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Organization Description
J.P.
Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions.
Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
J.P.
Morgan Private Advisory is a cross-disciplinary group of over 100 global specialists within the Private Bank who collaborate to deliver innovative and forward-thinking strategies, working closely with advisors to help clients make well-informed decisions and achieve their goals.
The Senior Estate Planning Innovation Lead will join J.P.
Morgan Private Advisory.
This individual will be expected to lead the digital transformation of the estate planning offering, driving the design and implementation of innovative technology solutions to enhance the client and advisor experience.
Job Description
Estate planning advice is a critical topic for high net worth individuals, especially in understanding how their balance sheet interacts with their estate planning documents.
We are seeking a highly skilled and experienced professional to lead the digital transformation of our estate disposition offering, which helps our clients understand the structure and eventual implications of their estate planning documents on their assets and beneficiaries and heirs.
This role is pivotal in bringing to life our vision for a platform that will enhance the capabilities of our estate planning review team and provide valuable insights to advisors and clients.
The ideal candidate will have a strong background in estate planning and tax, preferably with a legal or accounting background, and experience in project management and digital technology development.
Success in this role will be defined by the successful implementation of a digital solution that scales our estate planning review services, enabling more advisors to engage their clients in this dialogue, and enhancing and deepening client relationships.
Job Responsibilities
* Build a deep understanding of J.P.
Morgan's existing estate disposition analysis capabilities.
* Develop and execute a strategic vision and roadmap for the digital transformation of the estate disposition offering.
* Partner closely with Product and Technology teams to ensure the successful design, development, and implementation of the digital estate disposition analysis platform.
* Collaborate with cross-functional teams, including estate planning review team, wealth advisors, and Private Bank advisors, to gather requirements and ensure the platform meets user needs.
* Provide subject matter expertise in estate planning and tax matters to guide the development of the platform, with an eye towards ensuring accurate implementation and user efficiency.
* Partner with Private Bank business stakeholders to lead the go-to-market approach, drive adoption and training, and scope advisor support needs.
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:09
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Organization Description
J.P.
Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions.
Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
J.P.
Morgan Private Advisory is a cross-disciplinary group of over 100 global specialists within the Private Bank who collaborate to deliver innovative and forward-thinking strategies, working closely with advisors to help clients make well-informed decisions and achieve their goals.
The Senior Tax Strategist will join the Tax Strategy team within J.P.
Morgan Private Advisory and report directly to the Head of Tax Strategy.
This individual will be expected to develop and deliver thought leadership, insights, and advice to advisors, clients and prospects on tax-efficient wealth structuring techniques and strategies used across the high net worth wealth spectrum.
Job Responsibilities
* Engage directly with clients and prospects who have complex tax and wealth structuring situations, in conjunction with their primary private banking coverage team and external advisors, to find or develop bespoke solutions to address their needs.
* Author or contribute to timely thought leadership to be shared with clients and prospects.
* Participate in and present at internal and external forums to share wealth planning advice that helps our clients better leverage the solutions available to them.
* Work with partners across both the Private Bank and the firm to develop tax-efficient solutions and strategies addressing our clients' changing needs.
* Support clients and internal partners with deep knowledge of legislative, legal, and regulatory issues and changes that affect the structures and strategies high net worth clients often employ.
* Educate internal partners and Private Bank advisors on foundational tax concepts and the tax-efficient investments.
* Build and maintain a strong professional network with external tax and legal advisors who work with our clients and prospects
* Demonstrate expertise in the tax implications and structuring of a wide range of investment products, including equities, fixed income securities, derivatives, structured notes, private placements, and alternative investments with an emphasis on solutions relevant to high net worth clients.
Qualifications, Capabilities, and Skills
* Bachelor's degree required; JD or CPA
* 8 years+ of work experience in an analytically demanding role in the financial services industry, preferably in asset or wealth management, or in related, specialized professional services firms
* Knowledge of investment products, income taxes, transfer taxes and estate planning, as well as related fields of law, for high net worth individuals
* Ability to work independently and as a team player
* Hard working with ability to perform under ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:08
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If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Relationship Executive might be perfect for you.
As a Relationship Executive in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships.
You will work both independently and collaboratively to introduce our comprehensive solutions to clients.
Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space.
Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation, while embracing the innovative opportunities offered by new technologies
* Develop a weekly sales plan prioritizing revenue generating sales opportunities, cultivate referral sources, and institutionalize relationships and calling
Required Qualifications, Capabilities and Skills
* Seven plus years lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* Deep local connections and market knowledge
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
* Excellent business judgment, strategic thinking, self-directed, proactive and creative
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.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesse...
....Read more...
Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:07
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You are customer focused, enjoy building relationships and bringing in new clients.
A role as a Business Development Executive is for you.
As a Business Development Executive in Mid-Corporate Banking, you will be responsible for growing and retaining profitable relationships, while championing a culture of innovation and a customer centric mindset.
Reporting to the Region Manager you will be responsible for leading the business development efforts for Middle Market Banking in the region.
Your primary role will be to help grow the business through client acquisition.
You will be responsible for identifying and qualifying prospects and introducing our banking team, credit staff and other product partners as appropriate.
This role is an opportunity to showcase your experience in business development, your ability to work independently, and your excellent partnership and marketing skills.
Job Responsibilities
* Partner closely with Banking, Credit, Treasury and Service partners, as well as Asset Management and Investment Bank colleagues, to introduce our prospects to our product capabilities
* Propel top line revenues while maximizing efficiency for the business, with a keen eye towards risk mitigation and compliance
* Serve as mentor and coach to the banking team and lead the region's prospecting activities.
This may include cross-selling of existing clients when appropriate
* Measure success by your effectiveness in many marketing areas, including but not limited to: calling activity, proposal generation, revenue generation, risk mitigation, ability to build successful relationships with centers of influence, and propensity to help build the franchise for the long term
Required Qualifications, Capabilities and Skills
* 10 years of direct client management, lending, credit support, or similar industry related experience
* FINRA Series 63, 79 and Securities Industry Essentials licenses required or ability to obtain licenses within 180 days of hire
* Extensive knowledge of Commercial Banking products and services
* Experience in cross-selling products, and a track record of meeting or exceeding sales goals
* Strong business development skills; including tactical selling and negotiation
* Ability to partner well; i.e., develop and maintain positive and productive internal relationships with product partners, credit executives, senior management, client service, etc.
* Excellent verbal and written communication skills - including proposal writing and public speaking
Preferred Qualifications, Capabilities and Skills
* Bachelors degree preferred
* Formal bank credit training is preferred
* Strong creative solution and problem solving skills
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients un...
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Type: Permanent Location: Seattle, US-WA
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:05
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If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you.
As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships.
You will work both independently and collaboratively to introduce our comprehensive solutions to clients.
Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space.
Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
Job Responsibilities:
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required qualifications, capabilities and skills:
* Five plus years lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* Deep local connections and market knowledge
Preferred qualifications, capabilities and skills:
* Bachelor's degree and formal credit training preferred
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
* Excellent business judgment, strategic thinking, self-directed, proactive and creative
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligi...
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Type: Permanent Location: Portland, US-OR
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:04
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Commercial Banker is for you.
As a Commercial Banker on the Climate Technology Banking team, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries specializing in Climate Technology Banking.
The Climate Technology Banking team is part of J.P.
Morgan's Commercial Bank in its Middle Market Banking and Specialized Industries group.
In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies.
We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
Job Responsibilities
* Demonstrate the ability to build a brand within your market that represents Climate Technology banking as the "Leading Innovation Economy bank serving the best and most diverse clients"
* Develop new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments
* Relentlessly focus on seeking out the best and most diverse founders powering innovation by leveraging a referral network built through business activities and relationship development
* Build and maintain relationships with key Venture Capital partner-level investors in the Boston ecosystem who are deploying equity into Climate Tech
* Apply knowledge of Climate Tech life cycle to help founders source the capital they need to successfully grow and scale their businesses
* Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately
* Be passionate about innovation, the start-up eco-system and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Required Qualifications, Capabilities and Skills
* 5+ years of related experience
* Strong understanding of Commercial Banking products and services
* Excellent sales management and business development skills
* Proficiency in building and maintaining positive client relationships
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
* FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Strong committed team player, looking to add to a national team of likeminded, passionate Innovation Eco...
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Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:03
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If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you.
As a Commercial Banker in Mid-Corporate Banking, your primary responsibility will be new client acquisition and maintaining and deepening a portfolio of relationships.
You will work both independently and collaboratively to introduce our comprehensive solutions to clients.
Your role involves growing and retaining profitable relationships within the Mid-Corporate Banking target market, which typically includes companies with annual revenues ranging from $100 million to $2 billion.
Job Responsibilities:
* Act as a primary interface with our Mid-Cap Investment Banking Team
* Acquire new clients and maintaining and deepening a portfolio of relationships.
* Act as the interface between our financial sponsors team and portfolio companies
* Growing and retain profitable relationships within the Mid-Corporate Banking target market
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills:
* Five plus years of lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* Deep local connections and market knowledge
* Corporate finance expertise and strong transaction execution skills
* FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills:
* Bachelor's degree and formal credit training
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Experience with Financial Sponsors, Direct Lending and Capital Markets Solutions.
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
* Excellent business judgment, strategic thinking, self-directed, proactive and creative...
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Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:03
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If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you.
As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships.
You will work both independently and collaboratively to introduce our comprehensive solutions to clients.
Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space.
Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
Job Responsibilities :
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required qualifications, capabilities and skills:
* Five plus years lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* Deep local connections and market knowledge
Preferred qualifications, capabilities and skills:
* Bachelor's degree and formal credit training preferred
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
* Excellent business judgment, strategic thinking, self-directed, proactive and creative
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.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in ...
....Read more...
Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:02
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If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you.
As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships.
You will work both independently and collaboratively to introduce our comprehensive solutions to clients.
Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space.
Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required qualifications, capabilities and skills
* Five plus years lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* Deep local connections and market knowledge
Preferred qualifications, capabilities and skills
* Bachelor's degree and formal credit training preferred
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
* Excellent business judgment, strategic thinking, self-directed, proactive and creative
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may rece...
....Read more...
Type: Permanent Location: Salt Lake City, US-UT
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:00
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Portfolio Banker is for you.
As a Portfolio Banker within the Commercial Banking team, your role is to be the focal point of maintaining existing client relationships.
Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Portfolio Banker, you are responsible for growing and retaining profitable relationships within the Commercial Bank.
Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and J.P.
Morgan Merchant Services.
Our strongest Bankers have a methodical approach to the market activity and prospecting.
We deliver locally and therefore our ideal candidate has deep local connections and market knowledge.
Job Responsibilities
* Manage, retain and deepen a portfolio of Commercial Banking business clients with annual revenue between $20 million - $100 million (Emerging Middle Market)
* Champion a culture of innovation and a customer centric mindset
* Utilize knowledge of business, finance, payment solutions, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Stay up to date with industry trends to identify opportunities forinnovationor strategic partnerships
* Find ways tofurtherefficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required Qualifications, Capabilities and Skills
* Minimum of Five years direct lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* Strategic and inquisitive mindset, knowledge of the bank and its offerings, and ability to gain support from partners to manage large client book
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training
* Sales management,business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution,problem solving abilities, flexible to changing business priorities and ability to multitask
* Ex...
....Read more...
Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-24 07:46:00
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
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Type: Permanent Location: Nashville, US-TN
Salary / Rate: Not Specified
Posted: 2025-12-24 07:45:55
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If you want to support initiatives and execute ongoing processes in Specialty Finance Business Banking the Specialty Finance Advisor Senior role is for you! In this role you will help serve the needs of businesses with $.5million to $20 million in revenue.
As a Specialty Finance Advisor in Business Banking, you will provide critical and strategic SBA product expertise and Commercial Real Estate product expertise to Business Relationship Managers (BRM).
The Specialty Finance Business Lending Advisor is responsible for consulting and partnering with BRMs to assess the SBA financing needs and Commercial Real Estate financing needs of existing clients and prospects and identify, structure, and close loans successfully.
Job Responsibilities
* Act in a business development capacity as the subject matter expert to identify steps/strategies necessary to develop the SBA and Commercial Real Estate portfolio including development of referral sources and joint calling with BRMs on clients and prospects; achievement of targets for assigned markets while following appropriate risk protocols and best business practices and maintaining client satisfaction.
* Identify client needs, develop client solutions, and partner with other product groups or lines of business when client needs dictate
* Structure and price loans for clients adhering to bank policies and government regulations
* Determine if client meets preliminary SBA eligibility requirements
* Act as primary point of client contact during the post application submission, eligibility and post approval phase of the process which includes obtaining critical documentation
* Monitor loans through the pipeline, closing and booking stage
* Manage client expectations for products and overcome objections
* Provide a high level of service to clients throughout the loan cycle
* Educate BRMs and Chase partners on how to identify SBA and Commercial Real Estate loan opportunities by providing product information, eligibility requirements and coaching
* Develop and maintain relationships with SBA District Offices and Certified Development Companies
* Maintain up-to-date knowledge of Chase Credit Policy and SBA Standard Operating Procedures
Required qualifications, capabilities, and skills
* Minimum of 7 years of relationship development experience in commercial/business banking
* Minimum of 2 years of SBA and Commercial Real Estate lending experience
* Bachelor's degree in finance, Marketing or related business field or equivalent work experience
* Thorough understanding and knowledge of SBA products along with industry standards and rules/regulations
* Strong communication skills with individuals at all levels, internally and externally
* Proven negotiating and business credit skills
* Ability to identify opportunities and issues by asking targeted questions to assess current client needs and goals
* Ability to work in ...
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Type: Permanent Location: Atlanta, US-GA
Salary / Rate: Not Specified
Posted: 2025-12-24 07:45:53
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
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Type: Permanent Location: Fitchburg, US-WI
Salary / Rate: Not Specified
Posted: 2025-12-24 07:45:52
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B ring 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 Credit Risk Associate on the Infrastructure & Green Economy Credit Risk team, you will work with senior team members and engage with Investment Banking, Global Corporate Bank, Infrastructure Financing & Advisory, Markets and other partners throughout the Bank.
Our team structures new and manages a portfolio of existing loans and related credit exposure to greenfield and brownfield projects across multiple sectors, including energy, power, renewables, energy transition, emerging green technology and transportation assets.
This role provides an opportunity to enhance analytical skills on highly structured transactions across a range of industries in a fast paced and highly competitive environment.
Job Responsibilities
* Interface closely with business teams to develop diligence questions by reviewing contracts, forecasts/budgets, financial statements, construction reports, operating reports, etc.
* Use strong analytical and problem-solving skills to understand and identify risks and recommend loan structures which sufficiently protects JPM's interests in various structured transactions
* Build and maintain financial models to incorporate the impact of forward-looking risk assessment on key drivers
* Support execution of transactions, reviewing/structuring of finance and commercial contracts, making recommendations as to appropriate capital structure, exposure levels and risk grading
* Apply corporate finance and accounting expertise to prepare credit memorandums, take ownership of credit approvals and booking processes
* Perform portfolio management activities including analyzing amendment and waiver requests, periodic credit reviews, ongoing counterparty and industry credit analysis, monitoring of trading limits and appropriate credit ratings and negotiating documentation revisions, etc.
* Stay current on all aspects of assigned clients, including industry trends, portfolio performance, compliance with covenants, current events and news, potential risks and opportunities
Required qualifications, capabilities, and skills
* Bachelor's degree in a quantitative discipline
* Minimum 3 years of credit risk experience within financial markets
* Strong financial modeling skills and familiarity with financial statements (including ability to analyze capital structure, profitability, project build costs and cash flow)
* Understanding of client and capital markets processes, credit risk mana...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-24 07:45:50
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice.
You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
* Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships.
Regularly review processes and strategies with manager, making adjustments as needed
* Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
* Determine and balance priorities on a daily basis to achieve bus...
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Type: Permanent Location: Medford, US-OR
Salary / Rate: Not Specified
Posted: 2025-12-24 07:45:47
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
* Reading and speaking in both English and Spanish fluently is required for this role
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to inf...
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Type: Permanent Location: Glendale, US-AZ
Salary / Rate: Not Specified
Posted: 2025-12-24 07:45:46
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
* Reading and speaking in both English and Spanish fluently is required for this role
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to inf...
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Type: Permanent Location: Glendale, US-AZ
Salary / Rate: Not Specified
Posted: 2025-12-24 07:45:43
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
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Type: Permanent Location: Washington, US-DC
Salary / Rate: Not Specified
Posted: 2025-12-24 07:45:41
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
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Type: Permanent Location: Hartland, US-WI
Salary / Rate: Not Specified
Posted: 2025-12-24 07:45:41
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Description
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any othe...
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Type: Permanent Location: Chattanooga, US-TN
Salary / Rate: Not Specified
Posted: 2025-12-24 07:45:40
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
* College degree or military equivalent.
* Experience adhering to banking policies, procedures, and regulatory r...
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Type: Permanent Location: Tuscaloosa, US-AL
Salary / Rate: Not Specified
Posted: 2025-12-24 07:45:38
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
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Type: Permanent Location: Rohnert Park, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-24 07:45:36
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Drive strategic sourcing and supplier partnerships as a Sourcing Manager in Global Supplier Services, where your expertise in Information Services and contract management delivers cost efficiencies, compliance, and high-impact business results.
As a Sourcing Manager within the Global Supplier Services - Corporate division, you will lead and support firmwide sourcing and contracting activities for third-party suppliers specializing in Information Services such as Consumer and Business Bureau data services, Tri-Merge, and Risk & Fraud Solutions (Market Facing Categories).
Working closely with business partners, you will identify, evaluate, and onboard suppliers that meet our strategic needs.
Your contributions will help achieve cost efficiencies and ensure compliance with global standards.
In this role, you will be instrumental in delivering high-quality services to connected stakeholders, building strong supplier partnerships, and driving overall business success.
Job Responsibilities
* Lead and support the development and execution of market-facing category strategies, sourcing plans, and supplier spend management initiatives within assigned categories.
* Conduct comprehensive cost and spend analyses to identify savings opportunities and drive cost reduction initiatives through RFx processes.
* Collaborating with line of business (LOB) clients and stakeholders to define requirements and identifying and qualifying suppliers.
* Overseeing supplier management activities, such as tracking incumbent supplier spend, product / service segmentation, referencing, capability analysis, and rationalization.
* Designing and executing competitive sourcing processes and completing supplier due diligence , manage the contract life cycle process.
* Evaluating competitive supplier offerings and presenting sourcing options that align with JPMC's business needs.
* Leading commercial term negotiations, including P&L considerations and operationalizing early pay discount (EPD) contracts.
* Partner and collaborate with , Regional sourcing colleagues, Local, regional, and internal stakeholders.
In-house Legal, Risk, and Finance teams.
* Oversee contract management activities, including MSA and SLA terms, gap analysis with support from external/internal counsel, and providing recommendations and comments.
* Maintain compliance and ensure use of the appropriate purchasing channels.
* Demonstrate subject matter expertise in the category and related processes and conducting book of work reviews with the stakeholder and keep project UpToDate.
Required Qualifications, Capabilities, and Skills
* Demonstrated experience in Information Services in Information Services such as Consumer and Business Bureau data services, Tri-Merge, and Risk & Fraud Solutions or related Sourcing
* Strong sourcing and process knowledge
* Excellent written and verbal communication skills and proven interpersonal skills and so...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-12-24 07:45:34
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Be an integral part of the Corporate Responsibility team, working alongside dedicated professionals to create authentic social impact.
At JPMorgan Chase, our global presence and scale provide us with unique insight into some of the most urgent challenges facing communities and the ability to approach them comprehensively, removing barriers to opportunity and opening pathways to economic growth and success.
We leverage the resources of our firm to develop a comprehensive approach to addressing major social and economic challenges and use our scale to deliver maximum impact at the local level.
The Global Philanthropy team manages investments that include multi-year initiatives aimed at increasing economic opportunity around the world by expanding workforce readiness, growing small businesses, improving consumer financial health and expanding the economic vitality of the world's cities.
As a Program Associate within the Corporate Responsibility team, you will directly support the team's work tied to JPMorgan Chase's four impact pillars as well as the application of that work within Heartland communities.
You will report to the Head of the South Region in Global Philanthropy.
You will skillfully align project management experience with JPMorgan Chase business objectives to support the local and national implementation and communication of the Global Philanthropy strategy, including grantmaking, strategic initiatives, timely activations and other activities that advance work throughout the portfolios.
Job responsibilities:
* Support the implementation of a grantmaking strategy with Program Officers (POs) aligned with the philanthropic goals and objectives of the firm and rooted in local context and conditions.
* Partner with POs to develop business plans for their respective markets, identify shared learning and connection points, review grant summaries and prepare packets for governance processes as requested.
* Manage internal reporting systems, perform regular data analysis, inform and partner with POs on insights, and partner with pertinent team members on Salesforce grantmaking and data accuracy.
* Cultivate relationships with non-profit organizations, grantees and community influencers to position the firm as a trusted partner and advocate for community change.
Work with communications team on major events, announcements, release of research and other activities.
* Participate in Corporate Responsibility meetings to provide updates on grantees and their application status; support convening, team agenda development, co-lead and facilitate team retreats, share and reflect on experiences, best practices/evaluation, and related program activity.
* Maintain effective relationships with local line-of-business leaders; communicate firm's philanthropic strategy to multiple internal and external constituencies.
Required qualifications, capabilities, and skills
* Bachelor's degree
* Minimum of five years of r...
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Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-24 07:45:32
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Embark on a journey of growth and innovation as a Technical Project Manager I, where analytical reasoning and technical fluency intersect to shape the future of technology projects.
As a Technical Project Manager I in the Corporate Sector - Tech for Social Good team, you will support technology projects and programs that drive business goals and enhance firm's capabilities.
Leverage analytical reasoning and technical fluency to break down objectives into manageable tasks, embracing change and adapting to shifting priorities.
You will utilize strong communication skills to collaborate with stakeholders and cross-functional teams, aligning with project goals.
You will assist in resource optimization and risk management to ensure successful project delivery with a short-term, operational focus, while continuously expanding technical knowledge and growing within the organization.
We leverage skilled volunteerism of our employees to build tech capacity for socially focused organizations and create tech educational opportunities to engage and inspire students.
Job responsibilities
* Collaborate with lead program managers to support the successful delivery and end-to-end program management of TFSG programs that engage and inspire students with tech education opportunities (including volunteer, nonprofit, and student processes for hackathon style events, school programs, and workshops across our US and Latin America Tech Center locations).
* Track, manage, and analyze data across programs;
* Prepare and report on results and program outputs, outcomes, and impact to internal and external stakeholders;
* Produce and deliver presentations or business cases to the TFSG team and key stakeholders;
* Leverage data analysis and survey feedback to plan for program innovation or expansion.
* Track progress, deliverables, status updates, and issues against program and/or project plans and act as a communications channel for ongoing project status updates and issues.
* Follow risk, controls, governance and data protocols for programs and escalate issues and risks with lead program managers.
* Support the team in showcasing impact through storytelling, data, and partnership with communications/marketing stakeholders.
* Facilitate communications with a diverse range of internal and external stakeholders for the planning and execution of programs.
* Manage and build relationships with internal and external stakeholders across programs.
* Travel domestically to support in-person execution of programs, some of which take place on weekends.
Required qualifications, capabilities, and skills
* Baseline knowledge in technical program management, including project planning, resource allocation, and risk management
* Demonstrate excellent verbal and written communication, including presentation and facilitation skills.
* Stay highly organized and able to multi-task in a fast-paced environment across t...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-24 07:45:31
