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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Fishers, US-IN
Salary / Rate: Not Specified
Posted: 2024-09-12 08:46:59
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J.P.
Morgan is the leader in Liability Management in the high grade and high yield space, for clients across industries and geographies.
As an Associate in Liability Management, you will be part of a team responsible for structuring and executing bond portfolio optimization trades for our corporate and financial clients.
You will build and apply complex financial models to advise clients on various liability management products.
You will also provide strategic advice to clients around mergers, demergers, and spins offs in the context debt restructuring.
You will work with various deal teams across the investment bank, including capital markets, corporate finance, sales and trading and M&A to provide clients with a comprehensive recommendation.
You will function as fully integrated team member, in a flat structure that allows for direct client interaction and working directly with MDs, EDs, and VPs.
You will be an integral part of the Liability Management team where team members rely on Associates to drive processes including deal executions and pitching.
Job Responsibilities:
* Assist the team with creating pitch materials
* Monitor liability management opportunities for our clients
* Participate in the structuring and execution of liability management transactions
* Liaising with multiple parts of the banks, as well as external parties such as issuers, counsels, third party agents
* Build quantitative debt liability management models and maintain key materials such as databases
* Develop specific knowledge of the various liability management tools available to issuers
Required qualifications, capabilities, and skills:
* 3 years of capital markets, or investment banking or related experience
* Experience with debt products / bond math
* Strong financial modeling, finance, quantitative and business writing skills
* Bachelor's degree in Finance, Accounting, Business Administration, or a related field
* Impeccable communication skills with ability to effectively interact with senior professionals, clients and key stakeholders in other lines of business
* Comfortable working in a high pressure environment, possessing superior organizational skills and ability to efficiently multi-task across various deliverables
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location.
For those in eligible roles, we offer discretionary incentive compensation which may...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-09-12 08:46:58
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: West Bloomfield, US-MI
Salary / Rate: Not Specified
Posted: 2024-09-12 08:46:56
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You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is conti...
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Type: Permanent Location: Farmington Hills, US-MI
Salary / Rate: Not Specified
Posted: 2024-09-12 08:46:55
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We have an exciting and rewarding opportunity for you to take your software engineering career to the next level.
As a Software Engineer III at JPMorgan Chase within the Enterprise technology, Infrastructure platforms team , you serve as a seasoned member of an agile team to design and deliver trusted market-leading technology products in a secure, stable, and scalable way.
You are responsible for carrying out critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
* Executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Creates secure and high-quality production code and maintains algorithms that run synchronously with appropriate systems
* Produces architecture and design artifacts for complex applications while being accountable for ensuring design constraints are met by software code development
* Gathers, analyzes, synthesizes, and develops visualizations and reporting from large, diverse data sets in service of continuous improvement of software applications and systems
* Proactively identifies hidden problems and patterns in data and uses these insights to drive improvements to coding hygiene and system architecture
* Contributes to software engineering communities of practice and events that explore new and emerging technologies
* Adds to team culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 3+ years applied experience
* Hands-on practical experience in system design, application development, testing, and operational stability
* Proficient in coding in one or more languages
* Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages
* Overall knowledge of the Software Development Life Cycle
* Solid understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* Demonstrated knowledge of software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
Preferred qualifications, capabilities, and skills
* Familiarity with modern front-end technologies
* Exposure to cloud technologies
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, com...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2024-09-12 08:46:53
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Join our team at J.P.
Morgan Advisors, the ultra-high net worth division of J.P.
Morgan Wealth Management, offers U.S.
based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world.
Our small size and broad scope allow us to customize solutions tailored to clients' specific needs.
As a Client Service Group Manager in J.P.
Morgan Advisors, you will be responsible for managing the sales support staff and administrative staff for the branch.
You will also be tasked with managing a wide array of training and process improvement initiatives to support the growth of the J.P.
Morgan Advisors office.
This position will dually report to the Head of the Client Service Group and the local Regional Director and is part of the branch management team.
Job responsibilities:
* Support and drive strategic firm and branch initiatives by partnering closely with the Regional Director.
* Provide management and leadership of the sales support staff in the branch and satellite branch where no administrative management is present.
* Recruit, select, onboard, train administrative and sales support staff.
Supervise and coordinate assignments for the sales support staff and evaluate problem areas to determine potential reassignments and trainings.
Educate all employees on administrative policies and procedures as well as Firm's best practices
* Conduct performance reviews and exercise professional discretion for compensation, promotions disciplinary actions and terminations of all administrative and sales support staff in accordance with firm policy
* Partner with functional groups across the line of business on process improvement and day to day problem solving.
* Supervise and manage human resources, benefits issues, attendance, and vacation.
* Escalate supervisory and management issues to the Regional Director and Supervisory Manager when necessary.
Partner with Regional Director and New York Management to address any management or staffing issues.
Required qualifications, capabilities, and skills:
* FINRA SIE, Series 7, 66, 9 & 10 licenses upon hire or must successfully obtain within 180 days from start date
* Degree in Business, Finance, or other related business discipline
* Minimum of 3 years financial services management experience
* Experience in the training field or branch administrator in financial services
* Understanding of wealth management business, sales force, and investment products
* Knowledge and understanding of KYC and Regulatory requirements
* Project management, problem-solving and time management skills
* Experience with facilitating training sessions (both classroom and virtual)
* Strong working knowledge of PowerPoint, Word, Excel
Preferred qualifications, capabilities, and skills:
* Exceptional interpersonal skills with the...
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Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2024-09-12 08:46:53
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We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients
* Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals
* Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the h...
....Read more...
Type: Permanent Location: Downingtown, US-PA
Salary / Rate: Not Specified
Posted: 2024-09-12 08:46:47
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We are seeking a highly skilled and experienced Investment Banking Associate to join our Consumer, Retail & Business Services team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
Job Summary
As an Associate in our Consumer, Retail & Business Services group, you will be a key player in our business strategy and execution.
You will participate in the \"full cycle\" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations.
You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers.
You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions.
You will join the global Associate class in an Industry, Country Coverage or Product Team.
Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.
Job Responsibilities
* Develop content for strategic meetings with clients regarding M&A or capital market transactions
* Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
* Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
* Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations
* Provide leadership, mentorship and supervision to Associates and Analysts
* Participate in graduate recruiting
Required qualifications, capabilities, and skills
* Prior work experience in an investment banking front office role.
* A well-rounded academic background from a top tier educational institution.
* Strong financial modelling skills
* Understands transaction cycle and the steps in the process and is execution oriented.
* Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
* Self-directed, highly motivated, and able to work independently
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction proces...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-09-12 08:46:45
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We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Assists clients and the branch team by helping with new account openings when needed
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their f...
....Read more...
Type: Permanent Location: Merritt Island, US-FL
Salary / Rate: Not Specified
Posted: 2024-09-12 08:46:45
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You are a natural leader.
You do what's right for customers and colleagues and you inspire others to do the same.
Join our dynamic team and make a meaningful impact by leading your team to create great customer experiences that cultivate long-lasting relationships.
As a Collections Supervisor in JPMorgan Chase, you will be accountable for achieving key service metrics, meeting or exceeding financial/productivity goals, ensuring business partner/employee satisfaction, managing and implementing ongoing improvement initiatives, while maintaining adherence to risk and controls guidelines.
You will ensure all work is processed within assigned service levels and meets Legal/Compliance requirements.
You will demonstrate exceptional leadership skills in creating an environment where employees are engaged and deliver optimum performance.
Job responsibilities
* Execute on business initiatives by creating and maintaining open communication with employees, peers, leadership team and other lines of business
* Make informed business decisions using your skill set, subject matter expertise, documented policies and procedures, empowerments and relationships
* Identify process improvement opportunities, recommend solution(s), contribute to process/policy change led by change management leadership team, and implement changes.
* Ensure team's adherence to operating policies and procedures, and legal and compliance regulations.
* Manage team performance, leading by example and coaching on key behaviors to motivate sustained results; this includes using performance management resources to proactively monitor, coach and develop employees, recognizing strong performers and managing those not meeting performance standards.
* Demonstrate the firmwide Manager Capabilities, track your progress by regularly soliciting feedback and checking in with your team and manager on how you're doing, and summarize your impact in your year-end Self-Evaluation.
Required qualifications, capabilities, and skills
* Minimum 3 years customer service experience
* Verbal and written communication skills
* Influencing skills
* Change implementation skills
* Prioritization skills
* Data analysis skills
* High School diploma/GED required
Preferred qualifications, capabilities, and skills
* Previous financial industry experience preferred
* 2+ years in a call center environment
Work schedule
* Work hours will vary within a fulltime, 40 hour per week schedule.
You must be willing to work schedules during our operating hours, which may include evenings, weekends and holidays.
Specific information will be provided by the recruiter.
* This position requires that you attend the training as scheduled.
The hours may not coincide with your regularly scheduled hours.
* You will be required to attend training onsite, regardless of your work location.
Your schedule and work location will be established based...
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Type: Permanent Location: Elgin, US-IL
Salary / Rate: Not Specified
Posted: 2024-09-12 08:46:44
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Lending Specialist in the Private Bank, you will manage our most complex borrowing relationships by presenting J.P.
Morgan Private Bank's credit solutions to ultra-high net worth clients and advising on implementation.
Job Responsibilities
* Act as internal sales leader for the credit product, liaising with Market Managers, Bankers and Investors to ensure credit is a core part of the J.P.
Morgan offering
* Partner with Bankers to uncover needs and deliver sophisticated and innovative solutions to client and prospect financings or restructurings
* Originate credit leads from prospects and existing clients and lead credit marketing initiatives for the local market
* Responsible for deal analysis, due diligence and credit presentations
* Supervise credit approval memos/restructure memos
* Monitor portfolio risk and proactively work to improve portfolio quality and prevent loss
* Manage underwriters to implement changes to debt structure/risk ratings in response to changes in risk environment
Required Qualifications, Capabilities, Skills
* Seven plus years of experience with extensive credit, loan and deposit products
* Bachelor's degree required; MBA preferred
* FINRA Series 7 & 66 licenses required for position; unlicensed candidates considered but required to obtain licenses within 90 days of start date
* Prior experience structuring creative and complex credit transactions
* Completion of formal credit training program
* Demonstrated understanding of wealth management including, but not limited to: investment management, trusts and financial planning
* Expert knowledge of and proven success with complex credit products and concepts including, but not limited to residential real estate loans, concentrated collateral loans, unsecured lending, marketable secured lending, aircraft finance and art lending
Preferred Qualifications, Capabilities, Skills
* Knowledge of capital markets and macro interest rate environment
* Knowledge of account maintenance, loan closing, credit administration and compliance procedures
* Ability to communicate sophisticated credit concepts to all levels of clients and prospects
* Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of ...
....Read more...
Type: Permanent Location: Summit, US-NJ
Salary / Rate: Not Specified
Posted: 2024-09-12 08:46:43
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Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations.
As a Senior Product Associate in Merchants Services Commercialization, you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings.
Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success.
As the Commercialization Associate, you will work with the lead to develop a commercialization framework based on opportunity size, strategic value, and partner engagement.
In this role, you will work closely with the Partnerships, Sales, and Marketing teams to identify priority partners and develop a new Go To Market (GTM) approach for each partner archetype.
Job responsibilities
* Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery
* Considers and plans for upstream and downstream implications of new product features on the overall product experience
* Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers
* Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle
* Writes the requirements, epics, and user stories to support product development
* Determines a data-based commercialization framework that helps Merchant Services drive more value from our strategic partnerships;; Define partner tiering criteria to determine level of commercial engagement e.g.
opportunity size, strategic relationship, etc.
* Define JPMC and partner goals for each partner type and align with key stakeholders
* Inventory of partners that our clients already use; Determine commercialization value-adds and where we have gaps
* Develop product-market fit criteria for each partner archetype and strategic partners; Create success metrics and roles and responsibilities for execution
* Drive sales enablement, partner enablement, and sales playbooks
* Partners with internal teams to develop partner enablement and sales playbooks
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise in product management or a relevant domain area
* Proficient knowledge of the product development life cycle
* Experience in product life cycle activities including discovery and requirements definition
* Prior experience in commercialization/GTM activities
Preferred qualifications, capabi...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2024-09-12 08:46:41
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: Venice, US-CA
Salary / Rate: Not Specified
Posted: 2024-09-12 08:46:40
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We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Assists clients and the branch team by helping with new account openings when needed
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
* Bilingual English and Cantonese required
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-09-12 08:46:39
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Elevate your engineering prowess to unprecedented levels by joining a team of exceptionally gifted professionals and position yourself among the top echelon in site reliability.
As a Lead Site Reliability Engineer at JPMorgan Chase within the Community & Consumer Banking - Infrastructure & Production Management Team, you work with your fellow stakeholders to define non-functional requirements (NFRs) and availability targets for the services in your application and product lines.
You will ensure those NFRs are accounted for in your products' design and test phases, that your service level indicators are effectively measuring customer experience, and that service level objectives are defined with stakeholders and implemented in production.
Job responsibilities
* Creates high quality designs, roadmaps, and program charters that are delivered by you or the engineers under your guidance
* Provides advice and mentoring to other engineers and acts as a key resource for technologists seeking advice on technical and business-related issues
* Demonstrates site reliability principles and practices every day and champions the adoption of site reliability throughout your team
* Collaborates with others to create and implement observability and reliability designs for complex systems that are robust, stable, and do not incur additional toil or technical debt
* Works toward becoming an expert on the applications and platforms in your remit while understanding their interdependencies and limitations
* Evolves and debug critical components of applications and platforms
* Makes significant contributions to JPMorgan Chase's site reliability community via internal forums, communities of practice, guilds, and conferences
Required qualifications, capabilities, and skills
* Formal training or certification on site reliability culture and principles concepts and 5+ years applied experience
* Advanced knowledge in site reliability culture and principles with demonstrated ability to implement site reliability within an application or platform
* Expertise on Observability tooling, including Dynatrace, Splunk, Grafana, Datadog, Cloudwatch
* Exposure to Chaos Testing/Experiments using Gremlin
* Expertise on AWS services to be able to design for reliability, and to identify any improvement opportunities in existing architectures
* Working experience on application development using Java / Python or any other coding languages
* Advanced knowledge of software applications and technical processes with considerable depth in one or more technical disciplines
* Ability to communicate data-based solutions with complex reporting and visualization methods
* Continues to expand network and leads evaluation sessions with vendors to see how offerings can fit into the firm's strategy
* Ability to anticipate, identify, and troubleshoot defects found during testing
Preferred qualifications, capabilit...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2024-09-12 08:46:36
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JPMorgan Chase is seeking a Vice President to join our Stress Capital Analytics team within the Treasury & Chief Investment Office.
As a Vice President on the Stress Capital Analytics team within Capital Management, you will report to the Stress Capital Analytics Lead and collaborate with colleagues across Treasury, Corporate Finance, Risk Management, and business lines.
You will have strong analytical and communication skills and experience in the financial services industry, preferably with a background in capital management and/or stress testing.
This role offers visibility into strategic capital management activities and a unique opportunity to understand firm wide initiatives.
The team supports business decisions at various levels, including the Capital Governance Committee, Asset and Liability Committee, Senior Management, and the Board of Directors.
Success in this role requires a bias for action, the ability to work independently and within a team, handle ambiguity, quickly grasp new concepts, and proactively seek support and input as needed.
Job Responsibilities:
* Help drive the firm's capital planning and stress testing processes (e.g., CCAR and other firm wide stress tests)
* Conduct research and ad-hoc analysis to support regulatory capital efforts and firm wide capital stress tests
* Perform detailed financial analysis for capital management initiatives
* Prepare high-quality presentations for Senior Management, Board of Directors, Regulatory Agencies, and other stakeholders
* Drive end-to-end work streams in a fast-paced, results-driven environment
Required qualifications, capabilities and skills:
* 7+ years of experience in Corporate Finance, Investment Banking, Risk Management, or Management Consulting
* Relevant knowledge in regulatory capital, stress testing, or capital management
* Strong data and financial analytics skills; coding experience (e.g., Python)
* Excellent verbal and written communication skills with the ability to create executive-level presentations
* Strong organizational and execution skills
* Highly resourceful, self-motivated, and eager to learn
* Bachelor's Degree required in Finance, Accounting, Economics, Engineering, or Mathematics
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location.
For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-09-12 08:46:35
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If you have leadership and mentoring experience as well as delivering premier client service solutions, J.P.
Morgan is the place for you!
As a Private Bank Client Service Manager within J.P.
Morgan, you are responsible for all the activities of their team of approximately 10-20 Client Service Associates.
Each Service Manager's team of Client Service Associates is regionally aligned to a banker(s) and their clients based upon the banker's geographic location.
The Client Service Manager will forge excellent working relationships with the region's entire team of bankers, advisors, region heads, product partners and compliance teams.
Job Responsibilities
* Provide Client Service Associates with guidance and resources for delivering high quality, high touch tailored service to Private Banking clients and internal teams
* Manage team's daily work volumes and transactions accurately, within established deadlines, and in accordance with existing compliance policies and procedures
* Research, follow-up and resolve escalated client issues and problems through effective interaction with clients, bankers, product partners, branch/operations areas, and other partners in a timely and professional manner
* Participate in the continuing strategic development of the Client Service operating model and help validate proposed ideas/plans prior to implementation
* Evaluate staff performance and provide continuous feedback via informal discussions, quarterly/semi-annual performance meetings and the annual review process
Required qualifications, capabilities, and skills
* 5+ years of leadership experience
* FINRA Securities Industry Essentials, Series 7, Series 24 and Series 63 licenses required for the position; unlicensed candidates considered but required to obtain licenses within 180 days of start date
* Strong leadership and management abilities; must be able to think strategically
* Spanish and/or Portuguese language proficiency required
Preferred qualifications, capabilities, and skills
* College degree or equivalent preferred
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location.
For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include ...
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Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2024-09-12 08:46:35
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We have an exciting and rewarding opportunity for you to take your software engineering career to the next level.
As a Software Engineer III at JPMorgan Chase within the Corporate & Investment Bank - Athena team, you will serve as a seasoned member of an agile team to design and deliver trusted market-leading technology products in a secure, stable, and scalable way.
You will be responsible for carrying out critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Athena is JPMorgan Chase's transformative cross-asset risk and trade management platform.
It is the foundation on which innovative and efficient applications are built for a wide range of the firm's businesses, including sales, trading, operations, risk, and research.
As part of our dynamic team, you will contribute to a wide range of exciting initiatives by leveraging the best open source, cloud (AWS), and internally developed technologies.
As a member of our team, you will be exposed to different lines of business and technology groups across the firm.
Athena's core platform team is focused on keeping Athena modern, efficient, scalable, resilient, and secure.
Whether you are adding new capabilities or improving existing features our team is dedicated to building a flexible and nimble platform that will continue providing JPMorgan Chase with a strategic advantage in today's volatile markets.
Job responsibilities
* Execute software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Think outside of the box and deliver simple solutions for complex problems
* Modernize Athena's proprietary batch scheduling system while maintaining the current infrastructure
* Build secure, high-quality production code that executes critical functions across multiple lines of businesses
* Produce architecture and design artifacts for complex systems within JPMC standards
* Ensure systems can be efficiently operated via metrics, monitoring, and operational tools
* Proactively identify problems and take ownership over architecting solutions
* Interface directly with operations teams and developers to solve production issues
* Communicate solutions, plans, and designs to management
* Provide guidance on architecting solutions using the Athena platform
* Embody our team culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 3+ years applied experience
* Professional experience in system design, development, testing, and operational stability
* Proficiency in one or more programming languages such as Python, Java, or C++
* Experience in developing, debugging, and maintaining production quality code
...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2024-09-12 08:46:34
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM.
You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share.
As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships.
Job Responsibilities
* Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
* 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
* Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
* Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners
* Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects
* Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship
* Understand the personal financial goals and needs of the owner(s).
Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
* Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services.
Leverage service team to deliver an outstanding client experience
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* M...
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Type: Permanent Location: Plantation, US-FL
Salary / Rate: Not Specified
Posted: 2024-09-12 08:46:32
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: Glendale, US-CA
Salary / Rate: Not Specified
Posted: 2024-09-12 08:46:28
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We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients
* Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals
* Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the h...
....Read more...
Type: Permanent Location: Falmouth, US-MA
Salary / Rate: Not Specified
Posted: 2024-09-12 08:46:26
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JPMorgan Chase Corporate Real Estate is responsible for a worldwide occupancy portfolio of 75 million square feet across 61 countries in over 6,500 properties.
As a Corporate HQ Occupancy and Move Manager in Global Real Estate, you will be accountable for performance and end-to-end project management for occupancy planning and move management for 270 Park Ave.
You will serve as the senior point of contact for each Line of Business (LOB) and internal stakeholders on all 270 Park related occupancy and migration activity.
In this role, you will be responsible for ensuring all projects stay on time, on budget, and ensure the right stakeholders are engaged throughout the process.
The role will also require the development and execution of tactical plans for all moves into 270 Park, in partnership with move coordinators and other functional teams.
An exemplary planning, presentation and communication skills and the ability to adapt to frequently changing needs and requirements and can manage a large portfolio of activities simultaneously will lend to your success.
Job Responsibilities:
* Manage vendor team of occupancy planners and move specialists to ensure deliverables are met including schedule, budget, safety and quality targets
* Act as the senior point of contact to LOB for all moves into 270 Park including project-related concerns and communications, as well as move management and execution
* Coordinate project activity and communications with GRE and project stakeholders
* Work with partners including Health & Wellness, Leadership Edge, and other applicable partners to manage their move into 270 Park
* Collaborate with construction, technology and movers to align the occupancy and migration program with floor delivery timelines
* Prepare and present occupancy planning materials to senior partners and leadership
* Drive punch list and post occupancy requirements
* Produce reports for senior leadership within each line of business to illustrate the detailed strategy for their function, including establishing reporting requirements including need to know and value-added information required to drive intelligent real estate and occupancy strategy
* Collaborate with service leaders and their departments to validate needs, assess impact of future innovations and trends on the service model, and determine space location and requirements in the building
* Accountable for ensuring all project work with impacts on seat supply is fed into GRE's systems of record upon completion of project.
* Regularly revisit the effectiveness of meetings, participants to ensure continuous improvement of operating model and execution of project deliverable
Required qualifications, capabilities, and skills:
* 5+ years of real estate experience
* Strong financial/analytical and problem-solving skills
* Excellent communication skills (verbal and written) at all levels of management
* Demonstrat...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-09-12 08:46:24
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You're energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you'll also have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As an Associate Relationship Banker in our Branch Banking team, you'll take a lead role in delivering an outstanding experience to Chase customers.
You'll welcome and assist customers that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs, by opening the right accounts and products for customers contributing to the success of the branch.
You'll be making the lives of customers easier by sharing and setting up self-service
Job responsibilities
* Engages clients making them feel welcomed and delivering an exceptional customer experience by acting with a customer-first attitude
* Engages with clients that enter the branch by making a personal connection, asking open ended questions, and listening to make recommendations on their accounts, financial, and complex servicing needs
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs, whenever, wherever, and however they want.
* Meets with branch assigned customers in person and over the phone to continue building lasting relationships, discover financial needs, tailor products, and offer new tools to help customers meet their consumer banking and investment goals.
* Partners with licensed bankers, financial advisors, mortgage bankers, and business relationship Managers to connect customers to experts who can help them with specialized financial needs
* Assists branches by performing branch operations when needed, which may include acting in dual control and assisting with maintenance of cash devices including cash vaults and ATMs while adhering to all bank policies and procedures.
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills in person and over the phone with proven ability to tailor features and benefits of products and services to customers with differing needs
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
* Profes...
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Type: Permanent Location: Burlington, US-VT
Salary / Rate: Not Specified
Posted: 2024-09-12 08:46:24
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As a trusted advisor, you will have a vital role in driving the approval experience for the firm's most senior leaders.
As an Approvals, Senior Associate, in Global Supplier Services,you will directly support the Approvals as a Service program for Operating Committee members as a primary objective in addition to other GSS Approvals team and Product Management objectives.
The Global Supplier Services (GSS) Approvals team owns the vision, strategy and execution of the approval experience across the Supplier Services suite of products, which includes Expense approvals, controls, and the employee experience.
Job Responsibilities:
* Provide approvals support & servicing for JPMC senior leaders and Operating Committee members.
* Organize and participate in in-person education and user experience feedback sessions with OC executive assistants as well as other stakeholders within the JPMC Executive Gallery.
* Build and maintain strong relationships with key stakeholders which may include OC Members themselves, based on trust, data and service delivery.
* Executive writing: Summarizing approval requests in a structure and format suitable for an executive audience & customer.
* Process management & prioritization: Assessment of the "readiness" for an approval given OC approver preferences, pre-approvals, cadence, and policies - making decisions on next approval steps & approval priority.
Can include pushing back on requests that are not yet "ready."
* Provide guidance and support to customers / stakeholders.
Includes identification of multiple solutions and making a recommended approach in line with policies, processes and customer preferences.
* Pro-actively engage GSS and Business teams, when appropriate, to offer expertise, guidance, potential solutions and best practices.
Required qualifications, capabilities, and skills:
* BA/BS or equivalent in finance, business, communications, client relationship management, or a customer-service related field
* 4+ years of experience in customer/client service, communications, operations, or other executive service delivery field
* Excellent communication skills (both verbal and written), with experience as well as comfort interfacing with senior / executive leadership
* Strong attention to detail and accuracy, includes proofreading and purpose-driven writing
* Proven ability to deliver high levels of customer satisfaction
* Strong interpersonal skills and can adapt and work well with diverse sets of situations and people
* Ability to build relationships (and trust) to interface effectively across all levels and diverse employee groups
* A proactive approach to problem solving, taking ownership, and follow-through.
Develop actionable recommendations
* Solid listening, strategic thinking, and decision-making skills.
Ability to pick up new concepts and technology quickly
* Great team player.
Self-starter/ proactive/ willingly ...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2024-09-12 08:46:19
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM.
You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share.
As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships.
Job Responsibilities
* Manage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
* 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.
Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects
* Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships
* Understand the personal financial goals and needs of the owner(s).
Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
* Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience
* Strong knowledge of deposit and cash management products and services, and knowledge of busin...
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Type: Permanent Location: Salt Lake City, US-UT
Salary / Rate: Not Specified
Posted: 2024-09-12 08:46:18
