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JOB DESCRIPTION
Chubb is currently seeking a skilled Senior Commercial Lines Underwriter to join its Middle Market Commercial Insurance team.
As a Senior Underwriter, responsibilities will include managing a renewal book and generating new business.
The position will be responsible for driving profitable growth with assigned agents and brokers.
Products include Package, Property, General Liability, Auto, Worker's Compensation, Umbrella/Excess and International.
Programs are guaranteed cost and Loss Sensitive structures.
We are looking for a candidate who is highly motivated, results oriented, with solid business and underwriting acumen.
Knowledge, Skills, and Abilities Required:
* Candidate will have experience in both Property & Casualty lines of business.
Familiarity with global programs is a plus.
* Underwriting duties will include developing and negotiating price, coverage, terms and conditions for all new business and renewals while actively identifying account rounding opportunities for other Chubb practices.
* This position must collaborate with other underwriters, operations, claims, marketing, and home office management as necessary.
The underwriter must implement and manage effective pricing and rate strategies that will produce profitability, book growth, and successful producer relations.
* Strong sales and marketing skills are critical; must be able to demonstrate successful agency and broker management, including building, maintaining and managing producer and customer relationships.
* Ability to identify opportunities for growth within new and existing production sources.
Knowledge of marketing principles, pricing/rate strategies and how to apply them to attain underwriting profit.
* Candidate must possess a high degree of proficiency with the underwriting process, with a solid background in risk analysis.
* Candidate must have ability to effectively interact with all levels of customers and collaborate with a team of underwriters, claims and loss control personnel.
* Knowledge and proficiency with technical issues, compliance, coverage, products and pricing strategies expected.
QUALIFICATIONS
* 3+
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to...
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Type: Permanent Location: New Haven, US-CT
Salary / Rate: Not Specified
Posted: 2025-11-16 08:09:43
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JOB DESCRIPTION
ESIS Senior Claims Representative, AGL, Tampa, FL
* Under limited supervision, receives assignments and reviews claim and policy information to provide background for investigation and may determine the extent of the policy's obligation to the insured depending on the line of business.
* Contacts, interviews and obtains statements (recorded or in person) from insureds, claimants, witnesses, physicians, attorneys, police officers, etc.
to secure necessary claim information.
* Depending on line of business may inspect and appraise damage for property losses or arranges for such appraisal.
* Evaluates facts supplied by investigation to determine extent of liability of the insured, if any, and extend of the company's obligation to the insured under the policy contract.
* Prepares reports on investigation, settlements, denials of claims, individual evaluation of involved parties etc.
* Sets reserves within authority limits and recommends reserve changes to Team Leader.
* Reviews progress and status of claims with Team Leader and discusses problems and suggested remedial actions.
* Prepares and submits to Team Leader unusual or possible undesirable exposures.
* Assists Team Leader in developing methods and improvements for handling claims.
* Settles claims promptly and equitably.
* Obtains releases, proofs of loss or compensation agreements and issues company drafts in payments for claims.
QUALIFICATIONS
High
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-11-16 08:09:42
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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: Neenah, US-WI
Salary / Rate: Not Specified
Posted: 2025-11-16 08:09:40
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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 Market Director of Wealth in J.P.
Morgan Wealth Management, you will create a culture of excellence and an environment that meets a high standard of customer service and excellence within the community by building deep relationships and delivering an exceptional customer experience.
In this role, you will play a key role in promoting our customer obsessed culture.
We make it easy to bank and invest when, where and how our customers want.
You will lead a team of a Financial Advisors who service a wide range of clients, from those just starting to save to those with significant wealth.
Job responsibilities
* Have a passion for our customers which results in all of our employees meeting and exceeding our customer expectations and creating a customer obsessed culture
* Identify opportunities to attract and recruit Advisors, improve performance of existing Advisors and ensure talent and performance strategies are in place to coach, develop and promote Advisors
* Drive integration with partners from Branch Management, Business Banking and Home Lending to give our customers access to solutions, strategies and expertise to give our customers one place to meet all of their financial need
* Be a visionary who influences the use of technology to meet the customers' needs of today and the future; Set the tone of commitment to diversity and inclusion
* Closely partner with the Supervisory Manager and be expected to manage all day-to-day administrative, supervisory and operational aspects for the business in order to achieve our strategic objectives for a designated territory
* Create a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our customers and our business
* Be proactive; take initiative to identify solutions, has entrepreneurial business spirit and executes with a sense of urgency
Required qualifications, capabilities, and skills
* At least 5 years of Advisor management experience required, coupled with a proven track record of developing and coaching high performing Advisor team
* Ability to travel 50% of the time
* A valid and active FINRA Series 7, 66 (or equivalent) is required
* A valid and active FINRA Series 9/10 (or equivalent) is required and must be obtained or retained within a 60 day condition of employment
* Proven ability to recruit, source and attract internal and external Advisor talent by building a...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-16 08:09:39
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Become an integral part of Consumer & Community Banking team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement.
Be part of a team that is results-oriented, with a focus on attention to detail and quality.
As an Executive Assistant in Consumer & Community Banking, you will need to work well in a team environment, be able to represent the manager/group with professional courtesy and acumen, and deliver flawless work output.
Your daily routine also includes interaction with various executive level internal clients across the lines of businesses.
You will need to adapt procedures, processes and techniques to complete assignments in line with the department's activities and goals.
Job responsibilities
* Maintain complex and detailed calendars
* Screen incoming calls and determine the level of priority, while using caution in dispensing information
* Manage the coordination and logistics of both internal and external meetings
* Arrange and coordinate complicated domestic and international travel
* Organize all aspects of internal and external events, including catering and transportation
* Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines
* Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access
* Produce high quality emails and messages to individuals at all levels of the organization
* Maintain department documents, including current organizational charts and Executive Bio's
* Handle regular activities without prompting, and advise in advance with issues or delays
* Assist in editing spreadsheets and presentations, including printing and binding, for client meetings
Required qualifications, capabilities, and skills
* At least five years of administrative experience
* Advanced ability to organize
* Discretion and good judgment in confidential situations, and proven experience interacting with senior management
* Strong interpersonal, written, and oral communication skills
* Strong proficiency in Microsoft Office
* Excellent telephone etiquette and ability to manage competing priorities i.e.
calendar management
Preferred qualifications, capabilities, and skills
* Experience supporting at the Managing Director level (or equivalent) or above
* College degree is a plus
Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid options.
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,...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-16 08:09:38
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Harness your technical expertise to shape innovative client solutions and bridge product capabilities with real-world challenges.
Collaborate closely with diverse teams, be the catalyst for transformative client experiences, and redefine solution-oriented success.
As a Client Solutions Manager in the Embedded Payment group, you are an integral part of a team that innovates and supports the sales process for the technical adoption of comprehensive product solutions for clients with complex challenges.
Leveraging your technical expertise in specific products and industries, you develop viable solutions that add value to clients, track how clients are using our products, and ensure results are realized.
Job responsibilities
* Engagement with clients to understand problem statement and use cases to design scalable solutions for clients with EF&S (Embedded Finance and Solutions) product portfolio
* Understand industry specific trends and insights specifically targeting segments in Technology and Ecommerce, Financial Services and Diversified Industries
* Leads the configuration and modification of the firm's products and solutions, often in partnership with Technology, to fit complex client use cases
* Supports Sales in solutioning and mandating deal stages for pricing, pipeline planning, and account planning
* Engages with technical members of client teams to deliver presentations and technical demonstrations on product capabilities and solutions
* Engage with product, risk, compliance and marketing team to drive buy-in from cross-functional partners and deliver solution to clients
* Identifies and defines development requirements for product design enhancements based on client feedback
* Becomes a key member of a JPMorgan Embedded Payments team with deep involvement in defining the customer strategy; Identify and close new complex opportunities and accelerate solution adoption.
* Serves as a subject matter expert on Embedded Payment solutions, translating client needs and industry trends into technical requirements for SaaS platforms, Marketplaces, and Fintechs.
* Demonstrates knowledge of U.S.
regulatory frameworks that meet the needs of diverse customers
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise working across a related broad set of products
* Demonstrated experiences in product management, solution design, program management and strategy roles
* Demonstrated ability to apply a deep technical understanding to solution configurations in a specific domain
* Experience supporting Sales in pricing, pipeline planning, and account planning
* Experience working with clients in a technology field and interfacing with engineers
* Ability to read API documentation and help clients with integration questions
* Demonstrated ability to apply a deep technical understanding to solution configurations within Embedded P...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-11-16 08:09:37
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Step into the role of a Client Service Associate within our Commercial & Investment Bank and become an integral part of our clients' success stories.
As the primary point of contact, you'll build strong relationships with high-level executives, delivering tailored solutions and upholding the esteemed standards of JP Morgan Chase.
With opportunities for career growth and community involvement, join our diverse and innovative global organization to make a meaningful impact in the ever-evolving world of commercial banking.
As a Client Service Associate within our Commercial & Investment Bank, you will play a pivotal role in managing relationships with our clients.
Your role will involve resolving client requests and providing comprehensive support for our complex treasury and cash management products and services.
With a keen eye for continuous improvement, you will apply innovation and design thinking techniques to enhance the efficiency and resilience of our operating platform.
Your role will require you to establish productive relationships with internal stakeholders, leveraging your ability to influence and persuade to drive mutually beneficial outcomes.
You will also be expected to demonstrate your data and tech literacy, partnering with Technology and the Business to implement new technology that creates a competitive advantage.
Job Responsibilities
* Manage client relationships, addressing issues that arise with our treasury and cash management products and services, ensuring client satisfaction and retention.
* Apply innovative techniques to enhance the efficiency and resilience of our operating platform, contributing to the continuous improvement of our services.
* Establish and maintain productive relationships with internal stakeholders, to drive mutually beneficial outcomes and adjusting approach based on needs and circumstances.
* Leverage data and tech literacy to collaborate with Technology and Business teams, assisting in the implementation of new technology to create a competitive advantage.
* Participate in project management activities, including planning, execution, and addressing concerns with sponsors and impacted parties, ensuring project objectives are met.
Required qualifications, capabilities and skills
* Minimum of 2 years of experience or equivalent expertise in managing client relationships and/or internal stakeholders
* Demonstrated experience in applying innovative techniques for process improvement, with a focus on enhancing operational efficiency and resilience.
* Proven ability to establish and maintain productive relationships with internal stakeholders, with a track record of driving mutually beneficial outcomes.
* Experience in leveraging data and tech literacy to collaborate with Technology and Business teams, particularly in the implementation of new technology.
* Experience in managing projects, including planning, execution, and addressing concerns with ...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-11-16 08:09:37
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Join the leading Macro Credit Trading Desk at JPMorgan, a key part of our broader credit trading division.
We are expanding our strategic focus on credit ETF options and CDS Index options, two rapidly growing market segments, and are seeking a motivated Analyst to join our team.
This is an exceptional opportunity to work alongside experienced professionals, develop deep expertise in credit options, and contribute to the continued success of our desk.
Position Overview
As an Analyst on our Macro Credit Trading Desk, you will be at the forefront of our credit options business.
You will play a vital role in running P&L, managing risk, supporting client interactions, booking trades, and pricing risk.
The position offers a clear path to owning a book of risk and developing into a key risk-taker on the desk.
Job Responsibilities
* Run daily P&L and risk management for credit options, ensuring accuracy and timely reporting.
* Assist in booking and pricing trades across credit options, working closely with senior traders.
* Support client coverage by preparing trade ideas, responding to inquiries, and helping facilitate transactions.
* Manage and analyze risk exposures within the credit options book, including scenario analysis and stress testing.
* Collaborate with desk members to optimize trading strategies and identify new opportunities in the credit options market.
* Work towards owning a book of risk, with increasing responsibility for trading and risk management decisions.
* Contribute to the desk's strategic initiatives in credit options, helping to grow market share and enhance our product offering.
Required Qualifications, Capabilities, and Skills
* Experience or strong interest in macro credit instruments, especially credit options (credit ETF options and CDS Index options).
* Highly effective communication skills, with the ability to articulate complex concepts clearly and concisely.
* Strong organizational skills and attention to detail, with the ability to manage multiple competing deadlines.
* Analytical mindset with proficiency in quantitative analysis and risk management.
* Ability to thrive in a fast-paced, dynamic trading environment.
* Collaborative team player with a proactive approach to problem-solving.
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...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-16 08:09:35
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If you have leadership and mentoring experience and delivers premier client service solutions, J.P.
Morgan is the place for you!
As a Client Service Manager in the U.S.
Private Bank, you will be responsible for leading a Client Service team.
You will work directly with members of the regional senior leadership team and market managers to ensure that the Service practice is aligned with U.S.
priorities and strategy.
You will also be responsible for day-to-day management, training, coaching and career development of service and associated practice support teams across the regions with a team size of approximately 10-20 full time employees.
Job responsibilities
* Collaborate with the senior leadership team and market managers to execute the Client Service strategy for the Single Coverage segment in your region(s), ensuring that the client experience is high quality, high touch and increasingly focused on building scale and efficiency for the business
* Coordinate support for the business and service growth agenda, ensuring that Service Managers and Client Service Associates are actively engaged with their markets and actively focused on proactive client engagement opportunities (including digital, fraud, and Bank With Us)
* Oversee the strategy and approach to managing daily work volumes and transactions, focusing on accuracy, timeliness and compliance with regulatory requirements and internal controls; transaction approval at specific escalation thresholds
* Manage talent and recruiting strategy for Service team members
* Drive continuous improvement by identifying process, procedure and technology gaps and opportunities.
Additionally, oversee project portfolio for projects impacting region where Service is a sponsor or stakeholder.
* Ensure that robust metrics and reporting are available to measure service quality and the strength of our control environment; hold all members of the practice accountable for reaching established measurement objectives
* Enforce a disciplined approach to performance management, holding managers accountable for delivering regular, ongoing performance feedback and for addressing staff training and development needs
Required qualifications, capabilities, and skills
* 5+ years-experience in managing a service function or equivalent financial services experience at a senior leadership level
* Strong leadership and management skills; ability to lead significant change efforts and articulate strategy
* Solid comprehension of Private Bank's range of products and services as each applies to specific market and region business segments
* Must understand the strategic impact of the regulations, policies and procedures related to these products and services, and how to integrate changes into existing infrastructure
* Disciplined approach to managing metrics and reporting
* Strong comprehension of how data and information flow through the firm's systems and an...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-11-16 08:09:34
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
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Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-11-16 08:09:33
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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: Durham, US-NC
Salary / Rate: Not Specified
Posted: 2025-11-16 08:09:32
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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: Marlton, US-NJ
Salary / Rate: Not Specified
Posted: 2025-11-16 08:09:31
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Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending team is a great fit!
As a Client Specialist on the Commercial Term Lending team, you will support one or more Client Managers and serve as a contact point for customers to resolve issues/difficulties across multiple departments.
You will facilitate the application process, interact with customers to request necessary documentation, and discuss products and pricing.
You will also develop a comprehensive understanding of treasury services through collaboration with the Treasury Management Officer.
Commercial Term Lending (CTL) provides commercial real estate owners and investors with term financing solutions for purchase or refinance of stabilized industrial, retail, office, mixed use and multifamily properties.
Our business is successful because of the dedication of our people and their ability to utilize cutting edge systems, continually hone business processes and embrace our business culture.
Local knowledge and experience are key components to commercial real estate success, which is why CTL draws on deep local expertise from its sales teams to understand our customers' businesses and deliver personalized service from start to finish.
Job responsibilities
* Facilitate application process by interfacing with customers in taking complete applications.
Requesting documentation from borrowers.
Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager.
* Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts.
* Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process.
* Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately.
* Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings.
Review complex files with multi-layered entity documentation and examine third party reports and leases to identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting.
* Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan.
* Assist the Client Manager in building customer and real estate broker relationships by coordinating and managing marketing to customers and brokers.
Assist and attend team marketing events and trade shows.
* Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process.
* Support Client Manager to achieve high originations and retain existing clients.
You will provide a high level of customer service to bot...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-16 08:09:30
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Granbury, US-TX
Salary / Rate: Not Specified
Posted: 2025-11-16 08:09:29
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Join the JPMorgan Chase Corporate Third Party Oversight (CTPO) team as a Strategic Analytics VP to lead efforts to deliver regular, high-impact reports and presentations to executives, translating complex data into clear, actionable insights that inform strategic decision-making.
As an analytical leader, you will be instrumental in managing a dynamic third-party risk management environment for the firm.
As a Strategic Analytics Vice President on the Global Supplier Services CTPO team you'll prepare and deliver analyses to drive executive discussions, define the CPTO strategy and support decision-making.
The JPMorgan Chase Corporate Third Party Oversight (CTPO) team is responsible for developing, deploying, overseeing and ongoing reporting of the firmwide programs that ensure the effective use of third parties and inter-affiliates to accomplish JPMorgan Chase's strategic goals.
The major focus of the program is to ensure our third parties are performing to the same high standards to which JPMorgan Chase holds itself accountable, including client service, quality, control, regulatory compliance, business resiliency and protection of information.
You'll work directly with CPTO leaders to turn complex datasets into stories and to turn analytical challenges into solutions.
Job Responsibilities
* Deliver regular, high-impact reports and presentations to executives, translating complex data into clear, actionable insights that inform strategic decisions
* Prepare and review reports, presentations, and other documents for executive meetings.
* Conduct ad hoc and in-depth analytics and contribute to various projects representing Corporate Third Party Oversight and the third party suppliers that we work with
* Work closely with cross-functional teams to implement data-driven improvements and ensure a smooth transition during process changes
* Conduct research and provide insights to support decision-making processes
* Lead special projects and initiatives in support of the CTPO head
Required qualifications, capabilities and skills:
* Minimum of 5 years of experience in data analytics and data transformation with strong data driven decision making skills
* Skilled in managing and analyzing large volumes of granular data, with the ability to synthesize and interpret complex information
* Expertise in using tools such as Excel, PowerPoint, and Quick Sight or Tableau to translate data into actionable insights and compelling presentations
* Ability to reconcile data sets between different reports, identify the gaps in the data and present the summary to senior stakeholders
* Knowledge of risk management and control principles
* Strong storytelling skills with analytics; able to communicate insights effectively
* Team player with ability to meet tight deadlines
* Good verbal and written communication skills
Preferred qualifications, capabilities and skills:
* Familiarity with third...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-11-16 08:09:28
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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: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2025-11-16 08:09:27
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2025-11-16 08:09:26
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This is an exciting opportunity for someone who is highly motivated to work in an innovation-focused team and to contribute to our Corporate & Investment Bank business.
As a Pricing Direct Evaluator - Associate on the Private Placement and Investment Grade Corporate Fixed Income team, you will join a revenue-generating team that provides independent valuation and analytics for over 3 million fixed income and derivative instruments, utilizing real time market intelligence from buy side and sell side market participants.
You will play a crucial role in providing accurate and insightful valuations, which are essential for our clients' investment decisions and risk management strategies.
Job responsibilities
* Generates daily valuations of fixed income securities for multiple market closes, entailing start-to-end responsibilities.
This includes market data collection and analysis, price generation, quality control, and dealing with the client queries
* Develops and maintains sophisticated statistical and machine-learning models, aiming at improving pricing and quality control processes
* Develops cutting-edge methodologies, pricing models and infrastructure to increase accuracy and speed of valuations
* Collaborate with trading desks, market participants and research teams to enhance market knowledge and understanding of the instrument pricing
* Addresses all client concerns daily with emphasis on providing first-class service and quality, whether it is via emails, calls or in-person meetings
* Examines and develops new areas of product growth with a focus on autonomously exploring new ideas and solutions
Required qualifications, capabilities, and skills
* Firm understanding of the principles of fixed income and data science
* Strong software development skills in Python and Excel VBA, and high aptitude for learning new technologies
* Ability to collect and analyze large amounts of market information, extract its essence, and incorporate the findings into valuation matrix and incorporate it into pricing models
* Knowledge of Machine Learning, Statistical and Artificial Intelligence techniques
* Clear, logical thinker with strong quantitative abilities
* Ability to thrive in a fast-paced environment of real-time market pressures, remaining focused on client needs
Preferred qualifications, capabilities, and skills
* Previous market or quantitative experience in Investment Grade Fixed income products (Corporate bonds, Money Markets, Treasury etc.)
* Previous experience of implementing machine learning models in a business environment
* Good communication skills, both oral and written
* Strong Python coding skills, especially when working with large financial datasets.
Additional experience working with SQL, R, C++, Java, as well as Tableau & data visualization tools would be beneficial
* Bachelor's degree or higher, ideally in a STEM field such as: Computer Scien...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-16 08:09:25
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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...
....Read more...
Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2025-11-16 08:09:24
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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: Hialeah, US-FL
Salary / Rate: Not Specified
Posted: 2025-11-16 08:09:24
-
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: Columbia, US-SC
Salary / Rate: Not Specified
Posted: 2025-11-16 08:09:23
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Drive the future of Asset Management by leading the product vision for Spectrum-our cutting-edge technology platform-where your expertise and leadership will shape solutions, influence strategy, and make a lasting impact across the organization.
As a Product Manager within Asset Management you will lead the product team responsible for shaping and advancing "Spectrum", our common technology platform for Asset Management's investment and client services lifecycle.
You will collaborate with product managers, user experience designers, end users, and technologists across Asset Management to define and implement capabilities that serve the majority of our users.
This position offers significant exposure to key challenges, strategic initiatives, and senior decision-makers, with opportunities for influence and impact based on your expertise and leadership.
Job responsibilities
* Own and drive the platform's strategic vision, aligning capabilities with business goals and advocating for the product at the executive level
* Partner with product owners, designers, users, and technologists to prioritize and develop new platform capabilities, ensuring alignment with key metrics
* Represent the customer's voice in an agile environment, defining and communicating product vision, strategy, and requirements
* Establish and manage product governance, maintain stakeholder communication, and deliver executive briefings and training
* Integrate advanced analytics to enable data-driven decision-making and enhance product development
* Collaborate with design and development teams to set platform standards and drive innovation through new technologies
* Mentor product team members, foster collaboration, and lead change initiatives to manage risks and ensure platform stability
Required qualifications, capabilities, and skills
* Proven track record being a hands-on product owner with a strong foundation for understanding technology - both in terms of how to leverage in your day-to-day responsibilities and ability to closely work with your developers on product capabilities.
E.g., Use technology tools to perform data / process analysis or understanding technical limitations of delivering a particular user experience
* Strong foundation in technology and analytics, with the ability to leverage these skills in strategic decision-making and product development
* Ability to establish and communicate a strategic vision for the platform, pushing past traditional boundaries to innovate and solve complex business challenges
* Excellent communication skills, both written and verbal, with the ability to influence and partner with senior executives and cross-functional teams.
Skilled in conflict resolution and facilitating strategic decision-making
* A proactive, results-oriented approach with a strong desire to drive efficiency and effectiveness across the organization
* Extensive hands-on experience with Agile...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-16 08:09:21
-
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: Columbia, US-SC
Salary / Rate: Not Specified
Posted: 2025-11-16 08:09:21
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Ellicott City, US-MD
Salary / Rate: Not Specified
Posted: 2025-11-16 08:09:20
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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: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2025-11-16 08:09:19
