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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: Indianapolis, US-IN
Salary / Rate: Not Specified
Posted: 2025-03-06 07:53:53
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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 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 fina...
....Read more...
Type: Permanent Location: Grand Haven, US-MI
Salary / Rate: Not Specified
Posted: 2025-03-06 07:53:53
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Affordable Agency Multifamily Banker (DUS/Optigo) - Commercial Real Estate
We are expanding our Commercial Bank's presence in Government-Sponsored Enterprises (GSE) Multifamily lending and are seeking an experienced commercial real estate sales professional to originate Affordable housing transaction with Fannie Mae DUS™ and other Affordable housing capital sources.
This is a unique chance to contribute to the growth of a new business line within JPMorgan Chase's leading commercial real estate platform.
Our Commercial Banking offers extensive industry knowledge, local expertise, global capabilities, and a comprehensive set of financial products and services to clients with annual revenue ranging from $20 million to $2 billion.
As an Affordable Agency Multifamily Banker in the Commercial Real Estate team, you will have the opportunity to expand our presence in Government-Sponsored Enterprises (GSE) Multifamily lending.
You will leverage your experience in originating Fannie Mae DUS™ and Freddie Mac Optigo™ loans to grow JPMC's Affordable Agency platform .
You will use your extensive real estate knowledge and technical expertise to develop and grow our portfolio through prospecting and client relationship management.
This is an extraordinary opportunity to make a significant impact in our organization and in the commercial real estate industry.
Job Responsibilities
* Originate Affordable loans for Fannie Mae DUS™ and other capital sources using your personal network and leveraging JPMC's relationships
* Effectively communicate the advantages of Agency loan programs to clients and act as product champion internally for Agency lending products so that Conventional and Affordable relationship bankers can effectively serve their clients and leverage your team's expertise
* Manage and execute Agency Multifamily transaction while working closely with partners in Risk, Finance, Servicing and Legal to grow the business responsibly and with operational excellence
* Develop and grow portfolio through prospecting and client relationship management using extensive real estate knowledge and technical expertise
* Screen opportunities by analyzing market data, property and clients financials, and work closely with the screening team to obtain preliminary loan information and provide initial loan sizing, pricing and terms
* Partner with Marketing to develop a business plan to attract new customers and increase brand awareness, including professionally represent the Bank at industry related conferences and events
* Engage and participate in ongoing strategic initiatives with Cross Line-of-Business partners including Treasury Services and Digital platforms
Required qualifications, capabilities, and skills
* Ideal candidate will have an existing book of clients and direct relationships with multifamily borrowers
* Ten + years proven commercial multi-family real estate income property lending experience
...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-03-06 07:53:52
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Join our Corporate Investment Bank Treasury team to manage forecast and budget processes which support managing business activities to align with Treasury strategies across funding, capital and liquidity.
This is an exciting opportunity to work in a dynamic and strategic role within the Corporate Investment Bank Treasury group, where you will play a crucial part in optimizing performance and shaping the future of the organization.
As a Corporate & Investment Bank Treasury Associate in the Corporate & Investment Bank Treasury Planning & Analysis team, you will be responsible for supporting various management reporting and ad-hoc reporting.
You will collaborate with various stakeholders to optimize performance and utilization of balance sheet and liquidity resources while adhering to regulatory constraints, internal controls, and business objectives.
Job responsibilities:
* Support production of monthly and quarterly senior-level overview and budget reviews which articulate CIB total results and outlook with a focus on total CIB balance sheet trend, net funding and liquidity usage, quarterly net interest income ("NII") including internal Funding Transfer Pricing ("FTP") as well as the underlying business drivers
* Support analysis for Corporate P&A requests on forecasted NII and balance projections to support quarterly earnings scripts and CFO-level resource discussions
* Partner closely with CIB P&A teams and line of business controllers to understand balance sheet actuals trend and variance from prior forecast
* Support ad-hoc requests around interest rate sensitivity, growth initiatives as well as investor day and press release presentations
* Liaise, partner and build strong relationship with key stakeholders across P&A and line controller teams
Required qualifications, capabilities, and skills:
* Bachelor's degree or equivalent in Accounting, Finance, Business Administration or related field.
* Experience in Planning & Analysis, Reporting or Controlling roles
* Familiarity with CIB Balance Sheet products and core lines of business
* Proficiency in Excel and PowerPoint
Preferred qualifications, capabilities, and skills:
* Strong stakeholder management and excellent communication/ listening skills
* Results orientated without compromising control and detail
* Ability to quickly learn and adapt to automation tools
* Ability to handle multiple tasks simultaneously and efficiently/ thrives on challenges in a fluid working environment
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset mana...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-03-06 07:53:51
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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
...
....Read more...
Type: Permanent Location: Ann Arbor, US-MI
Salary / Rate: Not Specified
Posted: 2025-03-06 07:53:51
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JPMorgan Chase is seeking a Senior Associate to join our Asset/Liability Management Analytics team within the Treasury/Chief Investment Office (T/CIO).
As a Senior Associate in our Asset/Liability Management Analytics team within the Treasury/Chief Investment Office, you will be focusing on Interest Rate Risk (IRR) analytics and strategy.
You will be involved in both business as usual ALM processes and strategic initiatives around balance sheet analysis.
This includes measuring the firm's interest rate risk, understanding balance sheet composition and main promoters of IRR under a range of scenarios, conducting analyses around balance sheet strategy and financial products leveraging large data sets, and communicating analytics to management and partners across the firm.
Job responsibilities:
* Create IRR analytics at the product, line-of-business and firm level including: earnings-at-risk, duration, future duration, and valuation sensitivity
* Automate existing processes and develop new tools for analysis
* Utilize analytical and programming skills to investigate and analyze interest rate risk metrics
* Partner with TCIO portfolio managers, TCIO research, line of business treasury groups, firm wide planning and analysis, IRR reporting/production team, risk oversight, model risk
* Perform as a product level expert with detailed understanding of IRR for specific product categories (e.g.
investment securities, wholesale or retail deposits, mortgage loans, auto loans, credit card loans, wholesale funding), including underlying source data analysis, product attributes and assumptions, valuation models, product balance forecasts
* Develop, improve and implement product level cash flow models
* Use tools and knowledge to assist production team to implement advanced IRR analytics and analysis
* Create and present IRR analysis to senior management for strategic decision making
Required qualifications, capabilities and skills:
* (1-3) years of finance/banking industry experience
* Masters/CFA/MBA degree
* Programming skills (Python, SQL, Git, NumPy)
* Strong understanding of version control systems, particularly Git, for effective code management
* Proficient in communicating technical concepts to stakeholders
* Ability to quickly comprehend and trace existing scripts, ensuring efficient troubleshooting and enhancement of analytical models
* Knowledge of fixed income instruments, banking book products and interest rate risk
* Experience working at a financial institution
* Strong analytical and quantitative, investigative problem-solving, and decision making skills
* An organized self-starter and quick learner with the ability to work under pressure, prioritize multiple tasks, and bring tasks to complete closure
* Experience working with large data sets
* Strong technical skills in Excel and PowerPoint
JPMorganChase, one of the oldest financial instit...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-03-06 07:53:49
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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 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 fina...
....Read more...
Type: Permanent Location: Naples, US-FL
Salary / Rate: Not Specified
Posted: 2025-03-06 07:53:48
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Are you ready to make a significant impact in the world of Corporate Finance & Operations? Join us as we lead the charge in strategic data and process transformation, with a focus on Environmental, Social, and Governance (ESG) and Banking Book initiatives.
Be part of a dynamic team that uses first-class methodologies in program governance and project delivery.
This is your opportunity to contribute to a high-performing team and help shape the future of ESG/Banking Book reporting and compliance.
Together, we can drive meaningful change and innovation.
As a Vice President (VP) in the Data Product Owner space focusing on ESG and Banking Book Program Management team within the Firmwide Finance Business Architecture (FFBA) team, you will play a crucial role in delivering strategic automation to the ESG Finance Controller and External Reporting teams.
You will support JPMorgan Chase's efforts to track ESG and Banking Book obligations in response to regulatory reporting requirements and internal initiatives.
Join us to drive impactful change and collaborate with a diverse set of stakeholders across different geographies.
The Firmwide Finance Business Architecture team (FFBA) is accountable for leading large-scale data, infrastructure, accounting standard and business process change management events and the Chief Data Office for Finance and Treasury & Chief Investment Office (TCIO).
The team also provides a centralized program management and business analysis capability, targeted program governance, and consistent application of program management standards including system testing and change management practices, with a current focus on overseeing the Data Acquisition framework for strategic and legacy Finance, TCIO, and Wholesale Credit Risk platforms.
Job Responsibilities:
* Drive end-to-end requirement discussions and develop plans for successful delivery of change events.
* Lead collaboration with key partners to ensure that critical data is well-documented as to its meaning and purpose, and classified accordingly with metadata to enable its understanding and control
* Document comprehensive requirements for data sourcing, content and quality, and coordinate with technology and business partners to ensure timely, complete, and accurate data
* Liaise with upstream line of business partners and down stream external reporting teams to ensure critical regulatory requirements are implemented in appropriate timelines
* Evolve data model strategies within Banking Book and ESG to align with external reporting requirements
* Provide data quality support through monitoring and root-cause analysis of data quality issues.
* Create and maintain Data Requirements Documents and Model Documentation.
* Influence and communicate with stakeholders across business, operations, and technology.
* Provide occasional project management support to senior project managers through maintenance of various project artifacts suc...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-03-06 07:53:47
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Job Profile:
Join our exceptional team of high-energy leaders as a Lending Manager in Chase Home Lending and put your knowledge and understanding of the home lending industry to good use by leading and motivating a team of Senior Home Lending Advisors.
You will adhere to all regulatory requirements while executing on the strategic business plan to promote and market the firm's mortgage products to clients, team members, and partners inside and outside the branch footprint, attain mortgage lending goals, generate profit and manage and grow a team.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Lending Manager in Chase Home Lending, you have an opportunity to build a team and impact strategic growth while helping clients to fulfilling the dream of homeownership.
Job responsibilities
* You'll use your strong interpersonal skills to effectively manage and grow the retail mortgage production in your geographical area by developing partnerships with the Bank Market & District Managers, Emerging Markets & Business Development, Operations & Underwriting, and ensuring flawless execution by your mortgage team of the coverage model and all Mortgage Banker behaviors.
* You'll stretch your leadership skills to attract, recruit, retain, and develop a team of successful Home Lending Advisors who thrive in Chase's business environment by providing overall sales leadership, modeling and coaching key behaviors, ensuring effective education and employee development through education, providing feedback, and recommendations with active participation in soliciting feedback from banking partners and participating in bank business reviews.
* You'll use your business acumen to strategically plan for the best financial results, meet Community Reinvestment Act (CRA) requirements and oversee responsibility and accountability for compliance in all aspects of your geography.
* You'll grow and enrich internal and external relationships with through regular visits to branch locations within your designated geographical markets.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 5+ years of sales/mortgage/lending/originations management experience in a retail banking environment and cross-selling to mortgage customers.
* Excellent P&L management skills with substantial experience leading a profitable retail business and executing a strategic business plan.
* Proven track record of successfully recruiting, interviewing, hiring, developing, managing, and retaining 10 or more Field Home Lending Advisors with an ability to lead, model, coach, and mentor all levels of sales and sales management.
* Excellent written and oral communication skills with the ability to build strong relationships with internal business partners to achieve success.
* Excellent working knowledge of the originat...
....Read more...
Type: Permanent Location: Baton Rouge, US-LA
Salary / Rate: Not Specified
Posted: 2025-03-06 07:53:46
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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 Science, Computer Engineering, Computer Information Systems, Management Information Systems, or related field of study plus 5 years of experience in the job offered or Software Engineer, IT Consultant, or related occupation.
The employer will alternatively accept a Master's degree in Computer Science, Computer Engineering, Computer Information Systems, Management Information Systems, or related field of study plus 3 years of experience in the job offered or Software Engineer, IT Consultant, or related occupation.
Skills Required: Requires experience in the following: Linux; Unix; Agile SDLC; Application Architecture Disciplines; Microservices; Apache Kafka; Docker; J2EE; Jenkins; NodeJS; Spring; Hibernate; HTML; Java; C# NET; VBA; Javascript; JQuery; React; SQL; XML; Ext-JS; Apache Tomcat; Bootstrap; REST; SOAP; JSON; Kubernetes; Oracle; Splunk; GIT; Selenium; Cucumber; and Junit.
Job Location: 600 Travis Street, Houston, TX 77002.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a ret...
....Read more...
Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-03-06 07:53:46
-
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 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
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their...
....Read more...
Type: Permanent Location: Auburn, US-CA
Salary / Rate: Not Specified
Posted: 2025-03-06 07:53:45
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Description for Internal Candidates
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 Senior Associate in Strategic Analytics within JPMorgan Chase's Risk Management and Compliance team, you will leverage your expertise to anticipate and address emerging risks in mortgage servicing.
Your analytical insights will drive strategic decisions, directly impacting our business and supporting our commitment to responsible growth.
Our culture encourages innovative thinking, challenging the status quo, and striving for excellence.
Job Responsibilities
* Develop and execute advanced analytics strategies related to performing mortgage servicing, with a focus on property tax and homeowners insurance escrow accounts, lender placed insurance, mortgage insurance, adjustable rate mortgages, portfolio characteristics, portfolio inflows and outflows, and critical regulatory reporting.
* Utilize SAS and/or SQL programming (ORACLE, Teradata) to synthesize large datasets and generate actionable insights.
* Provide data-driven recommendations to senior leaders to address complex business issues and areas of regulatory concern.
* Collaborate with cross-functional teams, including risk management, data scientists, IT, finance, and operations, to ensure data quality and effective execution of strategies.
* Lead strategic projects aimed at improving risk management practices and processes within the mortgage division.
* Communicate complex analytical findings and recommendations to senior stakeholders in a clear and concise manner.
* Develop and maintain dashboards and other reporting tools to track risk metrics and performance indicators.
* Monitor and report on key risk metrics (KRMs) related to mortgage servicing, identifying trends and potential risks.
* Lead process improvement initiatives to enhance the quality and efficiency of analytics and reporting.
* Participate in internal and external audits, providing necessary documentation and support.
* Develop subject matter expertise in mortgage servicing, including loss mitigation and default servicing.
Required Qualifications, Capabilities, and Skills:
* Bachelor's degree in Finance, Economics, Statistics, Mathematics, Computer Science, or a related field.
* 3 plus years of hands-on experience in SAS and/or SQL programming (ORACLE, Teradata) is required.
* Strong analytical and problem-solving skills with a proven track record of generating actionable insights.
* Excellent communica...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-03-06 07:53:44
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice.
You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
* Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
* 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
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships.
Regularly review processes and strategies with manager, making adjustments as needed
* Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
* Determine and balance priorities on a daily basis to achieve bus...
....Read more...
Type: Permanent Location: Apache Junction, US-AZ
Salary / Rate: Not Specified
Posted: 2025-03-06 07:53:43
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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 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 fina...
....Read more...
Type: Permanent Location: Bowling Green, US-KY
Salary / Rate: Not Specified
Posted: 2025-03-06 07:53:40
-
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
• Professional, thorough, and...
....Read more...
Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2025-03-06 07:53:40
-
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
...
....Read more...
Type: Permanent Location: Oregon City, US-OR
Salary / Rate: Not Specified
Posted: 2025-03-06 07:53:38
-
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'll 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 Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch.
You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers.
You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
* Acts as the standard bearer of Chase and creates a world-class customer experience
* Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
* Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
* Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
* Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
* Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
* Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
* Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
* Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
* Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
* Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
* Ability to work branch hours including weekends and evenings
* High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, and ...
....Read more...
Type: Permanent Location: Yulee, US-FL
Salary / Rate: Not Specified
Posted: 2025-03-06 07:53:38
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You're energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you'll also have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in our Branch Banking team, you'll take a lead role in delivering outstanding experience to Chase customers.
You'll 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'll 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
* Deliver exceptional customer experience by acting with a customer-first attitude
* Manage assigned customers and proactively meet with them - in person and over the phone - to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Make personal connections, engage and educate customers, ask open-ended questions and listen to establish trust and build lasting relationships
* Strong desire and ability to influence, educate, and connect customers to technology
* Possess initiative, and knowledge to provide financial options for customers using a consultative approach
* Ability to learn products, services, and procedures quickly and accurately; deliver solutions that make our One Chase products work together
* Partner 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
* At least one year experience in:
* Retail banking sales, or
* Financial services sales, or
* 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 required
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 - 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
Compliance with Dodd Frank/Truth in Lending Act
Preferred Qualification...
....Read more...
Type: Permanent Location: Miami, US-FL
Salary / Rate: Not Specified
Posted: 2025-03-06 07:53:37
-
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 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 fina...
....Read more...
Type: Permanent Location: Naples, US-FL
Salary / Rate: Not Specified
Posted: 2025-03-06 07:53:36
-
If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice.
You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
* Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
* 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
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships.
Regularly review processes and strategies with manager, making adjustments as needed
* Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
* Determine and balance priorities on a daily basis to achieve bus...
....Read more...
Type: Permanent Location: West Hartford, US-CT
Salary / Rate: Not Specified
Posted: 2025-03-06 07:53:35
-
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'll 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 Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch.
You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers.
You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
* Acts as the standard bearer of Chase and creates a world-class customer experience
* Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
* Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
* Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
* Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
* Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
* Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
* Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
* Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
* Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
* Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
* Ability to work branch hours including weekends and evenings
* High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, and ...
....Read more...
Type: Permanent Location: Lansing, US-MI
Salary / Rate: Not Specified
Posted: 2025-03-06 07:53:35
-
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 Trainee 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 Trainee 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.
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 banking requirements
* Availability to work Branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Demonstrated abil...
....Read more...
Type: Permanent Location: Naples, US-FL
Salary / Rate: Not Specified
Posted: 2025-03-06 07:53:33
-
JPMorgan Chase & Co.
is a leading global financial services firm with assets of more than $2 trillion, over 260,000 employees and operations in over 60 countries.
It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer and Community Banking.
Through collaboration, intellectual curiosity and creativity, you can accomplish extraordinary things at J.P.
Morgan.
Our people do outstanding work by partnering with clients and each other to generate positive change in our local and global communities every single day.
We are committed to your growth and development.
We offer opportunities across all of our businesses that can take you in any direction you want to go and leaders who will support you in getting there.
The J.P.
Morgan Private Bank offers high net worth individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trusts & estates and banking capabilities.
For over 7 consecutive years we have been voted number 1 in the U.S.
for overall private banking services by Euromoney , and we have been specifically recognized for our succession planning, advice and trust services.
The Global Trusts & Estates Practice is an integral part of the services we offer to clients.
With over 160 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by the most capable people, with technical experience as well as the ability to interact well with a variety of types of families and individuals.
When JPMorgan is appointed as corporate trustee of a trust, whether created by a client during his lifetime or upon his death through a provision in his will, it is the Trust Officer's role to oversee the administration of the trust.
Responsibilities Include
Technical and Risk Management
* Analyze trust documents for legal, tax, administrative and investment issues and coordinate delivery of services.
* Make recommendations regarding how the Bank shall exercise discretionary powers it has as trustee.
* Oversee investment decisions, including working with investors to ensure that the trust's investment objective is appropriate for the needs of the trust and applicable fiduciary law and that the trust is invested in accordance with its investment guidelines (Mandate).
* Comprehensive knowledge of trust law, gifting techniques, income, transfer, and generation skipping taxation, with ability to apply that knowledge to client specific planning exercises and account administration.
* Work with Tax Officers and trust counsel to resolve tax issues.
* Knowledge of internal procedures involving discretionary distributions, account maintenance, account opening/closing, AAR and ARP process, and management of overdrafts - is a plus.
* Address questions raised by beneficiaries, co-trustees and their a...
....Read more...
Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2025-03-06 07:53:33
-
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...
....Read more...
Type: Permanent Location: Oklahoma City, US-OK
Salary / Rate: Not Specified
Posted: 2025-03-06 07:53:32
-
If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice.
You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
* Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
* 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
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships.
Regularly review processes and strategies with manager, making adjustments as needed
* Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
* Determine and balance priorities on a daily basis to achieve bus...
....Read more...
Type: Permanent Location: Waltham, US-MA
Salary / Rate: Not Specified
Posted: 2025-03-06 07:53:30
