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JOB DESCRIPTION
Multinational Claims Billing Manager
The Chubb Global Services (CGS) group focuses on delivering superior clients services to Chubb's multinational business across Chubb's diverse product line.
The CGS Finance group oversees global money movement, billing and collections of reinsurance and deductibles, reporting, and overall multinational guidance and strategy.
Reporting Relationship:
The role will report to Chubb Global Services Vice President of Claims Billing.
The individual will communicate directly with internal management and other interdepartmental groups to resolve issues and provide ad hoc support when requested.
There will also be opportunities to interact directly with our customers to help resolve issues or concerns.
Key Responsibilities:
The role is responsible for managing a team who handles US produced accounts.
The team is responsible for calculating, billing, and notifying the insured and reinsurers of invoices on behalf of Foreign Casualty and Medical Risk Business units.
This involves notifying insured/reinsurers on a timely basis, preparation of billing packages to ensure accurate billing.
Some work will pertain to complex claim issues and may involve difficult presentations to external and internal contacts.
* Read an Interpret Binders, policy endorsements, and Reinsurance Agreements on complex cash flow accounts produced from US and local overseas offices
* Confirm and document interpretation with Underwriters
* Work with Global Services and Overseas offices to provide presentations on billing capabilities as well as implementation for successful processing of loss billing.
* Create the appropriate insured and reinsurance calculations, in multiple currencies, in FIRST from weekly feeds for payments and reserves
* Create and calculate monthly captive reports inclusive of billed to date, current billed activity, proportional reserves, as well as captive varying aggregate monitoring
* Quality Control and approve large calculations
* Manage and act on workflows and reports created from weekly load for appropriate attachment to contracts for billing.
* Facilitate an environment to train team on identifying and creating procedures for custom account processes and reinsurance.
* Produce monthly senior management reports on insured and reinsured liability along with summarization of executed billing functions.
* Work with FIRST IT to create solutions for our changing multinational business.
Test and Implement system solutions via FIRST builds and downstream impacts.
* Candidate must be able to effectively work and collaborate with all levels of senior management for reports, account servicing, and selling of enhanced capabilities
QUALIFICATIONS
* B.S.
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemen...
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Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-06-04 09:32:18
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Starting rate at $15.00 per hour!
Ask about our Employee Referral Program for more details on how to earn $250 or more per referral.
We are looking for more amazing talent to grow our teams, just like you!
Do you want your career to have a purpose? Here at Goodwill, your work changes the lives of people with barriers to employment.
You can make a difference! Goodwill is a fun place to work that gives you opportunities to learn and grow through cross training and advancement opportunities.
In addition to working for an organization with a fulfilling mission, Goodwill offers you great benefits and opportunities to develop strong customer service skills.
Production:
Are you goal-oriented and do you love to be challenged? If so, we want you to work with us.
Our Production Associates support the Goodwill Mission by pricing the donations that are then sold on the sales floor.
They are challenged to achieve their pricing goals and strategically price donations according to our pricing guidelines to maximize the amount of money that goes to our mission.
In our production area, you never know what you may come across! It's like discovering
something new every day! By maintaining an efficient flow of donations, Production Associates help ensure a smooth customer service experience on the sales floor.
Donation Attendant:
Do you love a fast-paced work environment and working with a fun team? If so, we want you to work with us! Our Donation Attendants support the Goodwill Mission by greeting and thanking donors while carefully accepting their donations.
They also help keep the production area organized by sorting donations as they come in, and they play a crucial role in delivering excellent customer service to donors and team members alike.
Sales Floor Associates:
If you love building relationships with customers and helping them with their hunt for the perfect thing, we want you to work with us! Our Sales Floor Associates support the mission by organizing our sales floor and making it easy for customers to find what they're looking for.
They also serve as ambassadors for Goodwill by providing outstanding customer service and answering any questions that customers may have about Goodwill or our donations.
Customer service is at the heart of everything they do, from helping customers navigate the store to ensuring a pleasant shopping experience.
Cashier:
Do you have a passion for customer service and enjoy working with a fun team? If so, we want you to work with us! Our cashiers support the Goodwill mission by building relationships with customers, accurately ringing up sales transactions, and letting our customers know how their purchases are helping someone get a job.
Customer service excellence is key in this role, ensuring every customer leaves with a positive impression of Goodwill.
Goodwill Greater Milwaukee and Chicago is a people-driven organization.
As the largest Goodwill in the world, we are nearly 6,000 employees strong and growing.
You ...
....Read more...
Type: Permanent Location: Lemont, US-IL
Salary / Rate: Not Specified
Posted: 2025-06-04 09:32:17
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Starting rate at $15.00 per hour!
Ask about our Employee Referral Program for more details on how to earn $250 or more per referral.
We are looking for more amazing talent to grow our teams, just like you!
Do you want your career to have a purpose? Here at Goodwill, your work changes the lives of people with barriers to employment.
You can make a difference! Goodwill is a fun place to work that gives you opportunities to learn and grow through cross training and advancement opportunities.
In addition to working for an organization with a fulfilling mission, Goodwill offers you great benefits and opportunities to develop strong customer service skills.
Production:
Are you goal-oriented and do you love to be challenged? If so, we want you to work with us.
Our Production Associates support the Goodwill Mission by pricing the donations that are then sold on the sales floor.
They are challenged to achieve their pricing goals and strategically price donations according to our pricing guidelines to maximize the amount of money that goes to our mission.
In our production area, you never know what you may come across! It's like discovering
something new every day! By maintaining an efficient flow of donations, Production Associates help ensure a smooth customer service experience on the sales floor.
Donation Attendant:
Do you love a fast-paced work environment and working with a fun team? If so, we want you to work with us! Our Donation Attendants support the Goodwill Mission by greeting and thanking donors while carefully accepting their donations.
They also help keep the production area organized by sorting donations as they come in, and they play a crucial role in delivering excellent customer service to donors and team members alike.
Sales Floor Associates:
If you love building relationships with customers and helping them with their hunt for the perfect thing, we want you to work with us! Our Sales Floor Associates support the mission by organizing our sales floor and making it easy for customers to find what they're looking for.
They also serve as ambassadors for Goodwill by providing outstanding customer service and answering any questions that customers may have about Goodwill or our donations.
Customer service is at the heart of everything they do, from helping customers navigate the store to ensuring a pleasant shopping experience.
Cashier:
Do you have a passion for customer service and enjoy working with a fun team? If so, we want you to work with us! Our cashiers support the Goodwill mission by building relationships with customers, accurately ringing up sales transactions, and letting our customers know how their purchases are helping someone get a job.
Customer service excellence is key in this role, ensuring every customer leaves with a positive impression of Goodwill.
Goodwill Greater Milwaukee and Chicago is a people-driven organization.
As the largest Goodwill in the world, we are nearly 6,000 employees strong and growing.
You ...
....Read more...
Type: Permanent Location: Fond du Lac, US-WI
Salary / Rate: Not Specified
Posted: 2025-06-04 09:32:16
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The Retail Supervisor is responsible for assisting with supervision and assisting with the store and donation center operations.
Motivates the team to ensure that customer satisfaction and production standards are being met to achieve established revenue goals.
Drives a positive customer experience by supporting merchandising efforts and coaching engaging customer interactions.
RESPONSIBILITY LEVEL:
Understand and abides by policies, procedures and programs.
Typically works on projects and tasks that span 1 day - 3 months.
PRINCIPAL DUTIES:
1.
Project and Change Management: Effectively plans and manages own work to reliably complete routine job responsibilities.
Follows through on learning, skill building, and practice necessary to adapt to change.
2.
Problem Solving: Close supervision for completion of routine work, which is regularly reviewed by manager or senior coworkers.
Work that exceeds routine comes with detailed instructions.
3.
Technical Skill: Basic knowledge of discipline's procedures and methods.
Understands and applies the fundamentals of customer service.
Able to respond to routine requests.
4.
Community Engagement: Serves as an ambassador for Goodwill in the wider community.
Participates in volunteer opportunities as schedule and interest permit.
5.
Maximize the value of all donated goods and maintain production and store environment standards.
6.
Coordinate the proper rotation of goods in the store to ensure a continuous flow of new merchandise.
7.
Support the training and coaching of all employees to reach their potential as a highly productive and collaborative members of the team.
Oversee that there is adequate coverage at POS and in donations.
8.
Assist with hiring process of associates; complete phone screens and training as needed.
9.
Function as a service experience leader (SEL); operate register, assign tills, maintain efficient customer flow, sales staff productivity and proper cash controls.
10.
Maintain a safe and orderly work environment; ensure employees operate equipment safely and follow safe work practices.
11.
Work with Store Management to conduct apprehensions following established loss prevention policies and procedures.
12.
Accurately complete data entry of required reports on time.
Share with leadership insight or concerns found in report data or other documentation.
13.
Consistently communicate and implement policies and procedures, reporting concerns to leadership.
14.
Plan and organize work assignments to increase customer service and protect assets.
15.
Responsible for completing other duties/responsibilities as assigned.
REQUIREMENTS:
1.
Two years of supervisory experience preferred.
2.
Ability to complete and retain forklift certification.
3.
Work varied schedule and flexible hours; a minimum of two closing shifts per week and every other weekend as scheduled.
Additional nights and weekend shifts may be required to meet business needs.
4.
Must have working phone that allows for...
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Type: Permanent Location: New Lenox, US-IL
Salary / Rate: Not Specified
Posted: 2025-06-04 09:32:15
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JOB DESCRIPTION
Chubb is currently seeking a Workers' Compensation Lost Time Senior Claim Examiner for our West Coast/Pacific region.
The successful applicant will be handling claims from California.
The position will report and reside in our Los Angeles, CA office.
Duties & Responsibilities:
* Handles all aspects of workers' compensation lost time claims from set-up to case closure ensuring strong customer relations are maintained throughout the process.
* Reviews claim and policy information to provide background for investigation.
* Conducts 3-part ongoing investigations, obtaining facts and taking statements as necessary, with insured, claimant and medical providers.
* Evaluates the facts gathered through the investigation to determine compensability of the claim.
* Informs insureds, claimants, and attorneys of claim denials when applicable.
* Prepares reports on investigation, settlements, denials of claims and evaluations of involved parties, etc.
* Timely administration of statutory medical and indemnity benefits throughout the life of the claim.
* Sets reserves within authority limits for medical, indemnity and expenses and recommends reserve changes to Team Leader throughout the life of the claim.
* Reviews the claim status at regular intervals and makes recommendations to Team Leader to discuss problems and remedial actions to resolve them.
* Prepares and submits to Team Leader unusual or possible undesirable exposures when encountered.
* Works with attorneys to manage hearings and litigation
* Controls and directs vendors, nurse case managers, telephonic cases managers and rehabilitation managers on medical management and return to work initiatives.
* Complies with customer service requests including Special Claims Handling procedures, file status notes and claim reviews.
* Files workers' compensation forms and electronic data with states to ensure compliance with statutory regulations.
* Refers appropriate claims to subrogation and secures necessary information to ensure that recovery opportunities are maximized.
* Works with in-house Technical Assistants, Special Investigators, Nurse
* Consultants, Telephonic Case Managers as well as Team Supervisors to exceed customer's expectations for exceptional claims handling service.
Technical Skills & Competencies:
* Lost Time Claim Examiner position with prior experience in workers' compensation as a lost time examiner, or similar examiner experience in short-term / long-term disability, auto personal injury protection / medical injury, or general liability claims.
* Requires basic knowledge of workers' compensation statutes, regulations, and compliance.
* Ability to incorporate data analytics and modeling into daily activities to expedite fair and equitable resolution of claims and claim issues.
* Exceptional customer service and focus.
* Ability to openly collaborate with lea...
....Read more...
Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2025-06-04 09:32:13
-
Starting rate at $15.00 per hour!
Ask about our Employee Referral Program for more details on how to earn $250 or more per referral.
We are looking for more amazing talent to grow our teams, just like you!
Do you want your career to have a purpose? Here at Goodwill, your work changes the lives of people with barriers to employment.
You can make a difference! Goodwill is a fun place to work that gives you opportunities to learn and grow through cross training and advancement opportunities.
In addition to working for an organization with a fulfilling mission, Goodwill offers you great benefits and opportunities to develop strong customer service skills.
Production:
Are you goal-oriented and do you love to be challenged? If so, we want you to work with us.
Our Production Associates support the Goodwill Mission by pricing the donations that are then sold on the sales floor.
They are challenged to achieve their pricing goals and strategically price donations according to our pricing guidelines to maximize the amount of money that goes to our mission.
In our production area, you never know what you may come across! It's like discovering
something new every day! By maintaining an efficient flow of donations, Production Associates help ensure a smooth customer service experience on the sales floor.
Donation Attendant:
Do you love a fast-paced work environment and working with a fun team? If so, we want you to work with us! Our Donation Attendants support the Goodwill Mission by greeting and thanking donors while carefully accepting their donations.
They also help keep the production area organized by sorting donations as they come in, and they play a crucial role in delivering excellent customer service to donors and team members alike.
Sales Floor Associates:
If you love building relationships with customers and helping them with their hunt for the perfect thing, we want you to work with us! Our Sales Floor Associates support the mission by organizing our sales floor and making it easy for customers to find what they're looking for.
They also serve as ambassadors for Goodwill by providing outstanding customer service and answering any questions that customers may have about Goodwill or our donations.
Customer service is at the heart of everything they do, from helping customers navigate the store to ensuring a pleasant shopping experience.
Cashier:
Do you have a passion for customer service and enjoy working with a fun team? If so, we want you to work with us! Our cashiers support the Goodwill mission by building relationships with customers, accurately ringing up sales transactions, and letting our customers know how their purchases are helping someone get a job.
Customer service excellence is key in this role, ensuring every customer leaves with a positive impression of Goodwill.
Goodwill Greater Milwaukee and Chicago is a people-driven organization.
As the largest Goodwill in the world, we are nearly 6,000 employees strong and growing.
You ...
....Read more...
Type: Permanent Location: Beaver Dam, US-WI
Salary / Rate: Not Specified
Posted: 2025-06-04 09:32:12
-
Starting rate at $15.00 per hour!
Ask about our Employee Referral Program for more details on how to earn $250 or more per referral.
We are looking for more amazing talent to grow our teams, just like you!
The Sales Associate Store is responsible for providing professional and courteous service to our customers by assisting them on the sales floor.
This position maintains our store environment with prompt and accurate product placement, merchandising and salvage.
RESPONSIBILITY LEVEL:
Contribute to the Goodwill Mission by providing professional and courteous service to our customers by assisting them on the sales floor.
Maintain our store environment with prompt and accurate product placement, merchandising and salvage.
PRINCIPAL DUTIES:
1.
Efficiently salvages, recovers, stocks and merchandises product following store environment standards.
2.
Effectively monitors product, while servicing customers with fitting rooms or locked cases.
3.
Communicates to store management about any issues with merchandise levels or merchandising standards, need for supplies and suggests ideas for process improvement.
4.
Places product and supplies in the correct area according to store environment standards.
5.
Consistently provides exceptional customer service answering questions and alerting management with customer concerns or when customers need additional support.
6.
Is familiar with Goodwill's store promotions and services to effectively answer inquiries and offer information about Goodwill to customers.
7.
Maintain the store environment standards to ensure a clean, friendly and safe environment for all internal & external customers.
8.
Other duties as assigned.
Goodwill Greater Milwaukee and Chicago is a people-driven organization.
As the largest Goodwill in the world, we are nearly 6,000 employees strong and growing.
You want more from your work; you want a sense of fulfillment.
You want a career with opportunities, not just a job.
You want Goodwill, where the power of work and exceptional customer service can transform your life and the lives of others.
Amazing Reasons
* Flexible scheduling so you can have a life.
* No extended hours for the holiday season so you are able to enjoy time with your family and friends!
* Career growth opportunities through our specialized training and development, including customer service training.
* A guaranteed ten thousand steps to keep you active and healthy !
* 20% store discount on purchases
* Early access to your wages
* Never the same day (or the same donation) twice!
* Once hired, refer your friends to add more money to your pocket after they complete their probationary period!
Requirements
* One year of customer service, retail, or production experience is preferred.
* Must be able to stand, bend, and reach for the duration of your shift while maintaining a
customer service mindset.
* Donation Attendants must be able to lift, push, and pull a ...
....Read more...
Type: Permanent Location: Romeoville, US-IL
Salary / Rate: Not Specified
Posted: 2025-06-04 09:32:11
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JOB DESCRIPTION
When necessary, help the examiner make appropriate compensability decisions by assisting with contacts.
* Ensure the completion of delegated tasks by maintaining active file diaries.
* Understand jurisdictional benefit rates and payment deadlines to ensure compliance with state timeframes.
* Accurate documentation of claim activity is within the file notes.
* Produce quality documentation in an accurate and timely manner, i.e., benefit notices, nurse and legal referrals, record requests, and settlement documents.
* Respond timely and appropriately to internal and external customers on claim-related issues.
* Adhere to state regulations for AZ, CA, CO, and UT.
* Adhere to Best Practice guidelines.
* Collaborate with appropriate resources to timely resolve issues.
* Manage an inventory of direct-handle pension and/or lifetime medical files.
* Collaborate with peers in the Region to ensure adequate coverage during vacations or absences.
Technical Skills & Competencies:
* Superior customer service showcasing verbal, written, and interpersonal skills.
* Aptitude for evaluating, analyzing, and interpreting information.
* Effective time management skills demonstrate the ability to multi-task and prioritize by accomplishing tasks and assignments.
* Adaptability to constantly evolving environments and demonstrable flexibility that meets or exceeds a state requirement or a customer's expectation.
* Ability to work independently and efficiently while performing defined functions with minimal errors.
* Basic understanding of the Workers' Compensation and claim handling processes.
* Proficient computer skills and extensive knowledge of the Microsoft suite of Office products, including Outlook, Word, Excel, and PowerPoint; knowledge of state EDI systems and/or familiarity with CA Workers Compensation terminology are a plus.Prior clerical and technical experience in researching and indexing data is preferred but not required.
* Proficiency in using Microsoft Office Products
* Experience in a fast-paced, fluid environment
* Strong communication and telephonic skills
* Knowledge of medical terminology is a plus but not required.
* Knowledge of bill processing is a plus but not required.
* Knowledge of claim handling is a plus but not required.
* If you do not already have one, you will be required to obtain an applicable resident or designated home state adjusters license and possibly additional state licensure.
The pay range for the role is $39,300 to $66,700.
The specific offer will depend on an applicant's skills and other factors.
This role may also be eligible to participate in a discretionary annual incentive program.
Chubb offers a comprehensive benefits package, more details on which can be found on our careers website.
The disclosed pay range estimate may be adjusted for the applicable geographic differential for t...
....Read more...
Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2025-06-04 09:32:11
-
Starting rate at $15.00 per hour!
Ask about our Employee Referral Program for more details on how to earn $250 or more per referral.
We are looking for more amazing talent to grow our teams, just like you!
Do you want your career to have a purpose? Here at Goodwill, your work changes the lives of people with barriers to employment.
You can make a difference! Goodwill is a fun place to work that gives you opportunities to learn and grow through cross training and advancement opportunities.
In addition to working for an organization with a fulfilling mission, Goodwill offers you great benefits and opportunities to develop strong customer service skills.
Production:
Are you goal-oriented and do you love to be challenged? If so, we want you to work with us.
Our Production Associates support the Goodwill Mission by pricing the donations that are then sold on the sales floor.
They are challenged to achieve their pricing goals and strategically price donations according to our pricing guidelines to maximize the amount of money that goes to our mission.
In our production area, you never know what you may come across! It's like discovering
something new every day! By maintaining an efficient flow of donations, Production Associates help ensure a smooth customer service experience on the sales floor.
Donation Attendant:
Do you love a fast-paced work environment and working with a fun team? If so, we want you to work with us! Our Donation Attendants support the Goodwill Mission by greeting and thanking donors while carefully accepting their donations.
They also help keep the production area organized by sorting donations as they come in, and they play a crucial role in delivering excellent customer service to donors and team members alike.
Sales Floor Associates:
If you love building relationships with customers and helping them with their hunt for the perfect thing, we want you to work with us! Our Sales Floor Associates support the mission by organizing our sales floor and making it easy for customers to find what they're looking for.
They also serve as ambassadors for Goodwill by providing outstanding customer service and answering any questions that customers may have about Goodwill or our donations.
Customer service is at the heart of everything they do, from helping customers navigate the store to ensuring a pleasant shopping experience.
Cashier:
Do you have a passion for customer service and enjoy working with a fun team? If so, we want you to work with us! Our cashiers support the Goodwill mission by building relationships with customers, accurately ringing up sales transactions, and letting our customers know how their purchases are helping someone get a job.
Customer service excellence is key in this role, ensuring every customer leaves with a positive impression of Goodwill.
Goodwill Greater Milwaukee and Chicago is a people-driven organization.
As the largest Goodwill in the world, we are nearly 6,000 employees strong and growing.
You ...
....Read more...
Type: Permanent Location: Delavan, US-WI
Salary / Rate: Not Specified
Posted: 2025-06-04 09:32:10
-
JPMorgan Wealth Management Control Manager Vice-President (Job Code OCCO03, Job Grade 603)
JPMorgan Chase & Co.
(NYSE: JPM) is a leading global financial services firm with assets of $2.5 trillion and operations worldwide.
The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management.
Information about JPMorgan Chase & Co.
is available at www.jpmorganchase.com .
About JP Morgan Consumer & Community Banking
Consumer & Community Banking (CCB) serves nearly 60 million households and 4 million small businesses with a broad range of financial services, including personal banking, small business banking and lending, mortgages, credit cards, payments, auto finance and investment advice.
Marketing & Communications teams shape the firm's brand and protect and grow the firm's excellent reputation across the world.
They deepen relationships with customers through shared passions with a best in class portfolio of partnerships including Madison Square Garden, The Chase Center & the US Open.
Through the use of data and analytics, they create and deliver marketing campaigns or servicing messages through Chase.com, the mobile app, and paid media channels based on what is best for the customer.
About JP Morgan Wealth Management Controls
JP Morgan Wealth Management (JPMWM) Control team's mission is to enable the proactive identification and timely remediation of risk by providing a framework, infrastructure and support system holistically encompassing the breadth and depth of risk across Consumer & Community Banking.
We are responsible for the overall risk and control framework that incudes governance, regulatory response, risk mitigation, risk transformation and control monitoring.
Our Business Control Managers have deep subject matter expertise, are embedded with the broader Business teams and work hub and spoke with the Business and other pillars of our risk and control team to help carry out the consistency of the framework while driving the continued evolution of a more advanced risk and control approach.
We also partner with Operations, Technology and Business leadership to take the best of what we do, within and across lines of businesses, and drive deliberate cross-pollination, lessons learned, and drive control initiatives all to help drive risk reduction.
We serve the broader organization in a collaborative fashion, with a mindset to "serve and protect" and ensure a "design for control" oriented approach in all that we do.
Control Management (CM) maintains a strong and consistent control environment across the firm.
With Control Managers appointed for each Line of Business, Function and Region, there is a comprehensive coverage and joint accountability model with the business executive that promotes early operational risk identification and assessment, effective design and evaluation of controls and sustainable solutions to mitigate oper...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-06-04 09:32:09
-
Join our dynamic team to navigate complex risk landscapes and fortify technology governance, making a pivotal impact in our firm's robust risk strategy.
As a Tech Risk & Controls Senior Associate at JPMorgan Chase within the Cybersecurity and Technology Controls, you will contribute to the successful management of technology-aligned aspects of Governance, Risk, and Compliance in line with the firm's standards.
Support comprehensive assessments in line with the PCI Assessment Delivery Services framework to ensure the firm's compliance with PCI DSS requirements.
Leverage your broad knowledge in risk management principles and practices to assess and monitor risks and implement effective controls.
Your role in risk identification, control evaluation, and security governance is crucial in advising on complex situations and enhancing the firm's risk posture.
Through collaboration and analytical skills, you will contribute to the overall success of the Technology Risk & Services team and ensure compliance with regulatory obligations and industry standards.
Job responsibilities
* Assess and monitor technology risks, ensuring compliance with firm standards, regulatory requirements, and industry best practices.
* Support implementation of effective controls in collaboration with cross-functional teams and stakeholders.
* Review, and analyze PCI evidentiary documentation, ensuring it meets PCI SSC requirements for quality and suitability.
* Prepare detailed assessment documentation for internal stakeholders and external assessor partners.
* Stay informed about the latest PCI DSS requirements and industry best practices.
* Provide guidance and support to teams on PCI DSS compliance and security measures.
* Collaborate with internal partners to develop and maintain security policies and procedures related to PCI DSS.
* Identify vulnerabilities and provide actionable recommendations to mitigate risks.
Required qualifications, capabilities, and skills
* Formal training or certification on security concepts and 3+ years applied experience.
* Good experience in t echnology risk and controls, risk-based consulting, risk assessments, audit, and regulatory activities, preferably in PCI Data Security Standards.
* Proficient in understanding technical diagrams and software documentation, applying that knowledge to ensure suitability.
* Knowledge of process-focused methodologies for IT-related activities (Change Management, Incident Management, and SDLC).
* IT Risk and Process frameworks: COSO, COBIT, NIST, Cybersecurity Horizontal reviews, ITIL.
* Experience in risk identification, assessment, and control evaluation, with a strong understanding of industry standards.
* Demonstrated ability to analyze complex issues, develop and implement risk mitigation strategies, and communicate effectively with senior stakeholders.
* Proficient knowledge of risk management frameworks, regulations...
....Read more...
Type: Permanent Location: Atlanta, US-GA
Salary / Rate: Not Specified
Posted: 2025-06-04 09:32:08
-
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 Mid-Corporate Banking, 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 rec...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-06-04 09:32:07
-
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 Emerging Middle Marke t, 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 r...
....Read more...
Type: Permanent Location: Bowling Green, US-KY
Salary / Rate: Not Specified
Posted: 2025-06-04 09:32:06
-
You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations.
Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients.
As a Data Product Manager in CCB Connected Commerce Travel Domain, you are an integral part of the team that innovates new data product offerings and leads the end-to-end data product life cycle.
As a core leader, you are responsible for acting as the voice of the customer and developing profitable data products that provide customer value.
Utilizing your deep understanding of how to get a data product off the ground, you guide the successful launch of data products, gather crucial feedback, and ensure top-tier client experiences.
With a strong commitment to scalability, resiliency, and stability, you collaborate closely with cross-functional teams to deliver high-quality data products that exceed customer expectations.
Job responsibilities
* Develops a data product strategy and product vision that delivers value to customers
* Partner with stakeholders both in India and US, working with multiple tribes, squads and analysts to identify, refine, scope and prioritize high value features
* Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition
* Builds the framework and tracks the product's key success metrics such as cost, feature and functionality, risk posture, and reliability
* Own the layout of the Jira stories for each sprint and ensure they are based on best practices and is in line with defined deliverables.
Conduct business acceptance of features and epics according to definition of done.
* Coach, train, manage and mentor analysts and team members to improve the maturity and value of the product practices within the team
Required qualifications, capabilities, and skills
* Education: Bachelor/Masters degree
* 10+ years of experience or equivalent expertise in product management, agile development, data architecture and other relevant technology domains
* Advanced knowledge of the data product development life cycle, including requirements, design, data querying, cloud technologies and data analytics
* Experience as a people manager including coaching and performance management
Preferred qualifications, capabilities, and skills
* Demonstrated prior experience working in a highly matrixed, complex organization
* Relevant experience in travel domain or customer loyalty space
* Background or coursework in Computer Science
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 sma...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-06-04 09:32:05
-
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
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...
....Read more...
Type: Permanent Location: Rancho Palos Verdes, US-CA
Salary / Rate: Not Specified
Posted: 2025-06-04 09:32:04
-
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: Austin, US-TX
Salary / Rate: Not Specified
Posted: 2025-06-04 09:32:03
-
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 Marcos, US-TX
Salary / Rate: Not Specified
Posted: 2025-06-04 09:32:02
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach thr...
....Read more...
Type: Permanent Location: Westlake Village, US-CA
Salary / Rate: Not Specified
Posted: 2025-06-04 09:32:01
-
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: Jacksonville, US-FL
Salary / Rate: Not Specified
Posted: 2025-06-04 09:32:00
-
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
Five plus years 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 the role, experi...
....Read more...
Type: Permanent Location: Bossier City, US-LA
Salary / Rate: Not Specified
Posted: 2025-06-04 09:31:59
-
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: Billings, US-MT
Salary / Rate: Not Specified
Posted: 2025-06-04 09:31:59
-
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: Roseville, US-MN
Salary / Rate: Not Specified
Posted: 2025-06-04 09:31:58
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
• Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate business results and acquire new assets, both from existing client base and new client acquisition
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
• Six plus years of work experience in Private Banking or Financial Services
• Bachelor's Degree required
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Proven sales success and strong business acumen
• Strong community presence with an established network
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
• Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
• MBA, JD, CFA, or CFP preferred
• Proactive, takes initiative, and uses critical thinking to solve problems
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
• Experience with and in-d...
....Read more...
Type: Permanent Location: Fort Lauderdale, US-FL
Salary / Rate: Not Specified
Posted: 2025-06-04 09:31:57
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-06-04 09:31:56
-
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: Mercer Island, US-WA
Salary / Rate: Not Specified
Posted: 2025-06-04 09:31:55
