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We have an exciting and rewarding opportunity for you to take your software engineering career to the next level.
As a Software Engineer III at JPMorgan Chase within the Consumer & Community Banking, Architecture & Engineering division, you are part of an agile team that works to enhance, design, and deliver the software components of the firm's state-of-the-art technology products in a secure, stable, and scalable way.
As an emerging member of a software engineering team, you execute software solutions through the design, development, and technical troubleshooting of multiple components within a technical product, application, or system, while gaining the skills and experience needed to grow within your role.
Job responsibilities
* Executes standard software solutions, design, development, and technical troubleshooting
* Writes secure and high-quality code using the syntax of at least one programming language with limited guidance
* Designs, develops, codes, and troubleshoots with consideration of upstream and downstream systems and technical implications
* Applies knowledge of tools within the Software Development Life Cycle toolchain to improve the value realized by automation
* Applies technical troubleshooting to break down solutions and solve technical problems of basic complexity
* Gathers, analyzes, and draws conclusions from large, diverse data sets to identify problems and contribute to decision-making in service of secure, stable application development
* Learns and applies system processes, methodologies, and skills for the development of secure, stable code and systems
* Adds to team culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 3+ years applied experience
* Hands-on practical experience in system design, application development, testing, and operational stability
* Proficient in coding in one or more languages
* Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages
* Overall knowledge of the Software Development Life Cycle
* Solid understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* Demonstrated knowledge of software design principles and patterns as wells as experience implementing solutions using various software architectures such as modular monoliths and micro-services
* Familiarity with one or modern front-end technologies such as React, Angular or NextJs and their corresponding state management solutions (preferred) (Full-stack/Frontend roles).)
Preferred qualifications, capabilities, and skills
* Experience in designing and maintaining Api/event driven architectures.
* Experience in building and maintaining cloud native software solutions including ad...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2024-08-16 08:28:06
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If you're passionate about reporting and metrics, you have found the right team.
As a Contracting Analyst in Instamed you will be responsible for the data integrity of enrollments for the InstaMed JPMorgan Chase Healthcare Payments Services and ensuring that payments are made to the correct and appropriate Provider during the onboarding process.
Attention to detail, disciplined follow-up procedures, ability to absorb and maintain knowledge or processes, and initiative are the keys to success.
You will need to understand InstaMed's standard operating procedures to effectively complete non-standard enrollments or tasks.
You will assist and take initiative in identifying, assessing, and resolving complex issues and problems, escalating whenever necessary.
Effective internal communication and teamwork.
Job responsibilities:
* Complete due diligence and ensure KYC standards to ensure anti-money laundering standards and prevent misrouting of funds during processing of new enrollments or changes to existing accounts.
* Fast track underwriting, onboard new accounts, set up pricing, and complete updates to existing accounts.
* Coordinate with internal team members to ensure all requirements are completed appropriately and errors are avoided.
* Manage multiple work queues and prioritize as necessary to deliver the best possible customer experience.
* Communicate relevant information effectively, such as requirements, updates, and timelines both internally within the company and externally to customers, promoting a positive customer relationship.
* Investigate open issues using available resources (Support Tool, Salesforce, etc.) and collaborate with internal stakeholders to bring to resolution.
* Master departmental procedural processes, maintain compliance and business requirements, as well as any other duties applicable to the position.
Required qualifications, capabilities and skills:
* Proficiency with computer, typing, and Microsoft Office products; easily able to learn new software/programs.
* Experience with Salesforce or knowledge of healthcare and/or financial industry is beneficial.
* Effective and professional communication.
* Strong attention to detail, organizational, and time management skills.
* Resourceful analytic thinking.
* Sound judgment required.
Schedule: Monday - Friday, 8:30am-5:00pm
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, a...
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Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2024-08-16 08:28:00
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
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Type: Permanent Location: Chino Hills, US-CA
Salary / Rate: Not Specified
Posted: 2024-08-16 08:27:59
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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: Peoria, US-AZ
Salary / Rate: Not Specified
Posted: 2024-08-16 08:27:58
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The Global Supplier Services (GSS) Legal Billing Support Payment Operations team consists of the Legal Billing Support ("LBS"), Legal Billing Audit ("LBA") and Legal Litigation Settlements functions.
The team is located in the United States, India and Warsaw .
The primary objectives of the LBS are the accurate and prompt payment of legal invoices, and providing issue resolution and process support to internal users (attorneys/paralegals/assistants) and external users (law firms/vendors).
The primary objectives of the LBA is the audit of legal invoices to ensure compliance with Master Service Agreement (MSA) and the Business Guide.
The primary objectives of the Legal Litigation Settlements team is to review settlements requests for completeness and accuracy.
As a Legal Billing Support Associate in Global Supplier Services, you will primarily be involved in supporting LBS operational tasks by identifying and creating knowledge management within Legal's billing inquiry system, reporting and analytics to provide performance metrics (KPI's), assisting and managing complex escalations, supporting and backing-up Legal Litigation Settlements and supporting invoice processing tasks within Legal's invoicing submission system (Passport).
The incumbent will interact with all organizational levels within JPMC and external law firms.
This position will provide support globally and work to streamline/improve current processes for the local professionals.
Job Responsibilities:
* Develop, implement, and manage information and knowledge across the LBS teams and identify process improvements within operational processes, systems, and controls
* Collect, manage, and analyse large data sets and provide performance metrics (KPI's/KRI's) monthly
* Day to day support and back-up for Litigation settlements process and supporting settlement projects
* 1 st level of support for escalations.
Assisting and responding to complex queries received from internal Lines of Business and external law firms.
This will require the incumbent to partner closely with internal teams such as CAP (Corporate Accounts Payable), internal attorneys, admins, and Business Management to resolve promptly and accurately.
* Process the Legal approval structure through the smartApproval system for invoices and settlements with governance from Legal and Legal Finance by maintaining exception requests, blanket approvals, and updates made to the approval framework
* Support LBS operational metrics, Non-Passport invoice reporting (Concur), and Value Added Tax (Tax) reconciliation with issues escalated to Legal Finance, as well as maintaining, updating supplier electronic submission guidelines, year-end communications, and any ad hoc requests
* Legal Invoicing system (Passport) administration support to evaluate manual processes for automation opportunities, including but not limited to invoice error scenarios, withholding tax assessments, working with technology on ...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2024-08-16 08:27:57
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Shape the future of product delivery while crafting solutions that enhance and optimize customer experiences.
Lead end-to-end processes, manage dependencies, and liaise with stakeholders as part of a team at the forefront of innovation.
As a Product Delivery Manager in Treasury Services Payments organization , you work to enhance and optimize the way products are delivered to customers.
As a key member of the team, you create solutions and efficiencies that enable successful implementations in an expedient and organized way.
Job responsibilities
* Leads end-to-end product delivery processes including intake, dependency management, release management, product operationalization, delivery feasibility decision-making, and product performance reporting, while escalating opportunities to improve efficiencies and functional coordination
* Leads the completion of change management activities across functional partners and ensures adherence to the firm's risk, controls, compliance, and regulatory requirements
* Effectively manages timelines and dependencies while monitoring blockers, ensuring adequate resourcing, and liaising with stakeholders and functional partners
* Builds the framework and tracks the product's key success metrics such as cost, feature and functionality, risk posture, and reliability
* Works closely with counterparts in other regions to coordinate activities that involve multi-regional engagement; Payment Product teams, Credit Risk, Technology and Operations
* Thinks through global system performance, reliability, scalability, service levels, and responsiveness of solutions, ensuring robust program management and reporting to all relevant stakeholders and partners
* Identifies process deficiencies, business risks, and escalates accordingly within the Risk and Control framework
* Leads strategic decisioning and governance across various payment rails and collaborates to drive the strategic end state for governance around funds control across payment rails
* Provides visual presentations of documentation of key payment flows in the Bank to highlight points of failure and potential risk from a credit risk perspective
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in product delivery or a relevant domain area
* Demonstrated ability to execute operational management and change readiness activities
* Strong understanding of delivery and a proven track record of implementing continuous improvement processes
* Experience in product or platform-wide release management, in addition to deployment processes and strategies
* Working knowledge of Data analytics tools eg DB macros, Python and like data managing tools
* Working knowledge of Payment flows and credit risk management
* Commercialization acumen, strong analytics, outside-in competitive view
* Ability to communicate effectively with stakeholders ...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2024-08-16 08:27:55
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You have experience with Global Payments, Cash, and/or Treasury Operation dealing with operational process, controls and problem solving, with an additional understanding of accounting and money move processes.
You are also seeking career growth and looking for your next opportunity.
You have found the right team.
As a Payment Lifecycle Specialist IV within the Alternative Payment Operations (APO) team at JPMorganChase, you will work closely with project sponsors to define the scope and vision of new initiatives and existing processes.
You will also carry out daily operational tasks to ensure optimal performance, which will be assessed through key indicators, data analytics, reporting, and other operational controls.
You will provide end-to-end ownership of operational support for products in scope of the unit, including issue management, escalations and engagement with internal business partners to trouble shoot issues and define remediation, as well as maintaining close interaction with Client Service teams to ensure proper client experience and hand-offs between Service and Operations.
Job Responsibilities
* Identify project stakeholders and establish customer needs to incorporate functionality into APO ownership solutions.
* Create process models, specifications, diagrams and flows
* Identify and establish parameters of requirements analysis on each project to define impact, outcome criteria, and metrics
* Provide end-to-end ownership of operational support for products in scope of the unit, including issue management, escalations and engagement with internal business partners to troubleshoot issues and define remediation
* Interact closely with Client Service teams to ensure proper client experience and hand-offs between Service and Operations
* Partnering with internal departments to scale operating model for new products growth as business initiatives attracts new clients and/or growth of existing client base
* Maintain strong discipline to onboard new activities into the unit in partnership with multiple project and control groups ensuring proper operational readiness for go live
* Develop subject matter expertise of new products, business processes and application flows to proper management changes, issues and other support needs
* Execute and maintain strong controls in close partnership with internal functions and in accordance with company policies and regulatory changes
* Perform daily Reconciliation task across global platforms
Required Qualifications, Capabilities and Skills
* Excellent analytical, mathematical, and problem-solving skills
* Strong listening, interpersonal, written, and oral communications skills with the ability to effectively communicate issues and results to management
* Strong understanding of Windows office system and ability to do excel analysis with large amounts of data
* Demonstrated communication and diplomacy skills to work cross...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2024-08-16 08:27:54
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DESCRIPTION:
Duties: Design, develop and implement software solutions.
Solve business problems through innovation and engineering practices.
Involved in all aspects of the Software Development Lifecycle (SDLC) including analyzing requirements, incorporating architectural standards into application design specifications, documenting application specifications, translating technical requirements into programmed application modules, and developing or enhancing software application modules.
Identify or troubleshoot application code-related issues.
Take active role in code reviews to ensure solutions are aligned to pre- defined architectural specifications.
Assist with design reviews by recommending ways to incorporate requirements into designs and information or data flows.
Participate in project planning sessions with project managers, business analysts, and team members to analyze business requirements and outline proposed solutions.
QUALIFICATIONS:
Minimum education and experience required: Bachelor's degree in Computer Engineering, Computer Science, or related field of study plus 5 years of experience in the job offered or as a Software Engineer, Technology Analyst, Systems Engineer, or related occupation.
Skills Required: Requires experience in the following: Linux; Unix; Windows; Agile SDLC; Waterfall SDLC; Microservices; Apache Kafka; Jenkins; NodeJS; Spring; HTML; Java; Javascript; JQuery; SQL; XML; Angular; Apache Tomcat; REST; SOAP; Maven; JSON; AWS Cloud Services; Oracle; Splunk; GIT; Junit; Manual Testing; and Unit Testing.
Job Location: 10410 Highland Manor Drive, Tampa, FL 33610.
Telecommuting permitted up to 40% of the week.
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location.
For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include 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 succe...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2024-08-16 08:27:54
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Join the Branch Network Finance team to support key priorities for the Consumer Bank including branch network expansion and One Chase sales strategy.
You will report to the Finance Lead for Branch Expansion & One Chase Strategy and will have exposure to multiple stakeholders across the Consumer Bank organization (e.g., Branch Network CFO, Data & Analytics, Field Finance).
As a Market Strategy Vice President in the Branch Network Finance team, you will focus on core finance functions (e.g., Business management, P&A, business cases) and special projects encompassing, but not limited to, competitive intelligence on deposit market share and branch networks.
In this strategic and analytical role, you will help inform our stakeholders in their mission to deliver 500 new branches over the next three years and helping clients with their financial needs through our team of experts across our national branch footprint.
If you have the ability to execute recurring deliverables with a high degree of accuracy and be comfortable in the face of ambiguity supporting a newly-developed organized and adapting to ever-changing industry trends, please apply today!
Job responsibilities:
* Serve as strategic finance partner to the Branch Expansion & One Chase Strategy organization
* Contribute to budgeting, forecasting, and reporting of P&L statements, headcount, OKRs, and other key financial metrics
* Provide financial inputs and advisory support for on-going business case development across strategic initiatives
* Conduct deep-dive analyses on new build branch portfolios identifying performance trends and key drivers
* Collaborate with cross-Functional teams (e.g., Data & Analytics, Real Estate, Field, cross-LOB) to analyze available data and quantify progress towards targets and commitments
* Analyze and raise awareness of competitor branch distribution strategies from quarterly earnings, industry conferences, and press releases (e.g., mergers & acquisitions, expansion)
* Support the annual FDIC deposit market share process benchmarking Chase to key peers at the national level and across local geographies for incorporation into key forums (e.g., Investor Day, OC Market Visits)
* Prepare deliverables for various stakeholder forums including staff meetings, business reviews, and town halls
Required qualifications, capabilities and skills
* Bachelor's degree in Business, Finance, Economics, or other related area
* 6+ years of relevant Financial Services experience in financial analytics, strategy, or business management
* Intellectually curious, customer-obsessed, team-oriented, and high energy level with passion for driving quantifiable business results
* Excellent relationship management skills and ability to drive change across a large, complex organization
* Ability to convert large amounts of complex data into simple business insights to inform decision making
* Strong project management s...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2024-08-16 08:27:52
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We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As a Lead Associate - Operations in Branch Banking, you support the Branch Manager and Associates to ensure customer financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory banking requirements.
You will make customers feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Job responsibilities
* Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture
* Processes and assist customers with transactions
* Introduces customers to the branch team who will build relationships and assist with specialized financial needs
* Makes customers' lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Supports the Branch Manager with all aspects of branch operations, including loss control, compliance, and audit standards
Required qualifications, capabilities, and skills
* High school degree, GED, or foreign equivalent
* Detail-oriented, organized, and have the ability to multi-task with a dedication to follow policies, procedures, and regulatory banking requirements
* Availability to work Branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Demonstrated ability to make connections, engage, and educate customers and refer to colleagues as appropriate
* Strong desire and ability to influence, educate, and connect team, partners, and customers to technology
* Demonstrated leadership abilities and proficiency in operations and transaction accuracy while working well in a team environment
* Some College level or military equivalent or 2+ years of branch banking experience
Training requirement
* Successful completion of the Lead Associate Operations training program is a pre-requisite to be considered active in Lead Associate Operations role
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...
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Type: Permanent Location: Washington, US-DC
Salary / Rate: Not Specified
Posted: 2024-08-16 08:27:50
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM.
You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share.
As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships.
Job Responsibilities
* Manage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio.
Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects
* Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships
* Understand the personal financial goals and needs of the owner(s).
Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
* Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience
* Strong knowledge of deposit and cash management products and services, and knowledge of busin...
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Type: Permanent Location: Nanuet, US-NY
Salary / Rate: Not Specified
Posted: 2024-08-16 08:27:49
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As a visionary Product Owner Director you will lead our charge in driving product innovation, modernization and excellence.
Shape the future of our product portfolio, collaborating with top talent to deliver groundbreaking solutions.
Job Summary:
As a Product Owner Director for the Credit Card Authorizations platform (supporting Consumer and Small Business customer), you will provide leadership to execute on our modernization efforts.
This is not isolated to the existing platform uplift but creation of a suite of new capabilities and features for improved our resiliency, greater code quality, and availability.
The Product Owner Director will work with the product leaders across our organization in particular our Fraud and Credit partners to help modernize not just our technology stacks but also our modes of operations in search of opportunities for customer experience simplification whilst maintaining our strong risk practices.
Job Responsibilities:
• Develop and implement a comprehensive strategic plan as well as maintaining and executing on our product roadmap
• Overseeing the development and execution of modernization efforts
• Identify and capitalize on new opportunities for growth and Fraud loss reductions including machine learning share-nothing architecture to for Stand In should any of the primary components fail
• Launch new capabilities in support of modernization and improving our resiliency
• Drive modernization with other product organization
• Coach modernization and product analysts on best practices for research and analysis prior to requirements development
• Support technologists and product to navigate through organizational roadblocks
• Continually looks for product operational efficiency
Required Qualifications, Capabilities, and skills:
• Develop and implement a comprehensive strategic plan as well as maintaining and executing on our product roadmap
• Overseeing the development and execution of modernization efforts
• Identify and capitalize on new opportunities for growth and Fraud loss reductions including machine learning share-nothing architecture to for Stand In should any of the primary components fail
• Launch new capabilities in support of modernization and improving our resiliency
• Drive modernization with other product organization
• Coach modernization and product analysts on best practices for research and analysis prior to requirements development
• Support technologists and product to navigate through organizational roadblocks
• Continually looks for product operational efficiency
• Excellent leadership, communication, and interpersonal skills.
• Ability to think strategically and execute methodically, with a strong attention to detail.
• Experience with Agile methodologies and product management tools.
• Demonstrated ability to influence and collaborate with cross-functional teams and senior leadership.
• Strong analytical and problem-solving skills, with a da...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2024-08-16 08:27:47
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Job Summary:
The Executive Director, Marketing Backlog Manager will partner with marketing and product leaders across all of JPMorgan Chase & Co.
("the firm") to operate and expand the One Chase Marketing Backlog for all of marketing requests to product teams.
As a Marketing Backlog Manager on the One Chase Performance Marketing team, you will work within the centralized JPMC marketing organization and will support the Chase, J.P.
Morgan and corporate brands.
As a leader, you will need to understand the current state of our product teams and the associated technology landscape, and work with product teams to move towards our transformation end goals.
This strategic role demands a unique combination of business acumen, technological insight, and influential leadership to navigate and succeed within a highly matrixed organization.
Job Responsibilities:
* Responsible for "Owning" the One Chase Marketing backlog, starting with Workflows across Line of Business (LOBs), to enable marketing priorities at scale.
* Partner with product teams in the development of cross-functional roadmaps for new channel capabilities, etc.;
* Organizing governance and lead necessary cadences to drive towards a common goals on a mutually agreed upon timelines, and oversee the execution.
* Identify major issues and actionable opportunities, design solutions and quantify potential bottom-line impact.
* Work closely with the marketing CMOs and product teams to understand current business challenges, identify opportunities and provide an actionable roadmap while partnering with the relevant stakeholders.
Required Qualifications:
* 12+ years leading digital transformation
* Strategic thinker skilled in translating 'white space' into data-driven solutions with measurable outcomes.
* Customer-focused product leader championing outstanding experiences through agile, efficient processes.
* Proven leader promoting strong team culture, clear goal-setting, and effective resource management.
* Collaborative, influential team player committed to seamless user experiences across channels.
* High-energy, deadline-driven multitasker dedicated to solutions-oriented outcomes.
* Analytical mindset transforming data into actionable strategies.
* Executive-level communicator with proficiency in MS Office suite.
* Bachelor's degree from an accredited institution.
*
*Please note, we are back in the office in a hybrid model (3 days a week) we will not consider 100% remote or other locations if not listed on this requisition
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 financia...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2024-08-16 08:27:40
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At Chase, you will focus on business results by offering options and finding solutions to help our customers.
The Call Center Collection Specialist's work is creative, exciting, and different every day.
As a Specialist I in Collections, you will take a mix of inbound and outbound calls while collecting on overdrawn or past due accounts.
By building a strong rapport with your customer, you will be able to make an impact on the business.
Your passion for customer service, inner competitiveness will allow you to excel in our fast paced environment.
Job responsibilities
* Works in a call center environment that requires 100% phone-based customer interaction
* Demonstrates excellent communication, negotiation, and decision-making skills, while staying engaged with our customers
* Communicates with customers in a metrics-driven environment
* Navigates multiple technologies while demonstrating resiliency and extreme adaptability in a fast-paced environment
* Takes ownership of each customer interaction while treating them with respect and responding with empathy
* Works both independently and in a team environment
* Abides by all applicable regulatory and departmental practices and procedures
Required qualifications, capabilities, and skills
* Reading and speaking in both Spanish and English fluently is required for this role
* Minimum of 1 year of customer interaction or customer support experience required, either by phone or face-to-face
* Minimum of 6 months computer experience required, utilizing multiple computer applications in a Windows-based environment
* High school diploma or GED required
Preferred qualifications, capabilities, and skills
* Ability to multitask using a computer and simultaneously provide customer support
* Comfortable in a fast-paced, consistently changing environment
* Previous experience working in a Collections, Sales, Retail or Customer Service industry
* Have a passion for helping people by solving problems, presenting, and explaining solutions
Work Schedule
Candidates must be willing and able to work schedules during our operating hours, which may include evenings and weekends.
Specific schedule information will be provided by the Recruiter.
This position requires that you attend paid classroom trainings as scheduled.
Training hours may not coincide with your regularly scheduled hours.
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.
For those...
....Read more...
Type: Permanent Location: Elgin, US-IL
Salary / Rate: Not Specified
Posted: 2024-08-16 08:27:39
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We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As a Branch Operations Lead in Branch Banking, you collaborate with the Branch Manager, branch employees and One Chase colleagues to ensure customer financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory banking requirements.
A Branch Operations Lead is passionate about taking care of our customers and employees, providing an exceptional customer experience, and working with the Branch Manager to set the tone in the Branch.
You will make customers feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
A typical day consists of assisting customers and performing transactions.
You will also look for opportunities to make customers lives easier by setting up self-service options and building relationships.
Throughout the week, you will schedule time to review branch operations and share updated policy and procedures with branch employees.
This results in the business is adhering to control expectations.
Job responsibilities
* Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture
* Engages clients as they enter the branch by welcoming them and making customers feel appreciated, performing transactions, managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
* Introduces customers to the branch team who will build relationships and assist with specialized financial needs
* Makes customers' lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Supports the Branch Manager with all aspects of branch operations, including loss control, compliance, and audit standards
Required qualifications, capabilities, and skills
* High school degree, GED, or foreign equivalent
* Detail-oriented, organized, and have the ability to multi-task with a dedication to follow policies, procedures, and regulatory bank...
....Read more...
Type: Permanent Location: Charlottesville, US-VA
Salary / Rate: Not Specified
Posted: 2024-08-16 08:27:37
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JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location.
For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include 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 identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.
Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
Base Pay/Salary
New York,NY $142,500.00 - $160,000.00 / year
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-08-16 08:27:37
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Bring your expertise to JPMorgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Strategic Analytics Vice President within the Risk Team, you will generate insightful analytics and provide recommendations concerning strategy development, implementation, operational controls, and performance monitoring.
Your role will require a deep understanding of the problem universe, data analysis to understand root causes, and the use of analytics to design and implement solutions.
You will play a pivotal role in promoting end-to-end solutions that mitigate risk while balancing the minimization of revenue loss, operating costs, and customer impacts.
Job responsibilities
* Develop, implement, and manage pre-book strategies to prevent the first party fraud loss
* Provide regular credit abuse updates to senior leadership, including loss trends, any risks, and mitigation plan
* Collaborate with various stakeholders which includes operations, Business GMs, Credit risk team and broader partner in driving initiatives.
* Monitor strategies to identify emerging attacks and trends and make changes to strategies in response
* Perform large loss case review to identify strategy enhancement opportunity
* Provide support to senior leadership by delivering actionable insights and identifying opportunities for improvement within fraud portfolios
Required qualifications, capabilities, and skills
* Bachelor's Degree from an accredited college/university in a quantitative discipline
* 7+ years of experience in a quantitative role
* Stakeholder management, analytical mindset and strong problem solving skills
* 3+ experience in Fraud/Risk Management
* Proficient in performing analytics using SAS or equivalent analytical tool and ability to query large amounts of data and transform the raw data into actionable insights
* Ability to work in a dynamic and fast-paced environment
Preferred qualifications, capabilities and skills
* Experience in risk management, strategic analytics, or data science preferred
* You should have a passion for problem solving and data analytics
* Prior experience working in Risk(Fraud/Credit risk); experience on Acquisitions strategy is a plus
To be eligible for this role, you must be authorized to work in the United States.
We do not offer any type of employment-based immigration sponsorship for this role.
Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorsh...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2024-08-16 08:27:33
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Join the Planning & Analysis (P&A) Innovation and Transformation Team that is tasked with defining the book of work by coordinating with senior management and stakeholders across Financial Analysis, Corporate Technology, and lines of business.
The Team partners with Corporate Technology to ensure quality delivery of solutions by leveraging an Agile software development lifecycle.
As a Senior Associate in a Business Intelligence Architect role within the Financial Analytics team, you will be responsible for solution design and implementation of strategic financial analytics and reporting and future state forecast aggregation products.
Current scope BI tool suits include Oracle Essbase, Atoti, Alteryx, Tableau, Anaplan, FluenceXL and Databricks etc.
Job responsibilities
* Lead to design and implement future state solution for financial budgeting, reporting, forecasting and analysis products with modernized cloud base BI tool suits
* Partner with Technology and various Products teams in an Agile work stream while meeting program goals and deadlines
* Create financial business cases / user personas to support various business initiatives
* Engage with line of business, operations, and project partners to gather process improvements
* Lead to design / build new models, reports and dashboards to efficiently deliver the financial results to senior management
* Collaborate with business and tech partners to deliver analytic solutions of month-end results, the forecast for the remainder of the year, and the budget for future years
* Manage relations, communicating and presenting to various levels of stakeholders
Required qualifications, capabilities, and skills
* Bachelor's degree in MIS, Finance or a subject of a data / technical nature
* 4+ years of relevant work experience in Financial Services, and/or Technology background.
* Advanced experience in two or more of the current scope toolsets including Essbase, Atoti, Alteryx, Tableau, Anaplan, FluenceXL and Databricks
* Advanced skills in cloud base BI solutions such as AWS
* Inquisitive, enthusiastic and diligent, and capable of challenging peers
* Strong verbal and written communication skills with the ability to articulate complex issues clearly
* Highly motivated and able to thrive and think clearly under pressure and tight deadlines
* Integrity in handling highly sensitive and confidential information
* Team player with the ability to be respected as a trusted partner for the Product, Technology, and FP&A teams
* Highly motivated self-starter with excellent time management/prioritization skills
* Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
Preferred qualifications, capabilities, and skills
* Possess project management skills, including ability to develop project plans, roadmaps, and status reports with proficiency in project...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2024-08-16 08:27:32
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If you're passionate about reporting and metrics, you have found the right team.
As a Client Service Analyst in Corporate Investment Bank, you will conduct research and analysis in order to respond to internal/external transactional clients inquiries and come up with solution to operational/ transactional inquiries, ensuring all client service related tasks are completed promptly with a high degree of quality and efficiency.
They will also assist the team in acting as the client advocate and drive internal coordination by Product, Operations, Technology, Risk and Compliance to deliver service excellence.
The main purpose of this position is to provide assistance to customers in their day to day treasury operations and support the Client Service Account Managers in the transactional requirements of their portfolio.
Job Responsibilities:
* Client Service team central point of resolution and escalation for service issues and to provide assistance in the day to day treasury operations
* Full ownership regarding problem solving and escalation, to ensure timely resolution
* Identifies and addresses product/service gaps and development opportunities, leveraging the full array of Treasury Services product capabilities
* Ability to analyze client behavior and trends to propose service efficiencies
* Adheres to and ensures client's compliance with risk policies/practices and educates clients on new legal/regulatory/cyber changes
* Direct relationships with clients and internal service providers while resolving issues
* Provide high-level guidance to the team and ensure that Client Satisfaction and service level agreements are met or exceeded
Required qualifications, capabilities, and skills:
* Fluent Portuguese verbal and writing.
* Minimum of 1 year of relevant industry and/or functional experience.
* Good understanding of core and intermediate Treasury Services product sets, systems and channels.
* Client-facing skills;
* Ability to effectively partner with internal colleagues and external clients.
* Strong Data Analytic skills.
* Strong time management skills in a fast paced environment; demonstrating ability to balance competing priorities and deliver on commitments.
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location.
For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm per...
....Read more...
Type: Permanent Location: Elgin, US-IL
Salary / Rate: Not Specified
Posted: 2024-08-16 08:27:31
-
We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Assists clients and the branch team by helping with new account openings when needed
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their f...
....Read more...
Type: Permanent Location: Garden Grove, US-CA
Salary / Rate: Not Specified
Posted: 2024-08-16 08:27:28
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: Savannah, US-GA
Salary / Rate: Not Specified
Posted: 2024-08-16 08:27:27
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You should have experience working with cross-functional teams in the execution of multi-channel marketing campaigns that support critical touchpoints along the customer journey and have a mindset for performance measurement, best practices and continuous improvement.
As a member of the Campaign Delivery team in JP Morgan Wealth Management, you will thrive in a creative environment and enjoy managing the end-to-end creative.
This role will help lead the execution of client acquisition and engagement marketing efforts for Wealth Management products, partnering closely with our marketing strategy team.
Initiatives will span multiple medium with heavy emphasis on digital and direct mail to build awareness, to educate, and to drive consideration.
Job Responsibilities:
* Managing the end-to-end creative development and implementation of marketing campaigns ensuring initiatives are on-strategy, on time and within budget parameters.
* Collaborating with marketing strategy managers on creative development and to identify opportunities, strengthen campaign strategy and establish the framework for measurement and reporting.
* Effectively and efficiently working within multiple systems and processes throughout creative development to ensure proper approvals and controls required for a successful launch.
* Contributing innovative and creative ideas as well as channel best practices
* Thinking critically and making recommendations to optimize campaigns to improve results, efficiencies and reduce costs
* Working across multi-functional teams, such as:
+ Product and Marketing Strategy teams
+ Agencies for creative development and execution
+ List teams to coordinate audience targeting
+ Analytics team to report campaign results
+ Internal channel execution partners (email, ad ops, web)
+ Legal, Regulatory and Compliance teams
Required qualifications, capabilities, skills
* Strong knowledge of and 5-7 years' experience in campaign execution and/or project management is required
* Agency/vendor management, including process improvement and issues resolution/escalation
* Willingness to roll up your sleeves and manage the details of marketing project execution including following process and adhering to strict controls
* Ability to manage multiple initiatives simultaneously and work well under pressure and tight deadlines
* Strong relationship development and negotiating skills; ability to earn respect and trust among internal and external business partners and team members
* Team player with a positive, can-do attitude; must be comfortable with continuously changing opportunities and priorities
* Excellent written and oral communication skills
* Experience in financial services/investment marketing and/or agency-side experience is a plus
Preferred qualifications, capabilities and skills
* 4-year college degree
* Ability...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2024-08-16 08:27:26
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JPMorgan Asset Management helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading investment solutions.
Our wide array of financial strategies - equity, fixed income, cash management, currency, asset allocation, and alternative asset classes - allow investors to find strategies to help navigate dynamic markets.
Our renowned value-added tools assist clients in realizing their retirement objectives by getting invested, staying invested, and investing with less emotion.
Job Summary:
As an Internal Client Advisor (internal wholesaler), your responsibility will be helping financial advisors understand the complexities of capital markets and offering timely solutions.
You will play a role in marketing mutual funds, ETFs, and separately managed accounts in partnership with an External Client Advisor, and have the opportunity to demonstrate your passion about the financial industry
Job Responsibilities:
* Develop strong relationships with top-tier clients and prospects through consultative, proactive phone conversations that deliver the JPMorgan value proposition
* Provide superior client service by being responsive, thoughtful and making the clients' needs the focus
* Leverage cutting-edge technological tools to showcase our resources to financial advisors in a more user-friendly way
* Partner with Client Advisor (external wholesaler) by being completely aligned on the objectives needed to achieve the territory's sales goals
* Demonstrate effective territory management skills by focusing on timely follow-up, advisor scheduling and lead generation
* Convey the thought leadership of our Market Insights team to aid clients' understanding of the ever-changing market landscape
* Assist financial advisors in constructing strong risk-adjusted portfolios by leveraging the knowledge and analytics of our Portfolio Insights team
Required Qualifications, Capabilities, and Skills
* Bachelor's degree
* Self-starter with passion for sales and the financial markets
* Proven results shown through sustainable achievement in a competitive environment
* Ability to learn and demonstrate industry and product knowledge by understanding the client, competition, and marketplace
* Capacity to build relationships across entire organization and with our partner firms
Preferred Qualifications, Capabilities, and skills
* Series 7 and Series 63 preferred
* Two years of financial service experience preferred and/or related sales leadership experience
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commerc...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-08-16 08:27:24
-
We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Assists clients and the branch team by helping with new account openings when needed
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their f...
....Read more...
Type: Permanent Location: Reno, US-NV
Salary / Rate: Not Specified
Posted: 2024-08-16 08:27:24
-
We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Assists clients and the branch team by helping with new account openings when needed
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their f...
....Read more...
Type: Permanent Location: Stockton, US-CA
Salary / Rate: Not Specified
Posted: 2024-08-16 08:27:23