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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: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:14
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Chase Business Banking provides a comprehensive suite of banking and financial services tailored to small business owners.
Our mission is to be the most recommended financial partner in our communities, supporting business owners as they start, run, and grow their businesses.
The Business Banking Marketing Transformation team is dedicated to empowering marketers by optimizing technology, streamlining workflows, and fostering a culture of innovation and continuous learning.
We drive strategic initiatives that leverage advanced solutions, including GenAI, to enhance productivity, efficiency, and campaign effectiveness.
Job Overview
As a Marketing Transformation Senior Associate within the Business Banking Marketing Transformation team, you will design, develop, and deliver training programs and resources to support the adoption of new technologies and processes.
You will provide specialized learning opportunities, track adoption metrics, and proactively address barriers to effective use.
This role is responsible for preparing clear communications for stakeholders and providing hands-on program management support for key transformation projects, including the end-to-end marketing enablement solutions (CSP21), AI Transformation and the continued rollout of Monday.com.
Job Responsibilities
* Design, develop, and deliver training programs, workshops, and resources to support technology and process adoption.
* Track technology and process adoption metrics, proactively identify barriers to effective use through regular assessments, and implement targeted interventions to drive engagement and utilization.
* Prepare clear, impactful presentations, reports, and updates for key stakeholders, ensuring alignment and transparency on change initiatives and progress.
* Provide hands-on program management support for key transformation projects, coordinating cross-functional teams, managing timelines, and ensuring successful delivery of change initiatives.
* Collaborate with the BB Marketing Administration & Controls team, HR and external partners to provide specialized learning opportunities tailored to team needs.
Required qualifications, capabilities, and skills
* Bachelor's degree required; preferred fields include Communications, Marketing, Business, or related disciplines.
* Experience in Financial Services and product management.
* Minimum of 3 years in Marketing or a related field.
* Strong written and oral presentation skills, with the ability to convey information simply and clearly to customers and business partners.
* Experience in Marketing execution/delivery and project management.
* Proven ability to prioritize and manage multiple projects effectively.
* Demonstrated ability to anticipate and mitigate risk.
* Proficiency in Adobe, Microsoft Excel, and PowerPoint.
Preferred qualifications, capabilities, and skills
* Experience in using JPMorgan Chase's Marketing delivery pl...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:13
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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...
....Read more...
Type: Permanent Location: Omaha, US-NE
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:13
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Industry Executive, Applied Technology Banking, Managing Director (Location Flexible)
You are customer focused, enjoy building relationships, and providing financial advice to your clients.
A role as an Industry Executive is for you.
As an Industry Executive on the Applied Technology, Innovation Economy team, you will hire and direct team members in their business development efforts to grow and retain profitable relationships within the Commercial and Specialized Industries group specializing in Applied Technology.
The Applied Technology team is part of J.P.
Morgan's Commercial Bank and Specialized Industries group.
In this role, you will be the focal point of client acquisition, business development, and ongoing relationships with the world's most innovative companies in the Applied Technology sector-including robotics, space, quantum computing, and semiconductors.
We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
This role is ideal for a leader passionate about the intersection of technology and finance, with a focus on supporting founders and companies driving innovation in Applied Technology.
You and your team will play a critical role in shaping the future of the Innovation Economy by delivering the full breadth of J.P.
Morgan's capabilities to clients in this dynamic sector.
You will manage a national team of 10+ Applied Technology Bankers.
Job Responsibilities
* Build a Brand: Demonstrate the ability to build a brand that represents Applied Technology banking as the "Leading Innovation Economy bank serving the best and most diverse clients."
* Business Development: Develop new business by acquiring new relationships and deepening existing relationships by delivering the entire Firm, leading internal strategic discussions across all our solutions including credit and payments.
* Founder Focus: Relentlessly focus on seeking out the best founders powering innovation in applied technology by leveraging a referral network built through business activities and relationship development.
* Innovation & Risk Management: Champion a culture of innovation and a customer-centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately.
* Industry Engagement: Be passionate about innovation, the start-up ecosystem, and entrepreneurship, with a desire to stay up to date with industry trends in applied technology to identify opportunities for innovation or strategic partnerships.
* Efficiency & Automation: Find ways to drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies.
Required Qualifications, Capabilities and Skills
* 12 plus years of business development, commercial banking, or other relevant sales experience in the technology or applied technology ecosystem.
Proven track record of sourcing and navigating complex sales ...
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Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:12
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Chase Business Banking provides a comprehensive suite of banking and financial services tailored to small business owners.
Our mission is to be the most recommended financial partner in our communities, supporting business owners as they start, run, and grow their businesses.
The Business Banking Marketing Transformation team is dedicated to empowering marketers by optimizing technology, streamlining workflows, and fostering a culture of innovation and continuous learning.
We drive strategic initiatives that leverage advanced solutions, including GenAI, to enhance productivity, efficiency, and campaign effectiveness.
Job Overview
As a Marketing Platform Strategy & Transformation Vice President within the Business Banking Marketing Transformation team, you will oversee the rollout, configuration, and ongoing management of the centralized Monday.com campaign management board.
You will drive the development and maintenance of boards, templates, automations, and best practices, while serving as the subject matter expert for the platform.
You will also be responsible for helping identify and implement solutions for Marketing process improvements, establishing proactive feedback channels and ensuring alignment with broader business objectives through effective representation and communication.
Job Responsibilities
* Lead the rollout, configuration, and ongoing management of the centralized Monday.com campaign management board, including the development and maintenance of templates, automations, and best practices.
* Establish and maintain proactive feedback channels with Marketing teams to identify and implement opportunities for process improvement, increased efficiency, and enhanced campaign outcomes.
* Act as the Monday.com subject matter expert, supporting new board creations, managing escalations, and addressing enhancement and support requests.
Deliver training and guidance to users as needed.
* Stay current on Monday.com product updates, new features, and industry best practices.
Proactively recommend and implement relevant enhancements to maximize platform value.
* Build relationships to understand pain points, gather requirements, and drive solutions, leading teams through change and challenging the status quo.
* Champion business and culture transformation with consistency, integrity, and humility.
* Operate effectively in a highly matrixed organization, influencing and communicating across all management levels.
Required qualifications, capabilities, and skills
* Bachelor's degree required; advanced degree preferred in Marketing, Communications, Business, or related disciplines.
* Minimum of 5 years in Marketing operations, campaign management, or platform leadership roles.
* Experience with Monday.com or similar campaign/project management platforms.
* Strong written and oral presentation skills, with the ability to convey information simply and clearly to users and business part...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:12
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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 Market Director of Wealth in J.P.
Morgan Wealth Management, you will create a culture of excellence and an environment that meets a high standard of customer service and excellence within the community by building deep relationships and delivering an exceptional customer experience.
In this role, you will play a key role in promoting our customer obsessed culture.
We make it easy to bank and invest when, where and how our customers want.
You will lead a team of a Financial Advisors who service a wide range of clients, from those just starting to save to those with significant wealth.
Job responsibilities
* Have a passion for our customers which results in all of our employees meeting and exceeding our customer expectations and creating a customer obsessed culture
* Identify opportunities to attract and recruit Advisors, improve performance of existing Advisors and ensure talent and performance strategies are in place to coach, develop and promote Advisors
* Drive integration with partners from Branch Management, Business Banking and Home Lending to give our customers access to solutions, strategies and expertise to give our customers one place to meet all of their financial need
* Be a visionary who influences the use of technology to meet the customers' needs of today and the future; Set the tone of commitment to diversity and inclusion
* Closely partner with the Supervisory Manager and be expected to manage all day-to-day administrative, supervisory and operational aspects for the business in order to achieve our strategic objectives for a designated territory
* Create a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our customers and our business
* Be proactive; take initiative to identify solutions, has entrepreneurial business spirit and executes with a sense of urgency
Required qualifications, capabilities, and skills
* At least 5 years of Advisor management experience required, coupled with a proven track record of developing and coaching high performing Advisor team
* Ability to travel 50% of the time
* A valid and active FINRA Series 7, 66 (or equivalent) is required
* A valid and active FINRA Series 9/10 (or equivalent) is required and must be obtained or retained within a 60 day condition of employment
* Proven ability to recruit, source and attract internal and external Advisor talent by building a...
....Read more...
Type: Permanent Location: White Plains, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:12
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Chase Business Banking provides a comprehensive suite of banking and financial services tailored to small business owners.
Our mission is to be the most recommended financial partner in our communities, supporting business owners as they start, run, and grow their businesses.
The Business Banking Marketing Transformation team is dedicated to empowering marketers by optimizing technology, streamlining workflows, and fostering a culture of innovation and continuous learning.
We drive strategic initiatives that leverage advanced solutions, including GenAI, to enhance productivity, efficiency, and campaign effectiveness.
Job Overview
As an AI Marketing Transformation Vice President within the Business Banking Marketing Transformation team, you will identify, develop, support, and lead high-impact AI use cases that drive business value and Marketing transformation.
You will establish clear metrics and frameworks to measure the ROI and effectiveness of AI initiatives, manage pilot projects, establish a prompt library, and more, ensuring alignment with business objectives.
This role partners closely with cross-line-of-business teams, Data Science, Product, and Controls to integrate AI solutions, while documenting and sharing best practices to accelerate adoption and foster a culture of innovation.
Job Responsibilities
* Identify, develop, prioritize, and lead high-impact AI use cases for BB Marketing, ensuring alignment with business objectives.
* Establish clear metrics and frameworks to measure the ROI and effectiveness of AI initiatives.
* Manage pilot projects to test and validate AI applications across BB Marketing groups.
Gather, consolidate, and communicate feedback to pilot leads, driving continuous improvement and scaling of successful solutions.
* Provide guidance and support to BB Marketing groups leading their own AI projects.
Track progress, share resources, and ensure alignment with the overall AI strategy.
* Partner with xLOB Marketing AI teams, Data Science, BB Product, and Controls to integrate AI solutions seamlessly into Marketing processes and platforms.
* Document and disseminate best practices, key learnings, and success stories to accelerate AI adoption and foster a culture of innovation across the organization.
* Develop, test, and refine text-based prompts for LLMs and other generative AI tools to ensure AI models produce high-quality, accurate and relevant content.
Monitor and analyze AI output, making data-driven adjustments to improve the prompt generation process and overall system performance.
* Build and maintain an internal library of successful prompts and syntax guidelines for consistent and organized use.
* Stay current with the latest advancements in AI, ML and natural language processing to incorporate new techniques and best practices.
Required qualifications, capabilities, and skills
* Bachelor's degree required; advanced degree preferred in Marketing, Busine...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:12
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as an Associate Banker is for you.
As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services.
Banker Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to drive new client acquisition in partnership with the bankers
* Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
* 3+ years in a similar banking, venture, credit or treasury role
* Outstanding professional reputation and integrity
* Strong leadership skills required
* Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
* Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
* Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree preferred
* Superior knowledge of the market dynamics and its business environment preferred
* Excellent problem solving, oral, 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 equity, awarded in recognition...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:11
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Bring your expertise to JPMorgan Chase (the firm).
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As an Operational Risk Management Lead Vice President supporting North America, J.P.
Morgan Payments Line of Business (LOB) within the Compliance, Conduct and Operational Risk (CCOR) organization, you will report to a Operational Risk Director covering various products within the Payments business.
You will need to have the background and knowledge base to provide second line oversight and assess compliance and operational risk in connection with new Payments products, technologies and vendor relationships.
You will work with a diverse team of CCOR professionals supporting all areas around the globe, as the team works diligently to be innovative and present all business partners with thoughtful and unique solutions to the challenges they face.
J.P.
Morgan Payments is among the world's largest, most trusted and innovative full-service providers in one of the most dynamic and rapidly transforming spaces in financial services.
In addition to providing international cash management, liquidity, commercial card cross currency, escrow solutions, merchant services and trade finance, we continue to invest in future-growth initiatives, such as blockchain, AI & ML, as well as form partnerships with rising fintechs to expand our client base and product offerings.
Operating in over 160 countries and handling more than 120 currencies, J.P.
Morgan Payments offers specialized solutions that provide operating efficiencies and value beyond other standardized solutions available in the market.
Our global product and technology platform, integrated client service model and network of operational centers enable J.P.
Morgan Payments to deliver a consistent set of services to clients no matter where they are across the world.
Job Responsibilities
* Interact with senior business and functional stakeholders in connection with the development and implementation of new and updated products and services, new vendor relationships, and the onboarding of new clients
* Represent J.P.
Morgan Payments CCOR at control forums and other business meetings
* Lead and participate in ongoing second line of defense risk assessment activities including CCOR led risk & control reviews and first line of defense projects
* Identify unmitigated or partially mitigated risks, which can result in financial, operational or regulatory risks for the firm
* Provide credible challenge to the first line of defense to ensure risk is sufficiently mitigated and ...
....Read more...
Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:11
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We have a passion for helping our customers, taking care of our employees, building relationships, and delivering extraordinary customer service.
Using the latest banking solutions combined with cutting-edge banking technology you'll be front and center representing our brand and problem solving to offer our customers the best solutions for their financial needs.
You are passionate about people, helping to improve the lives of our customers through financial solutions, education, and advice.
As the Regional Support Lead in Consumer Bank, you will support the region and serve as a liaison to the Market Directors and a proxy in absence of the Regional Director.
You will drive the execution of key strategies and tactics that focus on growth and a world class customer experience.
You will collaborate with key partners across Consumer Banking and Wealth Management to identify and implement best practices for optimal operation.
Job responsibilities
* Leads and tracks regional focus on Deposit and Investment growth plans across markets, while identifying opportunities to develop, strengthen and/or deliver action plans and best practices to key bank partners and align people objectives across the region and within markets
* Partners with Divisional support team to assist in the coordination, implementation and messaging of key business initiatives along with sharing of best practices in delivering on our passion to meet and exceed our customers expectation
* Leads identification and sharing of best practices delivering on our passion to exceed our customer expectations
* Partners with Market Directors and Branch Managers to support Banker performance and development through onboarding and training, workshops in the field to improve Banker effectiveness and product knowledge
* Coordinates with Business Manager to understand scorecard results, coordinate business review plans and content all while partnering with Finance and Business Analysis Manager to meet staffing targets, with a focus on recruitment process and attrition tracking
* Focuses on the Employee Experience by coordinating with Culture Council to understand and implement opportunities and recommendations on engagement
Required qualifications, capabilities, and skills
* 10+ years proven experience leading teams or projects and coaching business leaders in a client-focused environment
* High school degree, GED, or foreign equivalent
* Innovative thinker with ability to deepen engagement with customers and provide an exceptional experience
* Ability to create a climate in which people want to do their best, motivate and empower others by inviting input from each person and sharing ownership and visibility
* Demonstrated ability to collaborate with other areas of Consumer Banking, Wealth Management & Business Banking
* Strong communication skills, attention to detail and excellent follow-through
* High degree of consumer prod...
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Type: Permanent Location: Bellevue, US-WA
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:11
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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: Kansas City, US-MO
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:10
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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...
....Read more...
Type: Permanent Location: Hauppauge, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:10
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Associate in J.P.
Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors.
Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness.
You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships.
Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements.
You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment.
Job responsibilities
* Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
* Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
* Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
* Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
* Support business unit operational procedures and compliance requirements (e.g.
completion of required operational forms and documentation)
* Prioritize daily work, track progress for current work, and consistently meet deadlines
* Maintain and foster team culture
Required qualifications, capabilities, and skills
* A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
* If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 120 days of starting in the role as a condition of employment
FEDERAL DEPOSIT INSURANCE ACT:
This...
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Type: Permanent Location: Stevenson Ranch, US-CA
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:10
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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...
....Read more...
Type: Permanent Location: Kingston, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:09
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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...
....Read more...
Type: Permanent Location: Iowa City, US-IA
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:09
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Join the dynamic Global Banking ("GB") Central Planning & Analysis team! Play a pivotal role in leading analyses that influence business growth strategy.
Collaborate with finance partners, business management, and strategy teams to drive impactful business and financial analytics for GB and its diverse businesses.
Elevate your career by contributing to a team that leads with innovation and excellence and promotes a culture of continuous learning, development, and growth!
As a Vice President within the GB Central Planning & Analysis team, you will play a crucial role in conducting and presenting business and financial analytics to GB Co-heads, GB CFO, and other senior members of GB sub line of business.
Your responsibilities will include creating, maintaining, and reviewing financial models and analyses (both recurring and ad-hoc).
Additionally, you will conduct in-depth analyses on key issues impacting clients to determine root causes and propose effective solutions.
Job responsibilities:
* Lead dialogue with senior business leadership as well as stakeholders across the Global Bank to provide information on the business trends, financial performance, market strategy, competitive landscape, and industry trends
* Help prepare presentation materials and financial analytics for senior management for financial reporting meetings, quarterly business reviews, and budget
* Create, maintain and review financial models and analyses (both recurring and ad-hoc)
* Conduct \"deep dive\" analyses on key issues impacting clients/business to determine root causes and propose solutions
* Develop, consolidate and present insightful and robust qualitative and quantitative financial analysis for key internal clients including senior management; participate and support ad-hoc special projects and requests as needed
* Partner with Business Management and Analytics and Reporting teams to develop insightful reporting, focusing on drivers, and the "so what, now what?" dialogue
* Drive value-added change by helping to simplify processes, accelerate automation, and enhance analytics and business support
* Lead and manage a team
Required qualifications, capabilities, and skills
* BA/BS in Finance, Economics, Accounting and at least 5 years of experience in Corporate Finance
* Understands a bank's balance sheet and P&L and has experience in corporate financial analytics and understanding of key drivers
* Exceptional analytical, problem solving and project management skills with a proven track record of execution against deliverables; strategic thinker
* Excellent oral and written communication and relationship management skills
* Strong technical and analytical skills
* Organized and detail-oriented with the ability to synthesize large amounts of data, summarize key concepts and articulate appropriately
* Strong work ethic; works well in a fast-paced environment
* Proactive and has a sense o...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:09
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The J.P.
Morgan Wealth Management Service Center Team: Our investment professionals work in a team based, call center environment assisting clients and prospects with investment account service requests and inquiries over the telephone and serve as experts on our online brokerage platform.
We focus on delivering quality interactions, serving a variety of unique types of accounts and client segments including Self-Directed Investing, Chase Private Client, and the JP Morgan Private Bank.
As a Client Service Leader within the J.P.
Morgan Wealth Management Client Service Center team, you will play a pivotal role in our mission to deliver an exceptional client experience and guide team members in making wise investment decisions.
Your responsibilities will include direct management of a team of Registered Representatives, where you will provide outstanding leadership and effective supervision.
You will be part of a fun, engaging, empowered, and inclusive team environment where we value each other and every client we serve.
Your leadership and supervision skills will be utilized in managing a team of Investment Professionals who focus on delivering quality interactions and serving a variety of unique account types and client segments, including Self-Directed Investing, Chase Private Client, and the JP Morgan Private Bank.
Job responsibilities
* Create an outstanding employee experience and a winning culture, resulting in a place where people are excited to come to work every day
* Manage day-to-day employee activities, including coaching, timekeeping, performance management, recognition, and conducting disciplinary action when needed
* Develop employees through effective coaching and career development conversations
* Recruit and onboard new team members
* Schedule strategically and manage the floor tactically to meet service levels
* Speak with clients and handle escalations
* Conduct call observations to review the quality of service provided
* Resolve problems, conduct research, and address complaints
* Supervise licensed staff effectively, ensuring adherence to registration and compliance tasks
* Foster and develop partnerships across the enterprise
* Maintain an effective risk and controls environment by exercising sound judgment to protect our firm and clients
Required qualifications, capabilities, and skills
* 3 + years of financial services or brokerage experience
* Strong business and investment acumen, and knowledge of investment products, Individual Retirement Accounts (IRAs), managed (wrap) accounts, and employee benefit programs required
* FINRA Series 7, 63 (or equivalent) required, and ability to hold registration in all 50 states and territories
* FINRA Series 9/10 (or equivalent), required or must obtain within 90 days of employment
* Experience with networking, partnering, and influencing leaders in various parts of the organization in order to move ...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:08
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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 Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
....Read more...
Type: Permanent Location: Roseville, US-MI
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:08
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Join our dynamic Global Investment Banking Planning and Analysis (P&A) team and help drive the future of our business.
We are seeking a strategic and experienced Senior Associate who thrives in a fast-paced environment and is excited to help drive financial performance and growth through analysis, innovation and collaboration.
This role offers high visibility and the opportunity to work with senior leaders across the Investment Bank and will play a key part in supporting decision-making processes and delivering impactful financial insights.
As a Financial Planning & Analysis Senior Associate on the Global Investment Banking team, you will play a key role in driving financial performance and supporting strategic planning.
This role offers exposure to high-impact projects, opportunities to collaborate with senior stakeholders, and the chance to influence key business decisions through financial and business insights.
You will work closely with a diverse group of stakeholders in a dynamic and inclusive environment.
Job Responsibilities
* Assist in developing and executing financial budgeting and forecasting processes to align with business objectives and market conditions
* Support business heads in conducting strategic business reviews by providing financial insights and recommendations
* Prepare earnings materials for the Chief Financial Officer, ensuring accuracy and clarity in financial reporting
* Conduct competitive benchmarking analysis against peers in the investment banking industry to inform strategic decision-making
* Partner with the business management team to manage headcount and drive expense-saving initiatives
* Develop and deliver compelling PowerPoint presentations for senior management and external stakeholders
* Serve as a key representative for the Investment Bank in calls with senior management, including the CFO, Business Heads, and FP&A leads
* Exhibit strong public speaking qualities to effectively communicate financial insights and strategies
* Collaborate with cross-functional teams to support business objectives
* Analyze data and develop innovative, solution-focused ideas to address business challenges
* Ensure accuracy and quality in financial analysis and reporting
Required Qualifications, Capabilities, and Skills
* At least 4years of experience, skilled in financial analysis and presentation tools, including Microsoft Office applications (Excel, Outlook, Word, PowerPoint)
* Values input and works effectively in cross-functional teams
* Anticipates trends and develops long-term strategies
* Conveys complex information clearly with excellent verbal and written communication skills
* Builds strong relationships and demonstrates empathy and emotional intelligence
* Analyzes data and develops innovative, solution-focused ideas
* Manages multiple tasks and adapts to changing environments
* Ensures accuracy and quality in ana...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:08
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Omaha, US-NE
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:07
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As 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: Colorado Springs, US-CO
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:07
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Gresham, US-OR
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:07
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At JPMorganChase, you'll be at the forefront of delivering exceptional customer service, where each day presents the same opportunities to make a meaningful difference.
You'll engage in creative and exciting work, consistently offering innovative solutions and options to assist our valued customers.
While the duties may be routine, your role remains dynamic and impactful, enabling you to build strong relationships and contribute to our business success.
As a Specialist I in Account Service at JPMorganChase, you will be the first point of contact for our clients, providing exceptional customer service for various financial products.
Your role involves handling inbound calls, building strong customer relationships, and offering innovative solutions to meet client needs.
You'll thrive in a fast-paced call center environment, leveraging your communication, multitasking, and results-oriented skills.
You will be working within a well-defined framework, performing routine tasks and following established procedures, with any non-standard issues referred to your supervisor.
Job responsibilities
* Manages a high volume of inbound calls (potentially over 100 daily), delivering comprehensive support for financial products
* Utilizes customer service expertise to interpret needs and deliver continuous insights
* Navigates multiple computer systems with efficiency, demonstrating adaptability and resilience
* Excels both independently and collaboratively, driving team success and achieving goals
* Follows all regulatory and departmental practices and procedures diligently
* Takes ownership of each customer interaction while treating them with respect and responding with empathy
Required qualifications, capabilities, and skills
* Reading and speaking in both Spanish and English fluently is required for this role
* Communication, information gathering, and decision-making skills
* Customer interaction and support skills with at least 1 year of experience in phone or face-to-face settings, while being able to multitask with computer systems and work accurately
* Ability to manage complex customer interactions using empathy, composure, and sound judgment
* Ability to adjust to new situations and effectively navigate different cultural contexts and workplace environments
* Adaptability and efficiency in fast-paced, dynamic, and results-driven environments
* Ability to solve problems and effectively present and explain solutions
* Ability to learn products and systems quickly, embrace challenges as opportunities, and actively seek feedback to improve performance and achieve goals
* Proficient computer literacy skills, with experience in using technology to solve problems and communicate in a professional setting
* High school diploma or GED required
Preferred qualifications, capabilities, and skills
* Developing ability to use data to understand issues and opportunities
...
....Read more...
Type: Permanent Location: San Antonio, US-TX
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:06
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Corona, US-CA
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:06
-
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: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-01-18 07:13:06
