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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required qualifications, capabilities and skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred qualifications, capabilities and skills
* Proactive, takes initiative, and uses critical thinking to solve problems
* MBA, JD, CFA, or CFP preferred
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach thr...
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Type: Permanent Location: Las Vegas, US-NV
Salary / Rate: Not Specified
Posted: 2025-09-07 08:13:04
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
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Type: Permanent Location: Fort Worth, US-TX
Salary / Rate: Not Specified
Posted: 2025-09-07 08:13:03
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
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Type: Permanent Location: Fort Worth, US-TX
Salary / Rate: Not Specified
Posted: 2025-09-07 08:13:01
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
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Type: Permanent Location: Fort Worth, US-TX
Salary / Rate: Not Specified
Posted: 2025-09-07 08:13:00
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
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Type: Permanent Location: Colleyville, US-TX
Salary / Rate: Not Specified
Posted: 2025-09-07 08:12:59
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
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Type: Permanent Location: Commerce, US-TX
Salary / Rate: Not Specified
Posted: 2025-09-07 08:12:58
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Join JPMorgan Payments, the world's largest payment network, as a Global Liquidity Control Manager - Vice President.
In this role, you will partner with the Liquidity & Account Solutions business to assess operational risks for existing and new products and implement effective controls.
This position offers the opportunity to manage the end-to-end control environment globally and contribute to the implementation of the Payments end-to-end target operating model.
As a Global Liquidity Control Manager - Vice President within the Commercial & Investment Bank, you will oversee and control all aspects impacting Liquidity & Account Solutions products, lead the end-to-end system of controls, and engage with control colleagues across the firm.
Your role involves identifying and managing risks, establishing governance systems, and supporting regulatory engagements.
Job Responsibilities:
* Oversee and control all aspects impacting Liquidity & Account Solutions products, including front line, operational, and technology controls.
* Lead the end-to-end system of controls to mitigate risk through engagement, thematic reviews, and risk analysis.
* Identify and proactively manage risks to the delivery of end-to-end target operating model strategies.
* Create a proactive risk and control culture leveraging evaluation strategies and change management protocols.
* Establish governance systems to identify, quantify, manage, and monitor risk, setting risk tolerances and management procedures.
* Engage with control colleagues across the firm, including business, operations management, legal, compliance, risk, audit, and technology control functions.
* Execute and implement business control priorities and strategy, driving the control agenda through monitoring key operational risks.
* Review and analyze program-related data to identify existing and emerging operational risks and issues.
* Drive the CORE strategy and uplift controls globally, supporting the firm's operational risk self-assessment reporting process.
* Coordinate and engage in Regulatory Exams and Audits, identifying and remediating control gaps and risk assessments.
* Support the monthly controls governance agenda, prepare materials for the Business Control Forum, and deliver executive reporting and analytics.
Required Qualifications, Skills, and Capabilities:
* Bachelor's degree or equivalent experience required.
* Business Acumen: Ability to understand the business and knowledge of regulations impacting the business.
* Excellent written and verbal communication skills with the ability to influence business leaders.
* Implementation skills and writing action plans.
* Exceptional interpersonal skills and collaboration abilities.
* Ability to work autonomously, manage competing priorities, and work in a fast-paced environment.
* Process/Design Analysis: Ability to understand a process and associated risk to in...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-09-07 08:12:57
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Bring your expertise to JPMorgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Risk Management - Wholesale Credit Risk Policy Document Associate in the Wholesale Credit Portfolio Analytics team, you will develop value added risk analytics solutions through the deployment of advanced analytical frameworks on top of the firm's big data resources.
In this role, you will focus on leveraging data to enhance the current end-to-end credit risk process across all of Credit Risk.
Job Responsibilities
* Manage a portfolio of credit risk documents that includes working with document owners to write documents, solicit and incorporate feedback, obtain document owner approvals and publish to the firmwide policy portal.
* Manage the WCR document governance process and maintaining strong controls.
This includes challenging content.
* Lead with authority, drives decisions and influences stakeholders in the governance process and provide training, if necessary.
* Lead cross-line of business and regional projects through multiple platforms (e.g.
Forums, working group sessions, and deep dives).
* Lead meetings with functional support groups to participate and align on the transformation of risk policy priorities.
* Create and present reporting related to progress, inventory status and highlight obstacles and challenges while suggesting solutions.
* Prepare senior management presentations and provide updates on deliverables and team projects.
Required qualifications, skills and capabilities
* Strong, clear, and concise written and verbal communications; edit and prepare executive level communications
* Excellent organizational and project management skills; able to manage competing priorities under tight deadlines and a constantly changing environment.
* High degree of initiative, self-direction, ability to work well under pressure and learn quickly.
* Intellectual curiosity and willingness to take on responsibilities that fall outside your immediate area of expertise.
* Inclusive leadership skills with the ability to collaborate across multiple stakeholder groups and regions.
Appreciate the value of working in partnership with others to influence change and accomplish individual and team goals.
Preferred Qualifications
* Working knowledge of Credit Risk concepts preferable.
* WCR audit, control, policy or governance experience preferable.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, sma...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-09-07 08:12:56
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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: Morris Plains, US-NJ
Salary / Rate: Not Specified
Posted: 2025-09-07 08:12:55
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Bring your expertise to JPMorgan Chase.
As part of Risk Management & 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 judgment to solve real-world challenges that impact our company, customers, and communities.
Our culture in Risk Management & Compliance is all about thinking outside the box, challenging the status quo, and striving to be best-in-class.
As a Risk Management - Risk Controllers - Firmwide Allowance team - Associate you will play a key role in supporting the integrity and accuracy of reporting and governance related to the firmwide allowance for credit losses (ACL) under the Current Expected Credit Losses (CECL) accounting standard.
You will assist in consolidating the ACL and Credit Costs across Consumer and Wholesale lines of business and support reporting aspects, including disclosures at earnings and the 10K/Q, as well as the credit cost budget and forecast.
Job Responsibilities
* Assist in the consolidation of ACL and credit costs across various lines of business.
* Support the preparation of financial disclosures related to earnings and regulatory filings, including creating and maintaining documentation and controls for all firmwide allowance deliverables.
* Contribute to the credit cost budget and forecast processes.
* Participate in maintaining allowance-related standards and preparing CECL scenario weights assessments.
* Collaborate with team members and support senior business leaders and stakeholders in strategic decision-making.
Required Qualifications, Capabilities, and Skills
* Approximately 3 years of experience in finance, accounting, or a related field.
* Basic understanding of credit loss accounting standards, particularly CECL.
* Strong analytical skills and attention to detail.
* Effective communication skills, both written and verbal.
* Ability to work collaboratively in a team environment.
* Proficiency in Microsoft Office applications, especially PowerPoint and Excel.
Preferred Qualifications, Capabilities, and Skills
* BA/BS in Finance or Accounting.
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 i...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-07 08:12:55
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As a Product Solutions Data and AI Director within the CDAO Organization, you will enable JPMC Firmwide teams to deliver AI value from the Fusion Platform Solutions and Services.
You will build expertise in one or more Data or AI domains, help create and maintain high-quality user documentation and training materials and guide clients in leveraging tools and capabilities to enable their data and analytics outcomes.
We are seeking a highly motivated senior specialist with a solid foundational knowledge in Data and AI/ML technologies.
The Chief Data and Analytics Office Product and Platform team is responsible for designing and delivering governance, discovery, access, and data and AI services, empowering JPMorgan Chase teams to accelerate their data and analytics journeys and maximize commercial outcomes.
The Chief Data and Analytics Office Product and Platform Client Engagement Team is responsible for account management, solutions, implementation and client service for JPMorgan Chase Lines of Business and Corporate Functions.
You have a curious and commercial mindset and are interested in learning about internal client use cases.
You are a significant contributor to a team that defines and helps clients implement integrated solutions with the Fusion Platform.
Job responsibilities
* Leads supporting internal clients use of the Fusion Platform by providing technical expertise and guidance on multiple Product capabilities.
* Mentors a team of Data and AI specialists, fostering a collaborative and innovative environment to drive team performance and professional growth.
* Drives engagement with internal clients to understand their requirements and support implementation of integrated Data and AI solutions.
* Supports developing the day-to-day operations of the Data and AI Specialist team, improving efficient workflow, resource allocation, and project delivery.
* Contributes to development and represents the Chief Data and Analytics Office (CDAO) Product Roadmaps, articulating benefits and providing guidance and options on paved paths.
* Leads development of examples AI/ML experiments, applications and tools including tutorials, reference implementations, and presentations for internal clients.
* Provides thought leadership and contributes to technical white papers on Data and AI/ML implementations.
* Provides feedback to product and engineering teams to help shape product development and strategy.
* Balances multiple tasks, client engagements, and continuous learning to keep up with industry trends.
* Manages office hours to educate, demo and collect feedback and issues from internal clients
* Coordinate across the Product, Engineering and Architecture teams to implement integrated solutions
Required qualifications, capabilities, and skills
* 8+ years of experience or equivalent expertise delivering products, projects, or technology applications.
* Understanding of a wide range of...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-07 08:12:54
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As a Branch Travel Designer III at Chase Travel, you will leverage your understanding of travel and customer service to provide exceptional service to luxury clientele.
You will work on customized itineraries for clients and manage all travel arrangements as well as advising clients on travel, booking arrangements, and delivering excellent customer service with expertise and professionalism.
travel and customer service expertise to provide outstanding service to luxury clients, including crafting personalized itineraries and managing travel arrangements.
As Chase Travel continues to expand, we offer a fantastic opportunity for individuals seeking to advance their careers in the travel industry.
We are committed to fostering a diverse and collaborative culture, providing an environment with opportunities for meaningful growth in a firm dedicated to inclusivity, development, mobility, and career advancement.
We are seeking best-in-class talent-individuals who are collaborative, dependable, and customer-focused.
Job Responsibilities:
* Provides comprehensive leisure travel assistance for clients, including arrangements for air travel, hotels, resorts, cruises, restaurants, tours, sightseeing, and car rentals.
* Checks availability and process bookings using Sabre, managing client requests from initial inquiry through to departure and follow-up.
* Presents multiple options to clients to suit their preferences and needs.
* Conducts thorough trip research, including destinations, points of interest, regulations, and more.
* Handles requests and confirmations.
* Follows up on last-minute details, requests, and changes to ensure a seamless travel experience.
* Leverages preferred partner relationships to secure the best availability, rates, and additional benefits, ensuring maximum access and the highest service levels for clients.
* Utilizes contracts and the rate desk to optimize rate and revenue balance for clients.
* Stays informed through ongoing research on products and services by utilizing the Internet, engaging with sales representatives, and reviewing industry publications, newspapers, and magazines.
Required Qualifications, Capabilities, and Skills:
* Minimum of 3 years of experience in the travel industry as an Leisure Travel advisor, with proficiency in Sabre GDS.
* Ability to communicate clearly and professionally with clients, supervisors, and co-workers, both verbally and in writing.
* Must be proactive, with the ability to work independently and collaboratively within a team, under the direction of a manager.
* Experience in arranging domestic and international travel for clients, including setting up PNRs, ticketing, and ticket exchanges.
* High School Diploma, GED, or equivalent.
* Extensive experience in roles that incorporate customer service, sales, and strong communication skills.
* Ability to learn quickly and exceed client expectations with metic...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-07 08:12:54
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Join the Securities Services Operations Business Management team as a high-performing Vice President , playing a key role in the successful delivery and management of Operations strategies.
You will work closely with senior Managing Directors within Securities Services Operations and their Leadership Teams to provide outstanding Business Management support across business updates, project management, and data analysis.
As a Vice President with in the Securities Services Operations Business Management team, you will organize complex information strategically, communicate effectively with key business partners, and manage projects and key work streams.
Your role involves maintaining strategic objectives, developing communication strategies, and creating ad-hoc analysis and presentations for senior management.
Job Responsibilities:
* Organize complex information strategically, demonstrating strong design acumen in Excel and PowerPoint.
* Communicate effectively with key business partners to understand projects and drive next steps.
* Manage and deliver projects and key work streams and tasks.
* Maintain and track objectives and key results reflecting strategic priorities.
* Develop and manage organization communication strategies for key stakeholders.
* Coordinate team activities and prepare materials for town halls, employee recognition, and strategy sessions.
* Create ad-hoc analysis and presentations for senior management.
* Help design new reports to increase efficiency.
* Collaborate with senior Managing Directors and Leadership Teams.
* Provide Business Management support across business updates and data analysis.
* Challenge peers with inquisitive, enthusiastic, and diligent approach.
Required Qualifications, Capabilities, and Skills:
* Previous product knowledge and/or prior Financial Management, Business Management, or Chief Operating Office experience.
* Ability to communicate effectively with all levels of employees, including senior management.
* Strong proficiency with PowerPoint, Word, Excel, Outlook.
Bachelor's degree in Business, Finance, Economics, or other related area
* Strong knowledge and understanding of Securities Services
* Build positive internal relationships across different lines of business
* Self-motivated, tenacious, and be able to work with high degree of independence.
Excellent time management/prioritization skills is required
* Should be able to define and deliver to conclusion a strategic agenda across multiple groups
* Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
* Excellent project management and organizational skills.
Attention to detail with logical thought process
Preferred Qualifications, Capabilities, and Skills:
* Bachelor's degree in Business, Finance, Accounting, or a related discipline.
* Software skills in SharePoin...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-07 08:12:53
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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
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* 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: Highland Park, US-IL
Salary / Rate: Not Specified
Posted: 2025-09-07 08:12:53
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The Relationship Manager is an essential member of the Financial Advisor's team.
A Relationship Manager works in close partnership with the Financial Advisor(s) and is the primary point of contact for advisors and their high-net-worth clients.
The ideal candidate has a strong understanding of the Financial Advisor role and the ability to build strong relationships with clients helping them and their families achieve the financial goals and objectives.
Responsibilities:
* Act as the primary point of contact for assigned client relationships, deepen client relationships through getting to know details of client's lives to ensure life milestones are appropriately recognized.
* Create and implement a proactive service model, ensure central engagement through proper communications, documentation and tracking.
* Manage client appreciation activities and events, coordinate with numerous teams to ensure timely processing and positive client satisfaction.
* Perform client reviews on a regular basis in conjunction with or on direction of the Financial Advisor, identify and develop new business opportunities from existing client base.
* Market and implement complex investment solutions in accordance with High-Net-Worth client's investment objectives.
Attends product rollouts, ideas calls and research meetings to stay current on all JP Morgan Wealth Management products and services.
* Provides support across a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite and ensure client meetings are properly prepared for in advance.
* Ensure compliance with organization policies and applicable regulations, ad Hoc service requests as needed on behalf of the team/clients.
Required qualifications, capabilities, and skills:
* 5 plus years' experience in Financial Services industry
* FINRA Series 7 and 66 licenses required
* Bachelor's degree required
* Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
* Proactively identify and delivery appropriate solutions that address the needs of our clients
* Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations
* Highly proficient user of Word, PowerPoint and Excel
Preferred qualifications, capabilities, and skills:
* Able to adapt and stay abreast of changing technology and regulatory policies
* Strong ability to build effective relationships
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 custo...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-07 08:12:52
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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
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's...
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Type: Permanent Location: Beverly Hills, US-CA
Salary / Rate: Not Specified
Posted: 2025-09-07 08:12:52
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Bring your expertise to JPMorganChase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorganChase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Hedge Fund Credit Risk Associate on the Commercial and Investment Bank Credit Risk Management Team, you will be responsible for managing counterparty credit exposure to a client base consisting of hedge funds and other alternative managers employing a diverse set of investment strategies.
You will utilize your quantitative and qualitative skills to analyze the creditworthiness of these clients and manage counterparty credit exposure associated with client trading, clearing, prime brokerage and custody activity.
Our team is responsible for extending credit to counterparties through traditional lending activity and market based transactions.
This position is based in Plano, Texas.
Job Responsibilities
* Assess creditworthiness of clients to determine appropriate credit ratings including strategy and credit exposure analysis
* Perform client due diligence including written credit approval memos and annual credit reviews
* Manage client portfolio including limit sizing and maintenance, review of financial reporting, and monitoring of credit covenants
* Analyze exposure metrics including VaR and stress scenario analysis to recommend risk mitigants such as structural enhancements, credit covenants, and collateral requirements
* Develop understanding of trading agreements and associated credit terms (e.g.
ISDA)
* Partner with colleagues from Sales & Trading, Coverage, Market Risk, Transition Management, and Legal
* Understand market developments and industry trends and assess the impact on client portfolios and strategies
Required Qualifications, Capabilities and Skills
* Bachelor's degree in finance or related field
* Minimum 3 years of credit risk experience
* An understanding of accounting, trading products and an interest in markets
* Strong interest in client interaction and possess outstanding verbal and written communication skills
* Ability to multi-task and perform well under pressure on teams in a demanding environment
* Highly proficient in Excel, PowerPoint and Word
Preferred Qualifications, Capabilities and Skills
* Completion of a major corporate bank credit/analyst training program
* Prior hedge fund experience
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...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-07 08:12:51
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Are you passionate about using data to draw insights about the retail and travel sectors?
As a Retail & Travel Intelligence Lead on the Consumer& Business Intelligence (CBI) Team, you'll help blend quantitative economic analysis, deep retail sector knowledge, and our proprietary data assets to develop unique insights related to US consumers and small businesses.
Consumer and Business Intelligence is a new organization that monitors, coordinates, and develops a holistic internal & external view of the financial well-being of consumers and businesses through the lens of JPMC data.
As the nation's largest bank, we are uniquely positioned to inform public perspective on the direction of the economy.
You will report to the Head of Retail Intelligence with the following responsibilities:
Job Responsibilities:
* Perform long-term analytical monitoring on key industry segments (such as luxury shoppers) and conduct near-term deep dives (on topics such as emerging retail trends)
* Define data metrics that need to be produced to support execution against the teams objectives, and keep us at the forefront of retail and travel intelligence and analytics
* Develop automated tools/trackers that continuously monitor and analyze important trends within key areas of the industry
* Collaborate with other economists and data scientists to analyze internal and external data and generate actionable insights
* Help author internal and external reports on topics/segments related to retail and various areas of heightened interest
* Provide analytical views that influence talking points in support of investor relations and external affairs with a high degree of confidence and precision
* Present research and findings to a variety of internal/external audiences, including regularly contributing to and drafting publications in collaboration with other economists
* Embrace adaptability, flexibility, and comfort with ambiguity while utilizing creative problem-solving skills to thrive in a dynamic, new organization.
Required Qualifications, Capabilities and Skills:
* Minimum of 4 years of relevant experience in consumer/business finance, economics, analytics, or related field
* BS/BA Degree in a relevant field
* Must have a solid foundational understanding of macroeconomic topics
* Candidate must be comfortable working with large data sets to undercover trends and insights
* Appreciation for precision and detail in reporting on data required
* Excellent writing and communication skills, with the ability to translate complex data into actionable insights for diverse audiences, including executives and multiple stakeholder groups
* Candidate should have strong economic intuition combined with business pragmatism
* Enthusiasm and genuine interest in the retail and consumer sectors
* Ability to toggle between high-level synthesis and analytical depth, with the ability to produce high-quality...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-07 08:12:50
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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: Canal Winchester, US-OH
Salary / Rate: Not Specified
Posted: 2025-09-07 08:12:49
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Posting Summary:
Are you intellectually curious, highly communicative, an efficient writer, and good at building relationships, triangulating data, and solving puzzles? You have found the right team!
One of the world's most highly respected advisory franchises, J.P.
Morgan's fundamental and quantitative research provides thoughtful and differentiated analyses on sectors and companies and actionable ideas and thematic insights that empower our clients to make well-informed investment and strategic decisions.
Job Description:
As an Associate in Equity Research covering Telecom Services, Cable & Satellite you will become an industry expert, helping to conduct and facilitate industry analysis and company-specific coverage.
This involves core research ranging from dissecting earnings releases and regulatory filings to assessing relevant news events, modeling financial statements and industry dynamics, performing detailed valuation work, writing research notes and sector pieces, and speaking to internal and external clients and management teams about the stocks and sector.
You will work with our partners in both Sales and Trading to provide comprehensive client coverage, including fulfilling client requests for market updates and market intelligence.
Research is fast-paced, demanding and intellectually stimulating.
We look for candidates who possess strong accounting, finance, quantitative and business writing and communication skills, as well as modelling, forecasting, and valuation experience.
Job Responsibilities:
* Build and maintain Excel-based models to forecast company financials and project industry dynamics
* Perform detailed valuation work to support stock recommendations
* Analyze complex data sets, news releases, regulatory filings, and industry events to shape your view of the industry and companies under coverage
* Write research notes on covered companies and sector reports and prepare presentations
* Build relationships and communicate effectively with internal and external clients, industry experts, and management teams
* Fulfill client requests in a timely and thorough manner
* Demonstrate intellectual curiosity and seek to generate ideas for differentiated research product
Required Qualifications, Capabilities and Skills:
* FINRA licenses Series 86 and Series 87
* Two to three years of experience in equity research and/or investment banking
* Strong accounting, finance, quantitative and business communication skills, as well as modelling, forecasting, and valuation experience
* Advanced level of proficiency in Excel
* Ability to multi-task and collaborate within a team environment as well as work independently
* High level of organizational skills, excellent attention to detail, and a proven ability to meet deadlines in a dynamic environment
* Passion for the markets and interest in the Telecom Services, Cable & Satellite sector
Preferred Qualifications, ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-09-07 08:12:49
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Join our team to foster agile methodologies, encouraging a culture of innovation and high performance in a leading financial institution.
As an Agility Lead in Deposits 2.0 you will play a significant role as a champion for the adoption and continuous improvement of Agile practices within our teams.
Leveraging your deep knowledge of product development methodologies and Agile principles, use your expert guidance, mentorship, and support to teams to foster a culture of collaboration, innovation, and high performance.
As a recognized subject matter expert, put your knowledge to use to work on complex issues, exercise considerable judgment, and make impactful decisions that shape the operational and business direction of your sub-function.
Your leadership, communication, and coaching skills will be instrumental in empowering teams to deliver high-quality solutions efficiently and effectively, while continuously adapting to changing requirements and priorities.
Job responsibilities
* Lead and coach teams to adopt and implement agile methodologies, and promote open communication and engagement among team members ensuring continuous improvement and alignment with organizational goals
* Use advanced communication, facilitation, and presentation skills to manage and influence stakeholders while communicating organizational impediments to leadership
* Develop and implement short to mid-term operational and transformation plans, prioritize tasks and manage resources to achieve product goals in a timely and efficient manner through the utilization of metrics and evidence-based decisions
* Identify trends and generate original ideas to contribute to the development of new policies and best practices within the discipline
* Work with the Area Product Owner/Product Manager to align teams with the product vision, sprint activities, and other necessary information.
* Identify and address impediments to development teams , Area Product Group and Product's success.
* Embrace the concept of continuous learning in your own journey and instill the same in the teams you coach.
* Coach product owners in creation and maintenance of the product backlog, including empirical planning.
* Appreciate the depths of Lean and Agile practices and principles, help teams appreciate them.
* Teach systems thinking and servant leadership.
* Bring ideas from professional facilitation, coaching, conflict management, mediation and so on to help the team become a high-performance team.
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in a relevant domain, with a focus on coaching teams and individuals on agile methodologies and project management
* Possess advanced knowledge of multiple product development lifecycle stages, methodologies, and best practices, enabling effective guidance and support for teams
* Display advanced knowledge of agile delivery and multipl...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-09-07 08:12:48
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If you are passionate about supporting initiatives and executing processes that enhance efficiency and the client experience, then a role as a Business Solutions Banker is for you.
As a Business Solutions Banker in Business Banking, you will be helping to improve the lives of our clients and the well-being of their businesses by offering financial solutions, education and advice.
You will manage a portfolio of business or Not-for-Profit clients, and build relationships through providing financial education and innovative solutions with a focus on client experience.
Job responsibilities
* Deliver an outstanding experience to Chase Business Banking clients by proactively providing comprehensive business banking solutions tailored to the financial needs and circumstances of the businesses
* Plan and conduct regularly-scheduled, agenda-based meetings with each client to understand their needs and goals; identify their banking needs, analyze current product usage, and pinpoint growth opportunities through Zoom and phone engagement; engage with clients through screen share tools to educate, guide, and assist the client with Chase online systems
* Use knowledge of banking, industry trends and internal tools to identify, recommend, and promote solutions that best serve the client while still working within risk parameters that protect the bank and ensure profitability of the portfolio
* Manage a portfolio of 225-275 high value business banking or Not-for-Profit clients by cultivating relationships to ensure a seamless client experience throughout Chase
* Understand the client's short-term and long-term capital needs to identify and manage credit opportunities up to $250,000
* Understand the client's cash flow cycle to identify Cash Management, Card, and Payment Solutions to help streamline and optimize processing efficiency for the client.; understand and recommend ways to keep clients' funds and accounts protected
* Own client experience from end-to-end, engaging appropriate service teams to resolve issues; own the survey results for all assigned clients; and know when to escalate issues that require additional assistance or resolution
Required qualifications, capabilities, and skills
* Minimum 3 years' experience in a Business Banking Relationship Management or portfolio management role, or related business experience
* Maintain strong Zoom/phone-based and written communication skills with individuals at all levels internally and externally
* Ability to proactively build relationships with clients and internal partners, and influence others in a fast-paced environment to achieve desired outcomes
* Ability to take initiative and develop rapport to build and maintain client relationships virtually; to identify opportunities and issues by asking targeted questions to assess current client needs and goals; and to assess and recommend viable and appropriate solutions for the client
* General ...
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Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2025-09-07 08:12:48
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If you are passionate about supporting initiatives and executing processes that enhance efficiency and the client experience, then a role as a Not-for-Profit Business Solutions Banker is for you.
As a Not-for-Profit (NFP) Business Solutions Banker in Business Banking, you will be helping to improve the lives of our NFP clients and the well-being of their businesses by offering financial solutions, education and advice.
You will manage a portfolio of NFP clients, and build relationships through providing financial education and innovative solutions with a focus on client experience.
Job responsibilities
* Deliver an outstanding experience to Chase Business Banking NFP clients by proactively providing comprehensive business banking solutions tailored to the financial needs and circumstances of the businesses
* Plan and conduct regularly-scheduled, agenda-based meetings with each client to understand their needs and goals; identify their banking needs, analyze current product usage, and pinpoint growth opportunities through Zoom and phone engagement; engage with clients through screen share tools to educate, guide, and assist the client with Chase online systems
* Use knowledge of banking, industry trends and internal tools to identify, recommend, and promote solutions that best serve the client while still working within risk parameters that protect the bank and ensure profitability of the portfolio
* Manage a portfolio of 250 high-value NFP clients by cultivating relationships to ensure a seamless client experience throughout Chase
* Understand the client's short-term and long-term capital needs to identify and manage credit opportunities
* Understand the client's cash flow cycle to identify Cash Management, Card, and Payment Solutions to help streamline and optimize processing efficiency for the client; understand and recommend ways to keep clients' funds and accounts protected
* Own client experience from end-to-end, engaging appropriate service teams to resolve issues; own the survey results for all assigned clients; and know when to escalate issues that require additional assistance or resolution
Required qualifications, capabilities, and skills
* Minimum 3 years' experience in a Business Banking Relationship Management or portfolio management role, or related business experience
* Maintain strong Zoom/phone-based and written communication skills with individuals at all levels internally and externally
* Ability to proactively build relationships with clients and internal partners, and influence others in a fast-paced environment to achieve desired outcomes
* Ability to take initiative and develop rapport to build and maintain client relationships virtually; to identify opportunities and issues by asking targeted questions to assess current client needs and goals; and to assess and recommend viable and appropriate solutions for the client
* General knowledge of core business pro...
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Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2025-09-07 08:12:47
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
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Type: Permanent Location: Flower Mound, US-TX
Salary / Rate: Not Specified
Posted: 2025-09-07 08:12:47
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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...
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Type: Permanent Location: Huntsville, US-AL
Salary / Rate: Not Specified
Posted: 2025-09-07 08:12:46
