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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: Las Vegas, US-NV
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:23
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
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Type: Permanent Location: Burlington, US-VT
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:22
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Position: Wealth Management Field Integration Vice President
Join the J.P.
Morgan Wealth Management (USWM) team, dedicated to helping investors achieve their long-term financial goals.
Our business includes Chase Wealth Management, J.P.
Morgan Advisors, Personal Advisors, and our Self-Directed digital investing platform, managing approximately $600 billion in assets with around 5,000 advisors across 3,500 branches and 20 offices.
As a Field Integration Vice President, you will support the interoperability of the wealth channels across our advisor footprint, focused on accelerating WM growth.
We implement national initiatives at scale by designing advisor tools, coordinating field rollouts, and developing effective training and adoption strategies.
We partner closely with Consumer Bank, JPM Private Client, Private Bank, and all Wealth Management channels.
Through these partnerships we lead strategic initiatives that reshape the advisor operating model and ensure every solution is fit for purpose.
Working cross-functionally across our businesses, we support advisors in building and maintaining strong practices.
Job responsibilities
* Lead the design of a strategic leads routing program to deliver opportunities to experienced advisors in Chase Wealth Management
* Work cross functionally to source lead opportunities
* Collaborate with Product and Tech teams to support the design and enhancement of referral tools and capabilities.
* Support coordination efforts with leadership teams to discuss program progress and operations.
* Engage with field leaders to help drive strategy and program scalability.
* Help identify risks and escalate issues, contributing to solution-focused resolutions.
* Assist in building and managing reporting capabilities to track success metrics and suggest improvements.
* Support performance and reporting updates for key stakeholders.
* Build trust and rapport through interactions to support strategic initiatives.
Required qualifications, capabilities, and skills
* 5+ years of experience in financial services or a related field.
* Strong communication skills (both written and verbal) with the ability to convey complex topics clearly.
* Ability to build relationships and work collaboratively with team members and stakeholders.
* Critical thinking skills and a willingness to learn and adapt in a dynamic environment.
* Detail-oriented with strong organizational and prioritization skills.
* Ability to work effectively in a team and contribute to achieving goals.
Preferred Qualifications:
* Experience in Wealth Management is a plus.
* Self-motivated with a commitment to continuous learning and professional development.
* Excel and PowerPoint proficiency preferred.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial ...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:22
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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
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or...
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Type: Permanent Location: Santa Rosa, US-CA
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:22
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Embrace the challenge of adapting to shifting priorities and resources while contributing to a dynamic team and applying your expertise, strategic thinking skills, and operational excellence across product lines.
As a Product Portfolio Operations Manager in our organization, you are a foundational member of a team responsible for implementing connectivity strategies across the product space, while being directly responsible for creating structures that enhance coordination in our product line.
Job responsibilities
* Works across products to help ensure delivery against business objectives while coordinating reporting and communications plans for portfolio management operations and change initiatives
* Enables operational efficiency by supporting training, maturation, needs assessments, and continuous improvement practices
* Drives adaptation and modification of our product-line framework to ensure cross-product priorities, sequencing, and trade-offs are realized
* Implements a product-level collection strategy consisting of controls, financials, and resourcing needs
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in program management or performance optimization
* Proven ability to manage and implement operational effectiveness initiatives
* Proven ability to operate within the product development life cycle and agile methodologies
Preferred qualifications, capabilities, and skills
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and 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 ...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:21
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The Multi-Asset Solutions (MAS) team at J.P.
Morgan Asset Management (JPMAM) brings over 50 years of expertise in managing multi-asset portfolios.
Leveraging proprietary JPMAM strategies, MAS delivers customized, cross-asset class solutions tailored to the investment management needs of institutional and retail clients.
With more than $500 billion in assets under management globally, MAS offers a diverse range of multi-asset investment solutions for a broad spectrum of investors
Job summary:
As an Investment Specialist - Vice President in the Asset Management Multi-Asset Solutions team, you will support the US Advisory Models business through a blend of client-facing, analytical, and reporting work.
You will have the opportunity to engage in capital markets, asset allocation, and content creation in a fast paced environment.
Your clear communication skills and attention to detail will be critical in this role.
Job responsibilities:
* Present market and investment insights covering macroeconomic trends, tactical asset allocation, and diversification strategies, while clearly articulating model portfolio views and positioning to both internal sales partners and external clients through various channels such as prospecting conversations, quarterly reviews, and CE webinars.
* Coverage for the investment specialist team, including meetings, client reporting, fielding inquiries from internal and external partners, and resolving them appropriately.
Support relationships with the various US retail advisor sales channels; serve as primary point of contact for questions and inquiries related to the MAS retail business with a focus on Model Portfolios.
Represent the team in strategic initiatives and projects.
* Respond to ad-hoc data requests and reporting needs efficiently and independently.
* Coordinate with Sales, Global Strategic Relationships and RFP teams to address client requirements using product expertise.
* Represent the Investment Solutions team and collaborate with other teams on various ad-hoc projects.
Ensure consistent delivery of accurate and detailed information to clients and internal teams.
* Create high-quality written content on products and markets for client communications.
Analyze client portfolios (returns, risk, performance attribution, etc.), create portfolio proposals, conduct analyses, and other ad-hoc client portfolio or business-related analysis.
* Prepare strategy presentations with detailed portfolio analysis, positioning, analytics, and performance results.
This may include preparing customized client presentations for review meetings and managing client deliverables and representing the team for key models clients.
* Analyze portfolio data to support strategic decision-making.
* Communicate key selling points of products and market trends to stakeholders.
* Support the development and execution of organizational objectives.
* Training internal sales force - coll...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:21
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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: Monroe, US-LA
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:20
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
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Type: Permanent Location: Brooklyn Park, US-MN
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:20
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
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Type: Permanent Location: Lake Hiawatha, US-NJ
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:20
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Embark on a rewarding journey as a Client Onboarding Associate at JPMorganChase, where you'll lead the charge in delivering exceptional treasury and banking product implementations.
Utilize your project management skills to create seamless onboarding experiences, build strong client relationships, and drive satisfaction from the very first interaction.
Join a diverse and innovative team, and unlock endless opportunities for personal and professional growth in a dynamic global environment.
As an Implementation Client Onboarding Senior Associate within Commercial & Investment Bank, you will play a pivotal role in leading and executing strategic initiatives that support our business.
Your expertise in client onboarding project management will be crucial in guiding new and existing clients through the transition to the Chase banking platform.
You will leverage your broad understanding of this professional field to analyze and solve problems, make informed decisions, and ensure compliance with our policies.
Your ability to influence and persuade others, coupled with your emotional intelligence, will be key in managing conflicts and fostering collaboration.
You will also be expected to continually challenge and improve our operating platform, demonstrating your commitment to continuous improvement.
Your role will have a significant impact on our department, and your decisions will shape our short-term outcomes.
Job responsibilities
* Lead the execution of strategic initiatives in client onboarding, ensuring a smooth transition for new and existing clients to the Chase banking platform.
* Utilize broad knowledge in client onboarding program management to analyze and resolve complex issues, ensuring compliance with technical standards and policies.
* Leverage emotional intelligence and influence to manage conflicts, foster collaboration, and develop trust within the team and with clients.
* Drive continuous improvement in our operating platform, using innovation and design thinking techniques to enhance efficiency and resilience.
* Plan and organize the day-to-day work of the team, ensuring progress within established professional procedures and organization policy.
Required qualifications, capabilities, and skills
* Demonstrated ability to manage and execute strategic initiatives effectively in a professional setting, with skills equivalent to 3+ years of experience.
* Proven ability to lead client onboarding processes, with a focus on transitioning clients to new banking platforms.
* Demonstrated proficiency in conflict management, with a track record of resolving conflicts and fostering collaboration in a professional setting.
* Experience in driving continuous improvement in operating platforms, using innovation and design thinking techniques.
* Proficiency in data and tech literacy, with a willingness to understand and implement new/emerging technologies that impact business.
Preferred quali...
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Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:19
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As VP, Product Management - Agentic Performance Support, you will lead the integration of advanced AI solutions to elevate business performance across the firm.
Your expertise in AI strategy and innovation will drive impactful change and empower teams to achieve more.
If you're passionate about shaping the future of intelligent business support, we want to hear from you!
The VP, Product Management - Agentic Performance Support, will lead the strategic direction, evaluation, and firmwide implementation of advanced AI technologies to drive business performance and close functional gaps.
This role is responsible for identifying high-impact AI opportunities, overseeing the end-to-end onboarding and scaling of AI solutions, and ensuring seamless integration and adoption across all business segments.
The VP will oversee the development, evaluation, and management of AI coaches across the firm, partner with business and technology leaders, and champion best practices in AI governance, compliance, and innovation.
Job Responsibilities
* Define and deliver AI agentic experiences for learning, mapped to segment-specific outcomes.
* Build and manage AI agents that generate learning content in multiple formats.
* Define and execute the strategic vision for AI technology enablement and adoption across the firm.
* Oversee the benchmarking, evaluation, and selection of advanced AI technologies and vendors.
* Identify, prioritize, and champion AI use cases by business segment and function, aligning with firmwide objectives.
* Partner with business, technology, and compliance leaders to understand evolving needs, drive alignment, and ensure successful delivery of AI solutions.
* Establish and enforce governance, ethics, and data privacy standards for all AI initiatives.
* Track, analyze, and report on AI solution performance, adoption, and business impact, driving continuous improvement and innovation.
* Develop and maintain executive-level communications, including vision, strategy, roadmaps, and impact reporting for senior stakeholders.
* Foster a culture of innovation, collaboration, and excellence in AI product management.
* Communicate the vision and impact of the AI coach ecosystem to stakeholders.
Required qualifications, capabilities and skills
* 7+ years of product management or technology leadership experience, with significant exposure to AI, machine learning, or advanced analytics.
* Proven track record of leading large-scale AI or technology transformation initiatives in a complex, matrixed organization.
* Strong technical background and understanding of AI integrations.
* Deep understanding of AI technologies, industry trends, and vendor landscape.
* Experience managing and developing high-performing, cross-functional teams.
* Advanced knowledge of data privacy, governance, compliance, and ethical considerations in AI.
* Exceptional commun...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:19
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J.P.
Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire firm.
Our Wealth Management teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated products and solutions to meet their generational wealth management needs.
As a Supervisory Director at J.P, Morgan Chase, you will be responsible for developing, implementing and leading organizational strategies.
You will spearhead process changes as well as lead efforts to identify process improvements in the organization.
You will support and lead project and program management work while serving as the top point of escalation for stakeholders and the broader team.
Job responsibilities
* Lead an organization of Registered Principals responsible for reviewing and determining suitability for a variety of products within a respective region
* Partner with Regional Directors and our other Supervision teams to ensure business objectives are achieved
* Ensure business and firm-wide initiatives are successfully driven by Supervisory Manager team (i.e., Document Integrity, FINRA changes, etc.)
* Develop and motivate the team by providing a compelling vision of shared goals and objectives
* Set high standards while empowering and holding the team accountable for meeting those standards
* Seek out ways to leverage and apply innovative ideas to enhance business results
* Ensure day-to-day supervisory aspects of the business are functioning
* Ensure timely and effective responses to compliance, supervision and audit examinations on a priority basis
* Provide approval when needed to resolve any escalated supervisory issues
* Facilitate communication & training to ensure all employees have needed knowledge of supervisory topics to mitigate risk and enhance the client experience
* Participate on various committees and projects which convene to collaborate on strategic initiatives
Required qualifications, capabilities, and skills
* 10+ years of experience in the securities / investment industry
* 5+ years of experience managing a team of people required
* Licenses required to perform all job duties associated with the role: FINRA Series 7, 66 (63/65), 9/10 (4,24,53), appropriate State Life & Health Insurance license
* Minimum licensing requirement: FINRA Series 7 and one or more of the following licenses: FINRA Series 66 (63/65), 9/10 (4,24,53), appropriate State Life & Health Insurance license.
Additional licensing requirements must be met within 120 days of hire.
* Possess a working knowledge of the US financial regulation framework including applicable FINRA rules
* Excellent leadership, communication, and people management skills
* ...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:18
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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: San Antonio, US-TX
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:18
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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: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:17
-
J.P.
Morgan Wealth Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals while utilizing the latest technology and resources of the entire firm.
Our Wealth Management teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated products and solutions to meet their generational wealth management needs.
As a Supervisory Director at J.P.
Morgan Chase, you will be responsible for developing, implementing and leading organizational strategies.
You will spearhead process changes as well as lead efforts to identify process improvements in the organization.
You will support and lead project and program management work while serving as the top point of escalation for stakeholders and the broader team.
Job responsibilities
* Lead an organization of Registered Principals responsible for reviewing and determining suitability for a variety of products within a respective region
* Partner with Regional Directors and our other Supervision teams to ensure business objectives are achieved
* Ensure business and firm-wide initiatives are successfully driven by Supervisory Manager team (i.e., Document Integrity, FINRA changes, etc.)
* Develop and motivate the team by providing a compelling vision of shared goals and objectives
* Set high standards while empowering and holding the team accountable for meeting those standards
* Seek out ways to leverage and apply innovative ideas to enhance business results
* Ensure day-to-day supervisory aspects of the business are functioning
* Ensure timely and effective responses to compliance, supervision and audit examinations on a priority basis
* Provide approval when needed to resolve any escalated supervisory issues
* Facilitate communication & training to ensure all employees have needed knowledge of supervisory topics to mitigate risk and enhance the client experience
* Participate on various committees and projects which convene to collaborate on strategic initiatives
Required qualifications, capabilities, and skills
* 10+ years of experience in the securities / investment industry
* 5+ years of experience managing a team of people required
* Licenses required to perform all job duties associated with the role: FINRA Series 7, 66 (63/65), 9/10 (4,24,53), appropriate State Life & Health Insurance license
* Minimum licensing requirement: FINRA Series 7 and one or more of the following licenses: FINRA Series 66 (63/65), 9/10 (4,24,53), appropriate State Life & Health Insurance license.
Additional licensing requirements must be met within 120 days of hire.
* Possess a working knowledge of the US financial regulation framework including applicable FINRA rules
* Excellent leadership, communication, and people management skills
* ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:17
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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: Tamarac, US-FL
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:17
-
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: Savannah, US-GA
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:16
-
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: White House, US-TN
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:16
-
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: Baytown, US-TX
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:15
-
Are you passionate about transforming research through advanced AI and data science? Join our team to lead the development and implementation of innovative strategies that enhance research methodologies and outputs.
As an AI and Data Science Lead, you will collaborate with global teams, drive workflow automation, and shape the future of financial research.
If you thrive in a dynamic environment and excel at communicating complex concepts, this is the role for you.
Job responsibilities
* Lead the development and implementation of AI and data science strategies to enhance research methodologies and outputs.
* Implement workflow automation for global research teams leveraging AI techniques, including Large Language Models.
* Collaborate with research analysts and stakeholders to identify opportunities for data-driven insights and workflow automation.
* Ensure the integrity, accuracy, and accessibility of data used for analysis.
* Stay abreast of industry trends and advancements in AI and data science, evaluating new technologies for potential adoption.
* Foster a culture of innovation and excellence within a team of data scientists and analysts.
* Communicate complex analytical concepts and results effectively to senior management and non-technical stakeholders.
Required qualifications, capabilities, and skills
* 3+ years of experience working with AI and data science in the financial sector.
* Bachelor's degree or higher in Engineering, Data Science, or related fields.
* Excellent communication, presentation, interpersonal, and organizational skills.
* Detail-oriented, with a disciplined approach to process and controls.
* Ability to manage relationships with external vendors and partners effectively.
* Strong leadership skills and experience working in cross-functional teams.
* Deep understanding of financial data and research methodologies.
Preferred qualifications, capabilities, and skills
* Experience with Large Language Models and advanced AI techniques.
* Proven track record of driving workflow automation in research environments.
* Familiarity with regulatory requirements and ethical standards related to data use and model governance.
* Experience managing relationships with external data vendors and technology partners.
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 commissi...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:15
-
At J.P.
Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
As a Vice President, Operations Manager within our Wealth Management Service team, you will be focused on coaching, energizing, and leading our investment client service professionals to deliver a Best-in-Class service experience by embracing a hospitality culture.
A successful Team Leader creates a culture of excellence, client obsession, and high performance that meets the expectations of our most Affluent investment clients.
Adaptability is a key aspect of this role.
Partnership and teamwork are crucial.
Proven ability to build and sustain strong, cohesive partnerships with the business and other key stakeholders and work effectively in a matrix organization.
Responsibilities:
* Partner closely with client and advisor-facing teams and internal business groups to drive and deliver on the Affluent Service Model, ensuring integration with One Chase partners such as Banking, Lending, and Digital.
* Champion a Client First culture by building a best-in-class client experience and shaping the strategic vision for the team.
* Implement talent and performance strategies, including coaching, development, promotion, and call monitoring reviews to ensure quality client interactions.
* Foster a culture of risk and control, acting with urgency and responsibility to safeguard customers and the business.
* Promote the firm's commitment to diversity and inclusion, and proactively identify and implement solutions with an entrepreneurial spirit.
* Develop and conduct training to address team and individual gaps, translate financial market knowledge into growth strategies, and drive team performance through coaching and deepening client relationships.
Required qualifications, capabilities, and skills
* Ability to partner across the firm to influence, define the strategic vision of the team and collaborate with various product teams.
* Proven track record of developing and coaching high-performing teams, and recruiting talent by building a personal network of contacts.
* High degree of investment services and product acumen, with a keen interest in the financial markets.
* Outstanding communication skills, attention to detail, and excellent follow-through.
* Strong sense of prioritization, urgency, execution, and delivery, with a commitment to upholding a sound risk and controls environment.
* Innovative and creative thought leader with exceptional problem-solving skills, familiar with call center construct.
* FINRA Series 7 and 63 (or equivalent) required, with ability to register in all 50 states
Preferred qualifications, capabilities, and skills
* College degree or equivalent experience
* Financial services and/or banking industry experience
* Series 9/10 (or eq...
....Read more...
Type: Permanent Location: San Antonio, US-TX
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:14
-
Join us as a Loan Operations Manager and play a pivotal role in shaping the future of our loan operations.
This is your opportunity to lead a dynamic team, drive operational excellence, and make a meaningful impact on our business.
Your expertise will help us deliver best-in-class service to our customers and internal partners.
If you thrive in a fast-paced environment and are passionate about strategic leadership, this role is for you.
Job summary
As a Loan Operations Manager in the Customer Reference Data team, you will manage a team of customer reference data analysts to ensure that loan customer data is maintained timely and accurately.
You will use your deep understanding of loan products and lending services to make impactful decisions affecting the loan operations broadly.
Advanced conflict management skills will be crucial for resolving issues, while strategic planning abilities will guide the direction of the team.
Job responsibilities
* Work closely with stakeholders across WLS to review existing processes and implement thoughtful change
* Govern the efficiency and quality of all reference data operations for all critical segments - direct customers and internal parties
* Leverage expert strategic planning abilities to guide the direction of our customer reference data operations, aligning with the firm's long-term goals
* Ensure appropriate documentation, controls, and testing are in place at all times, working alongside our controls manager as applicable
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent in accounting, finance, or related fields
* Minimum of 6 years experience in data analysis and syndicated lending
* Knowledge of investment banking products, specifically loans
* Strong problem solving and investigative skills to undertake analysis and resolve issues related to loan operations
* Advanced proficiency in MS Office suite (Excel, Word, PowerPoint, etc.)
* Self-starter and highly self-motivated
* Proven ability to work independently with minimal guidance
* Ability to prioritize tasks and pivot in response to new developments
* Knowledge of loan servicing portals
Preferred qualifications, capabilities, and skills
* Experience using loanIQ
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 compensa...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:14
-
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: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:13
-
The J.P.
Morgan Wealth Management Service Center Team: Our investment professionals work in a team based, call center environment assisting clients and prospects with investment account service requests and inquiries over the telephone and serve as experts on our online brokerage platform.
We focus on delivering quality interactions, serving a variety of unique types of accounts and client segments including Self-Directed Investing, Chase Private Client, and the JP Morgan Private Bank.
As a Client Service Leader within the J.P.
Morgan Wealth Management Client Service Center team, you will play a pivotal role in our mission to deliver an exceptional client experience and guide team members in making wise investment decisions.
Your responsibilities will include direct management of a team of Registered Representatives, where you will provide outstanding leadership and effective supervision.
You will be part of a fun, engaging, empowered, and inclusive team environment where we value each other and every client we serve.
Your leadership and supervision skills will be utilized in managing a team of Investment Professionals who focus on delivering quality interactions and serving a variety of unique account types and client segments, including Self-Directed Investing, Chase Private Client, and the JP Morgan Private Bank.
Job responsibilities
* Create an outstanding employee experience and a winning culture, resulting in a place where people are excited to come to work every day
* Manage day-to-day employee activities, including coaching, timekeeping, performance management, recognition, and conducting disciplinary action when needed
* Develop employees through effective coaching and career development conversations
* Recruit and onboard new team members
* Schedule strategically and manage the floor tactically to meet service levels
* Speak with clients and handle escalations
* Conduct call observations to review the quality of service provided
* Resolve problems, conduct research, and address complaints
* Supervise licensed staff effectively, ensuring adherence to registration and compliance tasks
* Foster and develop partnerships across the enterprise
* Maintain an effective risk and controls environment by exercising sound judgment to protect our firm and clients
Required qualifications, capabilities, and skills
* 3 + years of financial services or brokerage experience
* Strong business and investment acumen, and knowledge of investment products, Individual Retirement Accounts (IRAs), managed (wrap) accounts, and employee benefit programs required
* FINRA Series 7, 63 (or equivalent) required, and ability to hold registration in all 50 states and territories
* Experience with networking, partnering, and influencing leaders in various parts of the organization in order to move the business forward
* Effectively manage multiple priorities in a fast-paced environment;...
....Read more...
Type: Permanent Location: Westerville, US-OH
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:13
-
The J.P.
Morgan Wealth Management Service Center Team: Our investment professionals work in a team based, call center environment assisting clients and prospects with investment account service requests and inquiries over the telephone and serve as experts on our online brokerage platform.
We focus on delivering quality interactions, serving a variety of unique types of accounts and client segments including Self-Directed Investing, Chase Private Client, and the JP Morgan Private Bank.
As a Client Service Leader within the J.P.
Morgan Wealth Management Client Service Center team, you will play a pivotal role in our mission to deliver an exceptional client experience and guide team members in making wise investment decisions.
Your responsibilities will include direct management of a team of Registered Representatives, where you will provide outstanding leadership and effective supervision.
You will be part of a fun, engaging, empowered, and inclusive team environment where we value each other and every client we serve.
Your leadership and supervision skills will be utilized in managing a team of Investment Professionals who focus on delivering quality interactions and serving a variety of unique account types and client segments, including Self-Directed Investing, Chase Private Client, and the JP Morgan Private Bank.
Job responsibilities
* Create an outstanding employee experience and a winning culture, resulting in a place where people are excited to come to work every day
* Manage day-to-day employee activities, including coaching, timekeeping, performance management, recognition, and conducting disciplinary action when needed
* Develop employees through effective coaching and career development conversations
* Recruit and onboard new team members
* Schedule strategically and manage the floor tactically to meet service levels
* Speak with clients and handle escalations
* Conduct call observations to review the quality of service provided
* Resolve problems, conduct research, and address complaints
* Supervise licensed staff effectively, ensuring adherence to registration and compliance tasks
* Foster and develop partnerships across the enterprise
* Maintain an effective risk and controls environment by exercising sound judgment to protect our firm and clients
Required qualifications, capabilities, and skills
* 3 + years of financial services or brokerage experience
* Strong business and investment acumen, and knowledge of investment products, Individual Retirement Accounts (IRAs), managed (wrap) accounts, and employee benefit programs required
* FINRA Series 7, 63 (or equivalent) required, and ability to hold registration in all 50 states and territories
* Experience with networking, partnering, and influencing leaders in various parts of the organization in order to move the business forward
* Effectively manage multiple priorities in a fast-paced environment;...
....Read more...
Type: Permanent Location: San Antonio, US-TX
Salary / Rate: Not Specified
Posted: 2026-01-17 07:37:13
