-
Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Sales Associate in Commercial Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives.
You will participate in the three-year development plan designed fora progression of job functionsto develop skills over time for a successful career within the firm and ability to pursue more senior roles within the Treasury Solutions such as a Treasury Management Officer position.
Job responsibilities
* Collaborate with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions, perform cost and benefit analysis, competitive pricing and run profitability models
* Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research
* Develop an understanding of clients' Treasury cash management structure and objectives
* Coordinate with product partners to develop comprehensive Treasury solutions
* Develop and understand competitors' products and positioning within the client & market
* Work with the TMO's throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately
* Collaborate with internal partners to ensure successful implementation, product ramp-up and accurate pricing and billing
Required qualifications, capabilities, and skills
* Bachelor's Degree
* Three+ years' relevant banking and treasury experience
* Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
* Superior verbal and written communication skills with the ability to mobilize internal networks and resources
* Ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures
* Proficiency in Microsoft Office (PowerPoint, Excel and Word)
* Ambition to develop into an individual sales contributor
Preferred qualifications, capabilities, and skills
* Interest in working with experienced Treasury partners to recognize a client's cash flow needs and apply appropriate banking solutions
* Sales, portfolio management or relationship management experience
* Qualitative and quantitative skills
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 i...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-20 08:10:42
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Are you customer focused, enjoy building relationships and leading a team? You have found the right team.
As a Treasury Sales Group Manager in Middle Market Banking, you will lead and develop Treasury Management Officers.
You will play a key part in delivering an exceptional experience for clients while mitigating risk and appropriately guiding the team.
You will develop partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.
You will use your deep understanding of the treasury and leadership skills to develop and execute a strategy localized to market, growth, and product.
Job responsibilities
* Lead, hire, and manage a team of Treasury sales professionals to achieve positive performanceresults
* Leads withdirection and coordinationbuilding successful relationships
* Monitorsstaff performance, provides appropriate coaching, recognition and feedback
* Buildscollaborative internal relationships with Regional Treasury Sales Team, bankers and other internal partners
* Participatesin partner meetings and communicateskey Treasury Management messages in a timely and accurate manner
* Protects the firm by applying sound risk management protocols and adhering to regulatory requirements
* Develop and implement client, market, people, and business strategies
Required qualifications, capabilities, and skills
* 7+ years of sales and industry experience
* 3+ years of sales leadership experience with a demonstrated ability to build, direct and manageasales/relationship management team of parallel size and scope
* Knowledge of treasury products and solutions
* Highly motivated, independent worker within a team-oriented culture
* Excellent client management skills
* Ability to communicate and present to large groups
* Demonstrated sales coaching abilitiesincluding successful sales and marketing skills
Preferred qualifications, capabilities, and skills
* Familiar with Microsoft Word, Excel, and PowerPoint
* Bachelor's degree; advanced degree preferred
* Superior analytical and quantitative skills
* Exceptional verbal and written communication skills
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 equ...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-20 08:10:42
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We are seeking a talented Senior Associate to join our team.
When someone joins the Chase Corporate Strategy team, they accelerate their career by working on impactful and complex projects with high visibility.
They also become part of a highly collaborative team that prioritizes learning, professional development, and mentorship.
As a Senior Associate in the Chase Corporate Strategy team, you will be involved in high-priority projects that are at the top of our senior management's agenda and at the forefront of the industry.
Your responsibilities will include developing growth strategies, launching new products and entering new markets, forming partnerships or acquisitions, and initiating cross-line of business projects.
These projects are team-based and will require you to collaborate extensively with senior executives and cross-functional business partners.
You will also have the opportunity to rotate across Chase's lines of business and functional groups, including Consumer & Business Banking, Credit Card & Connected Commerce, Home & Auto Lending, Wealth Management, Product & Technology, HR, and Operations.
Job responsibilities
* Develop and drive the strategic priorities for Chase, serving as an objective thought partner to the C-suite and other senior leaders
* Collaborate with teams across LOBs and functional areas (e.g., data science, finance, product, marketing)
* Structure and build quantitative and qualitative analyses
* Analyze operational and financial data
* Research and analyze industry landscape to evaluate new opportunities and identify emerging trends
* Support creation of CEO-level executive communications
Required qualifications, capabilities, and skills
* 4+ years of experience in strategy consulting, corporate strategy, startups (FinTechs), investment banking, private equity / venture capital, strategic finance, or similar roles
* Bachelor's degree; excellent academic credentials / GPA
* Strong interpersonal and communication skills
* Excellent analytical skills and ability to structure complex problems
* Intellectual curiosity and ability to learn new subjects quickly
* Proficient MS Excel and PowerPoint skills
* Open, collaborative, team-oriented operating style
Preferred qualifications, capabilities, and skills
* Undergraduate degree in Economics, Finance, Math, Engineering (or related field)
* Experience applying data analysis to solve business problems in fast-moving environments
* Experience with cross-functional collaboration, including influencing stakeholders and working with diverse teams
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 ci...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-20 08:10:39
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
....Read more...
Type: Permanent Location: McKinney, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-20 08:10:37
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Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Sales Associate in Commercial Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives.
You will participate in the three-year development plan designed fora progression of job functionsto develop skills over time for a successful career within the firm and ability to pursue more senior roles within the Treasury Solutions such as a Treasury Management Officer position.
Job responsibilities
* Collaborate with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions, perform cost and benefit analysis, competitive pricing and run profitability models
* Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research
* Develop an understanding of clients' Treasury cash management structure and objectives
* Coordinate with product partners to develop comprehensive Treasury solutions
* Develop and understand competitors' products and positioning within the client & market
* Work with the TMO's throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately
* Collaborate with internal partners to ensure successful implementation, product ramp-up and accurate pricing and billing
Required qualifications, capabilities, and skills
* Bachelor's Degree
* Three+ years' relevant banking and treasury experience
* Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
* Superior verbal and written communication skills with the ability to mobilize internal networks and resources
* Ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures
* Proficiency in Microsoft Office (PowerPoint, Excel and Word)
* Ambition to develop into an individual sales contributor
Preferred qualifications, capabilities, and skills
* Interest in working with experienced Treasury partners to recognize a client's cash flow needs and apply appropriate banking solutions
* Sales, portfolio management or relationship management experience
* Qualitative and quantitative skills
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 i...
....Read more...
Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2025-12-20 08:10:36
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When someone joins the Chase Strategy team, they accelerate their career by working on impactful and complex projects with high visibility.They also become part of a highly collaborative team that prioritizes learning, professional development, and mentorship.
As a Vice President in the Chase Strategy team, you will take the lead in managing fast-paced projects that are of high priority to our senior management and are at the forefront of the industry.
Your responsibilities will encompass growth strategies, launching new products, entering new markets, forming partnerships or acquisitions, and initiating cross-line of business projects.
These projects are team-based and necessitate significant collaboration with senior executives and cross-functional business partners.
You will also have the opportunity to rotate across Chase's lines of business & functional groups, including Consumer & Business Banking, Credit Card & Connected Commerce, Home & Auto Lending, Wealth Management, Product & Technology, HR, and Operations.
Job responsibilities
* Develop the strategic priorities for Chase, serving as an objective thought partner to the C-suite and other senior leaders
* Collaborate with teams across LOBs and functional areas (e.g., data science, finance, product, marketing)
* Scope and structure projects
* Lead teams in project execution to identify issues and actionable opportunities, design solutions and quantify potential impact to the business
* Develop and deliver CEO-level executive communications
* Develop junior team members both formally and informally
Required qualifications, capabilities, and skills
* 6+ years of experience in strategy consulting, corporate strategy, startups (FinTechs), investment banking, private equity / venture capital, strategic finance, or similar roles including at least 1+ years of experience leading teams
* Ability to structure and scope complex problems and apply a range of analytical tools to develop solutions
* Strong communication, presentation, and influencing skills - ability to collaborate and build relationships with colleagues at all levels and achieve goals without direct control over resources
* A high level of personal initiative, setting and achieving challenging goals, and demonstrating entrepreneurial leadership
* Intellectual curiosity and ability to develop subject matter expertise in new subjects quickly
* Advanced MS Excel and PowerPoint skills
* Open, collaborative, team-oriented operating style
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 a...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-20 08:10:35
-
Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Sales Associate in Commercial Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives.
You will participate in the three-year development plan designed fora progression of job functionsto develop skills over time for a successful career within the firm and ability to pursue more senior roles within the Treasury Solutions such as a Treasury Management Officer position.
Job responsibilities
* Collaborate with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions, perform cost and benefit analysis, competitive pricing and run profitability models
* Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research
* Develop an understanding of clients' Treasury cash management structure and objectives
* Coordinate with product partners to develop comprehensive Treasury solutions
* Develop and understand competitors' products and positioning within the client & market
* Work with the TMO's throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately
* Collaborate with internal partners to ensure successful implementation, product ramp-up and accurate pricing and billing
Required qualifications, capabilities, and skills
* Bachelor's Degree
* Three+ years' relevant banking and treasury experience
* Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
* Superior verbal and written communication skills with the ability to mobilize internal networks and resources
* Ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures
* Proficiency in Microsoft Office (PowerPoint, Excel and Word)
* Ambition to develop into an individual sales contributor
Preferred qualifications, capabilities, and skills
* Interest in working with experienced Treasury partners to recognize a client's cash flow needs and apply appropriate banking solutions
* Sales, portfolio management or relationship management experience
* Qualitative and quantitative skills
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 i...
....Read more...
Type: Permanent Location: Atlanta, US-GA
Salary / Rate: Not Specified
Posted: 2025-12-20 08:10:34
-
Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Sales Associate in Commercial Banking, you will play an integral part in contributing to new sales targets, managing business relationships, and achieving portfolio growth objectives.
You will participate in the three-year development plan designed fora progression of job functionsto develop skills over time for a successful career within the firm and ability to pursue more senior roles within the Treasury Solutions such as a Treasury Management Officer position.
Job responsibilities
* Collaborate with the Treasury Management Officer (TMO) on client proposals to identify appropriate Treasury solutions, perform cost and benefit analysis, competitive pricing and run profitability models
* Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research
* Develop an understanding of clients' Treasury cash management structure and objectives
* Coordinate with product partners to develop comprehensive Treasury solutions
* Develop and understand competitors' products and positioning within the client & market
* Work with the TMO's throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately
* Collaborate with internal partners to ensure successful implementation, product ramp-up and accurate pricing and billing
Required qualifications, capabilities, and skills
* Bachelor's Degree
* Three+ years' relevant banking and treasury experience
* Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
* Superior verbal and written communication skills with the ability to mobilize internal networks and resources
* Ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures
* Proficiency in Microsoft Office (PowerPoint, Excel and Word)
* Ambition to develop into an individual sales contributor
Preferred qualifications, capabilities, and skills
* Interest in working with experienced Treasury partners to recognize a client's cash flow needs and apply appropriate banking solutions
* Sales, portfolio management or relationship management experience
* Qualitative and quantitative skills
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 i...
....Read more...
Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2025-12-20 08:10:32
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
....Read more...
Type: Permanent Location: Harker Heights, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-20 08:10:30
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Elevate your career by steering multi-faceted tech programs, integrating innovative solutions for a dynamic impact across global operations.
As a Principal Technical Program Manager in Consumer & Community Bank - Global Banking Platform team, you will lead complex, multi-functional technology projects and programs that will impact experiences for multiple groups across the firm, including clients, employees, and stakeholders.
Your advanced analytical reasoning and adaptability skills will enable you to break down business, technical, and operational objectives into manageable tasks, while navigating through ambiguity and driving change.
With demonstrated technical fluency, you will effectively manage resources, budgets, and cross-functional teams to deliver innovative solutions that align with the firm's strategic goals.
Your exceptional communication and influencing abilities will foster productive relationships with stakeholders, ensuring alignment and effective risk management.
In this pivotal role, you will contribute to the development of new policies and processes, shaping the future of our technology landscape.
Job responsibilities
* Develop and implement strategic technical program plans, aligning with organizational goals and cross-functional collaboration
* Oversee complex technology project and program execution, managing resources, budgets, and timelines while mitigating risks and addressing roadblocks
* Foster strong relationships with stakeholders, clients, and cross-functional teams, providing direction and defining decision-making procedures for beneficial outcomes
* Guide the selection and implementation of appropriate technologies, platforms and software tools leveraging advanced technical fluency
* Champion continuous improvement by identifying process optimization opportunities, incorporating best practices, and staying abreast of emerging technologies
Required qualifications, capabilities, and skills
* 7+ years of experience or equivalent expertise in technical program management, leading complex technology projects and programs in large organizations
* Demonstrated proficiency in technical solutions, vendor product knowledge, managing vendor relations, and implementing solutions
* Advanced analytical reasoning skills, applying critical thinking and problem-solving techniques to break down business, technical, and operational objectives
* Proven ability in leading through change, managing dependencies, and controlling change in high-pressure, shifting environments
* Advanced expertise in stakeholder management, establishing productive relationships, and driving beneficial outcomes aligned with firm objectives
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...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-20 08:10:28
-
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...
....Read more...
Type: Permanent Location: Downey, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-20 08:10:27
-
J.P.
Morgan Asset Management is committed to providing exceptional service to our clients and business partners.
Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients.
Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike.
Our clients face an infinite set of portfolio building challenges.
We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that's best for them.
As a Platform Solutions Client Advisor within J.P.
Morgan Asset Management's RIA channel, you will collaborate with our clients to provide them with growth solutions for their practice.
This includes portfolio construction and automated, Tax-Smart implementation capabilities of J.P.
Morgan and 55ip.
Your role will encompass a range of capabilities such as Scaled Tax-Smart implementation and rebalancing, Tax-Smart portfolio transitions, Automated, ongoing tax loss harvesting, Tax-Smart withdrawals, Tax benefit reporting, and representing J.P.
Morgan's suite of investment solutions.
As a vital team player, your energy, creativity, and strong spirit of collaboration will contribute to our firm's growth and bring scalability to the clients we serve.
Your ability to thrive in a team environment and partner with asset management and technology professionals, along with the RIA clients we serve, is essential.
Job Responsibilities
* Drive new, and support existing, tax management business with RIAs, providing them with additional efficiency
* Promote and represent J.P.
Morgan's investment solutions (Custom Models, Tax-Managed Active and Index SMAs, mutual funds and ETFs) for inclusion in RIA practices
* Serve all layers of client firms, from the C-suite through back-office operations
* Navigate across internal and external constituencies, such as custody platforms, TAMPs and technology vendors, by bringing a solution-based mindset that breaks through complexity and unlocks commercial growth
* Effectively manage territory with a level of organization and forethought as demonstrated by your ability to develop and follow a plan, managing travel and expenses appropriately
* Efficiently use time with clients and demonstrate office approaches with professionalism
* Identify key individuals within assigned territory
* Travel to meet prospects and clients
* Proactively look for new ways of doing things internally and in the marketplace, championing industry innovation
Required qualifications, capabilities and skills
* You will understand the wealth and asset management industries, tax management, custody and/or financial technology and all facets of RIA business management, including growth strategies, investment solutions, technology infrastructure, and operations.
* High-level of comfo...
....Read more...
Type: Permanent Location: Apple Valley, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-20 08:10:26
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: San Antonio, US-TX
Salary / Rate: Not Specified
Posted: 2025-12-20 08:10:25
-
J.P.
Morgan Asset Management is committed to providing exceptional service to our clients and business partners.
Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients.
Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike.
Our clients face an infinite set of portfolio building challenges.
We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that's best for them.
As a Platform Solutions Client Advisor within J.P.
Morgan Asset Management's RIA channel, you will collaborate with our clients to provide them with growth solutions for their practice.
This includes portfolio construction and automated, Tax-Smart implementation capabilities of J.P.
Morgan and 55ip.
Your role will encompass a range of capabilities such as Scaled Tax-Smart implementation and rebalancing, Tax-Smart portfolio transitions, Automated, ongoing tax loss harvesting, Tax-Smart withdrawals, Tax benefit reporting, and representing J.P.
Morgan's suite of investment solutions.
As a vital team player, your energy, creativity, and strong spirit of collaboration will contribute to our firm's growth and bring scalability to the clients we serve.
Your ability to thrive in a team environment and partner with asset management and technology professionals, along with the RIA clients we serve, is essential.
Job Responsibilities
* Drive new, and support existing, tax management business with RIAs, providing them with additional efficiency
* Promote and represent J.P.
Morgan's investment solutions (Custom Models, Tax-Managed Active and Index SMAs, mutual funds and ETFs) for inclusion in RIA practices
* Serve all layers of client firms, from the C-suite through back-office operations
* Navigate across internal and external constituencies, such as custody platforms, TAMPs and technology vendors, by bringing a solution-based mindset that breaks through complexity and unlocks commercial growth
* Effectively manage territory with a level of organization and forethought as demonstrated by your ability to develop and follow a plan, managing travel and expenses appropriately
* Efficiently use time with clients and demonstrate office approaches with professionalism
* Identify key individuals within assigned territory
* Travel to meet prospects and clients
* Proactively look for new ways of doing things internally and in the marketplace, championing industry innovation
Required qualifications, capabilities and skills
* You will understand the wealth and asset management industries, tax management, custody and/or financial technology and all facets of RIA business management, including growth strategies, investment solutions, technology infrastructure, and operations.
* High-level of comfo...
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Type: Permanent Location: Lansing, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-20 08:10:24
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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 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 welcome and assist clients that walk into our branches 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.
* 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.
* Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* 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.
* 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
* 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.
* Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
* College degree or military equivalent.
* Experience adhering to banking policies, procedures, and regulatory r...
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Type: Permanent Location: Petaluma, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-20 08:10:23
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Join our team as an Executive Director in the Capital & Advisory Solutions group, where you will leverage your expertise in Employee Stock Ownership Plan transactions to drive revenue and support our clients' needs.
Be part of a collaborative environment that values your skills and offers career growth opportunities.
Job Summary:
As a Senior Commercial Banker specializing in Employee Stock Ownership Plans (ESOPs) within the Capital & Advisory Solutions team, you will play a crucial role in business development, market coverage and referral source management.
You will lead the execution of Employee Stock Ownership Plan transactions, working closely with Relationship Executives, Commercial Bankers, and underwriters to provide expert guidance on ESOP-related issues.
You will ensure our clients receive the best possible service.
Your work will directly impact our clients' success and contribute to the growth of our firm.
Job Responsibilities:
* Facilitate the review of external referrals to the Employee Advisory Group from outside advisors.
* Participate in customer and prospect meetings to introduce and educate companies on ESOP transactions and related liquidity strategies.
* Partner with bankers and Credit Officers in the review, credit evaluation and structuring of initial and second-stage ESOP transactions, growth financing and debt refinancings.
* Prepare and present financing feasibility and debt capacity studies.
* Review legal documents on existing ESOP deals to ensure compliance.
* Work with Associates to prepare detailed financial models for proposed transactions and structuring alternatives.
* Conduct periodic reviews of ESOP's to support credit exposure extensions.
Required qualifications, capabilities, and skills:
* Bachelor's degree.
* Seven years or more years of experience in corporate or investment banking, corporate finance advisory or valuation, with at least five years in the ESOP space.
* Direct experience with ESOP transactions, including valuation, structure, financial modeling, and accounting.
* Strong business development acumen and strategic vision to identify marketplace opportunities.
* Ability to assess credit transaction risks and knowledge of credit policies.
* Series 79, 63, and SIE licenses at time of hiring, or obtain within 120 days of onboarding.
Preferred qualifications, capabilities, and skills:
* Experience working with Client Executives and Senior Bankers.
* Strong collaboration skills with Relationship Managers, Bankers, and Credit Officers.
* Knowledge of credit underwriting and structuring.
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 le...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-20 08:10:22
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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: Dana Point, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-20 08:10:21
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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: Brookfield, US-WI
Salary / Rate: Not Specified
Posted: 2025-12-20 08:10:19
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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: Chardon, US-OH
Salary / Rate: Not Specified
Posted: 2025-12-20 08:10:18
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business clients with annual revenue greater than ~$5MM.
You'll focus on deposit acquisition, product deepening, client retention and growth, and gaining referrals to increase primary bank share.
As a Senior Deepening banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management while deepening existing relationships and leveraging referrals to acquire new relationships.
Job Responsibilities
* Manage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio.
Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques, utilizing Chase resources and materials to develop business network and prospects
* Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence at their places of business, looking for ways to cultivate long-term, primary banking relationships
* Understand the personal financial goals and needs of the owner(s).
Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
* Utilize knowledge of treasury products and partner with product specialists to onboard clients seamlessly and ensure end-to-end delivery of new accounts and full suite of products and services; follow up with clients after account opening to determine appropriate additional solutions and establish digital capabilities
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience
* Strong knowledge of deposit and cash management products and services, and knowledge of busin...
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Type: Permanent Location: Peoria, US-AZ
Salary / Rate: Not Specified
Posted: 2025-12-20 08:10:17
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Join our Finance and Business Management team, where you'll partner with talented colleagues to shape business strategy, drive innovation, and support organizational success.
We value your ideas, collaboration, and commitment to making an impact.
As a Business Manager in Finance and Business Management (F&BM), you will play a key role in supporting our Commercial & Investment Bank (CIB) teams.
You'll help drive organizational strategy, manage critical processes, and foster a culture of excellence.
Your work will connect you with senior leaders and global partners, ensuring our business remains strong, efficient, and well-positioned for growth.
Job Responsibilities
* Build and maintain strong relationships across business and functional support teams
* Drive leadership team agendas, priorities, meetings, and follow-ups
* Develop executive-level business review materials and messaging
* Lead process improvement and innovation initiatives
* Manage budgeting and expense tracking, ensuring accurate reporting
* Oversee real estate processes in partnership with relevant teams
* Coordinate recruitment activities with HR partners
* Evaluate and enhance department processes, systems, and infrastructure
* Support business leaders with presentations and day-to-day issue resolution
* Contribute to projects on behalf of Finance and Business Management
* Ensure a sound control environment and effective risk management
Required Qualifications, Capabilities, and Skills
* Ability to work in a fast-paced, results-driven environment
* Strong oral and written communication skills
* Excellent interpersonal and collaboration skills
* Detail-oriented with strong organizational abilities
* High proficiency in Excel, Word, and PowerPoint
* Ability to multi-task, adapt to changing priorities, and meet tight deadlines
* Uphold strong business ethics and handle sensitive information responsibly
Preferred Qualifications, Capabilities, and Skills
* Prior experience in finance or business management
* Strategic thinker with active curiosity
* Aptitude for technology and understanding organizational structure
* Experience supporting senior management or global teams
* Proven track record in process improvement or project management
* Experience with real estate or recruitment processes
* Familiarity with risk and control frameworks
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 ...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-20 08:10:16
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate 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 welcome and assist clients that walk into our branches 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.
* 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.
* Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* 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.
* 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
* 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.
* Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
* College degree or military equivalent.
* Experience adhering to banking policies, procedures, and regulatory r...
....Read more...
Type: Permanent Location: Lake Oswego, US-OR
Salary / Rate: Not Specified
Posted: 2025-12-20 08:10:15
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The Consumer and Community Banking Strategy team provides the opportunity to support senior executives on strategic initiatives aligned with the bank's overall business goals.
The Strategy team is an internal management consulting group that defines and shapes the overall strategy, governance, organizational structure, operating model, architecture, and processes for our Consumer and Community Bank line of business.
As an Executive Director on the Consumer and Community Bank Strategy team, you will drive the strategic vision and operational excellence for payments initiatives.
You will oversee the development and execution of consumer bank and small business strategies, manage key partnerships, and ensure effective collaboration across the organization.
You will partner closely with senior executives and functional leaders and collaborate with business stakeholders to deliver on the firm's most critical priorities.
Job responsibilities:
* Develop and implement multi-year strategic plans and key initiatives for payments and card products, ensuring alignment with overall business objectives
* Collaborate with key functional partners-including business, legal, compliance, controls, risk, and finance-to support and execute strategic initiatives
* Build and lead a high-performing team to drive activity and deliver results
* Provide regular updates and status reporting to senior stakeholders, ensuring transparency and alignment
* Act as project manager for significant deliverables, ensuring timely completion and quality outcomes
* Craft and deliver executive communications and presentations for senior leadership
* Provide strategic direction and thought leadership
Required qualifications, capabilities, and skills:
* Bachelor's Degree
* Significant experience with a top-tier strategy or management consulting firm or internal consulting / corporate strategy, including managerial experience motivating and leading junior team members
* 10+ years of relevant experience, with a strong background in the payments industry
* Demonstrated experience in managing large, complex programs and strategic initiatives
* Proven ability to work with and influence a diverse set of stakeholders at the senior executive level
* Strong interpersonal skills and the ability to work collaboratively, developing strong partnerships with multiple levels of employees
* Demonstrated ability to handle multiple priorities and produce successful results in a fast-paced environment
* Executive presence and experience creating and delivering executive presentations in PowerPoint
* Advanced proficiency in Microsoft Office applications, including Excel and PowerPoint
Preferred qualifications, capabilities, and skills:
* MBA or post-graduate degree
* In-depth knowledge of payments and related industries
* Experience creating compelling messages for various target demographics
Chase is a lead...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-20 08:10:14
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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: Yuma, US-AZ
Salary / Rate: Not Specified
Posted: 2025-12-20 08:10:13
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The Lifestyle org is dedicated to leading measurable outcomes for brands and real benefits for our customers.
As a Vice President, Merchant Experience Product Manager within Lifestyle, you will be responsible to build the product vision, construct a roadmap for the various capabilities for a high-growth business case for the card-linked-offers platform and additional marketing business strategies.
You will be accountable to successfully implement all these capabilities while balancing the security, controls, governance and regulatory requirements.
Together with an amazing team of Data Scientists, Architecture, Engineers and Marketing & Sales stakeholders you will help define and deliver capabilities and functionality for the Advertising platform.
Job Responsibilities
* Identify the needs of our stakeholders, research for best-in-class capabilities and innovative products, and develop an executable roadmap to deliver them in a complex and highly matrixed environment
* Define components and capabilities of Ad tech for audience segment creation, identity graph, customer and campaign budget forecasting, catalog, Ad decisioning, Reporting, optimize ad serving, etc.
* Partner with Data Scientists and Analysts, Data owners, and Tech leads, to drive increased business value through the creation of advanced data products using analytics, ML/AI and generative AI solutions
* Manage a wide set of stakeholders from product, sales, marketing, architecture, engineering, and controls to identify the best solutions
* Work with Data Use Council, Model Governance, and Product cabinet to design and implement solutions that abide by JPMorganChase governance, regulatory and contractual obligations
* Partner directly with technology scrum teams to translate product requirements to initiatives, Epics and user stories to deliver among various teams
Required qualifications, capabilities, and skills
* 7+ years of Product Management experience within a marketing, advertising or technology team
* Experience in product development, technology, or consulting position with exposure to rigorous and large-scale program implementations and product management
* Experience in identifying and addressing program execution needs in a fast-paced environment with a high degree of ownership and accountability, while working on multiple priorities across a complex organization with multiple stakeholders
* Great at balancing strategic objectives and creative thinking with immediate tangible execution
* Experience in building data products and in working with Data Scientists to create and drive AI/ML initiatives
* Subject matter expertise in defining and using ad manager/server technology or other similar technologies
* Ability to partner directly with data science teams and technology scrum teams to translate product requirements into user stories for estimation and delivery
* Outstanding written and verbal communic...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-20 08:10:12
