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Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients.You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategywhiledeveloping partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.
Job responsibilities
* Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships
* Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
* Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
* Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
* Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
* Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms
* Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships
Required qualifications, capabilities, and skills
* 6+ years of cash management, sales and relationship management experience
* Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
* Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
* Excellent verbal and written communication skills
* Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
* Strong time management, organizational and planning skills
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
Preferred qualifications, capabilities, and skills
* Bachelor's degree
* Certified Treasury Professional designation
* Strong creative solution and problem-solving abilities
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 ...
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Type: Permanent Location: Denver, US-CO
Salary / Rate: Not Specified
Posted: 2025-04-01 08:26:59
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Commercial Banker is for you.
As a Commercial Banker within the Middle Market Banking team, your role is to be the focal point of client acquisition and ongoing relationships; Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Banker, you are responsible for growing and retaining profitable relationships within the Middle Market and Specialized Industries target space.
Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and Chase Paymentech Solutions.
Our strongest Bankers have a methodical approach to the market activity and prospecting.
We deliver locally and therefore our ideal candidate has deep local connections and market knowledge.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills
* 5+ years of experience in direct lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
* Excellent business judgment, strategic thinking, self-directed, proactive and creative
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 ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-01 08:26:58
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: Clinton Township, US-MI
Salary / Rate: Not Specified
Posted: 2025-04-01 08:26:57
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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: Carlsbad, US-CA
Salary / Rate: Not Specified
Posted: 2025-04-01 08:26:57
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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: Traverse City, US-MI
Salary / Rate: Not Specified
Posted: 2025-04-01 08:26:56
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: Omaha, US-NE
Salary / Rate: Not Specified
Posted: 2025-04-01 08:26:55
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As an Associate in Equity Research covering Construction Materials, you will become an industry expert, helping to conduct and facilitate industry analysis and company-specific coverage.
Job 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!
As an Associate in Equity Research covering Construction Materials, 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.
Corporate and Investment Banking - Research
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 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:
* 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 prove...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-01 08:26:55
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As an Associate Engineer, you will be a key player in our business strategy and execution.
You will participate in the \"full cycle\" of transactional execution including preparing marketing pitches, reviewing, and formulating financial analysis through engineering software, preparing, and presenting internal committee memoranda and client presentations.
You will play a role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers.
You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who can generate and execute their own transactions.
Working with a broader team in the region, you will be provided opportunities to be involved real-time in transactions that may include travel.
Job Responsibilities:
* Advise oil & gas clients on a variety of projects including M&A, A&D, and capital markets transactions
* Perform technical analysis and resource / valuation assessment for oil & gas assets across North America
* Perform economic modelling including production forecasting, type curve creation, inventory assessment, LOS analysis, review of commercial assumptions, etc.
* Be able to independently construct and maintain economic modeling software such as ARIES or PHDwin
* Perform a variety of technical analyses on completion trends, rig activity, depletion risk, well decline analysis, etc.
* Conduct market research from various platforms including Enverus, Woomdac, and Factset
* Maintain and update petroleum economics and reserves softwares and databases
Required capabilities, and skills
* Experience in technical evaluations of oil and gas assets across lower 48 conventional and unconventional play types
* Perform full field economic analysis leveraging prior experiences with cash flow analysis software (ARIES)
* Strong understanding of commonly used software programs such as Spotfire, Tableau, Excel, ArcGIS, QGIS and Microsoft Access
* Experience with fundamental reservoir engineering analysis such as decline curve analysis, LOE & commercial marketing analysis, type curve creation and competitor analysis
* Ability to generate and manage economic evaluation databases
* Perform technical data reviews unassisted (e.g.
PDP forecasting, inventory assessment, type curves, LOS evaluations, geologic assessments)
* Working knowledge of sub-surface geologic characteristics and showcase the ability to perform geologic assessments alongside the A&D team's geologists
* Assist and guide the development of key marketing materials and execution of mandates
* Design, prepare and administer data room presentations and exhibit the ability to manage virtual data rooms
* Consistently be a team player and can work alongside motivated colleagues that express a willingness to be successful and are driven to win
Required qualificatio...
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Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-04-01 08:26:54
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Are you a strategic thinker who is passionate about delivering exceptional support for Clients in Investment Middle Office Services (IMOS), Investment Book of Record (IBOR) and Trade Services, then this is the role for you.
As an Associate II in Investment Middle Office Services - Client Operations, your key responsibility will be to provide premier service delivery and ensure the accurate and timely delivery of the investment operations to our end clients.
You will deal with all stages of the lifecycle for each product, from broker matching to management of the client's custodial network, lifecycle events, ensuring timely settlement of trades and cash, management of claims and overdrafts, client/regulatory reporting and input into the production of our Investment Book of Record delivery (IBOR).
Ultimately, your key responsibility within the IMOS team will be to provide premier service delivery and ensure the accurate and timely delivery of the investment operations to our end clients.
Job Responsibilities
* Be a point of contact within the Global/Regional IMOS team for a client, or clients, and internal partners to build strong relationships in order to support key interactions and continued premier service delivery
* Take ownership and/or oversight of the various components of the daily operational activities essential to the construction and delivery of middle office services
* Be a communication source for escalation of issues, service updates, and progress updates for the Client or across internal partners.
* Seek opportunities and take ownership of initiatives to improve service levels and improved efficiency for J.P.
Morgan and the Client
* Build solid and interactive internal relationships with our global operations partners, client service and other products, including Front Office, Performance & Risk, and Compliance teams
* Have the ability to work cross functionally with technology, service, product and other operations teams to manage the entire IBOR service delivery
* Provide oversight and ownership of the IBOR, Reconciliations and transaction lifecycle management
Required Qualifications, Capabilities and Skills
* Excellent client facing skills & communication style, comfortable dealing with key clients
* Understanding of investment Operations, Trade Services, IBOR, Recon.
* Attested track record of successfully working to deadlines, with accountability and responsibility for independent workload
* Excellent problem solving skills to identify, understand and address operational and technical issues
* Strong communication skills, both written and verbal, including the ability to develop relationships across the various stakeholders including senior business executives
* Ability to be flexible, follow and meet tight deadlines, organize and prioritize work and meet the clients expectations
* Self-starter with ability to learn quickly
JPMorganChase, one of the ...
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Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-04-01 08:26:54
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The J.P.
Morgan Wealth Management Service Center Team: Our investment professionals work in a team based, call center environment assisting clients and prospects with investment account service requests and inquiries over the telephone and serve as experts on our online brokerage platform.
We focus on delivering quality interactions, serving a variety of unique types of accounts and client segments including Self-Directed Investing, Chase Private Client, and the JP Morgan Private Bank.
As a Client Service Leader within the J.P.
Morgan Wealth Management Client Service Center team, you will play a pivotal role in our mission to deliver an exceptional client experience and guide team members in making wise investment decisions.
Your responsibilities will include direct management of a team of Registered Representatives, where you will provide outstanding leadership and effective supervision.
You will be part of a fun, engaging, empowered, and inclusive team environment where we value each other and every client we serve.
Your leadership and supervision skills will be utilized in managing a team of Investment Professionals who focus on delivering quality interactions and serving a variety of unique account types and client segments, including Self-Directed Investing, Chase Private Client, and the JP Morgan Private Bank.
The team you manage is a part of a unique 2-year program, Financial Advisor Development Track (FADT), designed to help advance them from an Investment Professional to a Financial Advisor at the firm.
Job Responsibilities
* Create an outstanding employee experience and a winning culture, resulting in a place where people are excited to come to work every day
* Manage day-to-day employee activities, including coaching, timekeeping, performance management, recognition, and conducting disciplinary action when needed
* Develop employees through effective coaching and career development conversations
* Recruit and onboard new team members
* Schedule strategically and manage the floor tactically to meet service levels
* Speak with clients and handle escalations
* Conduct call observations to review the quality of service provided
* Resolve problems, conduct research, and address complaints
* Supervise licensed staff effectively, ensuring adherence to registration and compliance tasks
* Foster and develop partnerships across the enterprise
* Maintain an effective risk and controls environment by exercising sound judgment to protect our firm and clients
Operating hours: Our current target operating hours are Monday - Friday, 7 a.m.
- 8 p.m.
CST and Saturday, 7 a.m.
- 5 p.m.
CST.
Required qualifications, capabilities, and skills
* 3 + years of financial services or brokerage experience
* Strong business and investment acumen, and knowledge of investment products, Individual Retirement Accounts (IRAs), managed (wrap) accounts, and employee benefit programs required
* FI...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-04-01 08:26:53
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If you're ready to lead with ownership and precision, and have a knack for turning vision into reality, we want to hear from you! Unleash your passion for product innovation by spearheading customer-centric development, inspiring groundbreaking solutions, and shaping the future with your strategic vision, influence and execution!
We're seeking a detail-oriented leader who thrives in the weeds and has a proven track record of successfully driving innovation in an agile environment.
As a Product Director in Home Lending, you'll lead the charge in creating products and features that captivate and delight customers.
You'll harness your expertise to challenge the status quo, eliminate obstacles, and cultivate a culture of continuous innovation.
You'll partner with cross-functional teams to deliver transformative solutions and deliver best-in-class products.
Join us in redefining the future of Home Lending!
Job Responsibilities
* Define and Prioritize Product Backlog: Work closely with stakeholders to gather requirements, define user stories, and prioritize the product backlog to ensure alignment with business goals and customer needs.
* Collaborate with Development Teams: Engage daily with engineering and design teams to set strategy, clarify requirements, provide feedback, and ensure that product increments are delivered on time and meet quality standards.
* Conduct User Research and Testing: Organize and participate in user research sessions and usability testing to gather insights and validate product features, iterating based on feedback.
* Facilitate Agile Ceremonies: Lead and participate in agile ceremonies such as sprint planning, daily stand-ups, sprint reviews, and retrospectives to ensure effective team collaboration and continuous improvement.
* Monitor Product Performance: Analyze product performance metrics and user feedback to identify areas for improvement and make data-driven decisions to enhance the product.
* Communicate with Stakeholders: Regularly update stakeholders on product progress, challenges, and upcoming priorities, ensuring transparency and alignment across the organization.
* Develop Product Roadmaps: Create and maintain product roadmaps that outline the strategic direction and key milestones, ensuring they are communicated and understood by all relevant parties.
* Stay Informed on Industry Trends: Continuously research and stay informed about industry trends, competitor products, and emerging technologies to identify opportunities for innovation and differentiation
Required qualifications, capabilities, and skills
* 8+ years of experience or equivalent expertise successfully delivering products, projects, or technology applications.
* Customer-Centric Mindset: Demonstrate a deep understanding of customer needs and pain points, uncovering root cause, and use this knowledge to guide product development and prioritize features that deliver maximum value.
* Vision...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-04-01 08:26:52
-
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: Elkhorn, US-NE
Salary / Rate: Not Specified
Posted: 2025-04-01 08:26:52
-
The Global Fixed Income, Currency and Commodities team (GFICC) at J.P.
Morgan Asset Management is one of the world's deepest and best-resourced fixed income managers, with expertise across all major fixed income sectors, including niche markets.
Every investment decision in our fixed income solutions is underpinned by the proprietary research of a globally integrated team of sector specialists.
GFICC manages a broad range of strategies, through funds and/or separate accounts, including Core / Core Plus, Unconstrained, Short Duration, Long Duration, Stable Value, High Yield, Investment Grade Credit, Emerging Market Debt, Securitized and Tax-Aware strategies.
As an Investment Specialist in the Global Fixed Income, Currencies and Commodities (GFICC) team focused on the Core Plus strategy and based in New York, you will actively engage in developing and maintaining relationships between the investment desks, external clients and distribution teams.
You will represent your investment team on business-related matters, including but not limited to servicing clients; articulating the team's market views, positioning and performance; pitching for new business; marketing investment strategies; product development; and sales/retention strategy.
You should share our passion for creating an exceptional client experience and managing our business within a team-based structure.
Job Responsibilities
* Partner with Client Advisors on new business opportunities by representing fixed income capabilities in meetings and supporting the production of pitch materials and RFPs.
* Present at in-person and virtual client meetings and internal forums to discuss the current state of the fixed income markets, with a particular focus on the Core Plus strategy.
* Address client inquires regarding current market events and portfolio positioning.
* Train the J.P.
Morgan Asset Management sales force on fixed income and market topics.
* Partner with the Portfolio Management team on business strategy and coordination of client meetings.
* Partner with the Investment Specialist team to create and maintain fund, strategy and client presentations, marketing, performance commentary, and other client communications.
* Work closely with internal stakeholders on onboarding, guidelines, client reporting and product development initiatives.
Required qualifications, capabilities and skills
* Bachelor's Degree
* 5+ years of work experience in asset management
* Strong knowledge of Bloomberg, PowerPoint and advanced level of Excel
* Knowledge of global fixed income markets
* Superb written and verbal communication skills, as well as the proven ability to convey ideas effectively with passion and clarity
* Demonstrated track record in developing business across a range of investor segments
* Ability to meet tight deadlines while possessing strong attention to detail
* Adaptable, innovative, and results oriented, wi...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-01 08:26:51
-
Join our fun, high-energy team as a Consumer Direct 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 Consumer Direct Home Lending Advisor in Chase Home Lending, you will guide your clients through the process, ensuring strong sales results.
Utilizing your extensive knowledge and understanding of home lending products, you will act as the primary point of contact for your customers throughout the duration of the loan.
You will comply with all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job Responsibilities
* Convert inbound and outbound leads into mortgage loan applications
* Source all business and logging all contacts with prospects
* Use consultative selling in a call center environment
* Recommend optimum product/rate program combinations to prospects
* Ensure compliance with applicable statues and procedures
* Provide feedback on lead quality
* Meet required sales performance for pre-established goal volume
Required qualifications, capabilities and skills
* Proficient with Microsoft Applications (Word, Excel and PowerPoint)
* Self-motivated and detail oriented
* Excellent oral and written communication skills
* Organized with a demonstrated ability to manage multiple tasks and meet deadlines in a timely manner
* Demonstrated ability in providing superior customer service and consultative selling
Preferred qualifications, capabilities, and skills
* Sales experience
* Call Center experience
* Marketing, promoting, relationship building, and consulting skills
* Experience in the Financial Services, Mortgage, Telecom, Auto, Medical or Education industries
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 continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing Sys...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-04-01 08:26:50
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Join our fun, high-energy team as a Consumer Direct 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 Consumer Direct Home Lending Advisor in Chase Home Lending, you will guide your clients through the process, ensuring strong sales results.
Utilizing your extensive knowledge and understanding of home lending products, you will act as the primary point of contact for your customers throughout the duration of the loan.
You will comply with all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job Responsibilities
* Convert inbound and outbound leads into mortgage loan applications
* Source all business and logging all contacts with prospects
* Use consultative selling in a call center environment
* Recommend optimum product/rate program combinations to prospects
* Ensure compliance with applicable statues and procedures
* Provide feedback on lead quality
* Meet required sales performance for pre-established goal volume
Required qualifications, capabilities and skills
* Proficient with Microsoft Applications (Word, Excel and PowerPoint)
* Self-motivated and detail oriented
* Excellent oral and written communication skills
* Organized with a demonstrated ability to manage multiple tasks and meet deadlines in a timely manner
* Demonstrated ability in providing superior customer service and consultative selling
Preferred qualifications, capabilities, and skills
* Sales experience
* Call Center experience
* Marketing, promoting, relationship building, and consulting skills
* Experience in the Financial Services, Mortgage, Telecom, Auto, Medical or Education industries
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 continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing Sys...
....Read more...
Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2025-04-01 08:26:50
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: San Mateo, US-CA
Salary / Rate: Not Specified
Posted: 2025-04-01 08:26:49
-
You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as an Associate Banker is for you.
As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services.
Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to drive new client acquisition in partnership with the bankers
* Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
* 3+ years in a similar banking, venture, credit or treasury role
* Outstanding professional reputation and integrity
* Strong leadership skills required
* Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
* Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
* Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree preferred
* Superior knowledge of the market dynamics and its business environment preferred
* Excellent problem solving, oral, and written communication skills
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition...
....Read more...
Type: Permanent Location: Louisville, US-KY
Salary / Rate: Not Specified
Posted: 2025-04-01 08:26:49
-
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: Kingman, US-AZ
Salary / Rate: Not Specified
Posted: 2025-04-01 08:26:48
-
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: Lexington, US-KY
Salary / Rate: Not Specified
Posted: 2025-04-01 08:26:47
-
You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as an Associate Banker is for you.
As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services.
Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to drive new client acquisition in partnership with the bankers
* Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
* 3+ years in a similar banking, venture, credit or treasury role
* Outstanding professional reputation and integrity
* Strong leadership skills required
* Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
* Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
* Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree preferred
* Superior knowledge of the market dynamics and its business environment preferred
* Excellent problem solving, oral, and written communication skills
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition...
....Read more...
Type: Permanent Location: Denver, US-CO
Salary / Rate: Not Specified
Posted: 2025-04-01 08:26:47
-
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 ...
....Read more...
Type: Permanent Location: Bellevue, US-WA
Salary / Rate: Not Specified
Posted: 2025-04-01 08:26:46
-
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
* Reading and speaking in both Spanish and English fluently is required for this role
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...
....Read more...
Type: Permanent Location: Lakewood, US-CO
Salary / Rate: Not Specified
Posted: 2025-04-01 08:26:46
-
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As a Branch Operations Lead Trainee in Branch Banking, you collaborate with the Branch Manager, branch employees and One Chase colleagues to ensure customer financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory banking requirements.
A Branch Operations Lead Trainee is passionate about taking care of our customers and employees, providing an exceptional customer experience, and working with the Branch Manager to set the tone in the Branch.
A typical day consists of assisting customers and performing transactions.
You will also look for opportunities to make customers lives easier by setting up self-service options and building relationships.
Throughout the week, you will schedule time to review branch operations and share updated policy and procedures with branch employees.
This results in the business is adhering to control expectations.
Job responsibilities
* Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture
* Engages clients as they enter the branch by welcoming them and making customers feel appreciated, performing transactions, managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
* Introduces customers to the branch team who will build relationships and assist with specialized financial needs
* Makes customers' lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Supports the Branch Manager with all aspects of branch operations, including loss control, compliance, and audit standards
Required qualifications, capabilities, and skills
* High school degree, GED, or foreign equivalent
* Detail-oriented, organized, and have the ability to multi-task with a dedication to follow policies, procedures, and regulatory banking requirements
* Availability to work Branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Demonstrated abil...
....Read more...
Type: Permanent Location: Snohomish, US-WA
Salary / Rate: Not Specified
Posted: 2025-04-01 08:26:45
-
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: Liverpool, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-01 08:26:45
-
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
FEDERAL DEPOSIT INSURANCE ACT:
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 considera...
....Read more...
Type: Permanent Location: Saint Charles, US-IL
Salary / Rate: Not Specified
Posted: 2025-04-01 08:26:44
