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Create an outstanding customer experience through exceptional service.
Establish and maintain a safe and clean environment that encourages our customers to return.
Assist the department manager in reaching sales and profit goals established for the department and monitor all established quality assurance standards.
Embrace the Customer 1st strategy and encourage associates to deliver excellent customer service.
Demonstrate the company's core values of respect, honesty, integrity, diversity, inclusion and safety.From one tiny Cincinnati grocery store more than a century ago, we've grown into what today is the nation's largest grocer with nearly 2,800 stores in 35 states operating under 28 different names.
As America's grocer, we take pride in bringing diverse teams with a passion for food and people together with one common purpose: To Feed the Human Spirit.
With a history of innovation, we work tirelessly to create amazing experiences for our customers, communities AND each other, with food at the heart of it all.
Here, people matter.
That's why we strive to provide the ingredients you need to create your own recipe for success at work and in life.
We help feed your future by providing the value and care you need to grow.
If you're caring, purpose-driven and hungry to learn, your potential is unlimited.
Whether you're seeking a part-time position or a new career path, we've got a fresh opportunity for you.
Apply today to become part of our Kroger family! Minimum
- Ability to handle stressful situations
- Knowledge of basic math (counting, addition, and subtraction)
- Effective communication skills
Desired
- Any retail experience
- Second language (speaking, reading and/or writing)- Promote trust and respect among associates
- Create an environment that enables customers to feel welcome, important and appreciated by answering questions regarding products sold within the department and throughout the store
- Gain and maintain knowledge of products sold within the department and be able to respond to questions and make suggestions about products
- Recommend grocery items to customers to ensure they get the products they want and need; inform customers of grocery specials
- Check product quality to ensure freshness; review sell by dates and take appropriate action
- Label, stock and inventory department merchandise; provide customers with fresh products that they have ordered
- Report product ordering/shipping discrepancies to the department manager
- Display a positive attitude
- Stay current with present, future, seasonal and special ads
- Adhere to all food safety regulations and guidelines
- Ensure proper temperatures in cases and coolers are maintained and temperature logs are maintained
- Reinforce safety programs by complying with safety procedures and identify unsafe conditions and notify store management
- Practice preventive maintenance by properly inspecting equipment and notify appropriate department or store manager of any items in...
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Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2024-11-23 07:48:42
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Join our dynamic Global Know Your Customer Quality Assurance team where you'll foster meaningful relationships with cross-functional teams and act as a trusted advisor to global leaders.
As a Vice President Quality Assurance Governance in our Global Know Your Customer Quality Assurance team, you will foster meaningful relationships with cross-functional teams and act as a trusted advisor to global leaders.
With your deep Anti-Money Laundering (AML) knowledge, you will identify risks, provide recommendations, and reshape the future with us.
You will be a key player in designing and implementing statistically valid sampling techniques, coordinating audit activities, documenting and reporting findings, and maintaining comprehensive documentation to support audit and control testing activities.
Job Responsibilities:
* Design and implement statistically valid sampling techniques to evaluate the effectiveness of internal controls.
Analyze data to identify trends, anomalies, and areas for improvement.
* Act as the primary point of contact for internal and external auditors and exam management.
Coordinate audit activities, including scheduling, information requests, and follow-up actions.
Facilitate communication between auditors and relevant departments to ensure timely and accurate information exchange.
* Document and report findings, providing recommendations for remediation and improvement for our internal control inventory.
Monitor the implementation of corrective actions and track progress to ensure timely resolution.
* Assist in the development and documentation of internal procedures and policies.
Ensure procedures are up-to-date, comprehensive, and compliant with regulatory requirements.
* Prepare detailed reports and presentations on audit findings, control testing results, and sampling analyses.
* Maintain comprehensive documentation to support audit and control testing activities.
* Communicate findings and recommendations to management and relevant stakeholders.
Required Qualifications, Capabilities and Skills:
* Strong client focus and interpersonal leadership, partnership, and influencing skills.
* Ability to effectively communicate complex policy and operational concepts to both senior management and junior staff.
* Excellent verbal and written communication skills.
* Detailed oriented individual with the ability to support a high-impact team.
* Ability to navigate and provide direction amidst changing requirements.
* Ability to interpret and apply regulatory and compliance policies when establishing guidelines, metrics, and processes.
* Expert knowledge and experience in quality assurance testing techniques and methodologies, as well as AML rules and regulations related to KYC along with control identification and management.
* Minimum of 5 years of AML/KYC Compliance, Audit, and/or Operations management experience.
* BS/BA Degree
Final Job Grade and o...
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Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2024-11-23 07:48:41
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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: Orchard Park, US-NY
Salary / Rate: Not Specified
Posted: 2024-11-23 07:48:41
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Rochester, US-NY
Salary / Rate: Not Specified
Posted: 2024-11-23 07:48:40
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Join our fun, high-energy team as a Home Lending Assistant 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 Home Lending Assistant, you will have the opportunity to work in unison with one or more Home Lending Advisor(s) to create an outstanding customer experience for home buyers.
You will rely on your excellent interpersonal skills and dedication to provide exceptional support in facilitating the loan process to positively impact the customer experience for both internal and external customers.
Your attention to detail, professionalism, and dedication will be reflected in your team's ability to achieve strong sales results.
Job responsibilities
* You will use your understanding of the home loan process to take all initial inquiry calls for prequalification, take complete applications, request documentation from borrowers and review with Home Loan Advisor(s).
* You will discuss products and pricing at the request of, or in the absence of, the Home Lending Advisor(s).
* You will proactively review complex files to identify potential problems with loan applications and arrive at workable solutions with the Home Lending Advisor(s) prior to submission to processing.
* You will manage pipeline, consistently communicating updates to Home Lending Advisor(s) on pipeline status and updating borrowers and builders on status of loans while watching for and preventing pipeline fallout and quote rate to pipeline floats.
* You will act as liaison between Home Lending Advisor(s), branch, processing center (if applicable), and group of established realtors (20-30) to coordinate submissions and closings to allow Home Lending Advisor(s) to concentrate on generating new business.
* You will coordinate and manage marketing to buyers, sellers, realtors, and builders assist in staffing Realtor/builder open houses and trade shows.
* You will establish with Home Lending Advisor(s) the annual number of loans required to fund and close and/or incremental increase in Home Lending Advisor(s)'s annual production; and, if applicable, support Home Lending Advisor(s) to achieve high usage of laptop originations.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* A minimum of four years' work experience in mortgage loan processing
* Intermediate computer skills (familiar with MS Office products or similar software)
* Excellent customer service skills
* Excellen...
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Type: Permanent Location: Fremont, US-CA
Salary / Rate: Not Specified
Posted: 2024-11-23 07:48:39
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Be one of the driving forces behind designing the data platform that is powering the future of private markets.
As a Lead Software Engineer within Aumni's Data Platform team, you will be integral in implementing the data infrastructure and delivering the data backing key to stakeholders across the organization in a secure, stable and scalable way.
Job Responsibilities
* Lead, mentor, and develop a team of data engineers, fostering a collaborative and high-performance work environment.
* Support design and governance of structure, storage, and flow of data across distributed systems in various cloud environments.
* Collaborate with cross-functional teams to align data engineering efforts with business goals and objectives.
* Evaluate current and new products and services across big data technology paradigm.
* Actively contribute to the engineering community as an advocate of firmwide data frameworks, tools, and practices in the Software Development Life Cycle.
Required qualifications, capabilities, and skills
* Practical experience leading data engineering teams.
* Practical experience developing data infrastructure of distributed systems using publisher-subscriber technologies.
* Practical experience building, monitoring and improving ETL/ELT Pipelines and data warehousing solutions.
* Strong interpersonal and communication skills.
Ability to articulate complex technical concepts to senior audience.
* Demonstrated ability to manage delivery timelines, and ensure our product and organization is on track to meet our goals.
Preferred qualifications, capabilities, and skills
* Experience in Venture Capital/Private Equity
* Experience with Apache Airflow
* Experience with Apache Kafka
* Experience with Snowflake
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.
For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and benefits will be provided during the hiring process.
We ...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2024-11-23 07:48:39
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The J.P.
Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P.
Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform.
The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices.
As the Sr.
Associate, Advisor Milestone Coordinator you will be a detail-oriented and organized professional with extensive experience in reporting, project management, and analytics.
You will excel in creating comprehensive reporting packages and maintaining analytic partnerships to create organizational success.
Job Responsibilities
* Maintain monthly program analytics in partnership with the Finance department to support strategic decision-making.
* Deliver monthly roll-up of program trends to provide insights into performance and growth opportunities.
* Track delivery of region and division updates to ensure alignment and consistency across the organization.
* Create and manage the schedule of monthly assessment activities, ensuring all tasks are completed on time.
* Coordinate with subject matter experts to ensure their participation and readiness for milestone panels
* Organize and compile milestone results and manage quality control process
* Track participant progress on assessment activities, providing support and guidance as needed.
* Distribute all outbound assessment communications to ensure participants are informed and engaged.
* Consolidate and distribute the monthly assessment scorecard to stakeholders, highlighting key metrics and outcomes.
Required qualifications, capabilities, and skills
* Bachelors Degree Required
* 3+ years of broad business experience,
* 1+ years of experience in program, product or project management experience
* Advanced skills in Microsoft Suite (PowerPoint, Excel, Outlook and Teams)
* Ability to multi-task and adapt to changing priorities
* Exceptional attention to detail
* Ability to identify opportunities and implement solutions based on program priorities
* Proven leadership experience and ability to effectively partner with others
* Exceptional written skills and strong executive communications experience
Preferred qualifications, capabilities, and skills
* Wealth management industry experience 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 ro...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-11-23 07:48:38
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Wadsworth, US-OH
Salary / Rate: Not Specified
Posted: 2024-11-23 07:48:37
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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 consistently 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.
The Wealth Planning Consultants sit on the Wealth Strategy team, inside J.P.
Morgan Private Advisory - a team of specialized advice practices within the Private Bank.
Our Consultants are a centralized team at the forefront of driving adoption of Wealth Planning Advice across the firm.
As a Wealth Planning Consultant you will be primarily responsible for providing consulting, coaching and training to Bankers and Investors, other integrated team members and in-market leadership throughout the country.
You will develop strong partnerships and work in tandem with Regional Wealth Strategists, other J.P.
Morgan Private Advisory practice groups, and Senior Management to deliver concepts and applications of Advice.
Job Responsibilities
* Develop an expert knowledge on our Approach and Wealth Plan Plus (our proprietary strategic planning technology)
* Leverage Wealth Plan Plus to guide front office colleagues to create a decision-making framework for clients, formulate financial planning strategies, and align solutions across our first class platform in Planning, Investing, Banking and Borrowing
* Deliver first-class level service by answering incoming calls from integrated team members regarding many factions of Advice promptly and professionally, many times digging deeper to elevate the conversation and provide a better outcome for our clients
* Work closely with Wealth Strategists to form a dynamic partnership to drive adoption and integration of our Advice Driven Approach and all of the content, intellectual property and technologies that support it
* Create and deliver content as needed for training and development on our Approach, Process, Frameworks and Technologies
* Prepare integrated team members for client conversations by evaluating the client's analysis and role-playing possible scenarios and strategies
* Leverage your client facing experience to coach integrated team members on how to appropriately profile from a Wealth Planning perspective, overcome objections and deliver appropriate solutions
Required qualification, capabilities and skills
* Bachelor's degree required
* Three plus years of experience in the financial services industry or two plus years with a concentration in financial planning required
* Two plus years of experience in Sales, Marketing or Training required
* Two plus years of experience working with financial planning software required
* Series 7 & 66 required for...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2024-11-23 07:48:36
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Unlock your potential as an Auto Recovery Collections Specialist, where your exceptional communication and negotiation skills will drive meaningful solutions for our valued customers.
In our dynamic call center, you'll take charge of each interaction with empathy and respect, making a real impact every day.
This role not only offers the chance to work independently and collaboratively but also paves the way for career growth and mobility within our organization.
Join a team that values your contributions and supports your professional development, all while adhering to the highest regulatory and departmental standards.
Embrace the opportunity to be part of a company that invests in your future and celebrates your success.
As an Auto Recovery Specialist within our Collections team, you will leverage your communication and negotiation skills to drive impactful solutions for our customers.
You'll thrive in a fast-paced, phone-based environment, multitasking efficiently to meet deadlines and resolve issues.
Collaborate with internal departments and third-party vendors to secure settlements and arrangements, all while adhering to company policies.
Your role is vital to our mission, and we support your professional growth in a team that values your contributions.
Join us to make a meaningful impact and advance your career.
Job Responsibilities
* Work in a call center environment requiring phone-based interaction.
* Demonstrate excellent communication, negotiation, and decision-making skills while engaging with customers.
* Communicate with customers in a metrics-driven environment.
* Collaborate effectively with internal departments that provide various support functions.
* Demonstrate proficiency in multitasking to maintain efficiency and accuracy in a fast-paced environment.
* Prioritize tasks to meet deadlines and ensure timely resolution of customer-related matters.
* Work in tandem with third-party vendors to establish contact with customers and/or secure collateral.
* Utilize negotiation skills to obtain payoffs, settlements, or acceptable arrangements based on customer financial status.
* Operate an automatic dialing system.
* Adhere to company policies and procedures.
* Perform additional tasks and duties as assigned due to business needs.
Required Qualifications, Capabilities, and Skills
* High school diploma or GED.
* Demonstrate strong organization and prioritization skills.
* Exhibit excellent communication and listening skills for effective interaction with customers and internal teams.
* Maintain strong attention to detail, ensuring accuracy and thoroughness in all tasks.
* Efficiently navigate Microsoft Word, Excel, and Outlook applications.
* Possess analytical and problem-solving skills to address customer inquiries and resolve issues.
Preferred qualifications, capabilities, and skills
* Previous Auto experience helpful
* Comfortable i...
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Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2024-11-23 07:48:36
-
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 Program Banker Analyst in the U.S.
Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients.
As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program.
Promotional opportunities within J.P.
Morgan are based on our business needs and the Analyst's performance.
The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning.
Job Responsibilities
* Help devise customized financial strategies for existing and prospective clients
* Prepare pitch books and meeting materials
* Collaborate with integrated team members to analyze balance sheets and understand a clients' investment objectives to produce customized recommendations that consider appropriate risk/return objectives
* Become an expert in a range of proprietary models to provide recommendations on tailored solutions
* Conduct research and analysis; assist with product development and prospecting efforts
* Research client inquiries and manage follow up communication and materials
* Work directly with clients as you continue to progress in your role
Required Qualifications, Capabilities, and Skills
* Bachelor's degree with a minimum overall GPA of 3.2
* No more than two years of work experience following completion of undergraduate program
* Demonstrated aptitude for sales and client relationship management
Preferred Qualifications, Capabilities, and Skills
* Superior multi-tasking and organizational skills
* Excellent communication skills and poise giving presentations
* Genuine interest in financial markets and macro-level economic trends
* Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions
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, com...
....Read more...
Type: Permanent Location: Miami, US-FL
Salary / Rate: Not Specified
Posted: 2024-11-23 07:48:35
-
J.P.
Morgan is seeking a talented candidate for the Commercial & Investment Bank (CIB) Chief Data & Analytics Office (CDAO).
The GenAI Strategy & Enablement team is responsible for driving the adoption of LLMs and GenAI across the CIB (e.g.
Markets, Banking, Payments, Securities Services).
As a GenAI Strategy & Enablement Associate in the Commercial & Investment Bank (CIB) Chief Data & Analytics Office (CDAO), you will play a pivotal role in driving the CIB's GenAI agenda, in particular around Large Language Models (LLMs) and Agents.
In partnership with business and technical stakeholders, the team helps maximize the impact of GenAI for the CIB, including leading the CIB rollout of LLM Suite and driving adoption of the tool, as well as identifying and accelerating the most impactful LLM Use Cases.
Job responsibilities:
* Drive the adoption of GenAI across the CIB through best practices, prompt training and knowledge sharing
* Develop technical expertise in AI&ML and become an SME on LLMs and Agents, in order to identify business problems that can be solved with this technology
* Define and deconstruct complex problems through strategic business deep dives and develop communication skills by providing synthesized analysis to the CIB Chief Analytics Officer and In-Business Chief Data Analytics Officers across sub-LOBs
* Identify priority GenAI use cases for the CIB and drive execution of CIB CDAO's top strategic initiatives, as well as working closely with Firmwide AI stakeholders
* Recognize emerging trends in GenAI ahead of broader market adoption and monitor competitor approaches and latest product releases as the AI market evolves
Required qualifications, capabilities, and skills:
* Diverse problem solving experience, with 2+ years' work experience in strategy role preferred (top management consultancy or internal strategy); other similar fields also considered, including investment banking, private equity, etc.
* BSc or MSc degree in relevant STEM field preferred but not required (e.g.
Data Science, Computer Science)
* Knowledge and understanding of GenAI and emerging technologies preferred, though curiosity in the subject enough given the fast evolving space
* An outstanding ability to analyze problems and apply quantitative analytical approaches
* Ability to quickly assimilate new topics/information and synthesize with excellent attention to detail
* Proficiency in MS Excel and PowerPoint
* Knowledge of Python, orchestration frameworks (e.g.
LangGraph) and visualization tools (e.g.
Tableau) preferred but not required
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...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-11-23 07:48:34
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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'll be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch.
You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers.
You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
* Acts as the standard bearer of Chase and creates a world-class customer experience
* Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
* Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
* Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
* Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
* Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
* Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
* Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
* Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
* Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
* Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
* Ability to work branch hours including weekends and evenings
* High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, and sk...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2024-11-23 07:48:34
-
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 Private Bank.
The J.P.
Morgan Private Advisory team is a cross-disciplinary group of over 100 global specialists who collaborate to deliver innovative and forward thinking strategies, working closely with Private Bank Advisors to help clients make well-informed decisions and achieve their goals.
The Senior Tax Strategist will report directly to the Head of Tax Strategy for the Private Bank.
This individual will be expected to develop and deliver thought leadership, insights, and advice to advisors, clients and prospects on critical wealth structuring techniques and strategies used across the high net worth wealth spectrum.
Job Responsibilities
* Engaging with clients: Engage directly with clients and prospects who have complex tax and wealth structuring situations, in conjunction with their primary private banking coverage team and external advisors, to find or develop bespoke solutions to address their needs
* Developing thought leadership: Author or contribute to timely thought leadership to be shared with clients and prospects
* Presenting to advisors and clients: Participate in and present at internal and external forums to share wealth planning advice that helps our clients better leverage the solutions available to them
* Collaborating with internal partners: Work with partners across both the Private Bank and the firm to develop solutions and strategies addressing our clients' changing wealth structuring needs
* Acting as a subject matter expert: Supporting clients and internal partners with deep knowledge of legislative, legal, and regulatory issues and changes that affect the structures and strategies high net worth clients often employ
* Providing education and training: Educate internal partners and Private Bank advisors on important tax topics and foundational concepts
* Maintaining strong relationships: Build and maintain a strong professional network with external tax and legal advisors who work with our clients and prospects
Required qualifications, capabilities and skills
* Bachelor's degree required
* JD or CPA required
* 6+ years of work experience in an analytically demanding role in the financial services industry, preferably in asset or wealth management, or in related, specialized professional services firms
* Knowledge of income taxes, transfer taxes, estate planning and fiduciary law, as well as related fields of law, for high net worth individuals required
Preferred qualifications, capabilities and skills
* Ability to work independently and as a team player
* Hard working with ability to perform under pressure and multitask
* Strong written and verbal communication skills with impeccable attention to detail
* Good listening and questioning skills in order to provide...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-11-23 07:48:33
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Associate in J.P.
Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
* Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
* Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
* Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
* Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
* Support business unit operational procedures and compliance requirements (e.g.
completion of required operational forms and documentation)
* Prioritize daily work, track progress for current work, and consistently meet deadlines
* Maintain and foster team culture
Required qualifications, capabilities, and skills
* A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
* If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
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, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P.
Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC.
Annuities are made available through Chase Insurance Agency, Inc.
(CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc.
in Florida.
JPMS, CIA and JPMorgan Chase Bank, N.A.
are affiliated companies under the common control of JPMorgan Chase & Co.
Products no...
....Read more...
Type: Permanent Location: San Diego, US-CA
Salary / Rate: Not Specified
Posted: 2024-11-23 07:48:32
-
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Assists clients and the branch team by helping with new account openings when needed
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their fina...
....Read more...
Type: Permanent Location: West New York, US-NJ
Salary / Rate: Not Specified
Posted: 2024-11-23 07:48:31
-
55ip is a financial technology company whose purpose is to break down barriers to financial progress.
Wealth management enterprises and financial advisors use 55ip's tax-smart investment strategy engine to dramatically improve their efficiency and effectiveness.
55ip's intuitive experience and intelligent automation elevate portfolio design and delivery, helping advisors save time and drive better outcomes for their clients.
Job summary:
The Quant Operations Analyst on the 55ip Quant R&D team is looking for a professional to provide support to the team's day-to-day operational needs.
You comfortable working with various teams (quant, portfolio analytics, investment management, product operations, technology, trade operations, client services, model review, and audit teams) to support 55ip's automated investment solutions.
You will be an effective team player looking to make a significant impact by being motivated, a problem solver, curious, and a continuous learner.
Job responsibilities:
* Execute Quant team daily operational requests
* Use Salesforce to manage issues and support requests
* Provide Quant L1 support to execute requests & investigate questions/issues originating from trade operations and/or investment teams
* Provide deep analysis of trade suggestions and investment outcomes
* Create reports using various tools
* Identify opportunities to streamline business processes
* Fully document operational procedures, processes, and workflows
* Provide supplementary bandwidth to Portfolio Analytics team
* Act as liaison to model review and audit teams and execute ongoing performance monitoring
Required qualifications, capabilities and skills:
* Excellent verbal and written communication skills
* Working knowledge in PowerPoint, Word and Excel, Confluence, JIRA
* Ability to create reports using Excel, Tableau, Salesforce, and other tools
* Ability to work with SQL queries to investigate data issues
* Knowledge or ability to execute Python programming scripts
* Ability to multi-task and execute a wide range of assignments
* Collaborative and thrive in a fast-paced dynamic environment
* Sound sense of attention to detail, pride in delivering high quality work and willingness to learn
Preferred qualifications, capabilities and skills:
* Bachelor's degree in finance or similar field preferred
* Ability to learn investment concepts; pursuing a CFA (or similar certifications) is a big plus
* Agility: Able to shift gears and react quickly to timely requests
* Hustle: Self-motivated, proactive, responsive ability to think strategically but also willing to dig into the details and tactics
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 Chas...
....Read more...
Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2024-11-23 07:48:31
-
As a Lead of Software Engineering at JPMorgan Chase within the Aumni team, you serve in a leadership role by providing technical coaching and advisory for multiple technical teams, as well as anticipate the needs and potential dependencies of other functions within the firm.
As an expert in your field, your insights influence budget and technical considerations to advance operational efficiencies and functionalities.
Job responsibilities:
• Provide overall direction, oversight, and coaching for a team of entry-level to mid-level software engineers that work on basic to moderately complex tasks
• Lead by example, drive design decisions
• Be accountable for decisions that influence teams' resources, budget, tactical operations, and the execution and implementation of processes and procedures
• Ensures successful collaboration across teams and stakeholders
• Identifies and mitigates issues to execute a book of work while escalating issues as necessary
• Creates a culture of diversity, equity, inclusion, and respect for team members and prioritizes diverse representation
Required qualifications, capabilities, and skills:
• Formal training or certification on software engineering concepts and 5+ years applied experience
• In addition, 2+ years of experience leading technologists to manage and solve complex technical items within your domain of expertise
• Hands-on practical experience delivering system design, application development, testing, and operational stability
• Advanced in one or more programming language(s)- Kotlin/Java and Javascript
• Proficient in all aspects of the Software Development Life Cycle
• Advanced understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
• Java development experience and writing Unit tests
• Experience with SpringMVC / SpringBoot and knowledge of Web UI development
• JavaScript development experience using ReactJS / NodeJS
• Database experience using RDBMS and NoSQL
Preferred qualifications, capabilities, and skills:
• Expertise in design patterns, application, data, and infrastructure architecture disciplines for microservices in a Cloud native environment
• Experience with Kafka messaging
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.
For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and c...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2024-11-23 07:48:30
-
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: 2024-11-23 07:48:29
-
Posting Description
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.
Job Responsibilities
Act as primary owner of the existing loan portfolio while performing various aspects of sales management:
* Lead portfolio review meetings and manage prioritization for Lending Advisors and Credit partners between existing maintenance of portfolio pipeline and new activity from Lending Advisor.
* Partner directly with clients, internal Middle Office teams and required third parties (Family office representatives, notaries, couriers, and borrowers counsel) to manage deal progression and subsequent loan funding, ensuring an overall excellent client experience.
* Prioritize and own risk exceptions (e.g.
covenants, payment delinquencies, missing legal documents) to maintain and protect the health and profitability of the regional loan portfolio.
* Discover and navigate the unique prerequisites of each lending solution (e.g.
facilities supported by securities, private/restricted stock, commercial real estate, life insurance, art, aircraft) during the credit risk and legal process in order to deliver these solutions to clients.
* Monitor the health of the loan portfolio and provide discretionary approval when appropriate to resolve discrepancies related to billing inquires.
Own escalations and work directly with the Client Service Groups to resolve credit related service inquiries.
* Lead the loan document quality control process with internal and external JPM counsel to ensure the final loan documents for client delivery accurately reflect the deal structure.
Coordinate with Credit Risk Management and Lending Specialist as needed.
* Support the delivery of initiatives identified by Lending Solutions Business Management related to regulatory, industry, and legal changes to support the evolution of the business and compliance.
* Collaborate with integrated team members to analyze client financials needed for loan requests or to resolve existing portfolio liquidity exceptions.
* Coordinate the modification and/or renewal of existing credit facilities with the client and credit risk management.
* Collaborate with the Lending Advisor on various research inquiries and reporting tasks.
Required Qualifications, Capabilities and Skills
* 2 years of experience in Wealth Management
* Demonstrated ability for sales and client relationship management
* Ability to understand and navigate bank systems under tight timelines and deadlines
* Good judgment and di...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-11-23 07:48:29
-
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...
....Read more...
Type: Permanent Location: Arlington, US-TX
Salary / Rate: Not Specified
Posted: 2024-11-23 07:48:28
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Franklin Square, US-NY
Salary / Rate: Not Specified
Posted: 2024-11-23 07:48:27
-
Be the catalyst at the intersection of technology and sales to tailor cutting-edge products that fit client challenges.
As a Senior Client Solutions Architect Associate in Embedded Payment's, you contribute significantly to a team that innovates and supports the sales process in architecting comprehensive product solutions for clients with complex challenges.
Draw on client feedback and support the channeling, modification, and technical design and adaptation of large-scale solutions.
You will work closely with our Product, Sales, and Technology teams to support the sales process and contribute to the architecture of comprehensive product solutions for clients with complex payment challenges.
Job responsibilities
* Executes the configuration and modification of the firm's existing products and solutions, often in partnership with Technology, to fit complex client use cases
* Develops training and collateral to support the Sales team
* Oversees the aggregation and analysis of relevant client and market data to support the Solutions team in delivering impactful solutions
* Engages with technical roles on the client team to field and answer product queries
* Supports the JPMorgan Embedded Payments team by defining customer strategy, identifying new opportunities, and accelerating solution adoption
* Develops expertise in Embedded Payment solutions to translate client needs and industry trends into technical requirements for SaaS platforms, Marketplaces, and Fintechs
* Acquires knowledge of U.S.
regulatory frameworks to support diverse customer needs, focusing on continuous learning and development
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise working across a broad set of related products
* Proficient technical knowledge of the cluster of products and exposure to the sales cycle
* Experience working with clients in a technology field and interfacing with engineers
* Demonstrated prior experience working in a highly matrixed and complex organization
* Experience in supporting the technical design of products or technology applications
Preferred qualifications, capabilities, and skills
* Experience with payment rails like ACH, RTP, Wires, and Push-to-debit
* Experience in supporting sales with pricing, pipeline planning, and account planning
* Ability to read and understand API documentation to assist with client integration question
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 re...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2024-11-23 07:48:26
-
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: Noblesville, US-IN
Salary / Rate: Not Specified
Posted: 2024-11-23 07:48:26
-
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...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-11-23 07:48:25
