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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 an Associate within the Risk Team, you will generate insightful analytics and provide recommendations concerning risk criteria 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 and Implement end-to-end risk criteria for approve/decline decisions in Business Card
* Monitor risk criteria to identify emerging trends and make changes to risk criteria in response
* Collaborate with various stakeholders which includes Business GMs, Operations, Tech, Credit risk team, Legal, and Compliance in driving initiatives
* Provide support to senior leadership by delivering actionable insights and identifying opportunities for improvement within portfolios
* Conduct ad hoc analytics and contribute to various projects representing Risk Management
Required Qualifications, Capabilities and Skills:
* BS degree and minimum 5 years Risk Management or MS degree and 3 years Risk Management
* Advanced understanding of SAS, SAS Enterprise Miner, or other decision tree software
* Ability to query large amounts of data and transform the raw data into actionable management information
* Familiarity with risk analytic techniques
* Strong analytical and problem-solving abilities
* Strong written and oral communication skills
* Experience delivering recommendations to management
Preferred Qualifications, Capabilities and Skills:
* Other quantitative experience preferred
* Experience in credit cards or financial services or risk management is 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 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 eligibl...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-03-05 08:39:07
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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: Simi Valley, US-CA
Salary / Rate: Not Specified
Posted: 2026-03-05 08:39:06
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Are you friendly and do you thrive on providing great customer service? Are you detail-oriented and safety conscious? Do you enjoy working independently? If so, we'd like you to join our team as a Delivery Driver Non CDL.
About the Role:
You will:
* Operate trucks safely and in compliance with Company rules, applicable laws, and regulations.
Destinations include job sites, customer facilities, vendor facilities, other Hajoca locations, facilities of other wholesalers, or other locations as directed by management.
* Load the truck at the Profit Center with Hajoca merchandise to be delivered.
Secure the load properly so that nothing will shift, get damaged, or fall from the truck.
Ensure that the necessary equipment to safely unload the merchandise is available.
* Understand the shipping documents that are associated with the merchandise for each delivery and have accurate directions to each delivery destination.
* Review shipping documentation and ensure order accuracy.
* Unload correct merchandise from the truck and place it where the receiving party wants it.
Obtain legible signature for all merchandise delivered per Company policy and procedure.
* Collect and secure outstanding payments for all cash sale deliveries prior to releasing the material to the customer.
* Work with customers at the delivery site to resolve shipping discrepancies quickly and accurately.
* Load the truck at other locations with merchandise.
This includes merchandise picked up at vendor locations, returned by customers, and purchased from other wholesalers.
* Provide sales leads by noting prospective customer names and addresses discovered in the course of making deliveries.
* Inspect the truck and required parts and accessories to determine safe operating condition prior to departure from the Hajoca location.
Keep truck clean of debris in cab and body.
* Advise management of any mechanical problems with the truck.
At the end of the workday, complete the Driver's Daily Vehicle Inspection Report when driving a delivery vehicle with a gross vehicle weight (GVWR) of 10,001 lbs.
or more if a defect or deficiency is found.
* At the end of the workday, remove keys from the truck and store keys in the approved location.
* Successfully complete required safety and compliance training programs as assigned.
* Perform other reasonably related duties as assigned by immediate supervisor and other management as required.
About You:
* Be able to drive a vehicle over 10,000 lbs.
As a non-CDL driver, you must:
+ Be at least 21 years old
+ Possess a proper and valid driver's license
+ Have a driving record that meets the criteria for being an Authorized Driver in accordance with Company policy.
+ Be able to pass a Department of Transportation physical examination before beginning work and again at least every two years while employed and performing this job functio...
Hajoca Corporation Job 9232 by eQuest
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Type: Permanent Location: Boynton Beach, US-FL
Salary / Rate: Not Specified
Posted: 2026-03-05 08:39:04
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Are you friendly and do you thrive on providing great customer service? Are you detail-oriented and safety conscious? Do you enjoy working independently? If so, we'd like you to join our team as a Delivery Driver Non CDL.
About the Role:
You will:
* Operate trucks safely and in compliance with Company rules, applicable laws, and regulations.
Destinations include job sites, customer facilities, vendor facilities, other Hajoca locations, facilities of other wholesalers, or other locations as directed by management.
* Load the truck at the Profit Center with Hajoca merchandise to be delivered.
Secure the load properly so that nothing will shift, get damaged, or fall from the truck.
Ensure that the necessary equipment to safely unload the merchandise is available.
* Understand the shipping documents that are associated with the merchandise for each delivery and have accurate directions to each delivery destination.
* Review shipping documentation and ensure order accuracy.
* Unload correct merchandise from the truck and place it where the receiving party wants it.
Obtain legible signature for all merchandise delivered per Company policy and procedure.
* Collect and secure outstanding payments for all cash sale deliveries prior to releasing the material to the customer.
* Work with customers at the delivery site to resolve shipping discrepancies quickly and accurately.
* Load the truck at other locations with merchandise.
This includes merchandise picked up at vendor locations, returned by customers, and purchased from other wholesalers.
* Provide sales leads by noting prospective customer names and addresses discovered in the course of making deliveries.
* Inspect the truck and required parts and accessories to determine safe operating condition prior to departure from the Hajoca location.
Keep truck clean of debris in cab and body.
* Advise management of any mechanical problems with the truck.
At the end of the workday, complete the Driver's Daily Vehicle Inspection Report when driving a delivery vehicle with a gross vehicle weight (GVWR) of 10,001 lbs.
or more if a defect or deficiency is found.
* At the end of the workday, remove keys from the truck and store keys in the approved location.
* Successfully complete required safety and compliance training programs as assigned.
* Perform other reasonably related duties as assigned by immediate supervisor and other management as required.
About You:
* Be able to drive a vehicle over 10,000 lbs.
As a non-CDL driver, you must:
+ Be at least 21 years old
+ Possess a proper and valid driver's license
+ Have a driving record that meets the criteria for being an Authorized Driver in accordance with Company policy.
+ Be able to pass a Department of Transportation physical examination before beginning work and again at least every two years while employed and performing this job functio...
Hajoca Corporation Job 9231 by eQuest
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Type: Permanent Location: North Chelmsford, US-MA
Salary / Rate: Not Specified
Posted: 2026-03-05 08:39:04
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Do you thrive on providing an excellent customer experience? Are you safety and service-oriented? Do you possess the attention to detail necessary to ensure the accurate fulfillment of customer orders? If so, we'd like you to join our Warehouse team as a Warehouse Teammate.
About the Role:
You will:
* Be responsible for counting, verifying, and receiving incoming vendor shipments and customer return material.
* Stock and maintain the warehouse; and pick, document, and pack customer orders in accordance with Company policy and procedure.
* Act with a high attention to detail to ensure the highest levels of customer satisfaction.
* Handle all shipping discrepancies per procedures or forward appropriate paperwork to designated employee to handle.
* Identify nonstock, special-order material, and damaged material and store in proper warehouse locations.
* Complete necessary documentation for customer shipments delivered via third-party carrier.
* Load and unload trucks, operate warehouse forklift and other material handling equipment safely.
* Inform immediate supervisor of stock depletions, count discrepancies, or damaged/defective/nonsaleable merchandise that could impact customer service levels.
* Ensure security and controls are in place and upheld to protect Profit Center assets.
* Maintain warehouse cleanliness, order, and safety.
Remove empty cartons, metal bands, pallets, and other debris.
Inform immediate supervisor of safety issues.
* Assist co-workers in servicing customers.
* Perform all job functions in accordance with the company's Safety Standards.
* Successfully complete required safety and compliance training programs as assigned.
* Perform other reasonably related duties as assigned by immediate supervisor and other management as required.
About You:
* 1 year warehouse receiving and material handling experience
* Knowledge of products sold at the Profit Center preferred
* Possess a proper and valid driver's license
Our ideal candidate will also:
* Possess outstanding customer service and communication skills.
* Be able to quickly develop comprehensive knowledge of products sold at the Profit Center.
* Possess a high level of attention to detail and accuracy.
* Be able to build and maintain a positive working relationship with customers, vendors, and co-workers.
* Know of, be able to apply and practice safety precautions in a warehouse and material handling environment.
* Be able to learn to safely operate a forklift and other material handling equipment in use at the Profit Center.
* Be able to learn and operate the computer-related systems used for warehouse operations.
* Read, write, speak, and understand English.
* Be able to add, subtract, multiply, and divide, using whole numbers, common fractions, and decimals.
Hajoca Corporation Job 9233 by eQuest
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Type: Permanent Location: Fort Worth, US-TX
Salary / Rate: Not Specified
Posted: 2026-03-05 08:39:03
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The Data Solutions Engineer is responsible for building, managing, and optimizing data pipelines to support business initiatives.
RESPONSIBILITY LEVEL:
The Data Solutions Engineer is responsible for building, managing, and optimizing data pipelines to support business initiatives.
This role oversees moving pipelines into production, ensures compliance with data governance and security standards, and enables integrated, reusable data processes.
As a central resource, the data engineer works with IT and business units to deliver analytics and data science solutions, requiring innovation, problem-solving, and collaboration.
The role also promotes effective data management practices and improves understanding of data and analytics.
Success is measured by how well data capabilities are integrated and aligned with business outcomes.
Implements organization s goals, may provide input into strategic goals for IT.
Conducts research, evaluates data, and reports on findings, supporting the development and implementation of policies, procedures, and programs.
Has familiarity with the IT budget, may provide input into spending decisions, particularly as pertains to vendors, systems, and projects.
Typically works on projects and initiatives that span 12 months 2 years.
PRINCIPAL DUTIES:
1.
Oversee the operations pertaining to all aspects of data pipelines including the creation, maintenance and optimization of organization data capabilities and demands.
2.
Optimize existing ETL processes, data integration, and data pipeline flows.
Perform advanced troubleshooting, root cause analysis, and resolution of integration or data integrity issues.
Provide production support including analysis, design, implementation and testing.
3.
Support enterprise data initiatives such as data warehouses, AI workflows, and reporting needs by enabling governed, reliable data that drives business decisions and maximizes the value of data as a strategic asset.
4.
Oversee data governance, data quality, and security standards for new and existing data pipelines while directing the design and documentation of data mappings, interface specifications, and system dependencies; lead testing, validation, and deployment of integration solutions across environments, and ensure effective knowledge transfer to internal teams.
5.
Develop relationships with stakeholders and subject matter experts across the organization to enhance requirements for various data initiatives and consumption needs.
6.
Promote the available data resources and expertise to business unit leaders to educate around the benefits in leveraging data, as an asset, to achieving their business goals.
7.
Leverage modern tools, techniques, and architectures to automate common, repetitive, and tedious data tasks to minimize manual and error-prone processes and increase productivity.
8.
Project and Change Management: Effectively plans and manages own work to reliably complete routine job responsibilities and special a...
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Type: Permanent Location: Milwaukee, US-WI
Salary / Rate: Not Specified
Posted: 2026-03-05 08:39:01
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The Card Pricing Product Manager will contribute to the way we manage the disclosed credit card terms on a customer's account by partnering with cross-functional teams to build and refine pricing capabilities that influence the customer experience and support strategic business initiatives.
This position sits within the Marketing, Growth & Innovation organization of Card Services, a key business within Chase's Consumer & Community Banking group.
As a Product Manager in Card Pricing, you will have accountability of delivering across the full product lifecycle and be responsible for leading and executing on key initiatives.
This will be achieved by collaborating across teams within the Credit Card organization to understand business requirements, defining the requirements in partnership with software engineers and other functional teams, and then driving them through build, test, and deployment.
This individual will also help direct the product's backlog prioritization and ensure proper documentation for a strong control environment.
Job Responsibilities
* Partner across various teams in the Card and Connected Commerce organizations to drive an understanding of problem statements, use cases, and business requirements
* Exercise strong analytical and problem-solving skills to get deep into customer journeys and product impacts, as well as manage competing priorities
* Manage, prioritize and deliver multiple epics and user stories simultaneously
* Partner and collaborate across functional teams (e.g., product, tech, data, and design) for successful and timely project execution
* Provide managerial oversight and support to other product team members
* Communicate (both verbal and written) technical and non-technical updates to executives via decks and reports
* Promote a strong control environment by adhering to risk/control, procedure and process expectations, while appropriately delivering what's best for the customer
* Partner across product and technology to create test plans for developed capabilities with an automation mindset
Required qualifications, capabilities, and skills
* 8+ years of product work experience in product development or related field
* Demonstrated ability to collaborate with functional areas to drive successful and timely project execution
* Proven ability to operate within Agile methodology
* Expertise in agile processes and principles; experience with modern technology stacks, including cloud, big data, microservices, APIs, etc.
* Experience influencing others, directly or indirectly, in a fast-paced, collaborative, and cross-functional environment
* Demonstrated proficiency with Microsoft Office (Word, Excel, PowerPoint, Pivot Tables)
* Experience in fintech or financial services industry
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad r...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-03-05 08:38:59
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Relationship Executive is for you.
As a Relationship Executive within the Healthcare Services Banking team, your role is to be the focal point of client acquisition and ongoing relationships; Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Banker, you are responsible for growing and retaining profitable relationships within the Healthcare Services Banking target space.
Specialized Industries bankers focus on companies in a specific industry with sales sizes ranging from $20 million to $2 billion
The Healthcare Services team is part of J.P.
Morgan's Commercial Bank in its Commercial and Specialized Industries group.
In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies.
We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills
* 8+ years with above average performance results in a similar banking role or credit/lending related experience
* Understanding of Commercial Banking products and services
* Ability to mobilize internal networks and resources
* Demonstrated experience of meeting or exceeding sales goals
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Excellent verbal and written communications skills; able to effectively communicate clearly and concisely
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Sales management and business development skills
* Proficiency in building and maintaining positive client relationships
* Strong creative solution and problem solving abilities
* Excellent business judgment and strategic thinking
* Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
* Flexible to changing business priorities and ability to multitask
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's mos...
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Type: Permanent Location: Phoenix, US-AZ
Salary / Rate: Not Specified
Posted: 2026-03-05 08:38:54
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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: Simpsonville, US-SC
Salary / Rate: Not Specified
Posted: 2026-03-05 08:38:51
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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: Myrtle Beach, US-SC
Salary / Rate: Not Specified
Posted: 2026-03-05 08:38:50
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
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Type: Permanent Location: Fresno, US-CA
Salary / Rate: Not Specified
Posted: 2026-03-05 08:38:46
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM.
You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share.
As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships.
Job Responsibilities
* Acquire, retain and deepen a portfolio of approximately 40-50 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
* Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners
* Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects
* Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship
* Understand the personal financial goals and needs of the owner(s).
Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
* Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services.
Leverage service team to deliver an outstanding client experience
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
...
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Type: Permanent Location: Nashville, US-TN
Salary / Rate: Not Specified
Posted: 2026-03-05 08:38:45
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Have a keen eye for financial analysis and strategic thinking? Let's transform your financial strategies into impactful results.
As a Finance & Business Management HR Associate within our global HR community, you will be responsible for creating and promoting analytics and reporting for the head of HR and HR CFO agenda.
You will contribute to firmwide projects that promote efficiencies across the HR organization and conduct deep dive analyses on key issues impacting business to determine root cause and propose solutions.
You will also partner with Business Management and finance teams to develop insightful reporting, focusing on promoters, and understanding context and developing opinion on next steps.
Job responsibilities:
* Help create and drive analytics and reporting for head of HR and HR CFO agenda
* Create, maintain and review financial models and analyses (both recurring and ad-hoc)
* Contribute to firmwide projects that drive efficiencies across the HR organization
* Conduct \"deep dive\" analyses on key issues impacting business to determine root cause and propose solutions
* Develop, consolidate and present insightful and robust qualitative and quantitative financial analysis for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed
* Being obsessed with data quality
* Develop structure and strategy across the firmwide HR hierarchy
* Understanding different sources used for all reporting (finance and non-finance) and developing a consistent approach
* Partner with Business Management and finance teams to develop insightful reporting, focusing on drivers, and understanding context and developing opinion on next steps
* Collaborate with business partners across firmwide HR to ensure the timely, accurate and effective delivery of recurring and ad-hoc initiatives
Required qualifications, capabilities, and skills:
* BA/BS in Finance, Economics, Accounting or Corporate Finance, 4+ years of relevant experience, in financial services
* Understands financial P&Ls
* Experience in corporate financial analytics / understanding of key drivers
* Exceptional analytical, problem solving and project management skills with a proven track record of execution against deliverables; strategic thinker
* Excellent oral & written communication and relationship management skills
* Strong technical and analytical skills, including Excel, PowerPoint
* Organized and detail-oriented with the ability to synthesize large amounts of data, summarize key concepts and articulate appropriately
* Sound judgment, professional maturity, personal integrity, and strong work ethic
* Proactive and results-oriented, ability to manage multiple tasks simultaneously and meet deadlines
* The candidate must be a self-starter and seeks to break the status-quo and initiate improvements where necessary
Preferred qualif...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-03-05 08:38:44
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Duties: Write and optimize queries to extract and transform product and customer data.
Design and execute A/B tests to assess the impact of product features and guide decision-making through experimentation.
Build and maintain dashboards to provide visibility into KPIs, customer behavior, and product performance across teams.
Conduct data analysis to support exploratory analyses and hypothesis validation.
Develop and deliver data-driven presentations to communicate technical concepts for business and technical audiences.
Collaborate with product managers and cross-functional teams to influence roadmaps and prioritize features based on user data and ROI.
Improve internal analytics workflows and support the adoption of data tools to streamline reporting and foster a data-driven culture.
QUALIFICATIONS:
Minimum education and experience required: Master's degree in Business Analytics, Data Science, or related field of study plus 2 years (24 months) of experience in the job offered or as Quant Analytics Associate, Associate Strategic Analytics, Business Analyst, or related occupation.
The employer will alternatively accept a Bachelor's degree in Business Analytics, Data Science, or related field of study plus 5 years (60 months) of experience in the job offered or as Quant Analytics Associate, Associate Strategic Analytics, Business Analyst, or related occupation.
Skills Required: This position requires experience with the following: Writing and optimizing SQL queries to extract and transform product and customer data; Building and maintaining Tableau dashboards to provide visibility into KPIs, customer behavior, and product performance across teams; Conducting data analysis in Python using pandas and NumPy to support exploratory analyses and hypothesis validation; Developing and delivering data-driven presentations for business and technical audiences; Collaborating with product managers and cross-functional teams to influence roadmaps and prioritizing features based on user data and ROI; Improving internal analytics workflows and supporting the adoption of data tools to streamline reporting; Designing and executing A/B tests to assess the impact of product features and guide decision-making through statistically sound experimentation.
Job Location: 8181 Communications Pkwy, Plano, TX 75024.
Full-Time.
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, pa...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-03-05 08:38:41
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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 Investment Associate in J.P.
Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors.
Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness.
You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships.
Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements.
You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment.
Job responsibilities
* Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
* Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
* Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
* Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
* Support business unit operational procedures and compliance requirements (e.g.
completion of required operational forms and documentation)
* Prioritize daily work, track progress for current work, and consistently meet deadlines
* Maintain and foster team culture
Required qualifications, capabilities, and skills
* A valid and active Series 7 license is required or may be obtained within a 120 day condition of employment
* If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCT...
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Type: Permanent Location: West Harrison, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-05 08:38:40
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Are you looking for an exciting opportunity to join a dynamic and growing team in a fast-paced and challenging area? Join our team and take your career to the next level!
As a Vice President Project Manager within the Client Tax Operations team, you will play a crucial role within Client Tax Operations and be responsible for leading regulatory & strategic tax programs, driving programs end to end-translating complex tax rules into actionable roadmaps, modernizing processes and controls, and ensuring accurate withholding, documentation, and reporting.
You will be responsible for driving cross-functional execution, rigorous governance, data quality, and on-time, audit-ready delivery.
Job Responsibilities
* Lead end-to-end delivery of tax operations initiatives (scoping, roadmap, budget, governance), driving on-time, in-scope, and within-budget outcomes.
* Create and maintain a detailed, dependency-driven project plan (scope, milestones, critical path, resources, budget), updating RAID and delivery metrics to keep execution on track.
* Chair project working group calls: set agenda, drive decisions, capture minutes and owners with due dates, track actions and risks, and escalate issues to governance as needed.
* Design and implement target operating models and process re-engineering, embedding controls, SLAs, and KPIs to ensure accurate withholding, documentation, and reporting.
* Proactively manage risks, issues, and dependencies (RAID), enforce change control, maintain audit/ICFR evidence, and ensure regulatory and policy compliance readiness.
* Drive stakeholder communications and change management: prepare steering materials and status reports, ensure SOPs are developed.
Required qualifications, capabilities, and skills
* Bachelor's degree in Business Administration, Finance, Accounting, or related field
* Minimum of 5 years of experience in Project Management within the financial services industry, focusing on tax operations
* Proven track record of delivering complex business solutions
* Robust understanding of tax operations, regulatory requirements, and industry best practices
* Exceptional communication and interpersonal skills
* Ability to think strategically and drive results in a fast-paced, dynamic environment
Preferred qualifications, capabilities and skills
* Advanced degree MBA or advanced degree preferred
* Strong Knowledge of US Tax Withholding & Reporting Requirements - FATCA, NRA, Backup, 1099, 1042S
Please note this role is not eligible for employer immigration sponsorship.
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, c...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2026-03-05 08:38:40
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Join our collaborative environment, where you'll contribute to our strategy and make an impact on product success.
Grow your skills, participate in product planning, and define user workflows while working alongside experienced product managers.
Don't miss this opportunity to be part of a dynamic team and promote innovation in customer experiences.
As a Product Associate in Employee Voice , you play a crucial role in supporting the product development process and contributing to the discovery of innovative solutions that address customer needs.
Working closely with the product management team and cross-functional partners, you contribute your skills and insights to help ensure the success of our product offerings.
As a valued member of the team, you have the opportunity to learn and grow in a dynamic and fast-paced environment, making a tangible impact on our products and customer experiences.
You will partner with numerous stakeholders within the firm, as well as with vendors, in the design, implementation, and ongoing administration of surveys and other related listening projects.
This role will be critical in supporting efforts for the firmwide Employee Opinion Survey and other lifecycle surveys, including candidate experience and new employee experience surveys.
This person will take an active role in interpreting and communicating survey results across the firm and in developing insights about the firm's culture and management practices.
Job responsibilities
* Supports the development of our product strategy and roadmap
* Participates in product planning sessions, contributes ideas and insights, and assists in the execution of product initiatives, ensuring timely and successful product launches
* Collaborates with the product manager to engage stakeholders and define user workflows, requirements, stories, and customer value
* Support the implementation of the firmwide Employee Opinion Survey (EOS) and other surveys within the listening strategy
* Partner with Centers of Excellence (COEs) to use existing employee research and to develop new tools/surveys to support their data and information needs
* Serve as subject matter expert/consultant on survey content, administration and analysis/reporting for surveys being conducted across the firm while identifying opportunities for leveraging survey and other research to find insights on firmwide culture and practices
* Ensure all appropriate data privacy, security and controls requirements are incorporated into all survey processes
* Interpret employee survey and research data, seeking insights to raise to leadership teams and Centers of Excellence (COEs)
* Prepare executive presentations highlighting insights for business leaders
* Partner with the HR CDAO function to maximize the use of the employee data and with other firmwide groups like Communications, Workforce Technology, Data Privacy, DOI as needed
* Work with the HR Advisory comm...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-03-05 08:38:39
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Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations.
As a Senior Product Associate in Employee Voice , you contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings.
Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success.
Job responsibilities
* Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery
* Writes the requirements, epics, and user stories to support product development
* Support the implementation of the firmwide Employee Opinion Survey (EOS) and other surveys within the listening strategy
* Partner with Centers of Excellence (COEs) to use existing employee research and to develop new tools/surveys to support their data and information needs
* Serve as subject matter expert/consultant on survey content, administration and analysis/reporting for surveys being conducted across the firm
* Identify opportunities for leveraging survey and other research to find insights on firmwide culture and practices
* Ensure all appropriate data privacy, security and controls requirements are incorporated into all survey processes
* Interpret employee survey and research data, seeking insights to raise to leadership teams and Centers of Excellence (COEs)
* Prepare executive presentations highlighting insights for business leaders
* Partner with the HR CDAO function to maximize the use of the employee data and with other firmwide groups like Communications, Workforce Technology, Data Privacy, DOI as needed
* Work with the HR Advisory community to ensure they are equipped to work with their clients to understand employee data
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise in product management or a relevant domain area
* Proficient knowledge of the product development life cycle
* Experience in product life cycle activities including discovery and requirements definition
* Developing knowledge of data analytics and data literacy
* Knowledge of research methods and prior experience creating and administering measurement tools, such as surveys
* Demonstrated ability to manage and manipulate large data sets in Excel is required
* Ability to identify and communicate critical insights through appealing data-driven visualizations (PowerPoint)
* Proficiency in at least one statistical analysis tool (e.g., R, Python)
* Strong analytical, problem solving and project management skills
* ...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-03-05 08:38:38
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As the Program Manager within the HR CDAO Workforce Insights Team, you will lead the execution of multiple data transformation programs.
You will orchestrate delivery across various agile workstreams, ensuring alignment with strategic priorities and fostering collaboration among HR, Finance, Tech, Data, Product, and Design teams.
Your role involves coordinating delivery to meet milestones, managing dependencies, and developing detailed program plans to track progress and resolve issues proactively.
You will facilitate regular meetings to ensure accountability and transparency, analyze success metrics and workforce data to inform decision-making, and craft compelling presentations for senior leadership using strong PowerPoint and data visualization skills.
Additionally, you will promote the program roadmap forward, anticipate future talent implications, and support change management efforts for new processes and solutions.
Championing agile principles, you will facilitate sprint planning, prioritize backlogs, and coordinate agile working groups to remove blockers and maintain focus on outcomes.
You will work across the quad to promote the adoption of integrated solutions and oversee enhancements to critical workstream processes.
Managing relationships and communications with stakeholders across HR, Finance, and leadership teams is also a key responsibility, ensuring engagement and information flow at each stage.
Job responsibilities
* Lead and coordinate delivery across multiple agile workstreams, ensuring milestones are met and dependencies are managed.
* Develop, maintain, and execute detailed program plans, tracking progress and helping the program lead to proactively resolve issues.
* Facilitate regular meetings to drive accountability and transparency.
* Analyze success metrics and workforce data to assess impact and inform decision-making.
* Leverage insights to craft compelling presentations and narratives for senior leadership, leveraging strong PowerPoint and data visualization skills.
* Help drive the program roadmap forward, anticipating future talent implications and evolving business priorities, and support change management efforts to ensure adoption of new processes and solutions.
* Champion agile principles and practices within each program, facilitating sprint planning and backlog prioritization, and act as a central point of coordination for agile working groups, helping teams remove blockers and stay focused on outcomes.
* Work across the quad (Tech, Data, Product, Design) to drive adoption of integrated solutions and operating models, and oversee delivery of enhancements to all critical workstream processes.
* Manage relationships and communications with stakeholders across HR, Finance, and leadership teams, ensuring the right people are informed and engaged at each stage.
Required qualifications, capabilities, and skills
* Bachelor's degree required.
* 3+ years of p...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-03-05 08:38:38
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DESCRIPTION:
Duties: Lead the design, development, and maintenance of scalable web applications, ensuring robust backend architecture and dynamic user interfaces to enhance engagement and outcomes.
Oversee backend and frontend integration for seamless user experiences across platforms.
Manage cloud-based application deployment, optimizing for availability, performance, and scalability.
Automate infrastructure provisioning with infrastructure as code for efficient deployment processes.
Architect and maintain cloud-based data storage solutions, ensuring data integrity, accessibility, and security.
Spearhead the full software development lifecycle, from concept to deployment, ensuring timely delivery and quality.
Drive innovation by implementing new technologies and methodologies, enhancing development processes and performance.
Cultivate strong stakeholder relationships, aligning on goals and delivering solutions that exceed expectations.
Champion best practices in software development, fostering continuous improvement and excellence.
Mentor junior developers, providing support for professional growth.
Lead third-party service and API integration, expanding functionality and value.
Design and implement CI/CD pipelines for rapid deployment of features and updates.
Conduct performance tuning, analyzing metrics to enhance efficiency and responsiveness.
Implement caching, load balancing, and optimization techniques to improve speed and reduce latency.
Collaborate with teams to resolve performance bottlenecks, ensuring high-quality applications.
Advocate for user-centric design, creating intuitive interfaces that enhance satisfaction.
Ensure solutions adhere to security and compliance standards, conducting audits to protect data integrity.
Lead disaster recovery planning for business continuity.
Develop and maintain documentation for transparency and knowledge sharing.
Engage in proactive problem-solving, identifying challenges early and devising strategic solutions.
QUALIFICATIONS:
Minimum education and experience required: Bachelor's degree in Computer Engineering, Computer Science, or related field of study plus five (5) years of experience in the job offered or as Software Engineer, Technology Lead, Application Engineer, Systems Engineer, or related occupation.
Skills Required: This position requires experience with the following: utilizing Java programming to develop robust backend solutions with Spring Boot for high-performance, scalable applications; building dynamic, responsive interfaces with ReactJS to enhance user engagement; working with AWS to deploy and optimize applications using services including DynamoDB and S3 for scalability; utilizing Terraform for efficient, reliable infrastructure provisioning and management; working with cloud-based databases including Amazon RDS DBS and Amazon DynamoDB; utilizing data lakes and Snowflake for data warehousing to drive data-driven decision-making; leading the software development lifecycle ...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-03-05 08:38:37
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DESCRIPTION:
Duties: Create and manage advanced visualization dashboards for each group to effectively monitor product usage, ensuring data accuracy and accessibility for stakeholders.
Collaborate with partners in Operations Servicing, Machine Learning, Intelligent Operations Product, and Customer Experience to deliver actionable data-driven insights that support strategic decision-making, prioritize the product roadmap, drive cost savings, improve process efficiencies, and enhance customer satisfaction.
Lead analytics initiatives across Consumer and Community Banking (CCB) and beyond as the product expands into non-CCB areas.
Generate multi-million- dollar savings through comprehensive deep-dive analyses employing statistical techniques and advanced methodologies to understand the operational landscape.
Conduct independent, in-depth analysis of large, detailed session-level datasets.
Formulate and test hypotheses, research user behavior, derive meaningful insights, and effectively communicate findings through data visualizations to senior stakeholders.
Analyze the complete journey of customers and servicing agents from both the operational and customer experience perspective.
Provide expert data-driven consultation on automation opportunities to optimize efficiency and enhance service delivery.
Perform detailed cost-benefit analysis of the product, providing insightful analysis to highlight key areas of impact and inform strategic decisions.
Design and execute robust A/B testing to measure product effectiveness.
Support finance teams in budgeting and strategic planning by providing data- backed recommendations.
Develop efficient ETL data pipelines and create multiple daily reports and process controls using SQL, Alteryx, and Tableau.
Support machine learning product usage and line of business operations with accurate and timely data.
Collaborate with cross-functional teams, including engineering, product, and business stakeholders, to define program scope, objectives, and deliverables.
Ensure alignment with overall business goals and strategic initiatives.
Utilize advanced analytical reasoning to assess program performance, identify areas for improvement, and implement data-driven optimizations to enhance efficiency and effectiveness.
QUALIFICATIONS:
Minimum education and experience required: Master's degree in Business Analytics, Data Science, Finance, Business Administration, or related field of study plus 2 years of experience in the job offered or as Data Scientist, Market Research Analyst, Global Business Services Learning and Development Co- op, or related occupation.
The employer will alternatively accept a Bachelor's degree in Business Analytics, Data Science, Finance, Business Administration, or related field of study plus 5 years of experience in the job offered or as Data Scientist, Market Research Analyst, Global Business Services Learning and Development Co- op, or related occupation.
Skills Required: This position requires t...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-03-05 08:38:36
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
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Type: Permanent Location: Falmouth, US-MA
Salary / Rate: Not Specified
Posted: 2026-03-05 08:38:35
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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: East Meadow, US-NY
Salary / Rate: Not Specified
Posted: 2026-03-05 08:38:35
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
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Type: Permanent Location: Stoughton, US-MA
Salary / Rate: Not Specified
Posted: 2026-03-05 08:38:34
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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 Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as other branch clients.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Share the value of Chase Private Client with eligible clients.
* Actively manage assigned clients and their banking relationships through an advice-based approach to recommend the best products and services for their financial needs.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adheres to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships.
* 1+ year Branch Banking Banker or equivalent experience in Financial Services sales experience with proven success in acquiring new clients, deepening relationships, and revenue generation.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to resolve client issues quickly and effectively with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, ...
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Type: Permanent Location: Bethesda, US-MD
Salary / Rate: Not Specified
Posted: 2026-03-05 08:38:33
