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Join the Control Management Organization, which reports to both the Commercial & Investment Bank (CIB) Chief Financial Officer and the Oversight and Control Office.
Our team focuses on Risk Identification & Assessment, Control Design & Evaluation, Issue Management, and Control Governance.
As a Control Manager - NA Rates & Fixed Income Financing (FIF) Trading - Vice President, you will manage the control environment for the North America Rates & FIF trading business, working with a team of risk and control experts.
As a Rates & FIF Trading Control Manager within the Commercial & Investment Bank, you will oversee and govern the control environment, facilitate Front Office supervision, and prepare the business for regulatory exams and audits.
Your role involves identifying control gaps, implementing firm-wide policies, and managing operational risk.
Job Responsibilities:
* Drive business control forums with business executives and support groups, ensuring critical business operating risks are covered.
* Identify and remediate control gaps and review key firm-wide policies.
* Execute ad hoc analytical requests, control deep dives, and projects.
* Facilitate the execution of Supervisory attestations and develop Supervisory tools and policies.
* Prepare the business for controls audits and regulatory exams, ensuring issues are followed through.
* Timely identification, escalation, and recording of operational errors.
* Review incidents with stakeholders to agree on root causes and deliver remedial actions.
* Partner with colleagues across the firm to promote consistent operational risk practices.
* Establish control governance and reporting for the North America Rates & FIF business.
* Manage control-related activities and partner effectively with colleagues.
* Advise on operational risk associated with market making, structuring and risk management capabilities across trading products and activities.
Required Qualifications, Skills, and Capabilities:
* Bachelor's degree or equivalent experience required.
* Excellent written and verbal communication skills with the ability to influence business leaders.
* Solid critical thinking, attention to detail, and analytical skills.
* Ability to synthesize large amounts of data and formulate appropriate conclusions.
* Experience in writing action plans, procedures, and change management.
* Deep understanding of Markets Sales or Trading businesses.
* Experience in operations, operational risk management, business controls, sales, trading, audit, technology, business management, or compliance in a sophisticated global banking environment.
* Strong personality, highly motivated, energetic self-starter who takes ownership and is able to work with senior business stakeholders, guiding and challenging as appropriate.
* Good organizational skills - manage and prioritize multiple tasks across different time horizons...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-15 07:08:48
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Job Profile:
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
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
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Type: Permanent Location: Huntington, US-WV
Salary / Rate: Not Specified
Posted: 2025-12-15 07:08:47
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Job Profile:
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
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
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Type: Permanent Location: Charleston, US-WV
Salary / Rate: Not Specified
Posted: 2025-12-15 07:08:47
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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.
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: Foley, US-AL
Salary / Rate: Not Specified
Posted: 2025-12-15 07:08:46
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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.
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: Foley, US-AL
Salary / Rate: Not Specified
Posted: 2025-12-15 07:08:46
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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 100-130 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: Corte Madera, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-15 07:08:45
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Job Profile:
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 take your clients on a first-class journey to home ownership and deliver strong sales results.
You will 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.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
* Partners 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 can function well within formal and dotted-line reporting relationships
* Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and 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
* Minimum three 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
* Bachelor's degree or equivalent work experience in sales and/or real estate
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, informatio...
....Read more...
Type: Permanent Location: Elmont, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-15 07:08:45
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Join the Digital Accessibility Team as an Independent Verification Lead Tester and embark on a rewarding career path where you will play a crucial role as an experienced and highly skilled team member.
In this role, you will be responsible for leading and coordinating the independent verification and testing activities for our site and apps, ensuring the delivery of high-quality inclusive solutions.
You will have good background in accessibility testing, excellent leadership skills, building out programs from the ground up, and excellent interpersonal skills.
As a Vice President Accessibility Lead - Independent Verification Tester in the Digital Accessibility Team, you will be at the forefront of improving the delivery of high-quality inclusive solutions.
You will lead and coordinate the independent verification and testing activities for our site and applications.
This role provides an opportunity to leverage your leadership skills, your expertise in accessibility testing, and your ability to build programs from the ground up.
You will also have the chance to collaborate with various stakeholders, mentor a team, and contribute to the continuous improvement of our processes.
Job responsibilities
* Lead and manage the independent verification and testing (IVT) processes across multiple products.
* Develop and implement test strategies, test plans, and test cases to recommend comprehensive testing coverage.
* Define and manage project scope and objectives against project schedule and work plan.
* Provide guidance and mentorship to the independent verification and testing (IVT) team.
Establish and enforce quality assurance standards and new ideas.
* Collaborate with product and delivery managers and other stakeholders to recommend a clear understanding of requirements and quality expectations.
* Develop detailed test plans based on product specifications and requirements.
Execute test cases, track and report on test results, and manage defect oversight.
* Explore opportunities for test automation where applicable.
* Collaborate with Accessibility team to evaluate and recommend testing tools to improve efficiency and effectiveness.
* Effectively communicate testing progress, results, and any potential issues to product stakeholders.
* Collaborate with accessibility Advisors and development teams to resolve defects and improve the timely delivery of high-quality inclusive websites and apps.
* Proactively seek opportunities for process improvement within the area of testing and verification.
Stay current with industry trends, new ideas, and emerging technologies in accessibility testing.
Required qualifications, capabilities, and skills
* 5+ years of relevant accessibility testing knowledge.
* Broad knowledge of accessibility barriers as well as the tools and techniques for overcoming them
* Project management experience, experience managing 5+ team member.
* Ability to di...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-15 07:08:45
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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...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-15 07:08:44
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We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Lead Software Engineer at JPMorgan Chase within the Consumer and Community Banking Technology team, you play a crucial role in an agile team dedicated to enhancing, building, and delivering trusted, market-leading technology products in a secure, stable, and scalable manner.
As a core technical contributor, you are tasked with implementing critical technology solutions across multiple technical domains, supporting various business functions to achieve the firm's business objectives.
Job responsibilities
* Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Writes secure and high-quality code using the syntax of at least one programming language with limited guidance
* Designs, develops, codes, and troubleshoots with consideration of upstream and downstream systems and technical implications
* Develops secure high-quality production code, and reviews and debugs code written by others
* Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
* Leads evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture
* Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies
* Adds to team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on Java software engineering concepts and 5+ years applied experience
* Hands-on experience with Spring and REST services
* Experience with J2EE and microservices design and development
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Advanced in one or more programming language(s)
* Proficiency in automation and continuous delivery methods
* Proficient in all aspects of the Software Development Life Cycle
* Advanced understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* Demonstrated proficiency in software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* In-depth knowledge of the financial services industry and their IT systems
* Practical cloud native experience
Preferred qualifications, capabilities, and skills
* Experience in RDBMS (Oracle)
* Experience with Containers and Kafka or any streaming technology
...
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Type: Permanent Location: Atlanta, US-GA
Salary / Rate: Not Specified
Posted: 2025-12-15 07:08:44
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f you are a software engineering leader ready to take the reins and drive impact, we've got an opportunity for you.
As a Director of eSoftware Engineering - Derivatives Execution Algos Lead at JPMorgan Chase within the Commercial and Investment Bank specifically as part of the 100+ EDG Execution Technology team, you will hold a pivotal leadership role.
You will be accountable to the wider Derivatives Execution leadership, playing a crucial role in an agile team dedicated to enhancing, creating, and securely delivering top-notch technology products that are both robust and scalable.
Your leadership, technical expertise, and problem-solving skills will significantly influence business outcomes and address a broad range of challenges across diverse technologies and applications.
Based in New York, you will work closely with EDG eTrading technology and business leadership in the region as well as the wider global group.
Your leadership will be instrumental in building out a full global derivatives exchange connectivity platform to service both agency client flow and internal needs from other JPM lines of business.
You will drive strategic decision-making, balancing the development of best-in-breed in-house technologies with the selective use of competitive vendor offerings where appropriate.
Job Responsibilities:
* Provide strong technical guidance and direction to support the business and its technical teams, contractors, and vendors.
Your leadership will be crucial in making key architectural decisions, not only within the exchange layer but also within the wider trading stack.
* Form strong partnerships with other groups within derivatives, cash, and wider areas, mapping out opportunities for technology synergies.
Your ability to influence and collaborate will be key to driving innovation and efficiency.
* Ensure that solutions are fully compliant with critical global regulatory reporting, surveillance, and control mandates as they evolve.
Your leadership will ensure adherence to compliance standards and best practices.
* Develop secure and high-quality production code, and review and debug code written by others.
Your leadership will foster a culture of excellence and continuous improvement.
* Drive decisions that influence product design, application functionality, and technical operations and processes.
Your leadership will shape the future of technology within the organization.
* Serve as a function-wide subject matter expert in one or more areas of focus, actively contributing to the engineering community as an advocate of firmwide frameworks, tools, and practices of the Software Development Life Cycle.
* Influence peers and project decision-makers to consider the use and application of leading-edge technologies.
Your leadership will champion innovation and the adoption of new technologies.
* Add to the team culture of diversity, equity, inclusion, and respect.
Your leadership will promote a posit...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-12-15 07:08:43
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As a Practice Management Consultant within the J.P.
Morgan Wealth Management, you will be responsible for supporting the development of Financial Advisors with the delivery of Practice Management concepts and tools.
The Practice Management Consultant (PMC) supports advisors and field leadership by providing them with a strong foundation in Practice Management Behaviors of Business Development, Business Management, Financial Planning, Investment Acumen, Relationship Management and Service.
Job Responsibilities:
* Deliver key practice management concepts and tools to financial advisors and field leadership
* Serve as a mentor and resource to advisors, providing coaching and training, so they can be the most effective advisors possible
* Deliver effective communications to the field and between partners in the division and region to support new advisor initiatives and updates
* Operate as subject matter expert on the Practice Management tools, products and capabilities
* Develop and deliver useful advisor content and drive adoption of goals-based advice initiatives
Required qualifications, skills, and capabilities:
* 6+ years broad business and sales experience in the wealth management industry
* Proven leadership experience and ability to effectively partner with others
* Foundational knowledge in a goals-based approach to investing
* Deep investment and product knowledge, and the ability to articulate complex investment ideas
* Experience with practice management related coaching, including client contact strategies, book segmentation, implementing strong business processes, and financial planning
* Exceptional written skills and strong executive communications experience
* Series 7, Series 66 required
Preferred qualifications, skills, and capabilities:
* CFP preferred
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and b...
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Type: Permanent Location: Denver, US-CO
Salary / Rate: Not Specified
Posted: 2025-12-15 07:08:41
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We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
Job summary:
As the Senior Lead Software Engineer at JPMorgan Chase within the Wholesale Credit Risk team, you will play a pivotal role in our Core Architecture/Engineering team.
This position offers you the opportunity to lead the design, coding, and architecture of scalable hybrid cloud solutions, working closely with development leads and senior stakeholders to promote technical excellence and innovation.
Job responsibilities:
* Architect, design, and implement scalable hybrid cloud solutions for transactional, analytics and RAD workloads.
* Write and review high-quality code, ensuring adherence to best practices and standards.
* Collaborate with development leads and cross-functional teams to deliver robust solutions.
* Conduct code reviews and provide constructive feedback to drive technical excellence.
* Present technical concepts and project updates to senior stakeholders.
* Prioritize tasks effectively, balancing urgent needs with strategic progress.
* Mentor and support team members, fostering a collaborative and helpful environment.
Required qualifications, capabilities and skills:
* Formal training or certification on hybrid cloud architecture concepts and 5+ years applied experience.
* Proven experience in hybrid cloud architecture (AWS, Azure, GCP, or private cloud).
* Strong coding skills in languages such as Java, Python, React or similar.
* Deep understanding of distributed systems, data pipelines, and analytics platforms.
* Experience with CI/CD, DevOps, and modern software engineering practices.
* Excellent interpersonal and presentation skills.
* Demonstrated ability to work with development leads and senior stakeholders.
Preferred qualifications, capabilities and skills:
* Action-oriented, decisive, drives results systematically.
* Skilled at assessing risk and making decisions with a holistic, big-picture perspective.
* Demonstrates a can-do attitude and leads by example.
* Detail-oriented, able to distinguish between important and urgent tasks.
* Prioritizes helpfulness, mentorship, and team development.
* Acts with integrity.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compen...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-15 07:08:41
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The Product Marketing team, located in New York, serves as a strategic arm of the J.P.
Morgan Wealth Management marketing organization.
This team is dedicated to launching advice-driven wealth management products and driving their success in the market.
Their responsibilities include analyzing the target audience, shaping the products' value proposition, and creating strategies to effectively promote and sell these products throughout every stage of the marketing funnel.
As a Product Marketing Field Lead Associate within Consumer & Community Banking, you will focus specifically on our advice-led business, delivering impactful marketing support to a rapidly growing advisor network.
You will lead the transformation of our marketing resource site, making it a go-to source that truly empowers advisors, while overseeing creative strategies, updates and distribution of essential sales materials.
By establishing a vibrant marketing pillar within onboarding and training, you will help shape the next generation of advisor success and play a key role in leading clear, compelling communications across the field in partnership with our communications team.
Job responsibilities
* Manage ongoing advisor requests and questions related to all marketing activity for over 5,000 advisors
* Own and simplify the advisor website experience
* Support program management content and monthly training updates for all marketing launches and key business needs, including ownership for major program initiatives requiring senior leader alignment
* Manage print and digital materials for key initiatives, including the marketing strategy and distribution to branches and advisors
* Manage physical advisor sales support materials, including ongoing inventory management, updated designs and printing
* Establish a marketing pillar within J.P.
Morgan's prestigious Advisor Growth Program & advisor onboarding
* Own urgent marketing communications requests (e.g., market vol, crisis management)
* Develop and contribute to the research roadmap by conducting competitive intelligence, administering advisor surveys, and facilitating rapid research testing with internal partners and external agencies.
* Understand the customer buying journey and identify opportunities to enhance the sales funnel.
Required qualifications, capabilities, and skills:
* 4+ years of experience; Bachelors Degree required
* Help set strategies, build roadmaps and develop go-to-market plans for new launches that support key business goals
* Learn how to handle multiple executive stakeholders in a high paced and dynamic environment
* Hone critical thinking and problem solving skills, while strengthening both B2B and B2C skills
* Build a strong core skill set in managing multiple initiatives simultaneously within tight deadlines
* Develop skills in evaluating market trends and competitive research and providing strategic recommendations for ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-15 07:08:40
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If you're ready to lead with ownership and precision, and have a knack for turning vision into reality, we want to hear from you!Unleash your passion for product innovation by spearheading customer-centric development, inspiring groundbreaking solutions, and shaping the future with your strategic vision, influence and execution!
As a Vice President, Product Manager in Home Lending, you will lead the charge in creating products and features that captivate and delight customers.
You will harness your expertise to challenge the status quo, eliminate obstacles, and cultivate a culture of continuous innovation.
You will partner with cross-functional teams in an agile environment to deliver transformative solutions and deliver best-in-class products.
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Join us in redefining the future of Home Lending!
Job Responsibilities:
* Define and Prioritize Product Backlog: Work closely with stakeholders to define outcomes, gather requirements, write user stories, and prioritize the product backlog to ensure alignment with business goals and customer needs.
* Collaborate with Development, Design and Data Teams: Engage dailywith engineering, data and design teams to set strategy, clarify requirements, provide feedback, and ensure that product increments are delivered on time, deliver measurable value and meet quality standards.
* Conduct User Research and Testing: Organize and participate in user research sessions and usability testing to gather insights and validate product features, iterating based on feedback.
* Facilitate Agile Ceremonies: Lead and participate in agile ceremonies such as sprint planning, daily stand-ups, sprint reviews, and retrospectives to ensure effective team collaboration and continuous improvement.
* Monitor Product Performance: Analyze product performance metrics and user feedback to identify areas for improvement and make data-driven decisions to enhance the product.
* Communicate with Stakeholders: Regularly update stakeholders on product progress, challenges, and upcoming priorities, ensuring transparency and alignment across the organization.
* Develop Product Roadmaps: Create and maintain product roadmaps that outline the strategic direction and key milestones, ensuring they are communicated and understood by all relevant parties.
* Research on Industry Trends: Continuously research and stay informed about industry trends, competitor products, and emerging technologies to identify opportunities for innovation and differentiation.
Required qualifications, capabilities and skills:
* Customer-Centric Mindset: Demonstrate a deep understanding of customer needs and pain points, uncovering root cause, and use this knowledge to guide product development and prioritize features that deliver maximum value.
* Visionary Leadership: Ability to articulate a clear product vision and strategy that aligns with the company's goals and inspire cross-functional teams to work towards a...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-15 07:08:40
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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 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: Westlake Village, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-15 07:08:39
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Join JP Morgan as an Information Reporting & Withholding Advisor- Executive Director and be part of a team that advises JPMorgan's businesses on US Information Reporting and Withholding tax matters.
Job summary:
As an Information Reporting & Withholding Advisor- Executive Director within our Corporate Tax Division, you will have the opportunity to advise JPMorgan's businesses on US Information Reporting and Withholding tax matters.
This role provides a unique opportunity to work closely with various business units, providing guidance and expertise on complex tax matters.
Job responsibilities:
* Review, analyze and interpret new IRS information reporting and withholding tax guidance (e.g., law, regulations, revenue rulings, etc.).
Partner with designated JPMorgan businesses to determine the impact of such guidance on their products, procedures, tax documentation, etc.
* Monitor new products/transactions being considered and ensure that the business understands how current information reporting & withholding rules should be applied.
* Review and comment on language contained in new business initiative documents to ensure information reporting requirements are stated correctly.
* Meet with business and operations areas on a regular basis to ensure a continued understanding of the information reporting requirements.
* Research and respond to internal day-to-day questions from businesses (e.g., questions regarding tax documentation, client types, source and character of payments, requirements related to complex transactions and structures, etc.)
* Prepare and present training when appropriate.
* Comment on newly proposed regulations, tax forms and industry issues.
* Provide guidance to the businesses on year-end tax reporting (Forms 1099, 1098, 1042-S filings, etc.).
Required qualifications, skills and capabilities:
* Have a minimum of 10 years US information reporting and withholding tax advisory experience.
* Clear and concise communication skills (both verbal and written) required.
* Broad knowledge of financial products, including investment funds.
* Ability to quickly grasp and explain complex business transactions/products.
* Ability to oversee multiple projects.
* Ability to synthesize complex regulations into terms easily understood by non-tax professionals.
* Ability to build positive relationships with the businesses supported and Information Reporting & Withholding team members.
* Ability to work independently.
Preferred qualifications, capabilities, and skills:
* Juris Doctor preferred.
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 b...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-12-15 07:08:39
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The J.P.
Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P.
Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform.
The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices.
As a Lending Specialist within JPMorgan Wealth Management, you will offer comprehensive lending expertise, acting as the primary point of contact for Financial Advisors, Clients, and Market Leadership who rely on your knowledge to navigate lending needs and deliver exceptional outcomes.
In this high-impact and fast paced role, you will have the opportunity to make a tangible difference every day, whether it's by providing seamless execution of new lending requests, designing innovative solutions, or helping clients and advisors unlock new opportunities for growth and financial success.
Your work will directly contribute to the expansion of our high growth lending business, as you generate new business, deepen existing relationships, and champion the full suite of JPMorgan's lending capabilities.
By promoting broader awareness and understanding of our products, you will empower advisors to confidently address client needs and proactively identify new ways to add value.
Collaboration is at the heart of this position, as you will partner with internal teams to resolve production, quality, and escalated client service or risk-related issues, always striving for operational excellence and a superior client experience.
The pace of change and innovation in this business means you will be at the forefront of shaping the future of lending within Wealth Management, driving sustained growth, and setting new standards for service and performance.
This is a unique opportunity for a strategic, client-focused professional to have a lasting and visible impact-not only on the business, but on the lives and financial well-being of clients and advisors across the region.
Your expertise, initiative, and commitment will help define what's possible in a high-growth environment where every day brings new challenges and the chance to make a real difference.
Job responsibilities
* Serve as the primary point of contact for Financial Advisors and Market Leadership, providing expert guidance on lending products and solutions to support client needs and business growth.
* Drive opportunities Advisors, offering recommendations and insights based on specific credit policies and guidelines to facilitate informed decision-making.
* Demonstrate decisiveness by making thoughtful and timely decisions in high-volume and ambiguous situations, consistently striving for the best outcomes for both clients and the firm.
* Participate in projects focused on productivity improvements, compliance, and product enhancements, contributing to the ongoing evolution and succ...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-15 07:08:39
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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: Huntsville, US-AL
Salary / Rate: Not Specified
Posted: 2025-12-15 07:08:38
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If you are passionate about supporting initiatives and executing processes that enhance efficiency and the client experience, then a role as a Business Solutions Banker is for you.
As a Business Solutions Banker in Business Banking, you will be helping to improve the lives of our clients and the well-being of their businesses by offering financial solutions, education and advice.
You will manage a portfolio of business or Not-for-Profit clients, and build relationships through providing financial education and innovative solutions with a focus on client experience.
Job responsibilities
* Deliver an outstanding experience to Chase Business Banking clients by proactively providing comprehensive business banking solutions tailored to the financial needs and circumstances of the businesses
* Plan and conduct regularly-scheduled, agenda-based meetings with each client to understand their needs and goals; identify their banking needs, analyze current product usage, and pinpoint growth opportunities through Zoom and phone engagement; engage with clients through screen share tools to educate, guide, and assist the client with Chase online systems
* Use knowledge of banking, industry trends and internal tools to identify, recommend, and promote solutions that best serve the client while still working within risk parameters that protect the bank and ensure profitability of the portfolio
* Manage a portfolio of 225-275 high value business banking or Not-for-Profit clients by cultivating relationships to ensure a seamless client experience throughout Chase
* Understand the client's short-term and long-term capital needs to identify and manage credit opportunities up to $250,000
* Understand the client's cash flow cycle to identify Cash Management, Card, and Payment Solutions to help streamline and optimize processing efficiency for the client.; understand and recommend ways to keep clients' funds and accounts protected
* Own client experience from end-to-end, engaging appropriate service teams to resolve issues; own the survey results for all assigned clients; and know when to escalate issues that require additional assistance or resolution
Required qualifications, capabilities, and skills
* Minimum 3 years' experience in a Business Banking Relationship Management or portfolio management role, or related business experience
* Maintain strong Zoom/phone-based and written communication skills with individuals at all levels internally and externally
* Ability to proactively build relationships with clients and internal partners, and influence others in a fast-paced environment to achieve desired outcomes
* Ability to take initiative and develop rapport to build and maintain client relationships virtually; to identify opportunities and issues by asking targeted questions to assess current client needs and goals; and to assess and recommend viable and appropriate solutions for the client
* General ...
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Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2025-12-15 07:08:38
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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 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: Huntsville, US-AL
Salary / Rate: Not Specified
Posted: 2025-12-15 07:08:37
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Join a dynamic team at the forefront of asset-backed securitization, where your expertise will help deliver innovative financing solutions for clients across a range of industries.
You will play a key role in executing complex transactions, collaborating with clients and internal teams, and driving successful outcomes in a fast-paced environment.
If you thrive on exploring new asset classes and analytical challenges, this is the opportunity for you.
Job summary
As an Asset-Backed Securitization Associate, you will be responsible for executing complex warehouse lending and term ABS transactions, collaborating with clients and internal teams, and driving successful outcomes.
Your work will span a variety of asset classes and require strong analytical and communication skills.
This role offers the opportunity to work on innovative financing solutions and develop expertise in a rapidly evolving sector.
Job responsibilities
* Execute warehouse lending and term ABS transactions for asset-backed securitization clients across commercial and nontraditional asset classes, including fleet lease, rental car, datacenter, entertainment assets, fiber, timeshare, insurance premium, and utility ratepayer-backed securitizations.
* Create client marketing materials and participate in deal pitches and diligence meetings.
* Conduct in-depth collateral analysis to synthesize information from data tapes, run cash flow models, and optimize capital structures.
* Prepare presentations and data analysis for rating agencies and coordinate the structured finance rating process for both warehouse lending and capital markets transactions.
* Create investor presentations and participate in roadshow activities, including investor meetings and calls.
* Review and comment on legal documentation for warehouse lending and capital markets facilities.
* Engage in portfolio management duties.
Required qualifications, capabilities, and skills
* Bachelor's degree in Economics, Finance, Business Administration, Mathematics, or related field preferred.
* Proficiency with Microsoft Excel, PowerPoint, and Word applications.
* Experience executing warehouse lending, 144a and/or public capital markets securitization transactions across commercial and nontraditional asset classes.
* Experience creating marketing materials.
* Strong data analysis skills, including analyzing collateral tapes and running cash flow models.
* Experience reviewing legal documentation for commercial and nontraditional securitization transactions.
* Knowledge of transaction structural features of commercial and nontraditional securitizations.
* Ability to multi-task across competing deadlines and industry groups within the firm.
Preferred qualifications, capabilities, and skills
* Minimum three (3) years of experience in Securitized Products or related occupation.
* Experience coordinating the structured finance ratings process....
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-15 07:08:36
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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: Mount Vernon, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-15 07:08:35
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-15 07:08:34
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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 100 - 130 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 b...
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Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-15 07:08:34
