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JOB DESCRIPTION
The Entertainment Underwriter has responsibility for new and renewal business for his/her own book of business based in New York City The position will be responsible for driving profitable growth with specific entertainment brokers in the New York region specific to non-film/television related business.
Lines of business include entertainment packages, property, general liability, automobile, umbrella, international and workers' compensation.
Underwriting duties will include developing and negotiating price, coverage, terms and conditions for all new business and renewals while actively identifying account rounding opportunities for other Chubb Commercial Insurance practices.
Collaborating with underwriters, operations, claims, risk engineering, marketing, and home office management is necessary.
Must implement and manage effective pricing and rate strategies that will produce profitability, book growth, and successful producer relations.
We are looking for a candidate who is highly motivated, results oriented with solid business and underwriting acumen.
Knowledge, Skills, and Abilities Required:
* Experience in multi-line package underwriting is preferred.
* Strong sales and marketing skills are critical; able to position accounts and close deals.
* Candidate must be able to demonstrate success in marketing, producer management, new business development, and the ability to successfully negotiate on all levels with both internal and external partners.
* Teamwork, communication, and negotiation skills required.
Candidate will need a solid background in risk analysis and experience with complex accounts.
* Possess a high degree of proficiency with the underwriting process and partner effectively with an Underwriting Associate.
* Candidate must have exemplary ability to effectively interact with all levels of customers and coworkers.
* Knowledge and proficiency with technical issues, compliance, coverage, products and pricing strategies expected.
* The ability to be creative and adaptable in a changing business environment.
Sound decision making skills required.
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expr...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-09-12 08:47:16
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JOB DESCRIPTION
We're looking for Customer Service Representatives to deliver best-in-class service in our fast-paced call centers at the following locations:
* Whitehouse Station, NJ
* Phoenix, AZ
* O'Fallon, MO
If you want an opportunity with a company that places great emphasis on professional and personal development, cultivates a culture of diversity and inclusion, and offers plenty of growth opportunities, let's talk!
Job Responsibilities:
* Provide superior customer service and quality technical content via incoming telephone calls in a fast-paced, automated, high-volume contact center environment
+ On average, our representatives are responsible for 40-50 calls per day
* Phone quoting, issuance of new business, endorsements, and renewal policies of personal lines insurance coverage
+ Responsible for cross selling coverage to round out accounts
* Assume ownership and timeliness in handling agent requests in an efficient, accurate and professional manner
+ Ability to navigate multiple systems and applications to research, analyze and resolve agent requests & inquiries
* Analyze information to make appropriate decisions and solve problems, while maintaining a positive phone experience
* Ability to learn the basic concepts of personal lines insurance principles and Chubb products (home, auto, valuable articles/collectibles, flood, etc.)
* Work collaboratively with team members, and business partners to provide a quality experience for our agents
* Ability to work 40 hours a week on scheduled shift between the hour 8am-7pm EST; work overtime as needed
* Complete additional tasks and other projects/duties as assigned
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment ...
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Type: Permanent Location: Whitehouse Station, US-NJ
Salary / Rate: Not Specified
Posted: 2024-09-12 08:47:16
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JOB DESCRIPTION
Chubb is looking for a Director of the high-performing Creative and Video Production Services Team, reporting to the VP, Creative and Video Production.
The individual will strategize, conceptualize and produce graphic design, animation, and video productions for use across the company's internal and external business partners.
This seasoned professional will possess deep expertise in developing and managing creative and video productions globally, enhancing client and employee engagement, and helping Chubb realize its business goals.
This accomplished practitioner should be comfortable working and highly matrixed company under tight deadlines across B2B2C business units - thinking outside the box in terms of creative production to support a market leading, product-focused organization, A hands-on individual who can work from ideation to and through execution.
The individual relishes the opportunity to roll up their sleeves, dig in, staying on top of trends, and become be a part of the Chubb's digital transformation
The Creative Center of Excellence is a growing function within Chubb's Global Marketing, Communications and Investor Relations team.
This fast-moving CoE creatively powers brand building, business growth and talent attraction for Chubb.
The Director, Creative Services is a high-visibility position that will operate at the nexus of Creative and Video Production with a focus on External Communications, Talent Recruitment and Culture, along with Business line marketing with room to grow.
Ideally, this candidate will sit in our Whitehouse Station, NJ office on a hybrid schedule (3 days in office, 2 days remote).
We are also open to a hybrid schedule in our New York, NY or Philadelphia, PA offices.
Candidates must attach portfolio (via PDF or web link) with application.
RESPONSIBILITIES:
* The ideal candidate must have the ability to conceptualize and design campaigns and assets (graphics, animations, video/reels, audio) for use across businesses, both internal and external utilizing emerging platforms daily
* Demonstrates strong project management skills, with the ability to manage multiple projects simultaneously in a fast-paced & matrixed organization.
* Proficiency with variety creative and video production techniques.
* Organize and allocate resources for creative projects, helping facilitate the creation of media content.
* Working knowledge in animation techniques helpful.
* Develop and manage to budget for animations and productions estimates, project scope and timeline for all projects.
* Well-versed in creative and digital media best practices, a passion for driving change, and a desire to change paradigms
* Some experience working with mirrorless cameras helpful.
* Assist with the management of external vendors and mentoring the internal team.
* Work with Manager to increase the pool of consultants for editing and animators.
* Travel as necessary to s...
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Type: Permanent Location: Whitehouse Station, US-NJ
Salary / Rate: Not Specified
Posted: 2024-09-12 08:47:15
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JOB DESCRIPTION
Senior Underwriter, North America Financial Lines
Responsibilities include
* Direct oversight of $6-$8MM renewal book of business in the Midwest Region
* Execution upon Individual and Team Financial goals with respect to Growth, New Business, Retention, Rate and Profitability
* Execution upon Individual and Team Service goals with respect to Policy Issuance and Underwriting File Integrity
* Tracker Management on assigned book of business
* Performance of Self Audits
* Proper use of reinsurance on assigned book of business
* Production focus on high margin portfolio class business
* Work with Product Management team
* Developing relationships with Midwest brokers in defined territory
* Developing relationships with internal stakeholders - including Branch Managers, Marketing Managers, and Global Client Executives - supporting the Midwest Region
* Travel to Midwest Branches and respective markets for broker/client meetings
* Adherence to Delegated Authority Statement
QUALIFICATIONS
* Experience
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2024-09-12 08:47:12
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JOB DESCRIPTION
The Data Science team of the North America Data Analytics division at Chubb is seeking a data scientist with 2+ years of industry experience to join our fast-paced, high-energy team.
This team is responsible for building data pipelines and delivering predictive modeling and data science solutions to our business partners that will meet business objectives and move-the-needle to improve upon key performance metrics.
As a data scientist, you will develop predictive modeling / machine learning solutions to complex business problems and create value to the business.
This position offers exposure to a wide variety of analytic tools and technologies as well as unique challenges in problem-solving.
Be ready to leverage internal/external data sources as you develop, deploy, and monitor best-in-class model solutions.
In this role you will:
* Collaborate with business partners and peers within the organization to understand and scope the problem, gather business requirements, and develop robust model solutions that drive improvement in key business metrics.
* Execute all aspects of analytics initiatives including exploratory data analysis, data preprocessing, model development, model deployment and monitoring.
* Ability to synthesize data, to uncover inherent trends in data, to assess impact of data on business usage, and to make recommendations for improvement.
* Thoughtfully identify and construct predictive variables from both internal and external data sources.
* Research, recommend, and implement statistical and other mathematical methodologies appropriate for the given business problem.
* Create/Maintain excellent working relationships with business partners across the Chubb organization including Product, Actuarial, IT, and analytics peer groups.
* Provide supporting documentation for the models developed including documentation of methodologies used, data issues encountered, and responses to regulatory requests.
+ Prior exposure to NoSQL databases.
QUALIFICATIONS
Location:
In
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and ...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2024-09-12 08:47:10
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Starting rate at $14.00 per hour!
Ask about our new Employee Referral Program for more details on how to earn $250 or more per referral.
We are looking for more amazing talent to grow our teams, just like you!
Earn an additional $1300 per year for good attendance!
Do you want your career to have a purpose? Here at Goodwill, your work changes the lives of people with barriers to employment.
You can make a difference! Goodwill is a fun place to work that gives you opportunities to learn and grow through cross training and advancement opportunities.
In addition to working for an organization with a fulfilling mission, Goodwill offers you great benefits.
Cashier: Do you have a passion for customer service and enjoy working with a fun team? If so, we want you to work with us! Our cashiers support the Goodwill mission by building relationships with customers.
accurately ringing up sales transactions and letting our customers know they helped someone get a job.
Goodwill of Southeastern Wisconsin and Metropolitan Chicago is a people driven organization.
As the largest Goodwill in the world, we are nearly 6,000 employees strong and growing.
You want more from your work; you want a sense of fulfillment.
You want a career with opportunities, not just a job.
You want Goodwill, where the power of work can transform your life and the lives of others.
Amazing Reasons
* Flexible scheduling so you can have a life.
* No extended hours for the holiday season so you are able to enjoy time with your family and friends!
* Career growth opportunities through our specialized training and development.
* A guaranteed ten thousand steps to keep you active and healthy !
* 20% store discount on purchases
* Never the same day (or the same donation) twice!
* Once hired, refer your friends to add more money to your pocket after they complete their probationary period!
Requirements
* One year of retail or production is preferred.
* Must be able to stand, bend and reach for the duration of your shift.
* Donation Attendants must be able to lift, push and pull a minimum of 50 pounds.
Learn why it is fun to work at Goodwill in our video below:
Equal Opportunity Employer
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Type: Permanent Location: Grafton, US-WI
Salary / Rate: Not Specified
Posted: 2024-09-12 08:47:06
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Starting rate at $14.00 per hour!
Ask about our new Employee Referral Program for more details on how to earn $250 or more per referral.
We are looking for more amazing talent to grow our teams, just like you!
Earn an additional $1300 per year for good attendance!
Do you want your career to have a purpose? Here at Goodwill, your work changes the lives of people with barriers to employment.
You can make a difference! Goodwill is a fun place to work that gives you opportunities to learn and grow through cross training and advancement opportunities.
In addition to working for an organization with a fulfilling mission, Goodwill offers you great benefits.
Production: Are you goal oriented and do you love to be challenged? If so, we want you to work with us.
Our Production Associates support the Goodwill Mission by pricing the donations that are then sold on the sales floor.
They are challenged to achieve their pricing goals and strategically price donations according to our pricing guidelines and to maximize the amount of money that goes to our mission.
In our production area you never know what you may come across! It's like Christmas every day!
Donation Attendant: Do you love a fast paced work environment and working with a fun team? If so, we want you to work with us! Our Donation Attendants support the Goodwill Mission by greeting and thanking donors while carefully accepting their donations.
They help keep the production area organized by sorting donations as they come in.
Sales Floor Associates: If you love building relationships with customers and helping them with their hunt for the perfect thing, we want you to work with us! Our Sales Floor Associates support the mission by organizing our sales floor and making it easy for customers to find what they're looking for.
They also are ambassadors for Goodwill and answer questions that customers may have about Goodwill or our donations.
Cashier: Do you have a passion for customer service and enjoy working with a fun team? If so, we want you to work with us! Our cashiers support the Goodwill mission by building relationships with customers.
accurately ringing up sales transactions and letting our customers know they helped someone get a job.
Goodwill of Southeastern Wisconsin and Metropolitan Chicago is a people driven organization.
As the largest Goodwill in the world, we are nearly 6,000 employees strong and growing.
You want more from your work; you want a sense of fulfillment.
You want a career with opportunities, not just a job.
You want Goodwill, where the power of work can transform your life and the lives of others.
Amazing Reasons
* Flexible scheduling so you can have a life.
* No extended hours for the holiday season so you are able to enjoy time with your family and friends!
* Career growth opportunities through our specialized training and development.
* A guaranteed ten thousand steps to keep you active and healthy !
* 20% store discount on purchases
...
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Type: Permanent Location: Willowbrook, US-IL
Salary / Rate: Not Specified
Posted: 2024-09-12 08:47:05
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Are you ready to join a team that is redefining client experience excellence? Join JPMorgan Private Client as a Client Experience Specialist to support a team that is dedicated to delivering unparalleled service.
As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a high-touch client experience.
In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities to deepen client relationships, and supporting clients while obtaining loans.
If you're passionate about delivering exceptional service while building relationships, come join our team.
Job Responsibilities
* Be responsible for providing clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed.
* Support Relationship Managers in deepening client relationships by taking client inquiry calls, assisting with analyzing client's banking relationship and conducting business calls with Relationship Managers.
* Develop expertise in deposit products to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients.
* Manage the lending process by completing with loan application with clients, quoting rates, or sending pre-approval letters.
* Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open houses or inviting clients to events.
* Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and raising to the aligned Relationship Manager
Required Qualifications, Capabilities, and Skills
* A minimum of two years of financial services experience.
* Demonstrated experience delivering exceptional client service to an affluent client base.
Preferred Qualifications, Capabilities, and Skills
* A bachelor's degree
* Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This role will report in the office on a hybrid schedule.
This role is eligible to participate in an incentive compensation plan that is paid on an annual basis.
More details about total compensation and benefits will be provided during the hiring process .
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As ...
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Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2024-09-12 08:47:04
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Elevate your career by steering multi-faceted tech programs, integrating innovative solutions for a dynamic impact across global operations.
As a Principal Technical Program Manager in JP Morgan Chase, Corporate & Investment Bank's, Digital & Platform Services team, you will lead complex, multi-functional technology projects and programs that will impact experiences for multiple groups across the firm, including clients, employees, and stakeholders.
Your advanced analytical reasoning and adaptability skills will enable you to break down business, technical, and operational objectives into manageable tasks, while navigating through ambiguity and driving change.
With demonstrated technical fluency, you will effectively manage resources, budgets, and cross-functional teams to deliver innovative solutions that align with the firm's strategic goals.
Your exceptional communication and influencing abilities will foster productive relationships with stakeholders, ensuring alignment and effective risk management.
In this pivotal role, you will contribute to the development of new policies and processes, shaping the future of our technology landscape.
J.P.
Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments.
We serve a diverse client base including corporations, governments and institutions of all sizes across sectors and regions in 100 countries.
With our complete product set, the CIB meets the full spectrum of financing needs from daily trading and transaction processing to strategic events and actions.
Digital & Platform Services is positioned within the Commercial and Investment Bank (CIB), and brings together Operations, Technology, Digital, Data & AI.
D&PS is a key enabler in powering the successful franchise of CIB.
The organization consists of product managers, designers, data scientists, technologists and business representatives who work together with creativity and discipline in order to produce best-in-class, efficient, thoughtful innovative solution for our clients - both internal and external.
This role reports into the Head of the D&PS Strategy and Client Relationship Management (CRM) implementation lead.
The newly formed team functions as a strategic accelerator driving execution of strategic initiatives, with a focus of leading the implementation of the CRM program.
Given the importance and scale of this transformation, as part of this role you will have the unique opportunity to work closely with our most senior leaders across the business.
Job responsibilities
* Lead and oversee multiple technical programs and projects from inception to completion.
Ensure programs are delivered on time, within scope, and within budget.
Manage operating model - responsible for documentation, implementation, change management and ongoing strategy and planning.
Maintain and monitor list of key program-level dependencies including across application groups and proactively track throug...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-09-12 08:47:04
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Leverage your deep technical expertise and leadership to guide cutting-edge projects, fostering growth and innovation in a dynamic environment.
As a Lead Technical Program Manager in CONSUMER & COMMUNITY BANKING, you will drive the successful delivery of complex technology projects and programs that will help reaching business goals across the firm.
Leveraging your deep knowledge of technical principles, practices, and theories is essential for developing innovative solutions, while simultaneously effectively managing resources, budgets, and high-performing teams.
Your strong analytical reasoning and adaptability skills will enable you to navigate through ambiguity and change, ensuring that technology initiatives align with business goals.
With advanced communication and stakeholder management abilities, you will foster productive working relationships and influence decision-making to achieve mutually beneficial outcomes.
As a subject matter expert, you will contribute to the development of operational plans and risk management strategies, ensuring the highest quality and professionalism in service delivery.
Job responsibilities
* Develop and execute comprehensive project plans, incorporating technical requirements, resource allocation, and timelines to ensure on-time delivery of technology solutions
* Identify and mitigate risks, proactively addressing potential roadblocks and implementing contingency plans to maintain project and program momentum
* Collaborate with cross-functional teams, including engineering, product, and business stakeholders, to define program scope, objectives, and deliverables, ensuring alignment with overall business goals
* Utilize advanced analytical reasoning to assess program performance, identify areas for improvement, and implement data-driven optimizations to enhance efficiency and effectiveness
* Champion the adoption of agile methodologies and technical solutions, fostering a culture of continuous learning and innovation within the team
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in technical program management, leading complex technology projects and programs in a large organization
* Proven experience as a Technical Program Manager or similar role, with a focus on technology modernization projects.
* Strong technical background with a deep understanding of modern technologies, cloud computing, and IT infrastructure.
* Advanced expertise in stakeholder management, with the ability to establish productive working relationships and influence decision-making across cross-functional teams and clients
* Excellent project management skills, including experience with Agile and Waterfall methodologies.
* Advanced experience in utilizing technical fluency, including knowledge of vendor products and managing vendor relations, to enable on-demand access to shared pools of applications and services
* Str...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2024-09-12 08:47:02
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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
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* 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 ...
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Type: Permanent Location: Baton Rouge, US-LA
Salary / Rate: Not Specified
Posted: 2024-09-12 08:47:01
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If you want to make valuable contributions in strategic and process improvement initiatives and expand your career and skills in project management, business operations, process improvement and in the financial operations world, then JP Morgan Chase has a great opportunity for you.
Wholesale Lending Services (WLS) provides a broad array of loan originations and servicing support to the Firm's Wholesale Lending Businesses.
These functions include Loan Documentation Prep & Coordination, Deal Closing and Funding, and Loan Servicing.
With highly supportive leadership and programs to foster growth and career mobility, your skills and capabilities can increase and be fine-tuned to make you more agile and versatile in reaching your career potential.
As a Project Manager- Strategic Initiatives in Wholesale Lending Services, you will be responsible for driving strategy across loan operations teams that support multiple lines of business.
Your role will involve leading, managing, and executing key cross-functional projects with a focus on process improvement, ensuring operational readiness with sound controls.
Job responsibilities
* Establish clear project scope and objectives by collaborating with stakeholders to gather requirements, set deliverables, and outline success criteria, ensuring alignment with business goals and priorities.
* Oversee and track project tasks, monitor progress, and identify any potential risks or delays, implementing corrective actions as needed.
* Utilize project management tools, including project plans, charters, and status reports to effectively track progress, manage resources, and ensure alignment with project objectives and timelines
* Delineate roles and responsibilities for project team members, ensuring each participant understands their tasks, deliverables, and accountability, to promote effective collaboration and project success
* Communicate regularly on project status, progress, and key milestones to stakeholders through detailed reports and presentations, ensuring transparency and keeping all parties informed of any changes or issues
* Foster strong working relationships by collaborating with cross-functional teams and external partners, ensuring seamless communication, alignment of goals, and coordinated efforts to achieve project objectives
* Conduct analysis of current workflows to map out end-to-end processes, identify inefficiencies, and recommend actionable improvements to enhance operational efficiency and effectiveness
* Manage business readiness activities, including coordinating updates to processes and procedures, planning training sessions, and coordinating changes to risk and controls
* Analyze and leverage key performance metrics to drive continuous improvement and assess the impact of projects on business operations.
Identify, manage, and resolve project issues by ensuring timely intervention and resolution to maintain project timelines and mitigate ...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2024-09-12 08:47:00
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Fishers, US-IN
Salary / Rate: Not Specified
Posted: 2024-09-12 08:46:59
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J.P.
Morgan is the leader in Liability Management in the high grade and high yield space, for clients across industries and geographies.
As an Associate in Liability Management, you will be part of a team responsible for structuring and executing bond portfolio optimization trades for our corporate and financial clients.
You will build and apply complex financial models to advise clients on various liability management products.
You will also provide strategic advice to clients around mergers, demergers, and spins offs in the context debt restructuring.
You will work with various deal teams across the investment bank, including capital markets, corporate finance, sales and trading and M&A to provide clients with a comprehensive recommendation.
You will function as fully integrated team member, in a flat structure that allows for direct client interaction and working directly with MDs, EDs, and VPs.
You will be an integral part of the Liability Management team where team members rely on Associates to drive processes including deal executions and pitching.
Job Responsibilities:
* Assist the team with creating pitch materials
* Monitor liability management opportunities for our clients
* Participate in the structuring and execution of liability management transactions
* Liaising with multiple parts of the banks, as well as external parties such as issuers, counsels, third party agents
* Build quantitative debt liability management models and maintain key materials such as databases
* Develop specific knowledge of the various liability management tools available to issuers
Required qualifications, capabilities, and skills:
* 3 years of capital markets, or investment banking or related experience
* Experience with debt products / bond math
* Strong financial modeling, finance, quantitative and business writing skills
* Bachelor's degree in Finance, Accounting, Business Administration, or a related field
* Impeccable communication skills with ability to effectively interact with senior professionals, clients and key stakeholders in other lines of business
* Comfortable working in a high pressure environment, possessing superior organizational skills and ability to efficiently multi-task across various deliverables
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...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-09-12 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
...
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Type: Permanent Location: West Bloomfield, US-MI
Salary / Rate: Not Specified
Posted: 2024-09-12 08:46:56
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You have an obsession 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
* 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 such, an employment offer for this position is conti...
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Type: Permanent Location: Farmington Hills, US-MI
Salary / Rate: Not Specified
Posted: 2024-09-12 08:46:55
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Join our team at J.P.
Morgan Advisors, the ultra-high net worth division of J.P.
Morgan Wealth Management, offers U.S.
based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world.
Our small size and broad scope allow us to customize solutions tailored to clients' specific needs.
As a Client Service Group Manager in J.P.
Morgan Advisors, you will be responsible for managing the sales support staff and administrative staff for the branch.
You will also be tasked with managing a wide array of training and process improvement initiatives to support the growth of the J.P.
Morgan Advisors office.
This position will dually report to the Head of the Client Service Group and the local Regional Director and is part of the branch management team.
Job responsibilities:
* Support and drive strategic firm and branch initiatives by partnering closely with the Regional Director.
* Provide management and leadership of the sales support staff in the branch and satellite branch where no administrative management is present.
* Recruit, select, onboard, train administrative and sales support staff.
Supervise and coordinate assignments for the sales support staff and evaluate problem areas to determine potential reassignments and trainings.
Educate all employees on administrative policies and procedures as well as Firm's best practices
* Conduct performance reviews and exercise professional discretion for compensation, promotions disciplinary actions and terminations of all administrative and sales support staff in accordance with firm policy
* Partner with functional groups across the line of business on process improvement and day to day problem solving.
* Supervise and manage human resources, benefits issues, attendance, and vacation.
* Escalate supervisory and management issues to the Regional Director and Supervisory Manager when necessary.
Partner with Regional Director and New York Management to address any management or staffing issues.
Required qualifications, capabilities, and skills:
* FINRA SIE, Series 7, 66, 9 & 10 licenses upon hire or must successfully obtain within 180 days from start date
* Degree in Business, Finance, or other related business discipline
* Minimum of 3 years financial services management experience
* Experience in the training field or branch administrator in financial services
* Understanding of wealth management business, sales force, and investment products
* Knowledge and understanding of KYC and Regulatory requirements
* Project management, problem-solving and time management skills
* Experience with facilitating training sessions (both classroom and virtual)
* Strong working knowledge of PowerPoint, Word, Excel
Preferred qualifications, capabilities, and skills:
* Exceptional interpersonal skills with the...
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Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2024-09-12 08:46:53
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We have an exciting and rewarding opportunity for you to take your software engineering career to the next level.
As a Software Engineer III at JPMorgan Chase within the Enterprise technology, Infrastructure platforms team , you serve as a seasoned member of an agile team to design and deliver trusted market-leading technology products in a secure, stable, and scalable way.
You are responsible for carrying out critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
* Executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Creates secure and high-quality production code and maintains algorithms that run synchronously with appropriate systems
* Produces architecture and design artifacts for complex applications while being accountable for ensuring design constraints are met by software code development
* Gathers, analyzes, synthesizes, and develops visualizations and reporting from large, diverse data sets in service of continuous improvement of software applications and systems
* Proactively identifies hidden problems and patterns in data and uses these insights to drive improvements to coding hygiene and system architecture
* Contributes to software engineering communities of practice and events that explore new and emerging technologies
* Adds to team culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 3+ years applied experience
* Hands-on practical experience in system design, application development, testing, and operational stability
* Proficient in coding in one or more languages
* Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages
* Overall knowledge of the Software Development Life Cycle
* Solid understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* Demonstrated knowledge of software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
Preferred qualifications, capabilities, and skills
* Familiarity with modern front-end technologies
* Exposure to cloud technologies
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, com...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2024-09-12 08:46:53
-
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: Downingtown, US-PA
Salary / Rate: Not Specified
Posted: 2024-09-12 08:46:47
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We are seeking a highly skilled and experienced Investment Banking Associate to join our Consumer, Retail & Business Services team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
Job Summary
As an Associate in our Consumer, Retail & Business Services group, you will be a key player in our business strategy and execution.
You will participate in the \"full cycle\" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations.
You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers.
You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions.
You will join the global Associate class in an Industry, Country Coverage or Product Team.
Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.
Job Responsibilities
* Develop content for strategic meetings with clients regarding M&A or capital market transactions
* Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
* Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
* Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations
* Provide leadership, mentorship and supervision to Associates and Analysts
* Participate in graduate recruiting
Required qualifications, capabilities, and skills
* Prior work experience in an investment banking front office role.
* A well-rounded academic background from a top tier educational institution.
* Strong financial modelling skills
* Understands transaction cycle and the steps in the process and is execution oriented.
* Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
* Self-directed, highly motivated, and able to work independently
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 proces...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-09-12 08:46:45
-
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: Merritt Island, US-FL
Salary / Rate: Not Specified
Posted: 2024-09-12 08:46:45
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You are a natural leader.
You do what's right for customers and colleagues and you inspire others to do the same.
Join our dynamic team and make a meaningful impact by leading your team to create great customer experiences that cultivate long-lasting relationships.
As a Collections Supervisor in JPMorgan Chase, you will be accountable for achieving key service metrics, meeting or exceeding financial/productivity goals, ensuring business partner/employee satisfaction, managing and implementing ongoing improvement initiatives, while maintaining adherence to risk and controls guidelines.
You will ensure all work is processed within assigned service levels and meets Legal/Compliance requirements.
You will demonstrate exceptional leadership skills in creating an environment where employees are engaged and deliver optimum performance.
Job responsibilities
* Execute on business initiatives by creating and maintaining open communication with employees, peers, leadership team and other lines of business
* Make informed business decisions using your skill set, subject matter expertise, documented policies and procedures, empowerments and relationships
* Identify process improvement opportunities, recommend solution(s), contribute to process/policy change led by change management leadership team, and implement changes.
* Ensure team's adherence to operating policies and procedures, and legal and compliance regulations.
* Manage team performance, leading by example and coaching on key behaviors to motivate sustained results; this includes using performance management resources to proactively monitor, coach and develop employees, recognizing strong performers and managing those not meeting performance standards.
* Demonstrate the firmwide Manager Capabilities, track your progress by regularly soliciting feedback and checking in with your team and manager on how you're doing, and summarize your impact in your year-end Self-Evaluation.
Required qualifications, capabilities, and skills
* Minimum 3 years customer service experience
* Verbal and written communication skills
* Influencing skills
* Change implementation skills
* Prioritization skills
* Data analysis skills
* High School diploma/GED required
Preferred qualifications, capabilities, and skills
* Previous financial industry experience preferred
* 2+ years in a call center environment
Work schedule
* Work hours will vary within a fulltime, 40 hour per week schedule.
You must be willing to work schedules during our operating hours, which may include evenings, weekends and holidays.
Specific information will be provided by the recruiter.
* This position requires that you attend the training as scheduled.
The hours may not coincide with your regularly scheduled hours.
* You will be required to attend training onsite, regardless of your work location.
Your schedule and work location will be established based...
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Type: Permanent Location: Elgin, US-IL
Salary / Rate: Not Specified
Posted: 2024-09-12 08:46:44
-
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 Lending Specialist in the Private Bank, you will manage our most complex borrowing relationships by presenting J.P.
Morgan Private Bank's credit solutions to ultra-high net worth clients and advising on implementation.
Job Responsibilities
* Act as internal sales leader for the credit product, liaising with Market Managers, Bankers and Investors to ensure credit is a core part of the J.P.
Morgan offering
* Partner with Bankers to uncover needs and deliver sophisticated and innovative solutions to client and prospect financings or restructurings
* Originate credit leads from prospects and existing clients and lead credit marketing initiatives for the local market
* Responsible for deal analysis, due diligence and credit presentations
* Supervise credit approval memos/restructure memos
* Monitor portfolio risk and proactively work to improve portfolio quality and prevent loss
* Manage underwriters to implement changes to debt structure/risk ratings in response to changes in risk environment
Required Qualifications, Capabilities, Skills
* Seven plus years of experience with extensive credit, loan and deposit products
* Bachelor's degree required; MBA preferred
* FINRA Series 7 & 66 licenses required for position; unlicensed candidates considered but required to obtain licenses within 90 days of start date
* Prior experience structuring creative and complex credit transactions
* Completion of formal credit training program
* Demonstrated understanding of wealth management including, but not limited to: investment management, trusts and financial planning
* Expert knowledge of and proven success with complex credit products and concepts including, but not limited to residential real estate loans, concentrated collateral loans, unsecured lending, marketable secured lending, aircraft finance and art lending
Preferred Qualifications, Capabilities, Skills
* Knowledge of capital markets and macro interest rate environment
* Knowledge of account maintenance, loan closing, credit administration and compliance procedures
* Ability to communicate sophisticated credit concepts to all levels of clients and prospects
* Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of ...
....Read more...
Type: Permanent Location: Summit, US-NJ
Salary / Rate: Not Specified
Posted: 2024-09-12 08:46:43
-
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 Merchants Services Commercialization, 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.
As the Commercialization Associate, you will work with the lead to develop a commercialization framework based on opportunity size, strategic value, and partner engagement.
In this role, you will work closely with the Partnerships, Sales, and Marketing teams to identify priority partners and develop a new Go To Market (GTM) approach for each partner archetype.
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
* Determines a data-based commercialization framework that helps Merchant Services drive more value from our strategic partnerships;; Define partner tiering criteria to determine level of commercial engagement e.g.
opportunity size, strategic relationship, etc.
* Define JPMC and partner goals for each partner type and align with key stakeholders
* Inventory of partners that our clients already use; Determine commercialization value-adds and where we have gaps
* Develop product-market fit criteria for each partner archetype and strategic partners; Create success metrics and roles and responsibilities for execution
* Drive sales enablement, partner enablement, and sales playbooks
* Partners with internal teams to develop partner enablement and sales playbooks
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
* Prior experience in commercialization/GTM activities
Preferred qualifications, capabi...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2024-09-12 08:46:41
-
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: Venice, US-CA
Salary / Rate: Not Specified
Posted: 2024-09-12 08:46:40
