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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
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Type: Permanent Location: Washington, US-DC
Salary / Rate: Not Specified
Posted: 2025-07-27 08:21:05
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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 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
* M...
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Type: Permanent Location: Vancouver, US-WA
Salary / Rate: Not Specified
Posted: 2025-07-27 08:21:04
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
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Type: Permanent Location: South Lyon, US-MI
Salary / Rate: Not Specified
Posted: 2025-07-27 08:21:04
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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 80-100 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 bu...
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Type: Permanent Location: Miami, US-FL
Salary / Rate: Not Specified
Posted: 2025-07-27 08:21:03
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: Richmond, US-VA
Salary / Rate: Not Specified
Posted: 2025-07-27 08:21:02
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Fully supporting our customers' success requires a commitment to support the community's success.
The Community Manager role within the Community and Business Development organization will report to the Divisional Community & Business Development Manager in one of our five Consumer Banking Divisions.
This role will play a crucial role in supporting our commitment to our customers' success and the success of the community.
The broader team's focus is to grow One Chase business opportunities within underserved communities and across diverse segments.
The team will also create integrated, actionable financial health roadmaps to help our communities thrive.
As a Vice President - Community Manager in Consumer Bank, you will work in the field, develop a community outreach and engagement program, and collaborate with various teams within Chase to ensure your local community benefits from the full suite of resources we have to offer.
You will be responsible for growing One Chase business opportunities within underserved communities and diverse segments, creating integrated and actionable financial health roadmaps, and building relationships to ensure financial education and product solutions are accessible to all within your assigned community.
Job responsibilities
* Develop a community outreach and engagement program that builds community relationships with proven ability to make business development calls (70% external, 30% internal)
* Leverage national community playbook (i.e., activation plan) to engage the community in a meaningful way, and complimenting the curriculum with local programing and events to host in branches
* Build and manage the community engagement calendar, facilitate (and/or co-facilitate) regular financial health workshops, Chase Chats and community events in the branch
* Own execution of the events end to end from event outreach, in-branch awareness, customer and community enrollment
* Report results based on event surveys to inform national community teams on opportunities for improvement
* Partner with Branch Managers, Bankers and OneChase Partners on customer engagement, referrals from events and adoption of financial product solutions, and with Global Philanthropy to ensure a collaborative approach to events
* Act as a Culture Carrier and steward of inclusion in the branches by supporting employee development and BRG partnership
Required qualifications, capabilities, and skills
* Proven leadership experience with ability to influence across the firm and in the community
* Heavily organized and with strong event coordination and project management skills
* Ability to build strong relationships with clients, peers, partners and contacts
* Executive presence with strong presentation skills in small and large / public group settings
* Self-starter with a proactive approach, strong time management and prioritization skills and a passionate, authentic, and bold team ...
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Type: Permanent Location: Gary, US-IN
Salary / Rate: Not Specified
Posted: 2025-07-27 08:21:01
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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
Operating hours: Our current target operating hours are Monday - Friday, 7 a.m.
- 8 p.m.
CST and Saturday, 7 a.m.
- 5 p.m.
CST.
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 employm...
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Type: Permanent Location: San Antonio, US-TX
Salary / Rate: Not Specified
Posted: 2025-07-27 08:21:01
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We are on the lookout for a talented Senior Associate to join our Commercial Investment Banking - Commodities, CEM, and Digital Markets Audit team.
This is your opportunity to play a crucial role in enhancing our organization's governance and operational excellence!
As a Senior Auditor on the Commodities, CEM, and Digital Markets Audit team within the Commercial Investment Banking Audit team, you will lead all aspects of the audit lifecycle including, planning, fieldwork, reporting, validation and continuous monitoring.
The role is highly visible and also offers you exposure to senior executives outside of Internal Audit across the bank.
Job responsibilities
* Plan, execute and document audit reports, including risk assessments, audit planning, audit testing, control evaluation, report drafting and follow-up and verification of issue closure while ensuring audits are completed timely and within budget
* Work closely with global Audit colleagues in the early identification of emerging control issues and reporting them timely to Audit management and business stakeholders
* Recognize the confidential nature of Internal Audit communications and access to information; you must be disciplined in protecting the confidentiality and security of information in accordance with firm policy
* Partner with stakeholders, business management, other control groups (i.e.
risk management, compliance, fraud prevention), external auditors, and regulators establishing strong working relationships while maintaining independence
* Finalize audit findings and use judgment to provide an overall opinion on the control environment through developing recommendations to strengthen internal controls
* Take ownership of self-development, including stretch assignments, to prepare for greater responsibilities and career growth, and take initiative to seek out opportunity for continued learning
* Stay up to date with industry trends to identify opportunities for game changing innovations or strategic partnerships
Required qualifications, capabilities and skills
* 5+ years of internal or external auditing experience, or relevant business experience
* Bachelor's degree (or relevant financial services experience)
* Experience with internal audit methodology and applying concepts in audit delivery and execution
* Solid understanding of internal control concepts, with the ability to evaluate and determine the adequacy of controls by considering business and technology risks in an integrated manner
* Strong interpersonal and influencing skills, with the ability to establish credibility and build strong partnerships with senior business and control partners
* Strong analytical skills particularly in regard to assessing the probability and impact of an internal control weakness
* Flexible to changing business priorities and ability to multitask in a constantly changing environment
Preferred qualifications, capabi...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-07-27 08:21:00
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Chase serves as the private label finance partner to a leading high-end automotive company, and this role leads the marketing arm of the partnership-increasing awareness and sales for the OEM's existing inventory, new product launches, and pre-owned vehicles.
As a Marketing Strategy Lead within Auto, you will develop, maintain, and track Awareness, Loyalty, and Conquest campaigns.
You will leverage a variety of tactics, including paid channels such as search, social, direct mail, and events, as well as owned channels such as Chase digital platforms, email, and in-branch activations.
You will work closely with external stakeholders, the OEM GM team, and your brand counterpart on strategy, and with campaign management on the execution of campaigns to drive scalable volume at an efficient cost.
Job responsibilities:
* Work across the broad marketing team to communicate the marketing vision.
Create a marketing plan to establish customer messaging, touch, channel, and targeting strategy.
* Manage business cases and change requests through our in-house tools (Optima, AdTrax) and be comfortable presenting and reporting on progress.
* Work with the team on creative assets, targeting/touch strategy, and reading test results to inform recommendations.
Bring partners along with new tactic launches in media, social, and search, as well as collaborate with internal teams on the Servicing and Lease-End communications campaigns.
* Create and maintain a marketing budget.
Track and pay invoices for marketing vendors and agencies.
* Collaborate with JPMC firm leads to support the partner's engagement with Private Banking, Wealth Management, and card partners.
Required qualifications, capabilities, and skills:
* Bachelor's Degree.
* 7+ years of experience in marketing, including direct-to-consumer and digital (including mobile).
* Marketing functional, technical, and operational knowledge.
* Experience creating and driving operational processes with attention to detail and a passion for flawless execution.
* Exceptional communication and executive presence.
* Ability to work independently as well as lead cross-functional teams.
* Strong project management, multi-tasking, and leadership skills.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recogni...
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Type: Permanent Location: Atlanta, US-GA
Salary / Rate: Not Specified
Posted: 2025-07-27 08:20:59
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This role provides an experienced and curious product marketer with the opportunity to create and take ownership of end-to-end marketing strategies, apply "big-picture" marketing ideas to spark internal and external engagement, and ultimately simplify complex and technical concepts for J.P.
Morgan prospects and clients.
As a Product Marketing Strategy Lead within Payments, you will create, lead, and deliver comprehensive marketing plans for a portfolio of global payments products and solutions.
You will collaborate with product and sales executives, as well as the broader marketing and communications team.
In this role, you will lead a team dedicated to educating and equipping the organization with integrated go-to-market strategies and compelling storytelling.
You will gain a deep understanding of our strategic business objectives, position a suite of offerings, and leverage your expertise to craft differentiated, audience-focused messages that are effectively activated across the appropriate channel mix
Job responsibilities
* Drive and lead integrated go-to-market strategies for a portfolio of products and solutions, activating them across the right channel mix.
* Lead and influence cross-functional marketing teams to deliver strategic messages and content through relevant internal and external channels.
* Partner with business leads to align marketing plans with strategic business objectives and milestones, meeting regularly with key stakeholders to gather input, feedback, and measure success.
* Become the subject matter expert for the portfolio of products and solutions you support, embodying "one message, multiple messengers" to educate, equip, and excite the field.
* Manage and develop a team of individuals to be strong collaborators and storytellers.
* Create meaningful, relevant, and compelling narratives for target audiences, supported by tangible proof points.
* Manage your book of work and proactively provide updates to the team and partners.
* Utilize market trends, competitive and customer research to shape how we position our solutions in the marketplace.
* Manage controls and procedures in accordance with compliance requirements.
Required qualifications, capabilities, and skills:
* 8+ years of relevant product marketing experience.
* Demonstrated experience leading go-to-market strategies, including the execution of tactics in a business-to-business marketing environment.
* High degree of intellectual curiosity and capacity to connect the dots, synthesize complex information gathered from disparate sources, and drive results under deadlines.
* Comfortable working in a matrix management organization structure to drive results.
* Oriented towards execution and can execute through ambiguous situations.
* Strong project management and organizational skills.
* Thinks strategically and executes quality output under tight deadlines.
* Comfortable wi...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-27 08:20:58
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Shape the future of advisory delivery by developing solutions that expand insights, optimize execution, and enhance the client experience.
Become part of a dynamic team leading innovation in treasury and payments, overseeing comprehensive delivery processes, coordinating dependencies, and collaborating with diverse stakeholders.
As a Vice President in the Global Payments Advisory Delivery team, you will be responsible for owning and executing the global content and sales enablement strategy, ensuring advisory insights, tools, and messaging are consistently delivered across regions and aligned to commercial goals.
You will partner closely with advisory leads, marketing, commercialization, sales, product, and research & analytics teams to support scalable client engagement and enablement.
Job responsibilities
* Develop and execute a cohesive strategy for content management and sales enablement across the global advisory organization.
* Create and maintain high-impact client and internal materials that support go-to-market efforts, aligned with strategic advisory priorities.
* Drive consistent branding, messaging, and communication standards across all advisory deliverables.
* Ensure materials are easily accessible, well-organized, and usable by sales and coverage teams globally.
* Lead knowledge-sharing and training programs to enable sales, including forums, workshops, and structured learning initiatives.
* Coordinate the advisory team's participation in internal and external events, ensuring content is aligned with business priorities.
* Lead internal communication efforts to keep stakeholders informed and engaged, including newsletters and updates.
* Collect feedback from internal stakeholders through surveys and debriefs to continuously refine materials and delivery effectiveness.
* Implement scalable frameworks for content creation, approval, distribution, and impact tracking.
* Collaborate with research & analytics to transform insights into actionable content and client-ready outputs.
* Maintain oversight of internal content libraries and performance dashboards, ensuring visibility into usage and impact.
Required qualifications, capabilities and skills
* 8+ years of experience in financial services, payments, treasury, or consulting, with a focus on content, strategy, or enablement.
* Proven ability to develop and scale content and enablement strategies in a global, matrixed environment.
* Strong understanding of client engagement dynamics in B2B financial services.
* Excellent writing, communication, and storytelling skills with a focus on clarity and impact.
* Comfortable managing complex projects and working across functions and regions.
* Highly organized with experience implementing processes, tools, and tracking mechanisms.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, sm...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-07-27 08:20:58
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-07-27 08:20:57
-
The mission of J.P.
Morgan Wealth Management's (JPMWM) Investments & Advice (I&A) team is to deepen relationships with Field Leadership and Financial Advisors, enhancing and maintaining our products, while providing them with best in industry platforms, solutions, and advice.
The team engages and supports Advisors to provide product education and guidance, connecting the value proposition of our platforms with the short- and long-term goal of our clients.
As a Vice President in the Advisory Specialists group within J.P.
Morgan Wealth Management's Investments & Advice team, you will play a crucial role in promoting the development and enhancement of our Advisory Programs.
You will deliver exceptional client service, provide comprehensive guidance to Advisors, and contribute to the strategic development of our offerings, ensuring alignment with organizational goals.
Job Responsibilities
* Deliver exceptional client service while driving commercial growth within the JPMA Advisory business.
* Provide comprehensive guidance to Advisors on our advisory offerings, including client discretionary, wealth advisor discretionary, firm discretionary, and investment manager discretionary services.
* Develop deep expertise in program guidelines to effectively address advisor inquiries and needs.
* Serve as the primary liaison between JPMA and Centralized Due Diligence (CDD), identifying platform gaps and supporting Advisors in making informed decisions regarding advisory program products.
* Contribute to the strategic development of Advisory Programs, ensuring alignment with organizational goals.
* Act as the first point of contact for Advisory Programs.
* Interpret and provide direction on program guidelines.
* Oversee coverage of CBP, ICS, JPMCAP, PA/PM, STRATIS, and UMA.
* Address PM/PA questionnaire inquiries.
* Coordinate with Centralized Due Diligence (CDD).
* Drive the strategic development of Advisory Programs.
Required Qualifications, Capabilities and Skills
* Bachelor's Degree,
* Strong knowledge of Asset Allocation and Portfolio Construction
* SIE, Series 7, and Series 66 licenses (mandatory to obtain within 90 days)
* Minimum of 8 years in financial services industry with at least 6 years of direct experience in Asset or Wealth Management (Capital Markets, Wealth Management, Product Management, Investment Sales, Structured Derivatives)
* Self- starter with the ability to drive on own.
* Team-oriented with ability to interact effectively with individuals at varying levels of the organization with different responsibilities.
* Exceptional verbal and written communication skills.
* Strong organizational skills with ability to execute on multiple objectives simultaneously in a demanding environment.
Preferred qualifications, capabilities, and skills
* CFA is preferred.
* Sales background is preferred.
* Experience in Portfolio Constructio...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-27 08:20:56
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: Wyandanch, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-27 08:20:55
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Are you passionate about shaping the future of product innovation and driving value for customers? Do you have a knack for guiding successful launches and exceeding expectations? If you have experience in payments, card processing, fraud, AI, strategic planning, P&L management, and innovation, along with strong data analytics skills, we have an exciting opportunity for you!
Join our dynamic team as a Product Manager in Merchant Services Dispute Solutions, where you'll play a pivotal role in innovating new product offerings and leading the end-to-end product life cycle.
As a core leader, you'll be the voice of the customer, developing profitable products that deliver exceptional value.
Your expertise in launching products, gathering crucial feedback, and ensuring top-tier client experiences will be key to your success.
With a focus on scalability, resiliency, and stability, you'll collaborate with cross-functional teams to deliver high-quality products that exceed customer expectations.
Job Responsibilities:
* Define and communicate the product vision and strategy for dispute and data management solutions; Align product goals with business objectives and customer needs.
* Collaborate with cross-functional teams, including engineering, design, marketing, and sales, to ensure successful product development and delivery; Engage with stakeholders to gather requirements, prioritize features, and address concerns.
* Lead the end-to-end product lifecycle, from ideation and development to launch and post-launch support; Ensure products are delivered on time, within scope, and meet quality standards.
* Analyze data to identify trends, insights, and opportunities for product improvement and optimization; Use data-driven decision-making to enhance product features and functionality.
* Develop and implement strategies for efficient dispute resolution processes; Ensure compliance with industry regulations and best practices in dispute management.
* Act as the voice of the customer, ensuring products deliver exceptional value and address customer pain points; Gather and incorporate customer feedback to continuously improve products.
* Drive innovation by exploring new technologies and methodologies to enhance product offerings; Implement process improvements and automation to increase efficiency and reduce costs.
* Monitor product performance and key metrics to assess success and identify areas for improvement; Prepare and deliver reports and presentations to communicate product status and achievements.
* Identify and mitigate risks associated with product development and deployment; Ensure products are resilient and scalable to handle future growth and challenges.
* Lead and mentor product teams, fostering a collaborative and innovative work environment; Encourage professional growth and development within the team.
Required Qualifications, Capabilities, and Skills:
* 5+ years of experience in produc...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-07-27 08:20:54
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Wealth Management Solutions, Portfolio Manager Analyst or Associate.
The Portfolio Management Group (PMG) is the implementation engine for Private Banking's discretionary investment business, providing leverage for investment advisors and other front office partners as they pursue the Firm's growth initiatives.
PMG is responsible for implementing the investment strategy and portfolio construction as dictated by the Private Banking Strategy team.
PMG rebalances and manages risk in accounts across our investment management and trust portfolios.
The Portfolio Manager will have the following responsibilities:
* Implementation of portfolio construction based on Strategy team's calls and investment vehicle selection
* Maintain knowledge of the investment solutions utilized throughout Private Banking, including, mutual funds, exchange traded funds, structured notes, hedge funds, and separately managed accounts
* Maintain knowledge of each account's unique requirements and sensitivities
* Review and trade portfolios, manage orders and execute trades across managed account business including the following: New account initial investing and phase inTimely implementation of strategic and tactical shifts when announced by Portfolio Construction
* Monitoring cash and security activity in clients' accounts
* Liquidating accounts
* Monitoring accounts for model drift and strategy deviation
* Relationship management with internal clients (client facing teams)
* Work with various internal partners to complete business initiatives
Key Competencies:
* Bachelor's degree in a finance - related discipline with a minimum 3.3/4.0 GPA.
CFA or progress toward attaining CFA designation preferred, but not required
* 7+ years' work experience in financial services industry with Private Wealth Management experience preferred
* Demonstrated solid understanding of investments with keen interest in broadening knowledge of portfolio management
* Demonstrated track record of building relationships with internal and external partners
* Prior experience operating within a risk framework
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a rang...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-07-27 08:20:53
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: Irvine, US-CA
Salary / Rate: Not Specified
Posted: 2025-07-27 08:20:52
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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 Corporate Sector under AI/ML and Data Platforms, 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 navigate 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 timelines while mitigating risks and addressing roadblocks
* Champion continuous improvement by identifying process optimization opportunities, incorporating best practices, and staying abreast of emerging technologies
* Report into Chief of Staff Office and partner across the AI/ML and Data Platforms (AMDP) organization to maintain and execute governance processes, metrics and measurements aimed at creating a consistent operating model and driving efficiency and quality across the organization.
* Set the agenda, coordinate logistics, and create materials for meetings including offsites, town halls, and monthly/quarterly business reviews.
* Tracks execution of action items originating from Global Technology Leadership meetings, AMDP Leadership meetings, and regulatory sources
* Be a culture carrier, connecting the organization to the firm's guiding principles
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
* Excellent interpersonal (verbal and written) communication skills with the ability to coach others in the best ways to present and explain information concisely tailored to the target audience
* 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 ...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-07-27 08:20:51
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If you believe that investment advising should feel like a personal relationship with a trusted partner for your clients and want top tier technology and support to assist in building that experience, this is the team for you.
As a Personal Advisor in J.P.
Morgan's Wealth Management's National Branch Personal Advising group, you will partner with clients to create custom financial plans based on their goals.
You will meet with clients primarily through scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with investment portfolios that are designed and managed by J.P.
Morgan's Chief Investment Officer.
You will also provide advice to existing clients as they need it, helping them navigate shifting priorities around their finances and their lives.
Personal Advisors will work in a team based office environment to support the full book of clients.
Job responsibilities:
- Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their financial goals
- Convert high quality leads into new clients and help to maintain those relationships
- Utilize a "solution-oriented" mindset to work towards best possible outcomes for all clients
- Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
- Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their day
- Educate clients on the digital products available to them to better monitor, maintain and achieve their financial goals.
Required qualifications, capabilities, and skills:
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employment
• This role requires you to be licensed in all states
Preferred qualifications, capabilities, and skills:
• At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on financial planning
• Bachelor's degree preferred
• CFP preferred
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits a...
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Type: Permanent Location: Westerville, US-OH
Salary / Rate: Not Specified
Posted: 2025-07-27 08:20:50
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: Long Beach, US-CA
Salary / Rate: Not Specified
Posted: 2025-07-27 08:20:50
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Join our dynamic team to innovate and drive technology advancements, contributing to significant business growth and client success.
As a Technical Project Manager III in Corporate Investment Bank - Securities Services, your role will involve assisting and leading complex technology projects and programs that drive business goals and create value for clients, employees, and stakeholders.
You will use and apply your broad knowledge of technical principles, practices, and theories to develop innovative solutions, along with leveraging your analytical reasoning and adaptability skills to navigate through ambiguity and change.
Your strong communication abilities will enable you to effectively collaborate with cross-functional teams and manage stakeholder relationships, ensuring alignment on project objectives and governance.
By optimizing resources and managing risks, you will contribute to the successful delivery of high-impact projects that shape the future of the firm.
Job responsibilities
* Develops and executes comprehensive project plans, incorporating technical requirements, resource allocation, and timelines to ensure timely and successful delivery of technology projects
* Identifies and mitigates project risks, proactively addressing potential roadblocks and implementing risk management strategies to minimize impact on project outcomes
* Collaborates with cross-functional teams, including software development, quality assurance, and business stakeholders, to define project scope, objectives, and deliverables, ensuring alignment with business goals
* Utilizes technical fluency to evaluate and recommend appropriate technologies, platforms, and vendor products for project implementation
* Monitors project progress, adjusting plans and schedules as needed, and providing regular status updates to stakeholders, ensuring transparency and effective communication throughout the project or program lifecycle
* Directly manages and oversees technology connectivity (sFTP, MQ) for both new and existing external clients, including initiating connectivity requests and engaging with external clients.
* Coordinates testing activities, including agreeing on test scope with clients, setting up static data, managing instruction transmissions, ensuring STP of instructions to operations, and obtaining sign-off from Operations.
Testing will involve the SWIFT network and flat files via sFTP.
* Facilitates communication and coordination between external clients, internal Client Service teams, Operations, and team colleagues.
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise in technical program management, leading complex technology projects and programs in a fast-paced environment
* Demonstrated proficiency in applying analytical reasoning and problem-solving techniques to break down business, technical, or operational objectives into manageable tasks and activit...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-27 08:20:49
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Become an integral part of the Commercial & Investment Banking team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement.
Be part of a team that is results-oriented, with a focus on attention to detail and quality.
As a Senior Administrative Assistant in Commercial & Investment Banking, you will need to work well in a team environment, be able to represent the manager/group with professional courtesy and acumen, and deliver flawless work output.
Your daily routine also includes interaction with various executive level internal clients across the lines of businesses.
You will need to adapt procedures, processes and techniques to complete assignments in line with the department's activities and goals.
Fundamental requirements include management of procedures, processes, and techniques relevant to tasks such as invoice processing, document management, meeting logistics, equipment orders, and projects.
Attention to detail is be essential to be proactive in executing job duties and maintaining efficient operations that support the team's success.
Job responsibilities
* Welcome guests and vendors directing to rooms/office.
Receive couriers and deliveries, ensure internal recipient collects as soon as possible.
Ability to lift 20 lbs.
and deliver packages to correct recipient
* Manage the schedule for conference and meeting rooms.
Coordination with internal partners i.e., facilities and business stakeholders
* Troubleshoot technology in meeting rooms, coordinate catering as needed, ensuring optimal meeting experience and act as central point of contact for workplace tech, troubleshooting and raising work order tickets when required.
* Exercise strict application of the building access procedure as determined by Global Security for JPM floors and Building Security for general access, provision of visitor badges and escort guests/vendors as required.
Coordinate Fire Life Safety in partnership with Global Security representatives.
* Handle regular activities without prompting (e.g.
supply management), and advise in advance with issues or delays
* Coordinate on ad hoc projects as requested
* Establish and maintain strong working partnerships with direct team and other location-based colleagues
* Handle dynamic and stressful situations in a professional manner while working successfully as part of a team and independently
* Demonstrate ability to manage competing priorities and effective time management skills
Required qualifications, capabilities, and skills
* At least three years professional experience and exceptional attendance
* Advanced ability to organize with strong interpersonal, written, and oral communication skills displaying a strong proficiency in Microsoft Office
* Good judgment, and proven experience interacting with senior management
* Diplomacy, t...
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Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2025-07-27 08:20:48
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The Private Foundations Services Team (PFS) at J.P.
Morgan Private Bank collaborates with foundation principals and decision-makers as trustee, co-trustee, or agent.
Our mission is to preserve the foundation's favorable tax status by expertly navigating complex regulations, while managing the administrative and operational responsibilities of foundation management.
Our team consists of seasoned professionals with decades of experience in nonprofit management and grantmaking, overseeing over 10,000 grant requests annually.
As part of the Private Bank, we offer clients a vast professional and in-house network, empowering them to make impactful contributions to their communities and the world.
PFS facilitates nearly $400 million in annual giving for client foundations, partnering with a diverse range of grantees-from grassroots organizations to major institutions-across various program areas.
Our team, including Program Officers and Grants Managers, provides guidance and support to clients and internal partners in grant making and family philanthropy.
We offer grant making services, assist in developing funding strategies, and help family members and decision-makers define and execute philanthropic legacies.
Responsibilities:
* Manage the grants administration process for multiple philanthropic portfolios, ensuring alignment with established goals and objectives.
* Innovate and implement new methods to enhance the performance of grants administration functions.
* Maintain the accuracy and integrity of the grants database.
* Generate grants-related correspondence, including award, installment, grant agreement, and declination letters.
* Process grant payments and ensure efficient tracking of payments.
* Respond to general program inquiries via phone/email.
* Collaborate with internal partners across U.S.
markets to optimize grant making strategies, manage risks, and prepare/present grant recommendations for approval.
* Support PFS Program Officers, Grants Managers, and other Bank members on client-related special projects and philanthropic advisory services.
* Perform additional tasks as assigned.
Skills:
* Excellent oral and written communication skills.
* Ability to prioritize, multi-task, and meet competing deadlines.
* Strong analytical skills and attention to detail.
* Capability to work within a high-volume, corporate environment.
* Problem-solving and risk management skills, including initiative, decisiveness, accountability, and critical analysis.
* Client servicing skills, including client knowledge, relationship building, and proactive communication.
* Teamwork and personal effectiveness, including clear communication, time management, adaptability, delegation, coaching, and training.
* Ability to drive projects independently and collaborate effectively as a team player.
Experience:
* Undergraduate degree required.
* Preferred experience in...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-27 08:20:46
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-27 08:20:45
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We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As a Branch Operations Lead Trainee in Branch Banking, you collaborate with the Branch Manager, branch employees and One Chase colleagues to ensure customer financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory banking requirements.
A Branch Operations Lead Trainee is passionate about taking care of our customers and employees, providing an exceptional customer experience, and working with the Branch Manager to set the tone in the Branch.
A typical day consists of assisting customers and performing transactions.
You will also look for opportunities to make customers lives easier by setting up self-service options and building relationships.
Throughout the week, you will schedule time to review branch operations and share updated policy and procedures with branch employees.
This results in the business is adhering to control expectations.
Job responsibilities
* Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture
* Engages clients as they enter the branch by welcoming them and making customers feel appreciated, performing transactions, managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
* Introduces customers to the branch team who will build relationships and assist with specialized financial needs
* Makes customers' lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Supports the Branch Manager with all aspects of branch operations, including loss control, compliance, and audit standards
Required qualifications, capabilities, and skills
* High school degree, GED, or foreign equivalent
* Detail-oriented, organized, and have the ability to multi-task with a dedication to follow policies, procedures, and regulatory banking requirements
* Availability to work Branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Demonstrated abil...
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Type: Permanent Location: Villanova, US-PA
Salary / Rate: Not Specified
Posted: 2025-07-27 08:20:44
