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We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients
* Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals
* Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the h...
....Read more...
Type: Permanent Location: Stratham, US-NH
Salary / Rate: Not Specified
Posted: 2024-09-18 08:47:04
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Looking for an opportunity to transform your operating environment and take your career to the next level? Join our team! Our role provides exposure to the breadth of services and products across the firm, giving you the chance to identify problems, improve scale with automation tools, and enhance the client experience.
Don't miss out on the chance to empower yourself and make a difference.
As a Sr.
Product Manager Associate in the Digital Documentation Services Product Team, you will drive adoption of the toolset through engagement with business and technical stakeholders.
You will capture stakeholder use cases, recommend implementation approaches, and develop requirements to evolve the toolset to maximize value in relevant business workflows.
You will prioritize product development activities and influence cross functional teams to meet stakeholder needs.
We are looking for a highly motivated and enthusiastic individual with a passion for driving transformation, a desire to deliver business value, and a commitment to excellence.
Job responsibilities
* Articulate product vision and contribute to development and execution of the product roadmap
* Maintain effective relationships with sponsors, and key partners to manage stakeholder expectations from requirement definition through delivery
* Author business requirements, and supporting materials to convey business needs and support prioritization
* Document end-to-end processes and data flows, create training documentation, release notes and user guides
* Direct extended feature team with clear guidance and prioritization
* Collaborate with consumers and SMEs on toolset features and solution design
* Identify and articulate enhancement opportunities, and functional gaps; apply creativity to solve/bridge such gaps.
* Partner with IT / Feature Teams to translate stakeholder needs into accurate and complete user stories
* Author, contribute and confirm test plans, scripts, and success criteria; validate UAT test activities.
* Triage and prioritize testing, post implementation and production defects
* Support release events, prior/during/post deployment and maintain a current understanding of evolving data model and complex taxonomy
Required qualifications, capabilities, and skills
* 5+ years of relevant experience in a Business Analysis and/or Product Management role
* 3+ years in a Product Owner role practicing Scrum
* Proactive self-starter that can work independently while also collaborating across teams
* High-level oral and written communication; ability to effectively communicate across technology and business partners and across geographies
* Ability to build relationships and influence outcomes
* Detail oriented and analytical with good working knowledge of data and process design
* Proficiency in Jira, MS Excel, Visio
Preferred qualifications, capabilities, and skills
* Prior experience work...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2024-09-18 08:47:03
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We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Assists clients and the branch team by helping with new account openings when needed
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their f...
....Read more...
Type: Permanent Location: Bradenton, US-FL
Salary / Rate: Not Specified
Posted: 2024-09-18 08:47:02
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We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients
* Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals
* Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the h...
....Read more...
Type: Permanent Location: Durham, US-NC
Salary / Rate: Not Specified
Posted: 2024-09-18 08:47:01
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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...
....Read more...
Type: Permanent Location: Woodbury, US-MN
Salary / Rate: Not Specified
Posted: 2024-09-18 08:47:01
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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...
....Read more...
Type: Permanent Location: Roswell, US-GA
Salary / Rate: Not Specified
Posted: 2024-09-18 08:46:59
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: Scottsdale, US-AZ
Salary / Rate: Not Specified
Posted: 2024-09-18 08:46:58
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At J.P Morgan Chase, we have and enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
As a Vice President Sales Practice Manager within J.P.
Morgan Wealth Management, you will have the opportunity to identify and review potential sales practice issues.
You will manage complex, high-risk escalations and communicate with senior level stakeholders.
This role provides a unique opportunity to contribute to our team's success while developing your skills in sales practice management.
Job Responsibilities
* Plan and participate on complex reviews with limited supervision and guidance, including a determination of the books, records and documents requiring examination.
* Demonstrates ability to initiate and complete high quality reviews, including ability to work quickly on multiple time-sensitive matters.
* Organize and prepare the monthly proactive reporting for the sales practice review team.
* Collect, organize, and analyze information from a variety of sources to be used in the development of reviews of potential sales practice issues, including broker-dealer documents, trading, and financial information.
* Present findings (orally and/or in writing) to management and other potential constituents in an organized, concise, and timely fashion.
* Proactively identify patterns and trends in reviews that may have impact to more than one customer, more than one advisor, a region and/or national impact.
* Overall work is subject to review and correction by the Supervisory Sales Practice Review Team Manager, Director and/or the Head of Sales Practices.
Preferred Qualifications, Capabilities, and Skills
* Possess a competent level of knowledge of relevant securities rules, regulations, guidelines, securities products, and industry practices.
* Demonstrates a high level of critical thinking, analytical research, and quantitative skills.
* Strong written and verbal communications skills, including an ability to gather evidence through the use of telephone and in-person interviews.
* Strong organizational and time-management skills with exceptional attention to detail.
* Strong oral and written communication skills.
* Possess strong computer skills (e.g., Access, Excel, Word, and PowerPoint).
* Deep understanding and experience of advisory services and a multitude of products and complex client accounts.
Required Qualifications, Capabilities, and Skills
* 7+ years in the securities and investment industry
* Active and valid FINRA Series 7 required to be considered for the role.
* FINRA Series 66 (63,65), 9/10 (4,24,53) licenses are required to perform all job duties associated with the role.
( If any of the licenses not already held, they must be obtained within 120 days of starting in the role as a condition of employment.)...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2024-09-18 08:46:58
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: Sarasota, US-FL
Salary / Rate: Not Specified
Posted: 2024-09-18 08:46:55
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We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As a Branch Operations Lead Trainee in Branch Banking, you collaborate with the Branch Manager, branch employees and One Chase colleagues to ensure customer financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory banking requirements.
A Branch Operations Lead Trainee is passionate about taking care of our customers and employees, providing an exceptional customer experience, and working with the Branch Manager to set the tone in the Branch.
A typical day consists of assisting customers and performing transactions.
You will also look for opportunities to make customers lives easier by setting up self-service options and building relationships.
Throughout the week, you will schedule time to review branch operations and share updated policy and procedures with branch employees.
This results in the business is adhering to control expectations.
Job responsibilities
* Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture
* Engages clients as they enter the branch by welcoming them and making customers feel appreciated, performing transactions, managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
* Introduces customers to the branch team who will build relationships and assist with specialized financial needs
* Makes customers' lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Supports the Branch Manager with all aspects of branch operations, including loss control, compliance, and audit standards
Required qualifications, capabilities, and skills
* High school degree, GED, or foreign equivalent
* Detail-oriented, organized, and have the ability to multi-task with a dedication to follow policies, procedures, and regulatory banking requirements
* Availability to work Branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Demonstrated abil...
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Type: Permanent Location: Vestal, US-NY
Salary / Rate: Not Specified
Posted: 2024-09-18 08:46:54
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As a member of the Omnichannel Analytics team, you'll be a key contributor to a crucial book of work and lead the transformation of marketing strategy across owned media channels - particularly digital (web site, mobile app and email) - to a hyper-personalized, data-driven, customer centric model.
You will require deep understanding of our platforms, capability, data assets and analytic tools to craft the vision for the future and develop a roadmap to get there.
You will partner strategically across the firm with marketers, channel owners, digital experts, and the broader analytics community to help drive business goals through deep understanding of marketing analytics, servicing, operations, and optimization.
\\
Build measurement plan, performance reporting, testing agenda and analytical strategy for personalization workstream in digital and non-digital channels.
Use your data analytical skills to identify opportunities to improve our customer's experience!
Job Responsibilities:
* Translate business requirements into measurable analytical plans
* Develop and track channel performance KPIs, communicating findings to senior CCB leadership to improve personalization strategy
* Build business-critical data capabilities like marketing attribution, valuation of customer engagement, improved servicing outcomes, and operations impacts and tracking of cross-channel marketing touches for each customer
* Report performance of campaigns to prioritize resources towards high-potential initiatives and identify impact of personalization efforts across channels and experiences
* Identify areas of improvement in ad-level performance, delivering recommended optimizations to product owners and channel management
* Provide recommendations and/or guidance on standard metrics to area product owners
* Identify opportunities for a better digital user experience through studying customer journey on the mobile app
* Work with the Personalization and insights team closely to identify gaps in the data capture strategy and collaboratively implement enhancements
* Collaborate with other teams to craft test measurement plans, interpret results, translate results into a program's impact to the company, prepare final documents, and present results to senior management in a fast-paced cadence
Required qualifications, capabilities, and skills:
* Bachelor's degree in a quantitative, analytical, or related field
* 5+ years of experience in an advanced analytics role
* Strong SQL knowledge, including complex queries; experience with relational databases and data prep to summarize large datasets
* Capable of defining metrics, evaluating results, drawing conclusions and insights to design and recommend system or process improvements
* Critical and analytical thinking with a data-oriented mindset; experience with test experimental design and results analysis
* Ability to develop advanced data visualization ...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2024-09-18 08:46:53
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JPMorgan Chase is seeking a Senior Associate to join our Asset/Liability Management Analytics team within the Treasury/Chief Investment Office (T/CIO).
You will be part of the Asset/Liability Management (ALM) Analytics team focusing on Interest Rate Risk (IRR) analytics and strategy.
You will focus on business as usual ALM processes as well as strategic initiatives around balance sheet analysis including: measuring the firm's interest rate risk, understanding balance sheet composition and main drivers of IRR under a range of scenarios, conducting analyses around balance sheet strategy and financial products leveraging large data sets, communicating analytics to management and partners across the firm, and modeling.
You should have knowledge of banking products and interest rate risk, as well as excellent time management and organization skills.
T/CIO sits at the very center of the firm and is responsible for aggregating and managing the interest rate risk of the firm's four main lines of business (Asset & Wealth Management, Commercial Banking, Corporate & Investment Bank and Consumer & Community Banking), primarily through a global investment securities portfolio.
Job responsibilities:
* Create IRR analytics at the product, line-of-business and firm level including: earnings-at-risk, duration, future duration, and valuation sensitivity
* Create and present IRR analysis to senior management for strategic decision making
* Handle ad-hoc requests from various stakeholders to form and execute firm's balance sheet strategy
* Partner with TCIO portfolio managers, TCIO research, line of business treasury groups, firm wide planning and analysis, IRR reporting/production team, risk oversight, model risk
* Perform as a product level expert with detailed understanding of IRR for specific product categories (e.g.
investment securities, wholesale or retail deposits, mortgage loans, auto loans, credit card loans, wholesale funding), including underlying source data analysis, product attributes and assumptions, valuation models, product balance forecasts
* Utilize analytical and programming skills to investigate and analyze product and firm level interest rate risk metrics
* Develop, improve and implement product level cash flow models
* Use tools and knowledge to assist production team to implement advanced IRR analytics and analysis
Required qualifications, capabilities and skills:
* 3+ years of of finance/banking industry experience
* CFA/MBA/Masters degree
* Programming skills (Python, SQL)
* Knowledge of fixed income instruments, banking book products and interest rate risk
* Strong analytical and quantitative, investigative problem-solving, and decision making skills
* An organized self-starter and quick learner with the ability to work under pressure, prioritize multiple tasks, and bring tasks to complete closure
* Finance, Risk or Asset-Liability Management experience
...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-09-18 08:46:50
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Do you love servicing clients? Come join our team!
As a Client Service Account Manager in the Natural Resources team, you will support a portfolio of large corporate and/or financial institution clients by allowing them to effectively utilize Payments Products and Services.
The Service organization acts as a central point of resolution to support the client's business operations, identifies product/service gaps and development opportunities, and leverages client/product expertise to recommend client growth and efficiency opportunities.
Job Responsibilities:
* Advise and serve as a proactive partner to the client, providing advice/consultation on decision making
* Act as proactive partner, reaching out to clients to assess progress, client satisfaction, and potential impediments to a high level of service satisfaction
* Act as client's central point of resolution and escalation for service issues, liaises with bank partners to manage issues
* Convey complex ideas and client issues with confidence
* Identify and address product/service gaps and development opportunities, leveraging the full array of Treasury Services product capabilities
* Adhere to and ensure client's compliance with risk policies/practices and educates clients on new legal / regulatory / Cyber changes
Required qualification, capabilities or skills:
* 5+ years of relevant industry and/or functional experience
* Intermediate understanding of Treasury Products and Services, inclusive of knowledge of financial exposure/operational risk related to TS transactions
* Technical knowledge/comprehension to recommend value-added solutions for clients and partners
* Ability to present oral and written communication in an organized, clear and confident manner
* Manages time effectively in a fast paced environment; demonstrating ability to balance competing priorities and deliver on commitments
* Ability to effectively partner with internal colleagues and external clients
* Ability to be flexible with working hours and utilize virtual connectivity tools (VDI, Blackberry/Good mobile suite, etc.) when business needs arise
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location.
For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions.
We also offer a range of benefits and p...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2024-09-18 08:46:50
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
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Type: Permanent Location: Selma, US-NC
Salary / Rate: Not Specified
Posted: 2024-09-18 08:46:47
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As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Credit Risk Manager in Asset Based Lending your responsibility will be to manage an assigned portfolio of Commercial Banking clients who have Asset Based loans.
Asset Based Lending Credit Risk Managers lead the client credit relationship with Commercial Bank Bankers who manage the overall relationship.
The role involves extensive interaction with clients, other product partners, internal and external legal counsel, lenders and investors.
Job responsibilities
• Leads all aspects of the credit relationship, including credit analysis, financial modeling and coordinating credit approval for all products including loans, derivatives, leases and cash management
• Proactively support and enhance client relationships
• Leadership role in assigning and assessing internal ratings, risk assessment and risk mitigation.
Recommend changes in structure (i.e.
amendments/waivers) or account management strategy and risk rating to address negative trends.
Assess monthly, quarterly and annual financial statements and borrowing base reporting
• Leadership role in structuring and negotiating Credit Agreements, amendments and waivers.
Manage and monitor loan products including affirmative, negative/ financial covenant compliance and comply with internal and external regulatory requirements.
Manage ongoing communication with all internal product partners and if applicable bank group members
• Interpret financial data, collateral appraisals and field exams.
Ongoing monitoring of financial trends, collateral trends and liquidity, establishing reserves and recommending appropriate course of action to address issues
• Partner with Bankers, Debt Capital Markets, Treasury Services, Leasing, Derivatives and Operations
• Communicate with Senior Management, respond to regulatory requests and maintain internal credit files
• Train and mentor junior team members
Required qualifications, Capabilities and skills
• At least 5 years experience in Risk and Asset Based financing experience
• Strong understanding of capital markets, financing structures, derivatives and cash management products as well as related documentation
• Excellent communication skills - both written and verbal
• Ability to multitask in a fast paced environment
• Bachelor's degree in Accounting or Finance preferred
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, instit...
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Type: Permanent Location: Cleveland, US-OH
Salary / Rate: Not Specified
Posted: 2024-09-18 08:46:47
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The role works collaboratively with Field Leadership, Managed Solutions and Product/Asset Class Specialist teams to implement the J.P.
Morgan Wealth Management strategy to J.P.
Morgan Advisors.
The individual will accomplish this by having a broad understanding of the investment product offering (advisory, alternatives, and brokerage), market insights and key investment themes.
To be successful in this role the individual will need to be a subject matter expert on various investment platforms and products/investment strategies and firm's investment themes and positioning to effectively and succinctly communicate with the field as well as an overall understanding of the Wealth Management industry.
As a Vice President, Product Manager Investments & Advice within J.P.
Morgan Wealth Management, you will be instrumental in aiding advisors to position solutions through a goals-based perspective.
You will possess a deep understanding of the advisors' business strategy, enabling you to provide tailored intellect across firm research, investment ideas, and vehicles.
Your collaboration with other field support members and field leadership will be a critical factor in our success.
We seek an team member with a passion for capital markets and the wealth management industry, who can exhibit independent initiative and respond effectively to the needs of the field.
Job Responsibilities
* Serve as a resource to advisors, as it relates to Investments & Advice.
Candidate will be able to articulate the firm's investment views and themes and our strategic and tactical best thinking, J.P.
Morgan's approach to managing wealth along with how to present timely appropriate solutions.
* Advise, identify and select appropriate managers, vehicles for client portfolios keeping in mind regulatory framework, client goals and risks, diversification attributes and return expectations holistically.
* Present on national and regional advisor calls to message advice, and craft written communications sent to all advisors
* Partner with centralized Wealth Management Solutions teams on Product Content, business requirements, field feedback and with third party partners/managers to facilitate value added learning or insight for your region when appropriate
* Work directly with national sales leadership to drive new investment flows across all investment products and retain existing business, evaluating flows trends and pivoting focus accordingly.
* Help drive our strategic long term North Star agenda aligned with growth of the enterprise.
* Traveling to specific offices on an as needed basis
Required qualifications, capabilities, and skills
* Minimum of 5 years of relevant investment experience with Series 7
* Self-starter with natural curiosity for the markets and investing and willingness to engage in significant discussions with different views
* Exceptional attention to detail with strong technological skills across various in...
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Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2024-09-18 08:46:46
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We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions, combined with cutting-edge financial technology and the most welcoming and friendly service, you'll be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a customer-obsessed culture in the branch.
You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers.
You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
* Acts as the standard bearer of Chase and creates a world-class customer experience
* Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
* Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
* Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
* Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
* Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
* Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
* Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
* Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
* Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
* Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
* Ability to work branch hours including weekends and evenings
* High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, a...
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Type: Permanent Location: Hercules, US-CA
Salary / Rate: Not Specified
Posted: 2024-09-18 08:46:45
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Bring your expertise to JPMorgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Compliance Risk Management Lead, you will play a critical role in the successful execution of the firm's mission.
You will be responsible for supporting the development and maintenance of a strong regulatory compliance culture by working closely with the Business, Legal, Risk, Controls, and Audit functions providing expertise on regulatory compliance matters.
As a member of the Compliance function, you will develop and maintain practices identifying, measuring, managing, and remediating regulatory related risks.
Job Responsibilities
* Develop and execute complex Compliance program to manage regulatory exposure.
* Support Compliance oversight within the firm's Connected Commerce & Card Services organization, providing advisory support for Card Marketing Growth and Innovation.
* Knowledge and understanding of Credit Cards, Marketing, Card networks, Digital & Mobile, and related governing regulations, etc.
* Stay abreast of the evolving regulatory landscape (federal, state, & local) to provide Compliance guidance to the Card Services organization on regulatory risk created by new and existing products, projects and processes.
* Provide critical and analytical thinking in the assessment of risk, creation and execution of monitoring to identify Compliance risks and escalate as necessary.
* Assess and aggregate risks across different lines of business and present results to relevant stakeholders in Compliance and the business.
* Work both independently and as a core team member, exhibiting strong relationship management and negotiation skills.
* Support the Connected Commerce and Card Compliance team for the effective execution of the firm-wide Compliance Program.
* Provide Compliance advice and oversight in alignment with Compliance core practices: governance and oversight, regulatory management, policies and procedures, training and awareness, monitoring and testing, issue management, risk assessment and reporting.
Required Qualifications, Capabilities, and Skills
* Legal degree, Bachelor's, or comparable work experience required.
* 5+ years banking experience and 5 years of experience in Compliance, Legal, Risk, Controls, or Audit.
* Knowledge and understanding of Connected Commerce and Credit Card Marketing processes and risks
* Excellent decision maker with the ability to manage multiple tasks.
* Strong communication skills, both verbal and written and attention to d...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2024-09-18 08:46:44
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We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Assists clients and the branch team by helping with new account openings when needed
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their f...
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Type: Permanent Location: Sherwood, US-OR
Salary / Rate: Not Specified
Posted: 2024-09-18 08:46:42
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Bring your expertise to JPMorgan Chase.
As a Compliance Data Analytics Project Manager, you are at the center of keeping JPMorgan Chase strong and resilient.
Our culture in Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
If you are a strategic thinker and passionate about driving solutions, you have found the right team.
As a Data Analytic Project Manager within JPMorgan Chase & Co., you will support Compliance OLO Program by assisting in generating the complex data/reports, managing governance structure, establishing and monitoring key metrics such as KPIs and tracking and identifying innovative solutions for process improvement by leveraging intelligent solutions
Job Responsibilities:
* Provide data analytics & reporting expertise to Compliance OLO program team, senior management and stakeholders
* Design and build simple and efficient solutions utilizing the Firm's full Intelligent Automation tool set (Alteryx, UiPath, and Tableau) in a controlled way while ensuring compliance with Firm IA policies and change management standards.
* Work with other IA teams and OLO's in house Technology team to leverage all ideas and best practices to ensure the most efficient solution is built.
This includes the design of flexible solutions that can be recycled across the Firm to solve common business problems and that integrate efficiently into the existing business architecture.
* Update job aid accordingly so they can be easily understood and configured as needed by Compliance OLO team and stakeholders after development is completed.
* Monitor execution of all IA tools and produce associated analytics
* Ensure projects are completed according to established timelines
* Duties may include, but are not limited to assembling data, building reports/dashboards, and providing input out of the box solutions for Compliance OLO stakeholders
* Independently leading and delivering complex reporting projects
* Identifies risks and opportunities along with potential solutions in order to unlock value.
* Seek synergies across Compliance departments & stakeholders to ensure a consistent approach to the operating environments
Required qualifications, capabilities, and skills:
* Knowledge of data analytics, process automation, data visualization tool or any programming language (e.g.
Alteryx, Tableau, and UiPath)
* Willingness to learn self-service data analytics and process automation tools as well as basics of project management and business analysis
* Ability to work in a fast paced, results driven environment
* Excellent writing and communication skills
* Strong risk and controls mindset
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2024-09-18 08:46:41
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Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations.
As a Senior Product Associate in Global Customer Platform, you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings.
Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success.
Global Customer Platform product is part of the Consumer Bank team and serves as the primary source of customer data for all lines of business across the firm.
The Senior Product Associate will play a crucial role in communicating highly technical information in a way that any stakeholder can easily understand.
You will also work to ensure accuracy of existing assets, working collaboratively within the product to author and update Global Customer Platform communications.
Job responsibilities
* Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery
* Considers and plans for upstream and downstream implications of new product features on the overall product experience
* Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers
* Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle
* Writes the requirements, epics, and user stories to support product development
* Supports the development of our product strategy and roadmap and translates product features into customer-centric value statements
* Collects and analyzes technical content to ensure consistency and accuracy across Global Customer Platform communications
* Contributes to solution discovery through collaboration with cross-functional teams to identify potential solutions that address product needs and align with business goals
* Contributes ideas and insights to product communications, and assists in the reporting of product accomplishments
* Collaborates with the product manager to engage stakeholders and develop executive-level presentations
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise in product management or a relevant domain area
* Proficient knowledge of the product development life cycle
* Experience in product life cycle activities including discovery and requirements definition
* Developing knowledge of data analytics and data literacy
* Demonstrated experience in authoring ef...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2024-09-18 08:46:40
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As a Securities Services Technology Business Manager - Senior Associate within the Business Management team, you will be responsible for optimizing business performance by promoting key initiatives.
You will act as a trusted advisor and counterweight to Business/Group Heads, identifying, escalating, and mitigating business risks.
You will manage all financial matters within the Securities Services Technology team, including financial reporting, workforce management, location strategy, and project & resource planning.
This role provides an opportunity to work closely with technology managers, senior management, and governance committees, providing high-quality presentations and reports to support decision-making.
You will also have the chance to participate in collaborative initiatives with team members and global managers, continually improving and adding value to existing business processes.
Job Responsibilities
* Manage forecast updates within forecasting tool on weekly basis, reflecting financial risks and opportunities, meet regularly with the technology managers to review their finances.
And support with annual expense/resource planning.
* Use standard financial reporting to track forecast/actuals versus plan and articulate variance drivers across the portfolio to stakeholders.
Investigate expense allocations charged to various businesses on regular basis and handle ad-hoc queries from stakeholders
* Deliver reporting to senior management and governance committees to support decision making, including talent management, delivery prioritization, trend analysis etc.
* Provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis
* Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques.
Create wireframes and mock-ups quickly and iteratively for management presentations, reports, and dashboards
* Communicate effectively with key business partners to understand projects and drive next steps
* Project manage and deliver key work streams and tasks
* Identify key business risks on the platform and drive resolution of mitigating controls
* Support audit, regulatory and compliance deliverables; help drive specific action plans and deliverables within the Risk Control Self-Assessment (RCSA) framework
* Coordinate team activities and prepare materials for town halls, employee recognition, and strategy working sessions
* Participate in collaborative initiatives with team members and global managers, looking for ways to continually simplify, improve, and add value to existing business processes
Required Qualifications
* Bachelor's degree in Business, Finance, Economics, or other related area
* Prior experience(preferably at a Financial Services firm) in Business Management or COO role
* Proven experience de...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2024-09-18 08:46:39
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Become an integral part of the Commercial Banking team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement.
Be part of a team that is results-oriented, with a focus on attention to detail and quality.
As an Executive Administrative Assistant within Commercial Banking, you will manage busy calendars, travel, plan and assist with local events and projects for the business and may support various activities such as managing tactical office needs, client tickets, compliance requirements or business travel tax.
You will tap into your thought leadership to manage priorities, ensure efficient use of executives' time, and collaborate closely with colleagues to ensure robust on-site support and backup coverage.
You will also work with key stakeholders in the business, partner with various teams (Office Management, etc.) to complete projects.
Job Responsibilities:
* Manage complex calendars for leaders in a fast paced and dynamic environment, arrange travel plans, adjust and prioritize last-minute changes including logistics such as conference rooms, events, and catering, etc.
* Support local event planning and execute as needed and/or support local employee engagement activities such as team recognition, events, etc.
* Support the physical site support demands required including phone coverage, assistance with new hire integration, facilities maintenance, supplies, floor access, presence at local events, greeting clients and guests and escorting them throughout the location, food orders/set up and takedown of conference rooms, ensuring superior client service at all times
* Provide general team support such as time keeping, training tracking, and assist in ad hoc projects as needed
* Maintain confidential data, enforce internal controls, and comply with policies and procedures
* Support Salesforce or other LOB reporting activity within scope for role and simple reporting for the business such as pulling canned reports and scorecards
Required qualifications, capabilities and skills:
* 3+ years of administrative support experience with background in a client facing sales and financial services environment
* Strong organizational skills and ability to work independently in a demanding, changing and fast paced environment
* Effective travel planning skills and knowledge
* Self-motivated, personal leadership, ability to be discrete, highly collaborative and team oriented
* Effective interpersonal skills and excellent communication - confident, organized, and clear
* Fluent in Microsoft Office, PitchPro and Adapts easily to process changes and learns new technologies
* Project and event management experience
* Service oriented and able to greet clients, distribute packages, restock pantry items, and other floor duties as required.
* Strong knowledge of invoi...
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Type: Permanent Location: Irvine, US-CA
Salary / Rate: Not Specified
Posted: 2024-09-18 08:46:39
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At J.P Morgan Chase, we have and enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
As the Sr Supervisory Associate Annuity you will be responsible for performing an appropriateness review on an exception basis of transactions placed in client accounts and/or annuity and life insurance applications submitted by Financial Advisors.
Responsible for handling escalations and outreach to the field and senior level stakeholders.
Job responsibilities
* Conduct suitability reviews associated with a variety of Annuity and Life Insurance products (e.g.
Variable, Fixed and Index annuities)
* Escalate supervisory issues as necessary, providing relevant recommendations as to appropriate actions to be taken
* Strategically partner with Supervisory Managers or registered personnel in the field to resolve exceptions
* Project work as assigned by Central Supervision Management
* Responsible for reviewing certain work items escalated internally by 601 level employees
* Conduct training of newly hired team members
Required qualifications, capabilities, and skills
* At least 4+ years of experience in the securities and investment industry
* Ability to make sound, risk-based decisions
* Ability to make independent suitability decisions based on firm policy
* Demonstrates good research, analytical and problem-solving skills
* Good interpersonal, verbal, & written communication skills
* Good organization skills & attention to detail
* Good computer/navigational skills (Microsoft Office)
* Proven ability to work in a dynamic team environment that is consistently evolving
* Good time management skills to meet service level agreements and/or project deadlines
* Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
* Ability to manage a pipeline of work from assignment to completion
* Ability to meet or exceed business goals and objectives, while fostering a team atmosphere
* Knowledge and understanding of risk management
* Well versed in advisory services, financial products, and client accounts of increasing complexity
* A valid and active Series 7, 66 (63,65), 9/10 (4,24,53), and appropriate State Life & Health Insurance licenses are required to perform all job duties associated with the role.
If any of the licenses not already held, they must be obtained within 120 days of starting in the role as a condition of employment.
Preferred qualifications, capabilities, and skills
* Bachelor's Degree preferred
* Advanced knowledge of securities industry rules, regulations and guidelines and significant and equivalent experience in a directly related securities industry position may substitute for bachelor's degree
Chase is a leading financial ...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2024-09-18 08:46:38
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We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions, combined with cutting-edge financial technology and the most welcoming and friendly service, you'll be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a customer-obsessed culture in the branch.
You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers.
You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
* Acts as the standard bearer of Chase and creates a world-class customer experience
* Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
* Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
* Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
* Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
* Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
* Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
* Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
* Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
* Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
* Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
* Ability to work branch hours including weekends and evenings
* High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, a...
....Read more...
Type: Permanent Location: Villanova, US-PA
Salary / Rate: Not Specified
Posted: 2024-09-18 08:46:36