-
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 maintai...
....Read more...
Type: Permanent Location: Henderson, US-NV
Salary / Rate: Not Specified
Posted: 2026-06-17 07:55:36
-
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 exci...
....Read more...
Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2026-06-17 07:55:35
-
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 exci...
....Read more...
Type: Permanent Location: Ephrata, US-PA
Salary / Rate: Not Specified
Posted: 2026-06-17 07:55:34
-
J.P.
Morgan Advisors, the ultra-high-net-worth division of J.P.
Morgan Wealth Management, offers clients and their advisors the personalized service of a dedicated wealth management business, backed by the global resources of one of the world's most respected financial firms.
Our small size and broad scope allow us to customize solutions for each client's unique needs.
Join our Family Wealth Services team and help ultra-high-net-worth families navigate complex financial needs.
This role offers career growth, exposure to sophisticated planning strategies, and the opportunity to build lasting client relationships while leveraging industry-leading resources.
Job Summary:
As an Outsourced Family Office Wealth Planner for the Family Wealth Services team, you will deliver customized family office solutions to ultra-high-net-worth clients.
You will develop comprehensive financial plans, facilitate multigenerational wealth transfer strategies, and maintain strong client relationships.
You will collaborate with internal and external partners to ensure accuracy and excellence in service delivery.
This role requires technical expertise, strategic thinking, and a commitment to high-touch client service.
Job Responsibilities:
* Gather and compile client information to develop comprehensive wealth plans
* Utilize financial planning software to create detailed financial models
* Conduct independent analysis and quality control testing for financial planning outputs
* Lead development, review, and completion of wealth plan summaries and illustrations
* Prepare service agreements and manage confidential client information
* Maintain metrics to measure outcomes of client engagements and manage the client pipeline
* Develop and maintain strong relationships with clients, accountants, and attorneys
* Serve as main point of contact with wealth partner teams and internal resources
* Ensure effective communication and follow-up with clients
* Demonstrate expertise or willingness to gain knowledge in financial software such as eMoney and Addepar
* Perform independent research to understand financial planning concepts and solutions
Required Qualifications, Capabilities, and Skills:
* Bachelor's degree and either JD, LLB, CPA or CFP
* Series 7 and 66 (may be fulfilled within 4 months of assuming role)
* Five or more years of practice as a trusts and estates lawyer, tax advisor, or financial planner
* Excellent attention to detail with strong written and oral communication skills
* Superior multi-tasking and organizational skills, self-starter with natural curiosity for individual planning and people
* Strong team player with a predisposition to service function
* Ability to drive business results with broad background in trust and estate planning issues
* Self-motivated individual who can work closely with Advisors without daily contact with a direct manager
* Strong...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-06-17 07:55:34
-
As a Business Development Practice Management Lead, Vice President in the Business Development team, you will support the strategy and execution for the full lifecycle development of relationship managers, from onboarding through advanced sales practices.
You will partner across the organization to build inclusive, high-impact learning experiences that raise sales and service effectiveness.
You will use data and feedback to continuously improve programs and sustain performance outcomes.
In this role, you will help build the sales capability that differentiates our affluent client experience.
In this role, you will shape how relationship managers onboard, develop, and advance their sales practices-translating strategy into scalable learning that drives measurable business outcomes.
You will combine disciplined program design with modern enablement techniques to improve productivity, consistency, and engagement across a decentralized field organization.
You will help teams perform at their best while strengthening the client experience we deliver.
Job Responsibilities
* Partner to build sales training and coaching programs that reflect affluent client needs and translate business priorities into field execution.
* Partner to develop integrated programs that strengthen both sales and service capabilities across the relationship manager career journey.
* Create innovative, practical learning solutions that improve productivity, adoption, and sustained behavior change.
* Partner with senior stakeholders to align learning roadmaps to business priorities and frontline realities.
* Evaluate program impact using quantitative and qualitative outcomes, and adjust in real time to improve effectiveness.
* Apply artificial intelligence-enabled approaches to improve training relevance, personalization, and delivery efficiency.
* Establish governance and operating rhythms that ensure program consistency, quality control, and continuous improvement.
Required qualifications, capabilities, and skills
* Demonstrated understanding of affluent client needs and how they translate into frontline sales and service behaviors.
* Demonstrated experience designing and delivering sales training and coaching for relationship managers or comparable sales roles.
* Demonstrated ability to program manage large-scale training to decentralized sales teams while sustaining engagement and consistency.
* Demonstrated ability to program manage trainings that upskill sales professionals across career development stages.
* Demonstrated capability to partner in the creation of innovative training solutions that improve productivity and engagement.
* Demonstrated ability to partner with stakeholders to evaluate outcomes and make real-time and long-term program adjustments.
* Demonstrated experience building data-driven learning programs aligned to defined business priorities.
* Demonstrated proficiency using ar...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-06-17 07:55:33
-
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 exci...
....Read more...
Type: Permanent Location: Topeka, US-KS
Salary / Rate: Not Specified
Posted: 2026-06-17 07:55:32
-
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: Woodridge, US-IL
Salary / Rate: Not Specified
Posted: 2026-06-17 07:55:32
-
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 - 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 heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings.
* Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate and assist clients with day-to-day banking transactions including 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 - partnering with other branch team members to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
* Reading and speaking in both English and Spanish fluently is required for this role
Preferred Qualifications, Capabilities, and Skills
...
....Read more...
Type: Permanent Location: Marysville, US-WA
Salary / Rate: Not Specified
Posted: 2026-06-17 07:55:29
-
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 and ...
....Read more...
Type: Permanent Location: Syosset, US-NY
Salary / Rate: Not Specified
Posted: 2026-06-17 07:55:29
-
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 - 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 heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings.
* Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate and assist clients with day-to-day banking transactions including 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 - partnering with other branch team members 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 sol...
....Read more...
Type: Permanent Location: Lyndhurst, US-OH
Salary / Rate: Not Specified
Posted: 2026-06-17 07:55:27
-
Contribute to innovative experience design, blending user needs with business goals in the dynamic environment of financial services.
As an Experience Design Creative Technologist Vice President in Machine Learning and Voice Experience team, you will play a pivotal role in shaping the user experience of our products and services by leveraging your advanced knowledge of experience design principles.
Collaborating with cross-functional teams, create innovative, inclusive, and accessible solutions that cater to a diverse range of users.
As a core contributor, align user needs with business goals.
Your strong understanding of the financial services industry and systems will contribute to the continuous improvement of our offerings, navigating complex problems and driving strategic thinking.
Your impact will be significant in the design, architecture, and functionality of our products, ensuring a seamless and enjoyable experience for our customers.
Job responsibilities
* Design and develop elegant solutions to specific interaction problems and ensure consistency across multiple products and platforms while adhering to industry best practices
* Apply advanced knowledge of information architecture and storyboarding to create user-centric designs that enhance navigation, findability, and overall user satisfaction
* Conduct data-driven analyses to inform design decisions and use data to transform raw information into valuable insights to inform decision-making
* Collaborate with cross-functional teams to incorporate inclusive design principles and accessibility guidelines to ensure our products and services cater to a diverse range of users
* Operate with an iterative design mindset and incorporate user feedback and insights to continuously improve the overall user experience of our offerings
* Assist in the analysis of market trends, user research studies, and user behavior analyses to inform design decisions and contribute to the team's strategic thinking
Required qualifications, capabilities, and skills
* 5+ years in a user experience design or equivalent role dedicated to improving experiences with digital products and services
* Proven ability to create visually appealing and functional designs using industry-standard tools (e.g., Figma, VS Code, Claude Code)
* Demonstrated experience in designing and optimizing user experiences across multiple platforms, including web, mobile, and other digital channels
* Previous experience interpreting complex data and transforming it into actionable insights for informed decision-making
* Proficient understanding of inclusive design principles, accessibility guidelines, and assistive technologies, with a history of creating accessible and inclusive digital experiences
Preferred qualifications, capabilities, and skills
* Excellent communication and cross-functional collaboration skills, with a proven track record of building strong relationships an...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2026-06-17 07:55:24
-
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 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 exci...
....Read more...
Type: Permanent Location: Plantation, US-FL
Salary / Rate: Not Specified
Posted: 2026-06-17 07:55:24
-
* Prepare and normalize raw collateral and deal data into analyzable fields, performing quality checks and flagging anomalies or inconsistencies (including developing a strong understanding of data definitions, reporting conventions, and how collateral characteristics impact performance and valuation across multiple asset classes)
* Perform pool, portfolio, and transaction analytics using internal models and agreed-upon assumptions, working with trading, structuring, sales, banking and other partners on custom scenarios and sensitivities (framing key drivers and trade-offs, identifying assumption sensitivities, and articulating implications for pricing, risk, and execution)
* Support financing and securitization analysis by assessing structural considerations at a high level, including concepts such as credit enhancement and loss coverage, advance rates and haircuts, and key term comparisons across market conventions
* Maintain and use internal databases and trackers of securitizations and transactions to compare structures, bond sizing, and deal terms across sectors and asset classes
* Run ad hoc pricing, scenario, and cashflow analysis in industry analytics platforms (e.g., Intex, Bloomberg, OASis) and proprietary Python-based models
* Produce clear written materials and summaries for stakeholders, highlighting risks, sensitivities, data limitations, and execution considerations; be prepared to discuss findings with internal and external partners as needed
Required Qualifications
* Bachelor's degree (or equivalent practical experience) in computer science, engineering, economics, or finance
* Strong analytical, problem solving, and quantitative skills
* Excellent communication skills and strict attention to detail, including the ability to identify patterns and anomalies in data, explain findings clearly, and work effectively with multiple stakeholders
* Understanding of fixed income mathematics and cash flows
* Comfort working under time pressure, prioritizing across concurrent requests, and managing timelines and deliverables in a fast-paced environment
Preferred Qualifications (Bonus)
* Experience or demonstrated interest in structured products and securitized markets across a broad set of asset classes (e.g., ABS, MBS, CMBS, CLO, consumer, and other securitized collateral types)
* Experience with Python or other scripting languages, and familiarity with databases and data pipelines
* Experience with industry analytics tools (e.g., Intex) and/or internal pricing and modeling frameworks
* Familiarity with automation and AI-assisted tools as a productivity aid in research or analysis
Skills and Competencies
Successful Analysts on the team are disciplined, detail-oriented, and rigorous in how they validate inputs and assumptions.
They can structure ambiguous questions into actionable analyses, communicate clearly in writing and verbally, and produce decisioning material...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-06-17 07:55:23
-
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 - 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 heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings.
* Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate and assist clients with day-to-day banking transactions including 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 - partnering with other branch team members 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 sol...
....Read more...
Type: Permanent Location: Scottsville, US-NY
Salary / Rate: Not Specified
Posted: 2026-06-17 07:55:22
-
Join a collaborative team that helps deliver a seamless lending experience.
You will play a key role in getting loans from approval to funding with accuracy, and strong partnership.
Job Summary:
As a Loan Origination Specialist in Wholesale Loan Services, you will be responsible for coordinating the post approval activities with Credit Risk Officers/Bankers and other areas of Wholesale Loan Services to ensure all loans are closed and funded to meet our client's expectations.
Job Responsibilities:
* Manage and maintain an individual pipeline of active commercial loans
* Collect and review legal loan documentation for operational feasibility, optimal execution mechanics, regulatory requirements, and mitigation of operational risk
* Review and advise on funding mechanics and operational requirements relating to products, process, and policies
* Coordinate flow of post approval tasks from mandate to booking
Required Qualifications, Capabilities, and Skills:
* Strong oral and written communication skills
* Excellent attention to detail
* Ability to multi-task through the practice of strong organizational and time management skills
* Minimum of 2 years experience in commercial loan products and documentation
Preferred qualifications, capabilities, and skills:
* College degree or equivalent work experience
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 compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.
We are an equal opportunity employer and place a high value on diversity and inclusion at our company.
We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender ident...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-06-17 07:55:22
-
If you're energized by the work that makes great marketing possible - the data, the infrastructure, the cross-functional coordination - this role puts you at the center of it all.
You'll help power some of the most personalized, high-impact campaigns in consumer financial services, working alongside talented marketers, analysts, and technologists to build capabilities that scale.
This is a unique opportunity to shape how lifecycle marketing gets done at one of the world's leading financial institutions.
As a Senior Associate, Marketing Data & Capabilities on the Customer Lifecycle Marketing team, you will drive and execute the foundational work that enables personalized lifecycle marketing programs across retention, product trade, and Ultimate Rewards.
You'll translate marketing needs into audience and data requirements, program-manage cross-functional delivery, and help teams launch smarter, more targeted omnichannel campaigns with speed and rigor.
Job responsibilities
* Partner with lifecycle marketers to define data needs and audience requirements that enable effective campaigns across retention, product trade, and Ultimate Rewards
* Develop and execute segmentation strategies that support personalized marketing programs, including audience definition, readiness, and operationalization
* Program-manage cross-functional delivery for campaign capability needs, including intake, timelines, dependencies, risks, issues, and stakeholder updates
* Build and maintain reporting for lifecycle campaigns, tracking engagement metrics at the portfolio and aggregate level and synthesizing results into clear themes and actions
* Collaborate with internal and external partners to identify capability gaps and drive improvements that strengthen execution quality and speed
* Enhance existing campaign processes and develop new operating routines that improve consistency, measurement, and optimization
* Communicate clearly and confidently with stakeholders, leading through collaboration and influence across teams
Required qualifications, capabilities, and skills
* Bachelor's degree in Marketing, Business, or a related field
* 4 years of experience in marketing, lifecycle or CRM marketing, marketing operations, marketing enablement, or a related role
* Demonstrated ability to work with multiple internal and external partners and operate effectively in a cross-functional, matrixed environment
* Strong oral, written, and presentation communication skills
* Analytical mindset with the ability to identify clear objectives, leverage data to inform strategy, and measure success effectively
* Proven ability to influence and gain buy-in across teams without direct authority
* Demonstrated ability to prioritize and manage multiple complex initiatives concurrently
* Results-oriented with strong problem-solving skills and a proactive approach to identifying solutions
* Commitment to maintaini...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-06-17 07:55:21
-
Join our elite Cyber Intelligence team and be at the forefront of innovative security strategies.
In this dynamic role, you'll harness cutting-edge technology and intelligence to protect our digital landscape, making a real-world impact on global cybersecurity.
Your expertise will shape the future of secure digital operations, safeguarding critical assets and fortifying our cyber defenses.
As a Cyber Intelligence Senior Associate at JPMorganChase within Supplier Emerging Threats and Vulnerabilities in Cybersecurity Technology and Controls, you will be an integral member of the organization that safeguards the firm's digital assets and infrastructure from cyber threats.
Utilizing your extensive knowledge of cybersecurity, you will proactively identify and assess global and industry-specific attack vectors, emerging trends, and potential risks.
Your expertise in threat assessment, intelligence analysis, and security research are vital for providing insights and recommendations to enhance the firm's security posture and protect its clients.
By collaborating with cross-functional teams and deeply analyzing the threat landscape, your insights will inform and shape JPMorganChase's cybersecurity strategy.
Job responsibilities
* Engineer automations and operations toward identifying vulnerability and exploitation probability both internal and external to the firm
* Uses enterprise-authorized AI capabilities within the work environment to accelerate threat research synthesis and risk assessment documentation, validating outputs and handling data according to sensitivity and security requirements.
* Support incident response with internal partners and external suppliers to minimize risk to firm assets
* Provide remediation guidance and qualify exploitability to close the loop on active cyber campaigns
* Partner to raise awareness and drive improvements in third-party controls using cyber incident information and threat intelligence
* Participate in analysis to identify trends and common issues in supplier cybersecurity posture
* Support development of third-party supplier cyber risk and resiliency metrics
* Applies reuse-first, AI-assisted approaches to improve automation in threat detection and analysis workflows, ensuring outputs are validated and aligned to security expectations.
* Develop and deliver timely communications to business, technology, and third-party supplier groups.
Required qualifications, capabilities, and skills
* Formal training or certification on cyber intelligence concepts and 3+ years applied experience
* Demonstrated experience using enterprise-authorized AI capabilities within the work environment to support threat intelligence and security research workflows with strong validation habits and awareness of data sensitivity.
* Ability to review and validate AI-assisted intelligence findings and risk recommendations before use, escalating when uncertain and following ...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-06-17 07:55:20
-
If you're passionate about loyalty marketing and want to shape how millions of customers discover and unlock the value of their rewards, this is the role for you.
You'll work at the intersection of data, creativity, and customer experience - with the resources and scale of one of the world's leading financial institutions behind you.
This is an opportunity to make a measurable impact on customer engagement and long-term loyalty.
As a Senior Associate of Ultimate Rewards Marketing in the Customer Lifecycle Marketing team, you will drive and execute marketing strategies that increase redemption engagement and value realization across the card portfolio.
You'll partner with teams across Product, Analytics, Digital, Finance, Controls, and Card Member Services to bring omnichannel, data-driven campaigns to life - improving the customer experience at every stage of the redemption journey.
Job responsibilities
* Drive and execute Ultimate Rewards redemption strategies across credit card products, partnering closely with cross-functional teams and external partners
* Develop and manage segmentation strategies to deliver personalized marketing programs for customers who are eligible for or likely to redeem
* Build and maintain reporting for redemption-focused campaigns, tracking engagement metrics at both the portfolio and aggregate level
* Collaborate with internal and external partners to synthesize campaign results and develop new tactics that improve the redemption experience
* Enhance existing Ultimate Rewards marketing campaigns and create new strategies tailored to specific customer segments
* Communicate clearly and confidently with stakeholders, leading through collaboration and influence across teams
Required qualifications, capabilities, and skills
* Bachelor's degree in Marketing, Business, or a related field
* 4 years of direct marketing experience, with demonstrated ability to manage end-to-end campaign execution
* Experience working with multiple internal and external partners across complex, matrixed organizations
* Strong oral, written, and presentation communication skills
* Analytical mindset with the ability to identify clear objectives, leverage data to inform strategy, and measure success effectively
* Proven ability to influence and gain buy-in across teams without direct authority
* Demonstrated ability to prioritize and manage multiple complex initiatives concurrently
* Results-oriented with strong problem-solving skills and a proactive approach to identifying solutions
* Commitment to maintaining a strong control environment and adhering to risk and compliance procedures
Preferred qualifications, capabilities, and skills
* Experience in credit card marketing and/or loyalty and rewards marketing
* MBA or advanced degree in a related field
* Experience designing omnichannel lifecycle journeys across email, site, and in-app ecosystems
...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-06-17 07:55:18
-
Having a passion for advertising and a keen eye for industry trends, and you're ready to make a significant impact on a high-profile business, we invite you to join our team and help shape the future of the Chase Sapphire brand.
As a Brand Marketing Senior Associate on the Chase Brand marketing team, you should be a strategic marketer with a passion for advertising, creativity, and innovation.
You will be focused on the consumer, driven by intellectual curiosity, thrive in the rapidly evolving landscape of advertising and media, have an ability to influence others in a collaborative, multi-stakeholder setting, and demonstrate a desire to deliver high performing marketing and advertising work.
Job Responsibilities:
* Contribute to the development and execution of brand marketing plans by assessing critical issues and recommending strategic and tactical solutions.
* Serve as a Brand ambassador by acting as the point of contact for agency team members and brand partners on assigned projects, directing next steps, and socializing key milestones.
* Champion marketing strategies in finance and legal discussions by building a strong case for the power of the work and proactively guiding projects through systems to ensure smooth delivery of brand and marketing priorities.
* Tell compelling stories by creating impactful presentations for meetings and key stakeholders, including executive updates, line-of-business colleagues, and agency partners.
* Partner with marketing research to uncover key consumer insights and test creative ideas that set direction for world-class agency partners to develop integrated, breakthrough advertising and messaging strategies.
* Lead assignments by creating project timelines, managing the cadence of reviews, and tracking feedback and progress throughout the project lifecycle.
* Build strong relationships with key brand stakeholders, including Creative Leads and Resourcing Managers, to coordinate and plan creative resources.
* Support new and ongoing creative opportunities by owning creative executions from briefing and asset development through implementation across channels.
Required qualifications, capabilities and skills:
* 4+ years of marketing / brand experience
* Expert knowledge of the creative process and strong instincts on how to create a plan of action that fits each project and brand initiative
* Experience managing external agencies
* Strong organizational skills and experience managing multiple clients, digital and creative teams in a highly matrixed environment.
* Proven ability to develop strong relationship with colleagues, internal / external clients and vendors
* Experience with, or a strong understanding of, the legal and operational constraints of creating large and small-scale marketing campaigns for a financial services company
* Strong interpersonal skill to create lasting work relationships and teamwork-is a collaborati...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-06-17 07:55:16
-
Bring your Expertise to JPMorganChase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorganChase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Vice President Compliance Risk Management Oversight Program Lead in Asset Management Compliance, Operations Coverage team, you will provide day-to-day compliance support for Asset Management Operations.
You will also lead the team's use of generative artificial intelligence, large language models, and other technology to enhance oversight of our areas of coverage, including Operations, Liquidity, Sales and Distribution, Client Service, RFP team, Employee Compliance, Broker Dealer and CTO/CTA activities.
You partner with senior stakeholders across the business, Legal, Risk, and control functions to provide independent challenge and practical guidance.
You help us strengthen governance, monitoring, testing, and issue management across a broad set of operational activities and regulatory obligations.
Job responsibilities:
* Provide day-to-day compliance support and guidance for Asset Management Operations activities
* Lead development and maintenance of a technology-enabled compliance oversight program, including use of generative artificial intelligence and large language models
* Oversee second line of defense challenge of business processes and controls through control and operational risk evaluations and related risk assessments
* Develop and execute monitoring and testing programs, including risk and control assessments, for operations activities
* Deliver compliance training and draft compliance bulletins and policies covering control expectations and regulatory developments
* Review policies and procedures and advise on issue management and change management, including procedure updates
* Coordinate with global compliance counterparts to promote consistent oversight practices and outcomes
* Support governance committees and act as a delegate when appropriate, providing risk-based input and escalation
* Support responses to regulatory engagements, including examinations and information requests
* Review and disposition market conduct cases involving operations personnel in accordance with the violation framework
* Contribute to broader coverage across sales and distribution, liquidity, employee compliance, client service, fiduciary and adviser obligations, data risk, among other areas.
Required qualifications, capabilities, and skills:
* 7 years plus of experience in asset management, broker-dealer, or investment adviser environments, or in related compliance, legal, audit, r...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-06-17 07:55:15
-
If you are a dynamic leader with a passion for advertising and a keen eye for industry trends, ready to make a significant impact on a high-profile business, we invite you to join our team and help shape the future of the Chase Sapphire brand.
As a Vice President, Brand Marketing Lead on the Chase Business Cards team, you are at the helm of shaping and executing the brand strategy for one of our prestigious card portfolios.
This role seeks a leader who will be responsible for all paid media creative campaigns to drive measurable impact on both the brand and business.
You will collaborate with internal teams and external agencies to develop game-changing creative and innovative media plans, overseeing all paid advertising and owned channels including messaging focus, creative approach, talent integrations, production, channel mix, budget allocations, and ROI measurement.
Job responsibilities
* Manage and evolve paid creative strategy and development from concept to execution, partnering with teams to identify the optimal approach across several types of campaigns, including brand-building, action-driving, and experiential.
Oversee and partner on the execution of creative assets from brief development, concepting, creative testing, production, and trafficking.
* Manage owned campaign strategy, partnering with teams to ensure proper brand representation and alignment.
* Partner to refine and evolve media channel strategy, collaborating with media planners to optimize channel mix, targeting, and spend across full funnel and platform recommendations, including driving innovation and exploration into new channels and opportunities.
* Oversee brand budget, necessary finance approvals, and budget efficiencies.
* Build a paid media learning roadmap: partner with analytics teams to manage campaign reporting and results share-out, measure ROI, and identify best practices.
* Cultivate strong relationships across diverse teams, including brand, media, sports & stay ahead of industry trends and maintain a deep understanding of the competitive card space to inform strategic decisions and drive business objectives.
* entertainment, talent, social media, market research, analytics, and PR, to foster open collaboration and achieve shared goals.
* Guide and develop junior team members, nurturing their growth and expertise.
Required qualifications, capabilities and skills:
* Bachelor's Degree required.
* 8+ years of relevant experience in Advertising, Media, or Brand.
* Proven track record as a self-starter, capable of translating high-level objectives into actionable campaigns.
* Strong project and timeline management skills, ensuring timely and efficient campaign execution.
* Production experience
* Proficient in trafficking assets
* Expertise in budget management and financial oversight.
* Ability to innovate and bring fresh perspectives to campaign creative, media strategies, a...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-06-17 07:55:15
-
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.
* Speaking in both English and Spanish fluently is required for this role.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, edu...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-06-17 07:55:14
-
Bring your Expertise to JPMorganChase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorganChase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Risk Management Analyst within J.P.
Morgan's Commercial & Investment Bank, you will conduct credit analysis and help deal teams seek approval for lending and trading related transactions..
You work with us to deliver clear, well-supported credit views that help deal teams execute lending and trading-related activity responsibly.
You take ownership of portfolio monitoring and credit research, and you communicate your analysis in a way that enables timely, well-governed decisions.
Job Responsibilities
* Conduct credit analysis and helps a deal team seek approval for lending and trading related transactions, including operating exposures, individually or as part of a deal team
* Create written credit approval documents, which include the spreading and presentation of historical financial statement information and the related financial analysis, as well as projections of future cash flows for large corporate borrowers
* Develop a well-informed and forward-looking view of the business, financial and competitive risks associated with a company and sector
* Manage and monitor a portfolio of client credit exposures, across industry classes, on an ongoing basis
* Take ownership of client credit needs and projects and independently develops a credit opinion
* Review and assign risk ratings and maintains updated credit research on their portfolio of clients
* Participate in credit due diligence process for clients, including for capital markets transactions
Required Qualifications, Capabilities and Skills
* Bachelor's degree with academic training in the principals of accounting, corporate finance capital markets products, and macro economics
* Strong analytical/financial modeling ability and excellent accounting and corporate finance expertise
* Strong verbal and written communication skills with an interest in client interaction
* An exceptional work ethic and highly motivated with a natural passion to learn and an inquisitive personality
* Ability to work well under pressure on teams in a demanding environment
* Capable of understanding, describing, and debating complex concepts
* Proficiency in Microsoft Office Suite, especially Excel, PowerPoint, and Word
Preferred Qualifications, Capabilities and Skills
* Some credit/underwriting credentials, analytical skills, and experience is a plus for this opportunity.
JPMorganChase, one of the oldest financial in...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-06-17 07:55:13
-
As a Technology Associate in the Private Equity Group, you will support the design, development, and implementation of digital solutions that enhance the Private Equity group's investment, diligence, portfolio monitoring, and investor reporting processes.
This role partners closely with investment teams, operations, and technology to translate business needs into actionable product requirements and support delivery of high-impact digital initiatives.
Job responsibilities:
* Partner closely with senior leadership to support transformation initiatives.
* Gather and document business requirements through interviews, workflow mapping, and user-story development.
* Translate business needs into clear product requirements, acceptance criteria, and sprint-ready documentation.
* Collaborate with engineering, data, and design teams to support development and testing activities.
* Track progress against product roadmaps and ensure alignment with business priorities.
* Coordinate with cross-functional teams across the US and India to support agile ceremonies and product execution.
* Support vendor evaluations, proposal reviews, and ongoing vendor management.
Exposure to vendor products like MSCI, Canoe, Monday.com.
* Support definition of data requirements, taxonomies, and integration needs across deal, portfolio, and investor datasets.
* Assist in building dashboards, reports, and analytics that enhance decision-making and operational visibility.
* Ensure adherence to data governance and quality standards.
* Prepare materials for leadership updates, steering committees, and project documentation.
Required qualifications, capabilities and skills
* Bachelor's degree in business, Finance, Engineering, Computer Science, or related field.
* 5+ years of experience in private equity, consulting, product management, or digital transformation.
* Strong analytical, problem-solving, and documentation skills.
* Experience with workflow mapping, requirements gathering, and agile delivery practices.
* Proficiency in Excel and data visualization tools (e.g., Power BI, Tableau).
* Excellent communication and stakeholder-management skills.
Preferred qualifications, capabilities and skills
* Familiarity with private equity deal processes, fund structures, and investor reporting.
* Experience with enterprise data platforms, CRM systems, or deal management tools.
* Exposure to AI/ML applications or document-intelligence technologies.
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 asse...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-06-17 07:55:13
-
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: Phoenix, US-AZ
Salary / Rate: Not Specified
Posted: 2026-06-17 07:55:12