customer service skills.
Production:
Are you goal-oriented and do you love to be challenged? If so, we want you to work with us.
Our Production Associates support the Goodwill Mission by pricing the donations that are then sold on the sales floor.
They are challenged to achieve their pricing goals and strategically price donations according to our pricing guidelines to maximize the amount of money that goes to our mission.
In our production area, you never know what you may come across! It's like discovering
something new every day! By maintaining an efficient flow of donations, Production Associates help ensure a smooth customer service experience on the sales floor.
Donation Attendant:
Do you love a fast-paced work environment and working with a fun team? If so, we want you to work with us! Our Donation Attendants support the Goodwill Mission by greeting and thanking donors while carefully accepting their donations.
They also help keep the production area organized by sorting donations as they come in, and they play a crucial role in delivering excellent customer service to donors and team members alike.
Sales Floor Associates:
If you love building relationships with customers and helping them with their hunt for the perfect thing, we want you to work with us! Our Sales Floor Associates support the mission by organizing our sales floor and making it easy for customers to find what they're looking for.
They also serve as ambassadors for Goodwill by providing outstanding customer service and answering any questions that customers may have about Goodwill or our donations.
Customer service is at the heart of everything they do, from helping customers navigate the store to ensuring a pleasant shopping experience.
Cashier:
Do you have a passion for customer service and enjoy working with a fun team? If so, we want you to work with us! Our cashiers support the Goodwill mission by building relationships with customers, accurately ringing up sales transactions, and letting our customers know how their purchases are helping someone get a job.
Customer service excellence is key in this role, ensuring every customer leaves with a positive impression of Goodwill.
Goodwill Greater Milwaukee and Chicago is a people-driven organization.
As the largest Goodwill in the world, we are nearly 6,000 employees strong and growing.
You ...
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Type: Permanent Location: Bolingbrook, US-IL
Salary / Rate: Not Specified
Posted: 2025-08-05 08:49:39
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JOB DESCRIPTION
Title: Surplus Lines Licensed Personal Lines Account Executive
Job Summary: We are seeking a highly motivated and skilled Surplus Lines Licensed Personal Lines Account Executive to join our team.
As a key member of our organization, you will be responsible for managing and growing our personal lines insurance portfolio in the surplus lines market.
The ideal candidate will possess a deep understanding of personal insurance coverages, excellent sales and customer service skills, and the ability to navigate complex regulatory requirements.
Responsibilities:
Sales and Business Development:
* Proactively identify new business opportunities and develop strategic plans to expand the personal lines insurance portfolio.
* Generate leads, conduct market research, and implement targeted sales strategies to acquire new clients.
* Present insurance proposals, negotiate terms and conditions, and secure new policies.
* Collaborate with marketing and communications teams to promote personal lines insurance offerings and strengthen the company's brand presence.
Surplus Lines Compliance:
* Maintain a thorough understanding of surplus lines regulations and licensing requirements.
* Ensure compliance with surplus lines regulations in all aspects of client interactions and policy placements.
* Accurately and timely submit surplus lines reports and documentation as required by regulatory authorities.
* Stay updated on industry trends and changes in regulatory guidelines to mitigate compliance risks.
Policy Administration:
* Oversee the application and policy issuance process, ensuring accuracy, completeness, and adherence to regulatory requirements.
* Review policy documents and endorsements for accuracy and compliance.
* Collaborate with underwriting teams to assess risks and determine appropriate coverage options.
* Manage policy renewals, endorsements, cancellations, and claims processes efficiently and effectively.
QUALIFICATIONS
Requirements:
* A
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental...
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Type: Permanent Location: Whitehouse Station, US-NJ
Salary / Rate: Not Specified
Posted: 2025-08-05 08:49:37
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JOB DESCRIPTION
The EVP, PRS North America Sales & Distribution Leader is responsible for leading 120 Sales & Distribution professionals in North America to achieve planned profitable growth targets across all regions.
Top responsibilities include driving execution and measurement of key sales initiatives and development of distribution tier strategies and sales best practices while providing strong leadership and development to the North American S&D team.
Additionally, through PRS Regional Sales & Distribution Leaders, the EVP, PRS NA Sales & Distribution leader drives, measures, and evolves strategy for:
* Sales management including sales best practices consistency across the regions
* National distribution partner relationship management
* Distribution management and engagement
* Utilization of competitive intelligence and analytics, as well as sales data reporting
* Sales skill development of PRS S&D staff
* Sales strategies for new and existing products
* Further evolution of the sales culture and S&D function
As PRS evolves its distribution and sales strategy for future success, the NA S&D Leader encourages innovative thought and experimentation with new tactics and initiatives that keep PRS at the forefront of the premium insurance market.
Key Responsibilities:
* In collaboration with Regional Leaders, oversees the performance of the PRS Sales & Distribution team ensuring strong performance and accountability to production results and tactics
* Creates and executes sales strategy for timely division initiatives such as Opportunity Geographies
* Manages NA premium production budgeting process and creates NA wide tactical plans to achieve same
* Conducts monthly financial reviews to initiate tactical shifts by branch/region to drive growth including new business, cross sell, retention, and pipeline management.
Cultivates in depth knowledge and analysis of results to identify and act on trends and adapt as needed to maximize production.
* Manages S&D expense plan and works with Regional Leaders and REOs to develop and execute commission plans
* Envision and execute a robust distribution strategy that contemplates the distribution consolidation trend and Chubb's growth expectations
* Acts as member of PRS home office leadership team.
Partners with PRS home office leaders to ensure alignment of key deliverables, timelines, and results.
Represents the marketplace and distribution in home office work.
Has his/her finger on the pulse of the market.
* Cultivates collaborative relationships within and outside of PRS leveraging the talent and contributions of the entire sales & distribution team
+ Ongoing collaboration with Field Admin leadership is required to formulate successful distribution strategies that take into consideration local markets
+ Strong collaboration with the PRS Chief Marketing Officer ensures that sales strategy and tactical ex...
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Type: Permanent Location: Whitehouse Station, US-NJ
Salary / Rate: Not Specified
Posted: 2025-08-05 08:49:35
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JOB DESCRIPTION
Chubb is the world's largest publicly traded property and casualty insurer.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
Position Summary
Chubb Small Commercial Insurance (SCI) leverages superior underwriting expertise and world-renowned claims, account services, and financial strength to offer solutions for small businesses.
Ideal candidate must be highly motivated to succeed, have strong communication skills both verbal and written, and have a strong desire to learn with a willingness to embrace change.
This position is responsible for supporting the underwriting process for our online platforms for multiple lines of business which include but are not limited to: BOP, Commercial Auto, Workers Compensation, Cyber Digitech, and Umbrella.
Major Duties & Responsibilities:
* Serves as first level of contact for agent inquiries, contract questions, pricing questions, system training needs, and post bind service requests within designated authority.
* Researches and gathers appropriate information and responds to those inquiries within established Service Level Agreements (SLA's).
Communicates directly with agents both verbally (phone) and/or in writing (email) as required.
+ When outside of designated authority or expertise, forwards to respective business team with supporting research and documentation.
+ When within designated authority; evaluates, accepts, rejects, or modifies risks within established underwriting guidelines, authority, and compliance regulations.
Complies with corporate standards, procedures, business strategies and rating plans.
+ Assumes ownership of agent inquiries through to resolution, including those inquiries that are handled in areas outside of Digital Concierge to ensure agent receives a response and is satisfied.
* Ability to sell and negotiate to achieve profitability for the Company.
* Assists with all transaction types including, but not limited to: new business, renewals, endorsements, referrals, BORs, rewrites, and cancellations as assigned.
* Utilizes Small Commercial Inventory Management systems, MS Dynamics, and UW Services mailboxes, along with additional technologies, to manage daily workload to meet Service Level Agreements with underwriters and agents.
* Builds and maintains a result-oriented relationship with the agents and underwriters to drive overall results including profitability, growth, and retention.
* Performs other duties as required to best serve customer, team, and management needs.
QUALIFICATIONS
ABOUT US
...
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Type: Permanent Location: Phoenix, US-AZ
Salary / Rate: Not Specified
Posted: 2025-08-05 08:49:34
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Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information...
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Type: Permanent Location: Pasadena, US-CA
Salary / Rate: Not Specified
Posted: 2025-08-05 08:49:31
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As a Lead Architect at JPMorgan Chase, you play a vital role in a team dedicated to creating top-notch architecture solutions for diverse software applications utilizing modern cloud-based technologies.
Your core technical contributions involve delivering essential architecture solutions, including data architecture, across multiple technical domains within Asset & Wealth Management (AWM) and Global Client Onboarding to support project objectives.
Job responsibilities:
* Develop and maintain the data architecture framework, standards, and principles for Asset & Wealth Management (AWM), ensuring scalability, performance, and security.
* Collaborate with business leaders to define and execute the data strategy, aligning with organizational goals and regulatory requirements.
* Establish and enforce data governance policies and procedures to ensure data quality, consistency, and compliance.
* Design and implement data integration solutions to consolidate data from various sources, ensuring seamless data flow across systems.
* Evaluate and recommend data management technologies and tools that enhance data capabilities and support business needs.
* Work closely with IT, business units, and external partners to understand data requirements and deliver effective solutions.
* Stay abreast of industry trends and emerging technologies, incorporating best practices into the data architecture.
* Create comprehensive documentation and provide training to ensure effective use and understanding of the data architecture.
Required qualifications, capabilities, and skills:
* Bachelor's or Master's degree in Computer Science, Information Technology, or a related field.
* Minimum of 5 years of experience in Architecture, Data management, or related roles within the financial services industry.
* AWS Cloud experience in building solutions.
* Strong analytical and problem-solving skills, with the ability to translate business requirements into technical solutions.
* Excellent verbal and written communication skills, with the ability to convey complex data concepts to non-technical stakeholders
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 al...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-08-05 08:49:31
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Green Bay, US-WI
Salary / Rate: Not Specified
Posted: 2025-08-05 08:49:27
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Davison, US-MI
Salary / Rate: Not Specified
Posted: 2025-08-05 08:49:25
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: State College, US-PA
Salary / Rate: Not Specified
Posted: 2025-08-05 08:49:21
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Fairfield, US-CT
Salary / Rate: Not Specified
Posted: 2025-08-05 08:49:18
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At J.P.
Morgan Asset Management, we provide investment solutions to many of the world's largest pension plans, sovereign wealth funds and central banks.
The cornerstone of our approach to investing is our dedication to in-house research.
Our on-the-ground presence in key markets, combined with structured collaboration across regions and sectors, allows us to identify, share and compare ideas around the globe.
Our investment processes are founded on tried and tested investment philosophies, consistently applied, within a robust risk management framework.
We provide investment strategies across regions, sectors, styles and the market cap spectrum.
Job Summary
As an Investment Stewardship Specialist within the Sustainable Investing and Stewardship team, you will support the delivery of the annual and long-term objectives of JPMAM's investment stewardship program and contribute to carrying out governance analysis, stewardship engagement, and proxy voting.
You will be supporting and implementing our efforts in advancing independent data gathering and analysis and conducting research and due diligence on shareholders' meetings.
The role is in a front office environment which will involve regular interactions with our research analysts and portfolio managers across Equities, Fixed Income and Multi-Assets Solutions.
It will involve engaging with senior representatives of the companies in which we invest on their business and sustainability practices with a focus on promoting best outcomes for our clients.
You should possess a passion for independent, creative and critical thinking and a desire to be a part of a fast-moving and fast-growing team that is making pioneering changes.
This role will report to the Head of Investment Stewardship, North America.
Job Responsibilities
* Conduct proxy research, due diligence and voting in collaboration with the investment teams and other Investment Stewardship Specialists, using a variety of data sources and technologies
* Support voting related audit program and compliance reporting.
Conduct communication with client teams on proxy voting related matters, including preparation of voting case-studies and client level voting statistics.
* Help identify and target companies for specific investment risks; support in delivering theme-specific engagements with representatives of companies to manage identified risks and deliver outcomes for our clients.
* Assist stewardship engagements with portfolio companies in collaboration with investment teams on investment and sustainability themes; research and develop the engagement agenda and pipeline; coordinate between different investment teams to ensure alignment on key engagement issues.
* Develop and take ownership of reporting of theme-specific corporate engagement and proxy voting activities in collaboration with the investment and stewardship teams; assist with NP-X filings, partner with JPMAM's client servicing teams to ensure client repor...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-05 08:49:17
-
The Asset Based Lending (ABL) team is part of J.P.
Morgan's Commercial Bank.
In this role you will be the focal point of team management and strategy including client acquisition and ongoing relationships with the world's most innovative companies.
You will be leading this National Group to deliver the entire firm to our clients.
As the Head of ABL -Managing Director within the Commercial Bank, you will lead a team of National Bankers focused on expanding and sustaining profitable banking relationships with Life Sciences clients.
You will collaborate closely with credit underwriting, treasury sales, client service, and other functional areas to provide comprehensive products and solutions to clients.
Additionally, you will manage your own portfolio while leading the banking team, with client visits accounting for roughly 25% of your schedule.
Job Responsibilities
* Lead a National Team of ABL Bankers in originating ABL Dealflow
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Deliver the entire firm across lines of business
* Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
* Lead specially assigned projects for the benefit of region and national team
* Hire, manage, coach, mentor and retain a high performing and diverse team
* Foster a diverse, equitable and inclusive work environment
Required Qualifications, Capabilities and Skills
* Typically a minimum of fifteen years of Management Experience and ABL account relationship management experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Ability to mobilize internal networks and resources
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
* Management experience in a Commercial Bank setting, specifically leading a commercial lending sales team
* Sales management and business development skills with proficiency in building and maintaining positive client relationships
* Excellent verbal and written communications skills; able to effectively communicate clearly and concisely
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Strong technology experience; digital background preferred
* Flexible to changing business priorities and ability to multitask
* FINRA securities licenses 79, 63 and 24 required or ability to obtain within reasonable time frame
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 br...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-08-05 08:49:09
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
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Type: Permanent Location: Green Bay, US-WI
Salary / Rate: Not Specified
Posted: 2025-08-05 08:49:03
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Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients.You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategywhiledeveloping partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.
Job responsibilities
* Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships
* Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
* Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
* Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
* Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
* Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms
* Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships
Required qualifications, capabilities, and skills
* 6+ years of cash management, sales and relationship management experience
* Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
* Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
* Excellent verbal and written communication skills
* Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
* Strong time management, organizational and planning skills
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
Preferred qualifications, capabilities, and skills
* Bachelor's degree
* Certified Treasury Professional designation
* Strong creative solution and problem-solving abilities
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history ...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-08-05 08:49:01
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Sandy, US-UT
Salary / Rate: Not Specified
Posted: 2025-08-05 08:48:59
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Are you client focused and enjoy building relationships? Join the team helping to support US Headquartered companies with their international business needs! As an International Sales Associate within our dynamic team, you will play a critical role in our growth strategy.
You will assist the International Payments Specialists and provide credit and financing, treasury and payment services,andinternational bankingservices to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations.You will work in close partnership with the International Payments Specialists (IPS), US based Middle Market bankers and Treasury Management Officers; as well as other Product Specialists from across the Firm to identify and support the broader banking needs and requirements of Commercial Bank clients.You will participate in the three-year development plan designed fora progression of job functionsto develop skills over time for a successful career within the firm and ability to pursue more senior roles within the Payment Sales Commercial Bank.
Job responsibilities:
* Service the specific non-US corporate banking needs of the firm's targeted prospects and clients
* Assist our colleagues to manage the implementation, on-boarding & ramping of new business mandates from clients & prospects
* Uncover and scope new sales opportunities within the existing client base
* Maintain ongoing client relationships which may include reviewing pricing reviews/changes, obtaining exception approvals, addressing legal or compliance reviews
* Prepare for key client meetings including creating and updating presentation materials, performing client research, obtaining relationship details from across the firm
* Manage the client onboarding/implementation experience
* Manage deal pipelines and monitor portfolio profitability
Required qualifications, capabilities, and skills
* 3+ years' experience in corporate banking, corporate treasury, finance, consulting or finance sales to mid-cap corporates
* Bachelor's Degree or higher in finance, economics, or related field
* 1+ years' of Treasury experience
* Strong Excel and PowerPoint skills
* Exceptional verbal and written communication skills with ability to build and maintain relationships globally
* Excellent problem solving and critical thinking skills with strong attention to detail
* Persistent and detailed follow-up
* Enjoys working in a client-facing role, with eventual opportunity through career advancement of managing their own portfolio of clients
* Ability to thrive in a dynamic work environment and learn via networking and peer to peer education
Preferred qualifications, capabilities, and skills
* Interest in learning international corporate banking and global treasury
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insu...
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Type: Permanent Location: Irvine, US-CA
Salary / Rate: Not Specified
Posted: 2025-08-05 08:48:58
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
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Type: Permanent Location: Boulder, US-CO
Salary / Rate: Not Specified
Posted: 2025-08-05 08:48:55
-
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: Jeffersontown, US-KY
Salary / Rate: Not Specified
Posted: 2025-08-05 08:48:54
-
We are seeking a top-tier Sr.
Quantitative Analyst to join our team of high-caliber data scientists and quantitative analysts.
The Chase Auto Data & Analytics team unifies data and analytics talent across Chase to responsibly leverage data to build competitive advantages for our businesses with value and protection for customers.
As a Sr.
Quantitative Analyst within the Chase Auto Data & Analytics team, you will be part of a high-caliber analytics team charged with the responsibility of driving business performance using insightful data analytics and reporting.
Our culture values pragmatism, honesty, and simplicity to solve hard problems the right way.
We believe that analytics should drive business decisions across the company to keep our products simple, valuable, and delightful.
The Auto D&A team utilizes data, analytics, visualization, and advanced analytics to drive meaningful impacts for our customers, dealers, and partners.
We approach problems inquisitively and with a desire to find solutions in our data.
Job Responsibilities:
* Leverage technical skills to develop SQL code to mine large complex data sets (via Toad, Alteryx, etc.)
* Use critical thinking skills to learn the business process, identify ROE opportunities, and use analytics to develop initiatives to capitalize on those opportunities
* Create analytical or statistical models (e.g., Python) as a solution when a business opportunity is identified
* Harness leadership skills which allow you to work independently, take ownership, and accountability of the projects assigned to you
* Align to evolving business priorities and deliver on strategic solutions that drive successful execution on those priorities
* Design and develop rich visualization dashboards that efficiently summarize performance metrics and KPIs and provide self-serve capability to the end-users in intuitive and meaningful ways
* Coordinate with multiple business partners to ensure that all business needs and projects are appropriately identified, prioritized, and executed.
Manage delivery in agile format
* Provide strategic partnership on executing on data strategy that promotes modern data architecture, governance, and democratization of data access
Required Qualifications, Capabilities, and Skills:
* Bachelor's degree in Computer Science, Information Technology, Engineering, Statistics, Economics, or other relevant field and 5 years of relevant work experience.
Advanced degree is preferred.
* Strong oral and written communication skills to clearly communicate solutions/recommendations to end users
* Track record of executing large-scale automation initiatives using data exploration, enrichment, and preparation tools such as Alteryx
* Subject matter expertise in data visualization tools such as Tableau and ability to identify best practices and uphold highest standards of quality in dashboards and analytical solutions
* Experience with big data...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-08-05 08:48:52
-
Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients.You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategywhiledeveloping partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.
Job responsibilities
* Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships
* Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
* Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
* Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
* Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
* Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms
* Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships
Required qualifications, capabilities, and skills
* 6+ years of cash management, sales and relationship management experience
* Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
* Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
* Excellent verbal and written communication skills
* Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
* Strong time management, organizational and planning skills
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
Preferred qualifications, capabilities, and skills
* Bachelor's degree
* Certified Treasury Professional designation
* Strong creative solution and problem-solving abilities
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history ...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-08-05 08:48:51
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If you are passionate about supporting initiatives and executing processes that enhance efficiency and elevate the client experience for Business Clients, then a role as a Business Banking Virtual Specialist is ideal for you.
As a Business Banking Virtual Specialist (BBVS) within our corporate office, you will proactively engage with Business Banking clients to enhance their banking experience and support the well-being of their businesses by offering financial solutions, education, advice, and problem resolution.
Job responsibilities
* Conduct daily outreach through various channels (phone, email, etc.) to engage with Chase Business Banking clients and deliver an exceptional client experience by proactively providing comprehensive business banking solutions tailored to meet the financial needs and circumstances of their businesses.
* Drive a positive client experience by collaborating with relevant service teams to resolve issues, reaching out to clients to address survey feedback, and escalating matters that need further assistance or resolution.
* Consult with clients to understand their business cash flow cycle and transaction channels, identifying cash management , card, payment & credit solutions and recommend ways for clients to safeguard accounts.
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of businesses in order to refer and connect clients with bankers or specialists who can help meet their financial needs.
* Follow all processes and protocols while protecting the firm by applying sound risk management protocols and adhering to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* Minimum of 1 year of experience in a portfolio management role, or related business/customer service experience.
* Proficient in having customer contact through inbound and outbound calls and video conferencing.
* Proficiency in written communication with individuals at all levels, both internally and externally.
* Ability to determine priorities and maintain a balanced work approach to achieve business objectives.
* Ability to proactively build relationships with clients and internal partners, and influence others in a fast-paced environment to achieve desired outcomes.
* Ability to take initiative and develop rapport to build and maintain client relationships virtually; to identify opportunities and issues by asking targeted questions to assess current client needs and goals; and to assess and recommend viable and appropriate solutions for the client.
Preferred qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience.
* General knowledge of core Business Products and Services, including Deposit, Lending, and Cash Management.
* Proficient in MS Office tools, including Outlook, Excel, Word, and PowerPoint.
C...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-08-05 08:48:49
-
If you are passionate about supporting initiatives and executing processes that enhance efficiency and elevate the client experience for Business Clients, then a role as a Business Banking Virtual Specialist is ideal for you.
As a Business Banking Virtual Specialist (BBVS) within our corporate office, you will proactively engage with Business Banking clients to enhance their banking experience and support the well-being of their businesses by offering financial solutions, education, advice, and problem resolution.
Job responsibilities
* Conduct daily outreach through various channels (phone, email, etc.) to engage with Chase Business Banking clients and deliver an exceptional client experience by proactively providing comprehensive business banking solutions tailored to meet the financial needs and circumstances of their businesses.
* Drive a positive client experience by collaborating with relevant service teams to resolve issues, reaching out to clients to address survey feedback, and escalating matters that need further assistance or resolution.
* Consult with clients to understand their business cash flow cycle and transaction channels, identifying cash management , card, payment & credit solutions and recommend ways for clients to safeguard accounts.
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of businesses in order to refer and connect clients with bankers or specialists who can help meet their financial needs.
* Follow all processes and protocols while protecting the firm by applying sound risk management protocols and adhering to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* Fluency in English and Spanish languages
* Minimum of 1 year of experience in a portfolio management role, or related business/customer service experience.
* Proficient in having customer contact through inbound and outbound calls and video conferencing.
* Proficiency in written communication with individuals at all levels, both internally and externally.
* Ability to determine priorities and maintain a balanced work approach to achieve business objectives.
* Ability to proactively build relationships with clients and internal partners, and influence others in a fast-paced environment to achieve desired outcomes.
* Ability to take initiative and develop rapport to build and maintain client relationships virtually; to identify opportunities and issues by asking targeted questions to assess current client needs and goals; and to assess and recommend viable and appropriate solutions for the client.
Preferred qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience.
* General knowledge of core Business Products and Services, including Deposit, Lending, and Cash Management.
* Proficient in MS Office tools, in...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-08-05 08:48:48
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As a Product Director within Chase Travel, you will lead a highly technical team within Chase Travel.
In this pivotal role, you will shape the strategy and execution of products that empower developers to build, deploy, and scale our Travel applications with ease.
You will be responsible for creating world-class developer tools, APIs, SDKs, and documentation that delight our developers across all Travel verticals while driving business growth through strategically implemented foundational technology.
Job responsibilities:
* Defines and executes the product vision and strategy for API Platforms & SDKs
* Partners with executives and peers within Chase Travel to align initiatives with overall business objectives
* Builds and maintains relationships with key technology stakeholders
* Coaches and mentors the product team on best practices, such as solution generation, market research, storyboarding, mind-mapping, prototyping methods, product adoption strategies, and product delivery, enabling them to effectively deliver on objectives
* Establishes metrics and KPIs to measure developer satisfaction, adoption, and business impact
* Oversees the entire product lifecycle from ideation to launch
Required qualifications, capabilities, and skills
* A minimum 10+ years of experience or equivalent expertise as a senior software contributor, technical product owner, or software architect or equivalent experience.
* Demonstrates extensive knowledge of the product development life cycle, technical design, and data analytics
* Proven ability to influence the adoption of key product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
* Advanced experience with APIs, SDKs, CLIs, and developer ecosystems
* Experience driving change within organizations and managing stakeholders across multiple functions
* Expertise in executive stakeholder management
Preferred qualifications, capabilities, and skills
* Background in software engineering or technical architecture, with knowledge or experience in secure PCI environments and UI component libraries and frameworks.
* Active participation or familiarity with modern developer environments and open source software communities.
* Architectural knowledge of complex distributed systems, including eventually consistent and event-sourcing architectures, as well as expansive data patterns, stores, queues, and streaming systems.
* Experience in programming languages and frameworks such as .NET, Java, Spring, JavaScript, Typescript, Angular, and React.
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, nonp...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-05 08:48:46
