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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: Huntsville, US-AL
Salary / Rate: Not Specified
Posted: 2026-08-03 08:31:47
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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: Delaware, US-OH
Salary / Rate: Not Specified
Posted: 2026-08-03 08:31:47
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Join a dynamic change management team that drives transformative change by collaborating with senior leaders to successfully deliver business outcomes for strategic transformation initiatives.
The change practitioner in Operational Excellence will develop people-centered change plan activities for strategic transformation efforts.
Our mission is to support and enable a culture of continuous improvement, enhancing employee engagement and mitigating risks.
Committed to delivering substantial financial benefits, we shape a future where innovation and excellence are at the core of every endeavor.
As a Change Management - Process Improvement Associate II within JPMorganChase, you will play a pivotal role in driving change adoption and usage in support of continuous improvement programs and reducing risk by supporting continuous process improvement programs.
Leveraging your broad knowledge of change management methodologies, will serve as a trusted support partner to senior change practitioners, project leaders and stakeholders by delivering recommendations, implementing plans and executing change tasks to achieve business improvement.
Your role will identify impacts, generate innovative solutions, and reduce risk.
You will be expected to use AI tools to offer continuous insight and craft engaging narratives to effectively convey complex ideas.
Your ability to build diverse teams, manage conflicts, and complete tasks effectively will be crucial in this role.
Your innovative thinking will challenge the status quo and influence change, while your understanding of artificial intelligence foundations will be instrumental in optimizing the performance of AI transformation efforts.
Job responsibilities
* Manage one or more small or moderately complex transformation projects, or workstreams, (as a change practitioner) that drive the support and adoption of impacted stakeholder groups.
* Apply a structured methodology/process and lead change management activities for business transformational initiatives.
* Partner with project team members to manage stakeholders, develop frameworks and insights to address organizational changes, and functional strategic development efforts.
* Consult and coach project teams, support and engage senior leaders and other stakeholders.
* Support the design, development, delivery and management of change communications.
* Conduct impact analyses, assess change readiness and identify key stakeholders.
* Identify, analyze and prepare people-focused risk mitigation tactics and resistance response.
* Utilize storytelling skills to effectively communicate complex process improvement concepts and data to diverse audiences, fostering understanding and retention of the core message.
* Manage/complete tasks related to the standard execution and upkeep of a change management methodology or portfolio for the Marketing organization.
* Apply project management skills to manage change initi...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-08-03 08:31:46
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business=
* Experience with and in-depth knowledge of the equity and fixed income markets ...
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Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2026-08-03 08:31:46
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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: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-08-03 08:31:45
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You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations.
Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients.
As a Supply Chain Finance Supplier Sales Associate within Trade and Working Capital, you will be instrumental in supporting the North America Supply Chain Finance business.
Your role will involve close collaboration with Program Managers and you will be assigned a portfolio of programs to promote enrollment activity.
You will be part of the Supply Chain Finance Supplier Sales team, tasked with actively marketing the early payment solution to suppliers, engaging with the buyer organization, and managing the supply chain finance programs within the region.
Our global clients are increasingly focused on the effectiveness of Trade Finance providers in delivering and executing solutions that aid in the support of their businesses and working capital objectives.
Your role will also involve enhancing the client experience through a continual review of end-to-end process improvement, tools, and organizational structure to determine what we need to do to make it easier to acquire, onboard, and serve clients.
Trade & Working Capital (T&WC) is a division of J.P.
Morgan Payments.
For more than 200 years, J.P.
Morgan has helped clients make trade payments, access liquidity, and manage risk.
We connect counterparties with market-leading Supply Chain Finance, Receivables Finance, Contract Finance, Working Capital Lending, Export Agency Finance, and Traditional Trade solutions.
Our institutional strength, practical expertise, comprehensive technology, and financial partner network enable us to deliver global solutions, when and where our clients need them.
Leveraging one of the worlds largest Trade Finance investor networks, we scale funding to support this growing asset class on a global basis.
Job responsibilities:
* Deliver a superior client experience while driving program ramp to achieve revenue growth for the Global Trade business
* Design and execute a supplier enrollment/sales strategy and calling plan for each respective assigned program
* Leverage the JPMC Commercial & Middle Market banking network to drive supplier engagement by collaborating with Relationship Managers and Coverage Bankers
* Partner with the program manager for each respective program to provide relevant insights into program growth, supplier participation patterns, and other observed trends
* Manage ongoing strategic supplier relationships, identifying and solutioning any issues or risks
* Assist in negotiating terms and conditions with suppliers to ensure mutually beneficial agreements
* Track and report on key performance indicators (KPIs) related to supplier engagement and program success
* Work closely with counterparts in other regions to coordinate activities that inv...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-08-03 08:31:42
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings.
* Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - partnering with other branch team members to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology sol...
....Read more...
Type: Permanent Location: Telluride, US-CO
Salary / Rate: Not Specified
Posted: 2026-08-03 08:31:39
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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: Appleton, US-WI
Salary / Rate: Not Specified
Posted: 2026-08-03 08:31:36
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At J.P.
Morgan Chase, our passion for client success drives everything we do.
We empower our employees and foster meaningful relationships, ensuring every interaction is exceptional.
Our commitment to diversity and inclusion is at the heart of our culture.
Leveraging innovative digital technology and a robust investment platform, we deliver tailored solutions for every client.
Join us and be the face of a brand that sets the standard for extraordinary service and results..
As a Personal Advisor in J.P.
Morgan's Wealth Management's National Branch Personal Advising group, you will partner with clients to create custom financial plans based on their goals.
You will meet with clients primarily through scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with investment portfolios that are designed and managed by J.P.
Morgan's Chief Investment Officer.
You will also provide advice to existing clients as they need it, helping them navigate shifting priorities around their finances and their lives.
Personal Advisors will work in a team based office environment to support the full book of clients.
Job responsibilities:
- Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their financial goals
- Convert high quality leads into new clients and help to maintain those relationships
- Utilize a "solution-oriented" mindset to work towards best possible outcomes for all clients
- Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
- Demonstrate strong organizational skills and applies a disciplined and organized approach throughout their day
- Educate clients on the digital products available to them to better monitor, maintain and achieve their financial goals.
Required qualifications, capabilities, and skills:
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employment
• This role requires you to be licensed in all states
Preferred qualifications, capabilities, and skills:
• At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on financial planning
• Bachelor's degree preferred
• CFP preferred
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 financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in...
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Type: Permanent Location: Westerville, US-OH
Salary / Rate: Not Specified
Posted: 2026-08-03 08:31:33
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Job Summary
We are seeking a hands-on Vice President to join our Global Alternative Investment Solutions Operational Due Diligence (ODD) team focused on private credit investments.
The role will be responsible for leading and executing initial and ongoing operational due diligence of private credit investment managers, with additional focus on assessing private credit secondary investments.
In addition, the candidate is expected to contribute to selected projects aimed at ensuring our ODD program remains cutting edge and serve to strengthen and evolve our ODD framework, knowledge base, and the client-facing articulation of our program.
The successful candidate will collaborate closely with investment, operations/finance, risk, legal and product structuring teams while maintaining independent judgment on manager operational risks, concerns, and sustainability practices.
Job Responsibilities
The candidate will be expected to deliver end-to-end ODD coverage and clearly communicate conclusions to internal and external stakeholders.
* Lead and perform on-site (and virtual) manager diligence meetings on private credit managers across core components including infrastructure and staffing, third-party service providers/fund administrators, financial operations, legal & compliance, financing arrangements, and information technology/cybersecurity.
* Conduct initial and ongoing monitoring diligence, including periodic refreshes and event-driven follow-ups.
* Assess operational considerations specific to private credit secondary investments, including any incremental operational complexity and monitoring needs.
* Prepare written diligence materials summarizing key findings, deficiencies, and recommended remediation/monitoring steps for internal use.
* Present diligence conclusions at internal Investment Committee meetings and contribute to internal education sessions.
* Partner with investment managers to identify practical solutions to remediate operational deficiencies identified through the ODD process and validate progress over time.
* Help shape the firm's point of view on private credit operational risk topics and implications for underlying managers and portfolios.
* Work closely with Research, Marketing, Risk, Legal, Product Structuring and other internal groups; represent the firm externally and present ODD practices/findings to existing and prospective clients and other external audiences.
* Contribute to projects that enhance the ODD program, keep the approach current, and strengthen how the program is communicated to clients.
Required qualifications, capabilities and skills
The following qualifications reflect the experience and "partner mindset" needed for this position.
* 7+ years of industry experience, including 3+ years in an ODD role focused on private credit and private credit secondary investments at an alternative investment or advisory organization.
* Undergraduate degree fr...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-08-03 08:31:30
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If you are a proven leader, enjoy building relationships, and providing support to your team and clients, then a role as a Business Relationship Manager Area Manager is for you.
As an Area Manager in Business Banking, you'll lead a team of Business Relationship Managers (BRM) in developing new business and deepening existing relationships to position JPMorgan Chase as the primary bank for our clients.
Job responsibilities
* Provide leadership, management, support, direction, and guidance to a team of Business Relationship Managers within a territory in developing new deposit, cash management, and credit business while focusing on relationship-building, client experience, and risk management
* Manage performance of individual team members, holding all Business Relationship Managers accountable for achieving business priorities with a focus on client experience and risk management
* Manage the area's revenue and profitability and monitor adherence to credit quality, regulatory requirements, and risk protocols; utilize reporting and metrics to monitor team performance, identify trends, and address or escalate issues in a timely manner
* Coach and develop team on all aspects of managing a portfolio, including relationship management, prospecting, profitability, client experience, and risk management; provide expertise to team on loan structuring, pricing, and developing customized solutions; help team identify solutions to complex challenges
* Hold Business Relationship Managers accountable for understanding the personal financial goals and needs of their business clients and connecting them with specialists who can help meet their financial needs
* Build collaborative relationships with partners across lines of business - Chase Wealth Management, Home Lending, Branch Teams, Commercial Bank, and Private Bank - to foster a One Chase, client-centric environment and represent the bank in a community leadership capacity such as Chamber of Commerce and local non-profit boards
* Actively recruit and maintain a pipeline of viable candidates; select, hire, develop and retain top quality talent by creating an inclusive and respectful team environment
Required qualifications, capabilities, and skills
* Minimum of 7 years' experience in a Business Banking Relationship Management role or related business lending experience; direct in-person contact required
* Expert knowledge of deposit and cash management products and services and expert knowledge of business credit underwriting with commercial credit training
* Strong communication skills with individuals at all levels, internally and externally
* Analyze reports, metrics, and other data to identify trends, issues, and opportunities
* Proven ability to build collaborative relationships across the organization and influence others to achieve desired outcomes, and the ability to lead proactively through change; Strong current business network; vie...
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Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2026-08-03 08:31:28
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An Asset Manager on J.P.
Morgan's Closely Held Asset Management team ("CHAM") provides asset management services for privately owned businesses (corporations, partnerships and limited liability companies) that are held within trusts and estates at J.P.
Morgan.
Each Asset Manager is responsible for overseeing a portfolio of approximately 75 - 120 closely held assets, depending on complexity.
Responsibilities include conducting asset reviews (including financial analysis and valuation) and evaluating, responding and approving key corporate actions (e.g., purchase and sale transactions) and other asset-related issues that may arise.
Asset Managers participate in conference calls with executive management and advisors of the closely held companies in the Asset Manager's portfolio, and interface with clients, trust beneficiaries and internal JPMorgan partners.
You will be a senior asset manager having advanced subject matter knowledge and expertise in the management of specialty assets, and/or relevant experience in trusts & estates or business valuation.
You must posses the ability to work independently, lead complex initiatives, provide guidance to less senior asset managers, and may have additional approval authority as assigned by the CHAM Regional Director or Team Lead.
Job Responsibilities
* Conduct due diligence on clients' closely held business interests in support of the new business acceptance process
* Complete annual asset review and market value estimates, including completing company due diligence, management discussions, analyzing financial and operating performance, and determining marketability and holding recommendations in order to assess and manage risk and as a part of a comprehensive service for clients and beneficiaries
* Analyze financial reporting, business organizational documents, and complex legal documents
* Review key corporate actions, including shareholder votes/meetings, responding to proxy requests, and purchase andsale transactions
* Work with CHAM Regional Directors to address any company-specific issues that may arise
* Evaluate corporate governance frameworks and other key shareholder issues
* Day-to-day asset administration (tax and regulatory filings, organizing shareholder meetings, site visits, insurance, etc.)
* Participate in and help produce CHAM-specific training (valuation, asset management best practices, etc.)
* Work with CHAM Regional Directors and the CHAM Team Lead on various internal operational initiatives
* Develop external marketing materials and client pitches for new business opportunities
Strategically consult with and develop business relationships with peers, colleagues, management, external parties(company management, CPAs, attorneys, business valuation professionals, etc) to achieve deliverables.
* Ensure compliance with banking regulations, policies, procedures, and J.P.
Morgan standards
* Communicate analysis, recomm...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-08-03 08:31:25
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings.
* Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - partnering with other branch team members to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology sol...
....Read more...
Type: Permanent Location: Alexandria, US-LA
Salary / Rate: Not Specified
Posted: 2026-08-03 08:31:22
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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 Sales Associate in Commercial Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives.
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 Treasury Solutions such as a Treasury Management Officer position.
Job responsibilities
* Collaborate with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions, perform cost and benefit analysis, competitive pricing and run profitability models
* Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research
* Develop an understanding of clients' Treasury cash management structure and objectives
* Coordinate with product partners to develop comprehensive Treasury solutions
* Develop and understand competitors' products and positioning within the client & market
* Work with the TMO's throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately
* Collaborate with internal partners to ensure successful implementation, product ramp-up and accurate pricing and billing
Required qualifications, capabilities, and skills
* Bachelor's Degree
* Three+ years' relevant banking and treasury experience
* Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
* Superior verbal and written communication skills with the ability to mobilize internal networks and resources
* Ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures
* Proficiency in Microsoft Office (PowerPoint, Excel and Word)
* Ambition to develop into an individual sales contributor
Preferred qualifications, capabilities, and skills
* Interest in working with experienced Treasury partners to recognize a client's cash flow needs and apply appropriate banking solutions
* Sales, portfolio management or relationship management experience
* Qualitative and quantitative skills
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package i...
....Read more...
Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2026-08-03 08:31:21
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings.
* Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - partnering with other branch team members to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology sol...
....Read more...
Type: Permanent Location: Wichita Falls, US-TX
Salary / Rate: Not Specified
Posted: 2026-08-03 08:31:21
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As a Client Success Regional Manager, you will have the opportunity to lead a dynamic team, drive innovation, and transform the client experience.
This role is your chance to shape the future of commercial banking and be the reason our clients choose to stay with us.
Embrace the challenge and be part of a diverse and inclusive team that values growth and community impact.
Your journey to success starts here!
As a Client Success Regional Manager within the Commercial Bank, you will lead a team of Client Service Managers dedicated to providing best-in-class service to our clients.
You will play a crucial role in managing relationships, driving change, and enhancing the client experience.
We value a culture of trust, transparency, and integrity, and we are committed to your professional growth and development.
Join us in making a positive impact on our clients and the wider community.
Job Responsibilities
* Anticipate and manage work volumes, adhering to established policies and deadlines
* Collaborate with stakeholders to effectively resolve client issues / escalations
* Analyze and interpret client data to identify trends and develop department strategy
* Drive change initiatives, business strategy and technology enhancements programs
* Manage in dynamic, high-pressure environments and contribute to business resiliency planning
* Attract, develop and retain top talent.
Coach and engage - to drive performance
* Evaluate team and individual performance to achieve business objectives.
Nurture diverse and inclusive work culture
* Build and maintain a culture of trust, transparency and integrity
* Identify opportunities for use of digital tools to offer self-service solutions with a high degree of success
* Solicit feedback on product and service offerings in an effort to continuously adapt to the ever-changing commercial banking landscape
* Ensures teams proactively consult with clients using regular client relationship reviews, educating them on self-service tools and influencing adoption
Required Qualifications, Skills and Capabilities
* Comprehensive knowledge of Treasury Services and/or Custom Card products
* Data Analytics & Change Management experience - including presenting finding
* Ability to influence others without direct supervision
* Ability to provide quantifiable management reporting & present findings
* Project Management & Execution
* Excellent verbal, written, interpersonal, presentation, negotiating and organizational skills
* Strategic thinking with the ability to adapt to change
* Demonstrated team building skills and ability to work in a team environment
* 6+ years of client facing work experience
* Delivering Coaching and Feedback/People Management
* Ability to motivate cross-functional teams and interact with all levels of the organization including senior management, sales, IT, operations and product management, ...
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Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2026-08-03 08:31:20
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Join Corporate Risk Management and Compliance, where you will support critical priorities in a fast-paced environment and help teams deliver against evolving business needs.
This role offers the opportunity to build and sharpen skills through end-to-end ownership, partnership with stakeholders, and exposure to work that is visible and impactful.
Be part of a results-oriented team that sets a high bar for quality, attention to detail, and timely, accurate execution.
As an Associate Business Manager in Reporting, Middle Office and Controls (RMOC), you will collaborate closely with leaders across multiple sub-teams to drive essential deliverables and organizational priorities.
You will play a key role by providing operational support and data-driven insights to help keep initiatives on track and advance objectives.
Job Responsibilities
* Act as a trusted advisor to the management team, partnering with them to execute on strategic and operational deliverables to meet business goals.
* Establish and maintain effective working relationships with key stakeholders across multiple locations, managing up when necessary and appreciating the give/take nature of partnership.
* Develop and execute effective communication strategies to disseminate key information to the right stakeholders and drive timely delivery.
* Prepare management reports that increase transparency of key initiatives for senior leadership.
* Coordinate monthly and quarterly metric submissions, analyzing trends and breaches to provide management with actionable insights and commentary.
* Lead end-to-end projects and ad hoc analyses requested by senior management, partnering with stakeholders to deliver executive-ready outcomes.
* Guide action plan remediation for issues that span the global organization and lead efforts to organize, compile, and present evidence to the Control Manager for closure.
* Demonstrate strong analytical, problem-solving and organizational skills, with the ability to navigate in an environment where the path forward may not always be immediately clear.
Required Qualifications, Capabilities and Skills
* Experience in business management, project management, governance or management consulting.
* Highly organized and able to work independently under pressure, prioritize, manage multiple tasks, and bring tasks to closure with minimal supervision.
* Ability to navigate ambiguity with sound judgment while demonstrating a positive, can-do attitude.
* A motivated self-starter and a collaborative team player who can excel in a matrix environment and work effectively across teams with accountability to drive tasks to closure.
* Keen attention to detail, with the ability to connect day-to-day tasks to broader organizational objectives.
* Strong written and verbal communication skills, with the ability to summarize complex information clearly, accurately, and succinctly for senior management in a struc...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2026-08-03 08:31:19
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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 Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to maintai...
....Read more...
Type: Permanent Location: Delray Beach, US-FL
Salary / Rate: Not Specified
Posted: 2026-08-03 08:31:16
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Be an integral part of an agile team that's constantly pushing the envelope to enhance, build, and deliver top-notch technology products.
As a Senior Lead Software Engineer - Python/AWS/AI/LLM at JPMorganChase within the Asset Wealth Management team, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
Drive significant business impact through your capabilities and contributions, and apply deep technical expertise and problem-solving methodologies to tackle a diverse array of challenges that span multiple technologies and applications.
Job responsibilities
* Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors
* Develops secure and high-quality production code, and reviews and debugs code written by others
* Drives decisions that influence the product design, application functionality, and technical operations and processes
* Serves as a function-wide subject matter expert in one or more areas of focus
* Actively contributes to the engineering community as an advocate of firmwide frameworks, tools, and practices of the Software Development Life Cycle
* Collaborate with firmwide AI/ML teams, Business and Product Partners, peers in geographically dispersed teams, and colleagues across JPMorgan AWM's lines of business and functions to drive alignment, accelerate adoption of common AI capabilities, and deliver impactful solutions
* Hands-on architecture and implementation of lighthouse ML and LLM-powered solutions
* Design and implement highly scalable and reliable data processing pipelines and deploy model inference services
* Experiment, develop, and productionize high-quality machine learning models, services, and platforms to make a huge technology and business impact; Deploy solutions into public cloud infrastructure.
* Drives adoption and governance of approved AI-assisted engineering practices across teams to improve code quality, delivery speed, and operational outcomes (e.g., AI-assisted code review/refactoring, test acceleration, release readiness, incident/root-cause analysis), while establishing measurable validation standards (secure coding, peer review, automated testing) and promoting reuse of proven patterns and automation within the SDLC/TLM toolchain.
* Applies knowledge of tools within the Software Development Life Cycle toolchain, including approved AI-assisted development and automation capabilities, to improve the value realized by automation at scale.
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Demonstrated experience leading effective use of enterprise-authorized AI-assisted software development tools within the work environment (e.g., for coding, code review, test a...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-08-03 08:31:13
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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: Plantation, US-FL
Salary / Rate: Not Specified
Posted: 2026-08-03 08:31:13
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Are you customer focused, enjoy building relationships and leading a team? You have found the right team
As a Treasury Sales Group Manager in Commercial & Investment Banking, you will lead and develop Treasury Management Associates and Analyst's aligned to the team.
You will play a key part in delivering an exceptional experience for clients while mitigating risk and appropriately guiding the team.
You will develop partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.
You will use your deep understanding of the treasury and leadership skills to develop and execute a strategy localized to market, growth, and product.
Job responsibilities
* Lead, hire, and manage a team of Treasury associate professionals to drive revenue through speed to market, deepening relationships, and excellent client experience
* Lead with direction and coordination building successful relationships internally and externally
* Direct client interaction focused on client experience
* Deliver training from new hire matriculation, ongoing mentoring/coaching and year over year knowledge progression
* Monitor staff performance, provides recognition and feedback
* Build collaborative internal relationships with Segment and Industry Treasury Sales Team, bankers and other internal partners
* Participate in partner meetings and communicates key Treasury Management messages in a timely and accurate manner
* Protect the firm by applying sound risk management protocols and adhering to regulatory requirements
* Develop and implement client, market, people, and business strategies
Required qualifications, capabilities, and skills
* 5+ years of treasury sales and industry experience
* 3+ years of demonstrated leadership experience driving new business, building relationships and successfully partnering for a positive experience for all involved
* Deep knowledge of treasury products and solutions
* Highly motivated, independent worker within a team-oriented culture
* Excellent client management skills
* Ability to communicate and present to large groups
* Demonstrated sales coaching abilities including successful sales and marketing skills
Preferred qualifications, capabilities, and skills
* Familiar with Microsoft Word, Excel, and PowerPoint
* Bachelor's degree; advanced degree
* Superior analytical and quantitative skills
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards pac...
....Read more...
Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2026-08-03 08:31:12
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings.
* Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - partnering with other branch team members to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology sol...
....Read more...
Type: Permanent Location: Findlay, US-OH
Salary / Rate: Not Specified
Posted: 2026-08-03 08:31:11
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings.
* Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate and assist clients with day-to-day banking transactions including the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - partnering with other branch team members to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology sol...
....Read more...
Type: Permanent Location: Amarillo, US-TX
Salary / Rate: Not Specified
Posted: 2026-08-03 08:31:11
-
Join our successful team dedicated to investing in New Markets Tax Credits (NMTC) projects.
As a Structured Finance Management Senior Associate on the Community Development Banking team, you will play a key role in managing the bank's New Markets Tax Credits (NMTC) and State Tax Credits initiatives.
You will serve as the primary point of contact for Community Development Entities (CDEs) and project borrowers (QALICBs) following the closing of a New Markets Tax Credit transaction.
Additionally, you will act as the business-side liaison between our clients and the internal groups that service our Tax Credit transactions.
The ideal candidate will excel in a fast-paced, entrepreneurial environment, showcasing adaptability and keen attention to detail.
Job Responsibilities
* Prepare credit approval documents for Community Development Tax Credit equity investments
* Execute closing activities in partnership with project team members and internal stakeholders.
* Assist in creating monthly, quarterly, and semi-annual investment reports.
* Perform reporting of community development project impact and program reporting to the U.S.
Treasury.
* Maintain ticklers for internal and external reporting.
* Assist in program compliance reviews and manage organizational tasks required during the closing of New Market Tax Credit investments.
* Collaborate with QALICBs, CDEs, and lenders post-close to ensure accurate transaction flow during the 7-year compliance period.
* Partner closely with the Project Team members, Chase Credit, and Legal on distressed projects
Required qualifications, skills, and capabilities
* Minimum 2 years of experience in banking, lending, or credit.
* Strong analytical and writing skills.
* Excellent interpersonal, communication, and teamwork abilities.
* Proficient in computer skills.
Preferred qualifications, skills, and capabilities
* Bachelor's degree preferred.
* Completion of a major corporate bank credit training program (or the equivalent corporate banking/corporate finance experience) preferred.
The final officer title and job grade is at the discretion of the firm and will be discussed at the time of offer.
It may be different than what is listed on the requisition based on candidate experience level.
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 discreti...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-08-03 08:31:07
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Join JPMorganChase Wealth Management's Chief Data Office, a collaborative team focused on advancing data products and operational excellence.
The team partners across business, technology, operations, and client-facing organizations to deliver innovative solutions that enhance client experience and operational efficiency.
Job Summary
As an Associate Product Delivery Analyst within Client Information, you support delivery activities for Party and Account data products within broader programs.
Execute standardized processes for generating delivery artifacts while leveraging Intelligent Automation (IA) to improve efficiency and consistency.
Collaborate with Product Owners, technology, operations, and control teams to align requirements, manage dependencies, support production readiness, and contribute to continuous improvement initiatives.
Job Responsibilities
* Coordinate delivery activities for Client Information products within cross-product programs.
* Partner with Product Owners, technology, operations, and control teams to align scope, sequencing, and milestones.
* Document and track dependencies, actions, decisions, and follow-up items for Client Information initiatives.
* Support program meetings through status updates and artifact management.
* Execute standardized processes for generating delivery artifacts, including project plans, meeting notes, status reports, RAID logs, and runbooks using Intelligent Automation.
* Maintain reusable delivery artifacts that are consistently formatted and accessible across the team.
* Identify and implement Intelligent Automation opportunities to improve efficiency and consistency.
* Monitor progress of Client Information deliverables and escalate risks and issues when appropriate.
* Support production readiness, rollout, and stabilization activities for Client Information products.
* Contribute to continuous improvement initiatives for delivery processes and reusable artifacts.
* Execute tasks with a strong focus on quality, accuracy, and operational excellence.
Required Qualifications, Capabilities, and Skills
* Support product delivery activities within regulated or controlled environments.
* Partner effectively with cross-functional stakeholders to align priorities and decisions.
* Apply phased delivery methodologies and production rollout practices.
* Utilize automation tools to improve delivery processes and operational efficiency.
* Demonstrate strong organizational and time-management skills.
* Communicate effectively with business and technology stakeholders.
* Manage multiple priorities in a fast-paced environment.
* Analyze delivery risks, issues, and dependencies.
* Produce clear and concise project documentation and status reporting.
* Exhibit attention to detail and commitment to operational excellence.
* Bachelor's degree or equivalent practical experience.
Preferred Quali...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-08-03 08:31:05
