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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
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Type: Permanent Location: Norfolk, US-VA
Salary / Rate: Not Specified
Posted: 2026-03-06 08:27:13
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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: Norfolk, US-VA
Salary / Rate: Not Specified
Posted: 2026-03-06 08:27:12
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
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Type: Permanent Location: San Bruno, US-CA
Salary / Rate: Not Specified
Posted: 2026-03-06 08:27:12
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The Prudential Regulatory Affairs team is tasked with leading strategy on all proposed prudential regulatory policy initiatives affecting relevant JPMC lines of business.
The global public policy environment is evolving rapidly, driven by technological change, evolving and emerging risks, and a desire by international and domestic policymakers to support economic growth and international competitiveness.
As an Associate on the Prudential Regulatory Affairs team, you will aid in the analysis of and advocacy for key regulatory issues, including reforms related to prudential requirements (capital, liquidity, stress testing and resolution) supervision, and governance.
You will coordinate closely with internal stakeholders, including Business and Region-specific Regulatory Affairs Teams, partners across the Treasury and Chief Investment Office, the Corporate Legal team, and colleagues within the broader Global Government Relations team.
You will have a variety of primary responsibilities, including key reporting deliverables for prudential topics, as well as briefings for senior JPMC management.
Job Responsibilities
* Work closely with team members from Prudential Regulatory Affairs to track and prepare written materials (e.g., summaries, briefings, presentations) on priority topics with a high standard of accuracy and timeliness
* Track and prepare written materials including but not limited to semiannual reports, summaries of regulatory developments for the Global Regulatory Affairs newsletter, summaries of consultations, rulemakings, positions papers, speeches and related documents
* Prepare briefings and presentations for senior management
* Support the Regulatory Affairs Global Prudential Working Group through coordination of biweekly working groups, including soliciting input for agenda items from teams and partners, coordinating speakers, updating relevant materials, and compiling /circulating meeting minutes
* Develop relationships with regional Prudential teams (EMEA and APAC) to ensure seamless coordination for Prudential & Enterprise-wide advocacy across the globe
* Support Regulatory Affairs team members in their engagement with trade associations, including attending meetings as needed and preparing materials to support regulatory advocacy efforts
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent experience.
* Proven ability to learn complex topics quickly
* Familiarity and interest in public policy and financial markets
* Proven ability to interact with senior management
* Exceptional written, verbal, and communication skills
* Detail-oriented and highly organized; able to handle multiple priorities and deadlines
* Mastery of and proven ability to use Microsoft Office products (Outlook, PowerPoint, Word, Excel).
* Working knowledge of AI/LLM to allow for enhanced efficiencies
Preferred qualifications, capabilities,...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-03-06 08:27:11
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The Commercial & Specialized Industries (C&SI) group at JPMorgan Chase serves companies with annual revenue of $20 million to $2 billion, as well as municipalities and not-for-profits.
We offer both traditional banking and investment banking products, delivering customized solutions through our nationwide network and global resources.
As an Analyst, you'll join a 2.5-year program designed to give you hands-on experience across banking, treasury, and underwriting, along with strategic project work.
The program will help you develop financial and client-facing skills to build your career in financial services.
You'll be part of a collaborative team where your unique perspective helps shape innovative solutions for our clients.
About Asset Based Lending (ABL):
Asset Based Lending (ABL) is a form of financing that provides asset-based loans to a wide range of companies, particularly those with asset-rich balance sheets and working capital needs.
ABL supports businesses across diverse industries such as Consumer & Retail, Industrials, Metals & Mining, Oil & Gas, and Tech/Media/Telecom, etc.
ABL offers full-service solutions including originations, syndications, portfolio management, collateral monitoring, and loan servicing for both syndicated and sole-lender transactions.
The role of an ABL analyst involves gaining experience in credit underwriting, financial modeling, and client engagement, while supporting the negotiation of legal documentation and the development of marketing materials.
Job responsibilities
* Working on financial models to support financing transactions
* Assisting in the completion of credit approval memos
* Preparing marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis)
* Learning how to identify treasury product solutions to benefit clients' long-term planning
* Developing an understanding of the full breadth of J.P.
Morgan products and service offerings
* Conducting client and prospect research to support business development efforts
Required qualifications, capabilities, and skills
* Exceptional verbal and written communication skills
* Excellent problem solving and critical thinking skills
* Strong attention to detail
* Ability to thrive in a fast-paced, collaborative work environment
* Bachelor's Degree with a Graduation Date of December 2025 - June 2026.
* If pursuing a masters, it must be 2 years within receiving your bachelor's and with a Graduation Date of December 2025 - June 2026.
* Candidates must be authorized to work permanently in the U.S.
Preferred qualifications, capabilities, and skills
* Coursework in business, finance, or accounting a plus
* Minimum cumulative GPA of 3.2 on a 4.0 scale is preferred
About the Team
Commercial Banking is focused on helping our clients succeed and making a positive difference in our communities.
We prov...
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Type: Permanent Location: Atlanta, US-GA
Salary / Rate: Not Specified
Posted: 2026-03-06 08:27:10
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Description
The Connected Commerce Payments organization is a motivated, forward-thinking team of highly talented product managers focused on delivering innovative payment services via today's and tomorrow's most important platforms.
We aim to transform customer experiences, simplify business processes, and drive product excellence.
As a Vice President Product Manager in the Small and Mid-sized Business Payments team, you are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle.
As a core leader, you are responsible for acting as the voice of the customer and developing profitable products that provide customer value.
With a strong commitment to scalability, resiliency, and stability, you collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations.
Job Responsibilities
* Develop a product strategy and product vision that delivers value to customers
* Manage discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap
* Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition
* Integrate data analytics, product metrics, user experience research, competitive and market analysis, and company goals to drive prioritization of product initiatives
* Partner across Design, Data, and Technology teams to deliver large-scale initiatives and collaborate with Risk, Controls, Compliance and Legal to ensure a strong risk and control environment
* Manage production support, issue and defect resolution, and prioritization
* Publish regular executive reports summarizing the overall health of the product, industry and competitive trends and the voice of the customer
Required qualifications, capabilities, and skills
* 7+ years of experience or equivalent expertise in product management or a relevant domain area
* Proven ability to lead product life cycle activities, including discovery, ideation, strategic development, requirements definition, and value management
* Advanced knowledge of digital payments and the product development life cycle, design, and data analytics
* Excellent communication, analytical and problem-solving skills
* Proficient with JIRA, Microsoft Office tools, and Confluence
* Ability to thrive in a cross-functional environment while balancing multiple responsibilities, scoping projects, evaluating priorities, and effectively working well within a team
Preferred qualifications, capabilities, and skills
* Thorough understanding of small business customers and their needs
* Demonstrated prior experience working in a highly matrixed, complex organization
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 pro...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-06 08:27:09
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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 International 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 an Investment Specialist in the International Private Bank, you will provide support to Investors in all facets of their daily business routine with the ultimate goal of helping Bankers win new clients in addition to deepening and strengthening existing client relationships in the LatAm North Market.
Job Responsibilities
* Support investment reviews with clients to validate the clients' current investment objectives
* Prepare recommendations of appropriate investment products
* Assist with the development of investment policy statements and advice on asset allocation
* Build excellent working relationships with internal clients
* Support coordination of sales effort with Investors
* Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
Required Qualifications, Capabilities, and Skills
* Fluent in English and Spanish
* Bachelor's degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Capital markets or institutional brokerage experience
* Ability to multi-task and manage priorities effectively
* Excellent communication skills
* Strong analytical, quantitative, and problem-solving skills
Preferred Qualifications, Capabilities, and Skills
* Coachable professional with good \"business sense\" and an energetic/dynamic personality
* Ability to work both independently and as a team player
* Ability to adapt to a rapidly changing business and technology environment
* Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet with the ability to learn proprietary software and databases
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 compe...
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Type: Permanent Location: Miami, US-FL
Salary / Rate: Not Specified
Posted: 2026-03-06 08:27:09
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If you are excited about shaping the future of technology and driving significant business impact in financial services, we are looking for people just like you.
Join our team and help us develop game-changing, high-quality solutions.
As a Senior Lead Architect at JPMorgan Chase within the Customer Acquisition and Marketing Platforms, you are an integral part of a team dedicated to developing high-quality architecture solutions for various software applications and platform products.
You play a crucial role in promoting significant business impact and shaping the target state architecture through your expertise in multiple architecture domains.
This team will you work on Acquisition & Enablement Platforms that empower experience teams to autonomously design, implement, and enhance customer acquisition journeys
Job responsibilities
* Ensure responsibility for the end-to-end architecture
* Oversee the rationalization of assets owned or used by the product to optimize performance, cost, and resource utilization.
* Define the target state architecture of the product and drive the achievement of the strategic goals.
* Lay out the architectural runway and develop a technical roadmap to achieve the target state in incremental steps.
* Ensure adherence to Enterprise Architecture standards and guidance, maintaining consistency and compliance across the product architecture.
* Address data concerns and non-functional requirements, such as performance, scalability, security, and reliability, within the architectural plans.
* Assess the changing needs of the business and its customers to identify the right architecture and technology solutions that support the product.
* Provide technical leadership and guidance to development teams, ensuring best practices and standards are followed.
* Conduct regular reviews and assessments of the product architecture to identify areas for improvement and drive continuous enhancement.
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Proven ability to collaborate with stakeholders to understand business requirements and translate them into technical solutions.
* Experience in designing end-to-end architecture for systems using Spring Boot/Java microservices, event-driven architecture, and domain-driven design concepts.
* Experience with modernizing legacy systems into cloud-native applications on both public and private cloud platforms.
* Strong understanding of RESTful APIs, web services, and integration patterns.
* Extensive experience with designing event-driven architectures using Apache Kafka, Rabbit MQ, AWS Kinesis etc.
* Experience working with both SQL and NoSQL databases.
* Experience in containerization technologies such as Docker and Kubernetes.
* Excellent communication and presentation skills, with the ability to ta...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-03-06 08:27:08
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The Chief Administrative Office (CAO) Strategy & Process Improvement (S&PI) team is the firm's in-house advisory team committed to delivering high-impact, strategic solutions which address JPMC's most urgent needs.
As a Strategy & Process Improvement Associate, you will make crucial business decisions that strengthen operating models, enhance employee or client experience, and improve the firm's bottom line in collaboration with senior leaders including the Chief Administrative Officer and the Chief Operating Officer of the firm.
Your projects will span global operations, administrative functions, and firmwide initiatives across lines of business.
You will frequently focus on addressing complex and emerging business opportunities such as: firmwide AI adoption, product operating model strategy, and firmwide bureaucracy streamlining.
S&PI follows a hypothesis-driven, empirical approach to problem solving, a similar approach to that adopted by major consulting firms (e.g., McKinsey, Bain, BCG).
Project teams are structured similarly to consulting industry teams, with small, 2-4 person teams across our NYC and Dallas locations dedicated to a project for up to 6 months.
Projects begin by establishing a strong fact-base and understanding of the problem, followed by working closely with businesses on both short-term and long-term solutions, and culminating in a recommendation meeting with senior leadership.
Job Responsibilities
* Own a well-scoped workstream within a project, which could span process improvement, organizational change, and functional strategy efforts
* Develop project-specific content and domain knowledge quickly and actively participate in team problem-solving sessions
* Gather, model, and analyze data to test hypotheses, identifying trends and key insights
* Produce presentation materials to summarize findings and recommendations and influence senior leaders
* Help guide client interviews to gather baseline information and work with internal client teams to define business pain points and opportunities
* Work closely with stakeholders to develop and refine recommended solutions to address issues
* Establish excellent relationships with internal clients and colleagues
* Manage workstream deadlines and timeframes, proactively escalating issues as needed
* Be receptive to coaching and feedback via apprenticeship model
* Collaborate effectively with project Vice President, Analysts, and Associates to drive the project to completion
Required Qualifications, Capabilities, And Skills
* 2.5+ years of experience with a top-tier management consulting firm, internal consulting organization, or corporate strategy team
* Strong problem-solving and issue identification skills
* Skills gathering, analyzing, and synthesizing data from multiple sources using Excel
* Ability to manage key elements of a workstream to completion, escalating and seeking help where necessary
Pref...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-03-06 08:27:07
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have an exciting and rewarding opportunity for you to take your software engineering career to the next level.
As a Software Engineer III (Machine Learning Platform Engineer) at JPMorgan Chase within the Consumer & Community Banking (CCB) line of business, you serve as a seasoned member of an agile team focused on building, scaling, and maintaining robust machine learning platforms.
You will design and deliver trusted, market-leading infrastructure and tools that empower data scientists and ML engineers to develop, deploy, and monitor models efficiently and securely.
You are responsible for implementing critical technology solutions across multiple technical areas to support the firm's business objectives and drive innovation in ML platform capabilities.
Job responsibilities
* Design, build, and maintain scalable machine learning platforms and infrastructure to support end-to-end ML workflows.
* Develop and optimize tools for model training, deployment, monitoring, and lifecycle management.
* Integrate data engineering, feature management, and model serving capabilities into unified ML platform solutions.
* Implement secure, high-quality production code for platform services, APIs, and automation pipelines.
* Collaborate with data scientists, ML engineers, and product teams to understand requirements and deliver platform features that accelerate ML development and operations.
* Ensure platform reliability, scalability, and performance through proactive monitoring, troubleshooting, and continuous improvement.
* Produce architecture and design artifacts for platform components, ensuring alignment with enterprise standards and best practices.
* Automate infrastructure provisioning, configuration, and CI/CD pipelines for ML platform services.
* Contribute to the ML platform engineering community of practice and participate in events that explore new and emerging technologies.
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Hands-on experience building, deploying, and maintaining machine learning platforms or infrastructure
* Proficiency in Python and one or more ML frameworks (e.g., TensorFlow, PyTorch, Scikit-learn)
* Experience with data processing frameworks and tools (e.g., Spark, Pandas, SQL)
* Practical experience with cloud-based ML platforms (e.g., AWS SageMaker, GCP AI Platform, Azure ML) or on-prem ML infrastructure
* Strong understanding of MLOps practices, including CI/CD for ML, model versioning, and monitoring
* Experience developing APIs and platform services for ML workflows
* Solid knowledge of the software development life cycle and agile methodologies
* Ability to collaborate with cross-functional teams to deliver platform solutions aligned with business objectives
Preferred qualifications, capabilities, and skills
* Familiarity ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-06 08:27:07
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice.
You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
* Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships.
Regularly review processes and strategies with manager, making adjustments as needed
* Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
* Determine and balance priorities on a daily basis to achieve bus...
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Type: Permanent Location: Long Island City, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-06 08:27:06
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J.P.
Morgan Wealth Management - Regional Support Lead - Vice President - [Houston, TX]
US Wealth Management offers a wide variety of investment products and services through J.P.
Morgan's advisors across Chase Wealth Management and J.P.
Morgan Securities as well as Digital Wealth Management and You Invest platforms.
It spans across ~4,000 Advisors that work out of 3,500 branches and 21 offices.
The business is highly dynamic given the rapid evolution of client behavior, presenting challenges in how we evolve to meet client needs as well as opportunities to serve our clients more efficiently and effectively.
Reporting to the Divisional Strategy & Support Manager and aligned with a Regional Director - Wealth and serve as a liaison to the Market Directors-Wealth, driving the execution of key strategies and tactics that focus on growth and a world class client experience.
You will collaborate with key partners across the Wealth Management business and One Chase partnerships.
This role requires flexibility, and the ability to work in an environment operating at a rapid pace
Job responsibilities
• Reporting to a Regional Director- Wealth, provide day-to-day support, drive and track regional focus on Investment growth plans across markets
• Partner with Divisional Strategy and Support Manager to assist in the coordination, implementation, and messaging of key business initiatives
• Partner with the Regional Director of Wealth to track and drive execution on strategic initiatives across all markets
• Partner with Market Directors of Wealth to support Advisor performance and development through onboarding and training, and periodic in field workshops to improve Advisor effectiveness and expertise
• You will identify opportunities to develop and deliver action plans, best practices and people objectives across the region and within markets
• Partner with Divisional support team to assist in the coordination, implementation and messaging of key business initiatives
• Strengthen relationships with internal business partners at the region level to enhance and influence a culture of One Chase, i.e.
Consumer, Home Lending, Business Banking, Card
• Lead identification and sharing of best practices in delivering on our passion to meet and exceed our client expectations and creating a client obsession culture
• Coordinate with the Business Manager to drive scorecard results, coordination business review plans and content
• Partners with the Business Manager to meet staffing targets, with a focus on Advisor recruitment and attrition tracking
• Support approach to regional and local event planning
• Focus on the Employee Experience; coordinate with Culture Council to understand and implement opportunities and recommendations to drive engagement
• Serve as proxy in Regional Director of Wealth's absence
Required qualifications, capabilities, and skills
• 3-5 years proven experience leading projects and working with busi...
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Type: Permanent Location: The Woodlands, US-TX
Salary / Rate: Not Specified
Posted: 2026-03-06 08:27:05
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Be a trusted advisor to our Commercial Bank clients.
Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services.
As a Client Service Associate within the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United States and across the globe.
Client Service Associates are a trusted member of the client's team and deeply connected to deliver the growth and success for an assigned portfolio.
In this role, you will serve as the primary point of contact for each client assigned to your portfolio.
Interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help research and resolve issues for our Commercial Bank clients.
Communicate through Zoom, email and phone to build strong relationships and provide a level of service that JP Morgan Chase customers have learned to expect.
Job Responsibilities
* Lead your assigned book of clients autonomously by delivering solutions and upholding JP Morgan Chase standards and operating principles
* Develop long term client relationships
* Proactively work to determine service improvements and solicit client input and feedback to drive client satisfaction
* Conduct annual relationship reviews with clients to identify potential customer-level fraud exposure and recommend appropriate products to mitigate risk or provide other efficiencies
* Proactively discuss client trends/issues with internal partners to further customize solutions for clients
* Actively participate in deal team meetings as new products and services are added to clients
* Influence internal partners to recommend products and services based on knowledge of client behaviors
* Learn and understand existing and upcoming technologies to support client consultation and requests
* Identify opportunities for use of digital tools to offer self-service solutions with a high degree of success
* Solicit feedback on product and service offerings in an effort to continuously adapt to the ever-changing commercial banking landscape
Required qualifications, capabilities and skills
* Data Analytics & Change Management experience
* Ability to influence others without direct supervision
* Ability to provide quantifiable management reporting & present findings
* Project Management & Execution
* Excellent verbal, written, interpersonal, presentation, negotiating and organizational skills
* Strategic thinking with the ability to adapt to change
* Demonstrated team building skills and ability to work in a team environment
* 3+ years of client facing work experience
Preferred Qualifications, capabilities and skills
* Comprehensive knowledge of Treasury Services and/or Custom Card produc...
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Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2026-03-06 08:27:05
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice.
You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
* Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships.
Regularly review processes and strategies with manager, making adjustments as needed
* Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
* Determine and balance priorities on a daily basis to achieve bus...
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Type: Permanent Location: Williston Park, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-06 08:27:04
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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: Hartland, US-MI
Salary / Rate: Not Specified
Posted: 2026-03-06 08:27:04
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Workplace Solutions is a tech and service-based offering, created to empower teams to easily navigate their workplace incentives with confidence.
Our intuitive solutions help to attract and keep talented people.
If you are seeking a client facing role that promotes exceptional customer service and innovation this may be the position for you.
As a Customer Service Analyst in JP Morgan Workplace solutions you will be a prominent point of contact for our participants.
This role demands good communication and a desire to deliver exceptional client service.
Job Responsibilities
* Acts as the first point of contact for JP Morgan Workplace Solutions, providing exceptional customer service and knowledge on the products and services that will support customers in their financial journey.
* Communicates with customers via phone calls and emails, in order to turn them around in a timely manner with high quality responses
* Interact with other areas of the company in resolving queries raised by clients and participants (Operations, Payments, Settlement, Trading, IT, Product Design, Sales, etc)
* Uses soft skills to adapt your ton to each customer to create a memorable experience whilst fully understanding their needs
* Identify and recommend areas for improvement within the Service Desk function that support and add value to business activities
* Handles challenging conversations including complaints when necessary
Required Qualifications, Capabilities and Skills:
* Excellent Customer Service skills in telephone and email etiquette
* Client focus, interpersonal skills and ability to network.
* Proactivity and Continuous Improvement mindset.
* Maintains highest level of technical skill in field of expertise.
* This position requires a high degree of discretion and judgement.
Preferred Qualifications, Capabilities and Skills:
* University degree in Economics, Finance or equivalent work experience desired.
* Experience in Customer Service role, preferably in the Financial Services
* Be an excellent communicator
* Be empathetic and problem solver, have a passion for learning and self development
* Other languages are also advantageous with examples including Spanish, Norwegian, French, Finnish, Czech, Polish, German and Arabic.
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 di...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-03-06 08:27:03
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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: Lakeway, US-TX
Salary / Rate: Not Specified
Posted: 2026-03-06 08:27:02
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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: Norfolk, US-VA
Salary / Rate: Not Specified
Posted: 2026-03-06 08:27:02
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
....Read more...
Type: Permanent Location: Leesburg, US-VA
Salary / Rate: Not Specified
Posted: 2026-03-06 08:27:01
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Step into a leadership role as a Client Onboarding Team Lead within our Commercial Bank, where you'll drive the success of an experienced team dedicated to implementing Treasury Products and Services.
You'll have the opportunity to shape team strategy, enhance client experiences, and collaborate with key internal partners to streamline processes and ensure seamless onboarding.
With a focus on fostering a client-first culture and developing top talent, this role offers a dynamic environment for strategic thinkers ready to make a significant impact.
Join us and be part of a global organization that values diversity, innovation, and community engagement, offering endless opportunities for career and personal growth.
As an Implementation Manager Team Lead within the Commercial and Investment Bank, you will be at the helm of an experienced team, driving the implementation of Treasury Products and Services.
Your role is pivotal in shaping team strategy, enhancing the onboarding process, and elevating the client experience as they transition to the Chase banking platform.
You will leverage your advanced risk management skills to ensure the integrity of our operations, while your proficiency in data and tech literacy will enable you to provide insightful feedback to our internal business partners.
Your advanced proficiency in strategic planning, critical thinking, and stakeholder management will be key in making impactful decisions that resonate beyond the short-term.
As a VP, you will be expected to exercise considerable judgment, manage a diverse team, and be accountable for the quality and professionalism of service delivery within your area of responsibility.
Job Responsibilities
* Lead the onboarding team in implementing Treasury Products and Services, ensuring adherence to established methodologies and policies.
* Foster a client-centric culture within the team, managing client and partner expectations throughout the onboarding process.
* Utilize advanced risk management skills to identify potential business risks, taking ownership and providing solutions when issues arise.
* Collaborate with Operations and Product Management to streamline onboarding processes, enhancing the client experience and operational efficiency.
* Drive team performance through individual coaching and development, fostering a culture of teamwork and continuous improvement
Required qualifications, skills and capabilities
* 7+ years of experience in leading and managing teams in a financial services environment, with a focus on client onboarding or treasury services.
* Demonstrated expertise in risk management, with a track record of making sound decisions in line with firm-wide risk management practices and policies.
* Proven ability to influence and establish credibility with stakeholders, with a history of driving mutually beneficial outcomes.
* Advanced proficiency in strategic planning, with experience in defining organi...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-03-06 08:27:00
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
* College degree or military equivalent.
* Experience adhering to banking policies, procedures, and regulatory r...
....Read more...
Type: Permanent Location: Pearl, US-MS
Salary / Rate: Not Specified
Posted: 2026-03-06 08:26:59
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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 40-50 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
...
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Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2026-03-06 08:26:58
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Mountain View, US-CA
Salary / Rate: Not Specified
Posted: 2026-03-06 08:26:57
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Bring your expertise to JPMorganChase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As an Executive Director within the Commercial and Investment Bank (CIB) Credit Risk team, you will focus on credit analysis and complex credit decisions across a diverse portfolio of insurance clients.
You will collaborate closely across the firm and lead change through targeted projects that improve controls and efficiency.
Job Responsibilities
* Manage a portion of the North American Insurance portfolio across Life, Property & Casualty, Reinsurance, Brokers, and related financial institutions
* Evaluate and execute complex credit requests for new and existing clients, spanning traditional credit, markets products (derivatives, trading, and financing), payments products, and other credit exposures
* Lead end-to-end execution related to credit requests: diligence, risk grading, credit approval materials, legal documentation negotiation, facility setup, and post-approval monitoring
* Oversee ongoing portfolio management.
Demonstrating sound credit judgement and effective risk monitoring through ongoing client diligence and industry analysis conducted in collaboration with partners across other lines of business
* Monitor market, economic, legislative, and regulatory developments affecting the insurance sector; brief stakeholders on client and industry risk profiles, including potential rating impacts
* Build strong relationships and maintain open communication with coverage bankers, product partners, operations, legal, and finance to ensure effective risk monitoring and execution quality
* Lead analytical projects focusing on client and industry risks, and contribute to process and efficiency improvements across Insurance Credit
* Train and mentor junior credit officers, fostering development and growth where appropriate
Required Qualifications, Skills and Capabilities
* Bachelor's degree
* 10+ years in commercial and investment banking, credit risk, and portfolio management
* 3+ years of insurance industry expertise
* Proficient in insurance company credit analysis leveraging both GAAP and Statutory accounting frameworks
* Strong understanding of insurance regulatory regimes in the US and Bermuda
* Deep familiarity with corporate banking products, treasury management, capital markets, structured finance, corporate finance, and derivatives, including related documentation; experience negotiating loan and trading documentation is required
* Excellent communication and...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-06 08:26:56
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Cedarhurst, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-06 08:26:56
