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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: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-02-21 08:24:37
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We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions, combined with cutting-edge financial technology and the most welcoming and friendly service, you'll be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch.
You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers.
You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
* Acts as the standard bearer of Chase and creates a world-class customer experience
* Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
* Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
* Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
* Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
* Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
* Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
* Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
* Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
* Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
* Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
* Ability to work branch hours including weekends and evenings
* High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, and ...
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Type: Permanent Location: Malibu, US-CA
Salary / Rate: Not Specified
Posted: 2025-02-21 08:24:36
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Step into a pivotal role with our Commercial Banking Fraud Prevention team, where your expertise will shape the strategies that protect our firm and clients from fraud.
This is your chance to drive impactful change and advance your career by optimizing fraud prevention and enhancing client experiences.
As a Business Management Associate, you'll hone your skills in data analysis, strategy development, and stakeholder management, all while contributing to a high-performing team.
Embrace the opportunity to collaborate with industry leaders and innovate in a supportive, growth-oriented environment.
Join us and be part of a mission that makes a real difference.
As a Business Management Associate within the Commercial Banking Fraud Prevention team, you will play a pivotal role in safeguarding our firm and clients from potential fraud losses.
You will design and implement robust strategies that enhance fraud detection while ensuring a seamless client experience.
Working collaboratively with us, you'll have the opportunity to drive strategic initiatives and influence key stakeholders.
Your contributions will be vital in maintaining a strong control environment and supporting the broader goals of our organization.
Join us to be part of a team that values innovation, collaboration, and continuous growth.
Job Responsibilities
* Support management of effective fraud strategies and policies across application, authorization, and authentication channels.
* Ensure compliance with fraud policies and controls within governance and change control procedures.
* Ensure optimal efficiency and effectiveness of fraud operations support.
* Design and execute suitable controls to balance risk with client experience.
* Build robust fraud strategies to maintain high performance levels and strong fraud detection.
* Work with product partners to evaluate new products and mitigate fraud risk with appropriate controls.
* Support strategic fraud initiatives and bank-wide projects related to fraud strategy and policy rules.
* Partner with the Data & Analytics team to improve data availability for analysis and strategy creation.
* Collaborate with Fraud Operations to manage fraud case volume, strategy changes, and trend mitigation.
* Communicate proposed strategies and deliver appropriate reporting and management information to stakeholders.
* Participate in bank-wide projects and interact with external vendors as a representative of the Fraud Risk Management team.
Required Qualifications, Capabilities, and Skills
* High attention to detail.
* Proven ability to multitask with a sense of urgency.
* Adaptability to new functional areas and concepts.
* Ability to manage changing and competing priorities.
* Strong analytical and communication skills.
* Proficiency in Microsoft Excel, including pivot tables, macros, and look-up functions.
* Strong proficiency with other Microsoft applicatio...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-02-21 08:24:35
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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...
....Read more...
Type: Permanent Location: La Jolla, US-CA
Salary / Rate: Not Specified
Posted: 2025-02-21 08:24:31
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Intro Marketing Language
Be a part of a diverse and talented team committed to driving a robust and comprehensive control environment.
Stay up to date on the latest Risk and Compliance related news and trends across the financial services industry and have the thought space to anticipate potential impact(s) on the Firm.
Be encouraged to think creatively, challenge the status quo, and deliver enhancements across a multitude of strategic objectives.
Job Summary
As an Analyst, you will be helping control management organization implement strategic initiatives that span across Corporate Investment Bank (CIB) Risk, Chief-Investment-OAs an Analyst within the Control Management Organization, you will be instrumental in implementing strategic initiatives that span across Corporate Investment Bank (CIB) Risk, Chief-Investment-Office, Treasury & Corporation (CTC) Risk and Corporate Risk.
You will have the opportunity to collaborate with stakeholders from various teams and gain exposure to senior management.
This role provides a unique opportunity to familiarize yourself with the Risk organization, touching upon multiple facets of operational risk management.
Job Responsibilities
* Collaborate with stakeholders, evaluate and perform an end-to-end analysis of the business' risk and control environment to identify significant gaps and weaknesses, determine root cause of control breaks, and review actions taken to remediate issues
* Assist with development of Control and Operational Risk Evaluation (CORE) through participation in end-to-end process walkthroughs and deep dives with assigned business units
* Verify controls are properly designed, operating effectively, and essential to a proactive risk and control culture that leverages proven evaluation strategies and sound change management protocols
* Perform ongoing analysis of program related data (e.g., KRI/KPI) and develop ad-hoc reports as requested to support business-related programs and strategies.
* Coordinate senior management control meetings and prepare related materials.
Required qualifications, capabilities, and skills
* Bachelor's degree
* 2 years of experience in Risk Management, Control Management, Data Governance, Project/Business Management, Operations, or a related field
* Control Mindset - knowledge of processes to develop and maintain a strong control environment, including the ability to analyse problems and find solutions
* Communication/presentation - excellent written and verbal communication skills with an ability to influence business leaders in a meaningful and actionable manner
* Networking - strong interpersonal skills; strong collaboration and relationship building skills
* Work autonomously to affect change - flexible, adaptable to shifting priorities; manages competing priorities to achieve the most effective result and able to work in a fast-paced, results driven environment
* Problem solving / Analytical sk...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-02-21 08:24:30
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We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As a Branch Operations Lead Trainee in Branch Banking, you collaborate with the Branch Manager, branch employees and One Chase colleagues to ensure customer financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory banking requirements.
A Branch Operations Lead Trainee is passionate about taking care of our customers and employees, providing an exceptional customer experience, and working with the Branch Manager to set the tone in the Branch.
A typical day consists of assisting customers and performing transactions.
You will also look for opportunities to make customers lives easier by setting up self-service options and building relationships.
Throughout the week, you will schedule time to review branch operations and share updated policy and procedures with branch employees.
This results in the business is adhering to control expectations.
Job responsibilities
* Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture
* Engages clients as they enter the branch by welcoming them and making customers feel appreciated, performing transactions, managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
* Introduces customers to the branch team who will build relationships and assist with specialized financial needs
* Makes customers' lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Supports the Branch Manager with all aspects of branch operations, including loss control, compliance, and audit standards
Required qualifications, capabilities, and skills
* High school degree, GED, or foreign equivalent
* Detail-oriented, organized, and have the ability to multi-task with a dedication to follow policies, procedures, and regulatory banking requirements
* Availability to work Branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Demonstrated abil...
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Type: Permanent Location: St Louis, US-MO
Salary / Rate: Not Specified
Posted: 2025-02-21 08:24:28
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We are on the lookout for a talented Audit Manager to join our Asset Management Internal Audit team.
This is your opportunity to play a crucial role in enhancing our organization's governance and operational excellence!
As an Audit Manager within our Asset Management Internal Audit Team, you will execute the annual audit plan, manage audit engagements, perform audit testing and participate in control and governance forums.
Job responsibilities
* Lead and participate in audit engagements, including global audits, from planning to reporting.
Ensure the production of quality and timely deliverables that meet both departmental and professional standards
* Finalize audit findings and use judgment to provide an overall opinion on the control environment as well as providing recommendations to strengthen internal controls.
* Collaborate closely with global Audit colleagues in the early identification of emerging control issues and report those issues in a timely manner to Audit Management and business stakeholders.
* Partner with stakeholders, including other control groups (such as risk management, compliance), external auditors, and regulators.
Establish strong working relationships while maintaining independence.
* Effectively manage audit team members as required, performing timely reviews of audits and providing honest and constructive feedback to enhance team performance.
* Implement and execute an effective program of continuous auditing for assigned coverage areas, including monitoring key metrics to identify control issues and adverse trends.
* Stay informed about evolving industry trends, external news, and regulatory changes affecting the financial and Asset Management industry, and analyze their impact on the business.
* Identify opportunities to drive efficiency within existing technical infrastructure through automation, while embracing innovative technologies.
* Recognize the confidential nature of Internal Audit communications and access to information; disciplined in protecting the confidentiality and security of information in accordance with firm policy
Required qualifications, capabilities, and skills
* 7+ years of internal or external auditing experience, or relevant Asset and Wealth Management business experience.
* Bachelor's degree (or relevant financial services experience).
* Experience with internal audit methodology and the application of those concepts in the delivery and execution of audits.
* Solid understanding of internal control concepts, with the ability to evaluate and determine the adequacy of controls by considering business and technology risks in an integrated manner.
* Knowledge of applicable laws and regulatory requirements (e.g., 12 CFR 9) related to asset management, investment advisor, broker-dealer and fiduciary activities.
* Knowledge of various financial instruments, investment vehicles and capabilities, including alternative ...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-02-21 08:24:27
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As a Strategy Associate you will help lead project teams in solving complex problems and implementation issues critical to the company.
As a Project Strategy Associate within the Chief of Staff team, you will be a key player in supporting the Chief Information Officer (CIO) of J.P.Morgan's Global Technology team.
You will have the opportunity to partner with various strategy and business service groups to ensure streamlined activities within the organization.
Your role will involve creating group-wide and executive communications, performing analysis to support decision making, developing processes and tools to support consistent management practices, and supporting selected change management and governance programs.
This role will allow you to leverage your analytical skills, work collaboratively with team members across lines of business, and contribute to concise communication materials for senior management.
Job responsibilities
* Provide strategic, execution, and operational support to the GT Chief of Staff.
* Coordinate and manage logistics for meetings, events, and projects, ensuring all details are handled efficiently.
* Oversee calendar management for senior leaders, optimizing schedules to maximize productivity and alignment with strategic goals.
* Partner with strategy and business service groups to streamline activities and enhance communication across all levels of the organization.
* Develop and deliver executive presentations for high-profile meetings and events.
* Conduct in-depth analysis to support decision-making and influence business strategies.
* Document and implement standards and guidelines to ensure consistent execution of global strategic priorities.
* Lead and manage ad hoc projects, taking on increasing responsibility and ownership, with a strong focus on follow-through.
Required qualifications, capabilities, and skills
* 3+ years of experience from either a premier management consulting firm, OR from an investment banking (M&A, Coverage, Capital Markets, Equity Research) division.
* Diverse problem solving experience, such as experience with a top management consulting firm or in other generalist problem solving environments across financial services sectors
* Proven ability to manage complex schedules and ensure seamless execution of tasks and events.
Experience in optimizing schedules for senior leaders to enhance efficiency and strategic alignment.
* Skilled in designing and executing events to drive senior management engagement and foster collaboration.
* Strong interest and skill in engaging in high-level technical conversations and strategic discussions.
* An outstanding ability to analyze problems, apply quantitative analytical approaches, communicate effectively and confidently (both oral and written), and work well in cross-functional teams
* Excellent and efficient skills using MS Excel and PowerPoint tools (absolutely required...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-21 08:24:26
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Consumer and Community Banking (CCB) Business Resiliency's mission is to continuously improve our businesses' ability to provide outstanding products and services to our customers in the event of any disruption.
The team partners with business stakeholders to develop their resiliency plans, test their strategies and support them through real events.
As a Business Resiliency Manager within the Consumer & Community Banking Business Resiliency team, you will be reporting to the Business Resiliency Strategy Program Lead, assisting in the implementation of strategic Business Resiliency initiatives.
Your role will involve ensuring our engagements are effective and aligned with the firm's heightened expectations and those of external parties.
Furthermore, you will act as a culture carrier, fostering an inclusive team environment where you challenge, support, and develop others.
Job Responsibilities:
* Respond to regulatory actions and Matters Requiring Attention (MRA)
* Uplift resiliency capabilities, including enhancing and testing additional recovery strategies for assets required for recovery
* Drive initiatives to keep results and learnings of strategic projects evergreen (i.e.
Concentration Risk Assessment and Third Party Risk Assessment and Management)
* Provide overall project management support related to Essential Service simulation activities for CCB Business Resiliency team
Required qualifications, capabilities and skills:
* 3+ years of strong project management skills
* Support the team with decision management, prioritization, and execution
* Drive cross functional team initiatives to completion and compliance, monitor initiative progress and set deadlines
* Craft executive communications on progress and status
* Break down significant challenges logically to help others understand, size and address the issue
* Partner with team members to understand their process, book of work and challenges.
Manage flow of change and provide real-time support as needed
* Drive simplification of processes and ensure standard execution through oversight, alignment and support
* Clear and concise verbal and written communication to various levels in the organization
* Understanding of project management tools, experience with building and implementing processes across broad stakeholder bases
* Experience in one or more of the following: operations, business resiliency, banking, horizontal function supporting multiple lines of business, regulated environment
* Established success in managing effective relationships at multiple levels
Preferred qualifications, capabilities and skills:
* Proven success in supporting a team or function through significant and frequent change
* Quickly synthesize complex topics or data into a meaningful message
* Demonstrated examples of process simplification with a risk and controls mindset
* Strong Excel and PowerPoint skills ...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-02-21 08:24:25
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If you want to have a positive impact on underserved small businesses in your market and enjoy building relationships, then a role as a Business Banking Consultant Senior is for you.
As a Consultant Senior in Business Banking, you'll help improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice.
You'll be responsible for leading our business development efforts in the Underserved Community segment, specifically focusing on "economic opportunity" areas.
Job Responsibilities
* Build relationships, and utilize networks and local centers of influence to identify and support underserved entrepreneurs
* Creatively look for ways to cultivate long-term relationships with new and existing Community Development Financial Institutions, Non-Profits, and other community organizations, leveraging internal resources such as JPMorgan Chase Foundation
* Maintain current business network and active involvement in community organizations such as Chambers of Commerce and non-profit boards; leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts; and employ creative marketing techniques utilizing Chase resources and materials to develop business networks and prospects
* Provide the best in client advice and service, and develop the relationship to ensure a seamless client experience throughout Chase.
Build collaborative relationships with partners across Chase, including Branches, Home Lending, Chase Wealth Management, and Merchant and Card Services, to provide our clients the best solutions for all of their financial need
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses.
Use knowledge of business, finance, banking, credit and risk management, while leveraging relationships, to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Build collaborative internal and external relationships to provide the best in client advice and service to develop the business network, and ensure a seamless experience for the business client
* Discover the personal financial goals and needs of business clients.
Partner across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
Required qualifications, capabilities, and skills
* Minimum of 5 years' experience in business banking relationship management role or related business / commercial lending experience
* Bachelor's degree in Finance or related field, or equivalent work experience
* Strong relationship management skills; demonstrate strong tactical business development and negotiation skills
* Demonstrate seasoned judgment to offer comprehensive and cus...
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Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2025-02-21 08:24:22
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Chase Merchant Services is the global payment processing business for JPMorgan Chase & Co.
Merchant Services is the world's leading merchant acquirer with over $1 trillion in annual transaction volume in 2016.
ChaseNet is a customized closed-loop proprietary payments platform, and Chase Pay is the firm's new digital wallet that makes mobile transactions simple, safe and rewarding.
Merchant Services is a leading provider of payment, fraud and data security for companies large and small and capable of authorizing transactions in more than 130 currencies.
As a Field Relationship Manager, your role is to grow and retain a portfolio of Chase Merchant Services client relationships-relationships shared with our bank partners.
As part of a team, you will collectively support the needs of a larger book of assigned client accounts in a pooled environment and may also have direct account planning responsibilities for a few hundred clients.
You will act as a Merchant Acquiring consultant to clients, to increase revenue through value-add consultation in partnership with bank colleagues.
Additionally, you will negotiate client contracts, engage in project management responsibilities, and be responsible for the accurate budgeting.
Job Responsibilities:
* Manage a large portfolio of clients across team of collocated Relationship Managers
* Execute client needs via written and verbal communication and controlled process
* Work with internal departments to ensure a high level of support for the client, including resolving software, hardware, contractual, and policy problems
* Account and pre-call plan for a portfolio of an average of 300 clients, in partnership with the banking coverage team
* Deepen bank coverage relationships through regular communication cadence
* Manage client data across systems; deliver regular status reporting to measure performance and results
* Diagnose client issues, providing solutions and options and resolving with urgency
* Negotiate contracts and pricing; analyze financial consequences of chosen methods and work with clients to improve their effectiveness
* Consult on merchant acquiring products, aligning solutions to client needs
* Implement payment solutions with skill
* Identify opportunities for and improvements in systems and products
Required qualifications, capabilities and skills:
* 7+ years of Payments Industry experience and/or product expertise
* Demonstrated ability to grow revenue and retain client relationships through effective use of relationship management and client consulting skills
* Advanced virtual communication with proven track record of success working on a phone-based client management team environment and culture
* Proven cross-functional partnership and resourcefulness to solve customer needs
* Strong written, presentation, contract negotiation, organizational, and communication skills
* Proficient with MS Office Sui...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-02-21 08:24:21
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Relationship Executive is for you.
As a Relationship Executive within the Middle Market Banking team, your role is to act as an "individual contributor" to the firm, growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries target space.
You will be asked to meet business development goals, seeking opportunities to sell multiple products and solutions to clients and anticipating their future needs.
As a Relationship Executive, you will focus on the delivery of value added solutions to our clients and prospects that will help them reach their goals and maximize our revenues over the life of the relationship.
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
* Develop a weekly sales plan prioritizing revenue generating sales opportunities, cultivate referral sources, and institutionalize relationships and calling
Required qualifications, capabilities and skills
* Seven plus years direct lending or credit support related experience, with a focus on business relationships
* Understanding of Commercial Banking products and services
* Knowledge of the local market
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
* Sales management and business development skills
* FINRA Series 79, 63 and Securities Exam Essentials licenses required or must obtain within 180 days of hire
Preferred qualifications, capabilities and skills
* Bachelor's degree and formal credit training preferred
* Excellent verbal, written and listening communication skills
* Strong creative solution and problem solving abilities
* Proficiency in building and maintaining positive client relationships
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.
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...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-02-21 08:24:20
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Chase Merchant Services is the global payment processing business for JPMorgan Chase & Co.
Merchant Services is the world's leading merchant acquirer with over $1 trillion in annual transaction volume in 2016.
ChaseNet is a customized closed-loop proprietary payments platform, and Chase Pay is the firm's new digital wallet that makes mobile transactions simple, safe and rewarding.
Merchant Services is a leading provider of payment, fraud and data security for companies large and small and capable of authorizing transactions in more than 130 currencies.
As a Field Relationship Manager Associate, your role is to grow and retain a portfolio of Chase Merchant Services client relationships-relationships shared with our bank partners.
As part of a team, you will collectively support the needs of a larger book of assigned client accounts in a pooled environment and may also have direct account planning responsibilities for a few hundred clients.
You will act as a Merchant Acquiring consultant to clients, to increase revenue through value-add consultation in partnership with bank colleagues.
Additionally, you will negotiate client contracts, engage in project management responsibilities, and be responsible for the accurate budgeting.
Job Responsibilities:
* Manage a large portfolio of clients across team of collocated Relationship Managers
* Execute client needs via written and verbal communication and controlled process
* Work with internal departments to ensure a high level of support for the client, including resolving software, hardware, contractual, and policy problems
* Account and pre-call plan for a portfolio of an average of 300 clients, in partnership with the banking coverage team
* Deepen bank coverage relationships through regular communication cadence
* Manage client data across systems; deliver regular status reporting to measure performance and results
* Diagnose client issues, providing solutions and options and resolving with urgency
* Negotiate contracts and pricing; analyze financial consequences of chosen methods and work with clients to improve their effectiveness
* Consult on merchant acquiring products, aligning solutions to client needs
* Implement payment solutions with skill
* Identify opportunities for and improvements in systems and products
Required qualifications, capabilities and skills:
* 3+ years of Payments Industry experience and/or product expertise
* Demonstrated ability to grow revenue and retain client relationships through effective use of relationship management and client consulting skills
* Advanced virtual communication with proven track record of success working on a phone-based client management team environment and culture
* Proven cross-functional partnership and resourcefulness to solve customer needs
* Strong written, presentation, contract negotiation, organizational, and communication skills
* Proficient with MS ...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-02-21 08:24:18
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Saint George, US-UT
Salary / Rate: Not Specified
Posted: 2025-02-21 08:24:16
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This is your chance to change the path of your career and guide multiple teams to success at one of the world's leading financial institutions.
As a Manager of Software Engineering at JPMorgan Chase within the CIB Technology Org, you lead multiple teams and manage day-to-day implementation activities by identifying and escalating issues and ensuring your team's work adheres to compliance standards, business requirements, and tactical best practices.
This is an opportunity to collaborate across multiple feature teams, coach both senior and junior-level engineers, as well as shape overall team culture.
Job Responsibilities:
* Provide guidance to a team of software engineers on daily tasks and activities.
* Set overall expectations for team output, practices, and collaboration.
* Anticipate dependencies with other teams to deliver products and applications aligned with business requirements.
* Manage stakeholder relationships and ensure the team's work complies with standards, service level agreements, and business requirements.
* Foster a culture of diversity, equity, inclusion, and respect, prioritizing diverse representation within the team.
Required Qualifications, Capabilities, and Skills:
* Formal training or certification in software engineering concepts with 5+ years of applied experience, including coaching and mentoring.
* Experience leading technology projects and managing technologists.
* Proficiency in automation and continuous delivery methods.
* Proficient in all aspects of the Software Development Life Cycle.
* Advanced understanding of agile methodologies, including CI/CD, application resiliency, and security.
* In-depth knowledge of the financial services industry and its IT systems.
* Practical experience with cloud-native applications (12-factor apps).
* Background in Computer Science, Engineering, Mathematics, or a related field, with expertise in technology disciplines.
* Experience managing and leading a Java Spring backend services team.
Preferred Qualifications, Capabilities, and Skills:
* Experience with cloud modernization efforts and on-premise installed third-party solutions.
* Proven success in coaching both senior and junior-level engineers.
* Demonstrated ability in guiding project scoping and execution as both an individual contributor and in a team lead or managerial role.
* Experience managing or overseeing a microservices-based project architecture.
* Hands-on experience working with or managing/leading frontend engineers.
* Possess a growth mindset and exemplify a servant leadership philosophy.
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 l...
....Read more...
Type: Permanent Location: Austin, US-TX
Salary / Rate: Not Specified
Posted: 2025-02-21 08:24:14
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Bring your expertise to JPMorgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As an Analyst in Risk Management - Risk Reporting, you will be an integral part of our Risk Reporting and Middle Office team.
Your role will involve supporting the firm's commitment to report Firmwide risk metrics to key US regulators such as the Federal Reserve Board (FRB), Office of the Comptroller of the Currency (OCC), and the Federal Deposit Insurance Corporation (FDIC).
Your contributions will be pivotal in initiating high-profile regulatory programs that aim to safeguard not only our bank but also the global financial system.
At JPMorgan Chase, we are dedicated to maintaining a world-class organization through robust financial reporting controls, accountability, ethical conduct from all personnel, innovative solutions, and disciplined delivery to all our stakeholders.
Job Responsibilities
* Prepare and analyze the Shared National Credits Report while partnering with stakeholders across Credit Risk to ensure accuracy and compliance
* Prepare daily reports to monitor Legal Lending Limits, ensuring the Firm adheres to statutory requirements
* Prepare other internal and external reports related to Climate Risk and Operational Risk
* Participate in both team-specific and Firmwide projects aimed at enhancing processes that impact external reporting
* Contribute to strategic process improvements by identifying, tracking and resolving data quality issues, thereby enhancing overall reporting accuracy
* Work closely with various teams, such as Credit Risk, Finance, Legal, Policy, Technology, and Reporting, to deliver comprehensive solutions and drive success
Required qualifications, skills and capabilities
* Bachelor's degree in Finance, Economics, Business Administration, Risk Management, or other relevant discipline
* Two plus years experience in risk management, product control, financial analysis, or a related field
* Strong analytical and problem-solving skills, with the ability to interpret complex data and identify key insights
* Proficiency with Microsoft Excel
* Experience with risk management and/or reporting platforms
* Excellent written and verbal communication skills, with the ability to present information clearly and concisely to various stakeholders
* Strong attention to detail and organizational skills
* Ability to work independently and as part of a team in a fast-paced environment while meeting strict regulatory deadlines
Preferred qualifications, skills...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-02-21 08:24:13
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We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Lead Software Engineer at JPMorgan Chase within the Commercial and Investment Bank, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
As a part of a new feature team, this is an opportunity to do hands-on coding, as well as collaborate on and influence project scoping and execution.
Job Responsibilities:
* Execute creative software solutions, design, development, and technical troubleshooting, with the ability to think beyond conventional approaches to build solutions or resolve technical problems.
* Develop secure, high-quality production code, and review and debug code written by others.
* Identify opportunities to eliminate or automate the remediation of recurring issues to enhance the overall operational stability of software applications and systems.
* Lead evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented assessments of architectural designs, technical credentials, and applicability for integration within existing systems and information architecture.
* Lead communities of practice across Software Engineering to promote awareness and adoption of new and cutting-edge technologies.
* Contribute to a team culture of diversity, equity, inclusion, and respect.
Required Qualifications, Capabilities, and Skills:
* Formal training or certification in software engineering concepts with 5+ years of applied experience.
* Hands-on practical experience in system design, application development, testing, and ensuring operational stability.
* Advanced proficiency in one or more programming languages, including Java Spring.
* Proficiency in automation and continuous delivery methods.
* Proficient in all aspects of the Software Development Life Cycle.
* Advanced understanding of agile methodologies, including CI/CD, application resiliency, and security.
* Demonstrated proficiency in software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.).
* Practical experience with cloud-native applications (12-factor apps).
* Experience working in a large enterprise environment.
* Strong experience in developing and maintaining microservices-based architectures.
* Proven ability to tackle day-to-day technical challenges.
Preferred Qualifications, Capabilities, and Skills:
* Familiarity with observability tools and standards, such as Splunk, Datadog, and/or Grafana.
* Experience with cloud mod...
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Type: Permanent Location: Austin, US-TX
Salary / Rate: Not Specified
Posted: 2025-02-21 08:24:12
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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
* Bilingual Russian and English required
Preferred qualifications, capabilities, and skills
...
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Type: Permanent Location: Rego Park, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-21 08:24:11
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Bring your expertise to JPMorgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Counterparty Prime Brokerage Coverage Vice President, you will be a key player in managing and mitigating counterparty credit risk.
you will employ your exceptional analytical abilities and credit industry knowledge to make informed credit decisions for a diverse client portfolio.
You will work in collaboration with business teams to fulfill client credit requests, while maintaining a balance between risk and return for the Firm.
Regular monitoring of your portfolio will be required to accurately assign risk ratings to clients and facilities, and you will be expected to uphold a strong culture of compliance at all times.
Job Responsibilities
* Act as the Counterparty Credit Risk Lead to support Prime Brokerage Risk Coverage.
* Identify, analyze, monitor, and escalate counterparty exposures within Prime Brokerage.
* Validate daily risk reports and escalate potential risk concerns to credit officers, senior risk managers, and the front office.
* Serve as the Subject Matter Expert on Prime Brokerage margining methodology and systems.
* Analyze client margining requests, assess margin adequacy against stress exposures and potential risks, and make recommendations for approval.
* Develop in-depth knowledge of prime brokerage clients and formulate views on product risk appetite, reviewing and challenging business stakeholders' risk-related questions.
* Monitor risk and margin adequacy across top Prime Brokerage clients.
* Develop a strong understanding of the firm's Counterparty Stress Analysis Framework and apply it to analyze and monitor counterparty exposures within Prime Brokerage.
* Collaborate with business and risk partners on counterparty credit exposure, providing guidance and training on methodology releases or model limitations, and contributing to methodology and policy updates.
Required qualifications, capabilities and skills
* Minimum 5 years in risk management including risk monitoring, margining, stress analysis and regulatory compliance.
* Knowledge of markets and ability to assess impact of market trends on client exposures.
* Strong analytical skills with the ability to work with complex data to make risk recommendations.
* Motivated and strong sense of ownership of the team's mandate,
* Capability to challenge status quo, looking for ways to do things more efficiently and effectively.
* Excellent writing, presentation and communication skills alon...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-02-21 08:24:10
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Bring your expertise to JPMorganChase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorganChase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Trade Credit Risk Vice President within the Americas Regional Trade Risk team, you will be assisting the Head of Trade Risk in evaluating new transactions and product development.
Your responsibilities will also include monitoring the portfolio and implementing or developing risk policies.
You will be approving team member trade finance transactions, managing credit exposure, and collaborating with the business for the development of new Trade products.
Job Responsibilities
* Approve trade transactions within delegated authority across the assigned portfolio and monitor exposure
* Provide risk management decisions on variations from standard documentation and/or product policy and guidelines
* Assist trade sales, GCB and coverage on requests to the Credit team for credit lines to support new business and advise Credit on suitability of product for a given counterparty or suitability of the structure at transaction level
* Collaborate closely with Trade Management, Trade Sales, Credit Risk and Legal
* Partner with key stakeholders to approve new structures, policy exceptions and control solutions
* Interact with Trade sales team to voice risk views and solutions to transactions in the pipeline
* Partner with Trade Risk counterparts in other regions to share best practices
* Partner with the expanding Global Trade & Working Capital team to drive a strong risk culture and independently identify, assess and address risk issues as they arise
* Provide training on trade products and associated risks to internal partners
* Participate in Regional Risk & Country Committees and attend Industry Events
* Attend and contribute to various Business forums and committees where Trade Risk is a voting member
Required Qualifications, Capabilities and Skills
* Bachelor's degree
* Minimum 5 years of experience in Credit Risk, Trade Risk, Securitization, Structured Finance and/or Asset-backed Finance
* Strong credit risk skills and robust experience interpreting and negotiating legal documentation
* Demonstrated ability to operate in a time-sensitive environment while multi-tasking
* Curious intellectual and business acumen with willingness to take a leading role in a wide range of initiatives and drive solutions
* Excellent ability to communicate effectively at all levels of the organization
* Good interpersonal skills with aptitude to influence decision process and a...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-21 08:24:09
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As a Lender Meeting Coordinator you will support the Debt Capital Markets ("DCM") team within the Investment Bank.
You will need to have a great attention to detail and accuracy, as well as a proactive and positive attitude with a high level of professionalism.
Duties include working with both internal and external clients in a professional manner both over the phone, email as well as in-person.
Job Responsibilities:
* Coordinate lender calls, earnings calls and webinars for loan transactions and clients
* Coordinate logistics: either virtual (organizing either Zoom or Audio Conference Calls) or hybrid / physical (in-person) (booking travel logistics such as flights, hotels, internal and external meeting space, name badges, etc.)
* Set-up Q&A calls directly with select banks and institutional lenders
* Send confirmation e-mails / Outlook invites to institutional lender clients
* Send daily or intra-day periodic schedule updates to external clients and internal deal teams
* Organize closing dinners
* Organize internal group team building events such as holiday party and various offsites
* Arranging DCM dinners / events at the annual Leveraged Finance Conference in Miami
* Interact with internal and external vendors and planners
* Coordinate and work closely with the Fixed Income Roadshow team for transactions that also involve bond transactions
* Liaising between DCM and the Events team for client entertainment tickets such as sporting events or concerts
Required qualifications, capabilities and skills:
* Bachelor's degree
* Proficiency in MSOffice (Word & Excel) and ability to learn new systems quickly (in-house online roadshow scheduling system "PrimaryOne Events")
* Strong organizational and communication skills
* Excellent client service and professionalism
* Exhibit tact and good judgment in confidential situations and have proven experience interacting with clients
* Responsive, reliable, sense of urgency when dealing with high profile clients; ability to thrive in a fast-paced environment.
This includes being responsive to potential emails early in the morning, in the evening and occasionally, over the weekend as well
* Strong time management, multi-tasking and prioritization of tasks, sound judgment, team player
* Creative problem solving abilities
* Strong ability to leverage technology and utilize best practices
* Ability to adapt procedures, processes and techniques to the completion of each transaction
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 proces...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-21 08:24:08
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Relationship Executive is for you.
As a Relationship Executive within the Middle Market Banking team, your role is to act as an "individual contributor" to the firm, growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries target space.
You will be asked to meet business development goals, seeking opportunities to sell multiple products and solutions to clients and anticipating their future needs.
As a Relationship Executive, you will focus on the delivery of value added solutions to our clients and prospects that will help them reach their goals and maximize our revenues over the life of the relationship.
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
* Develop a weekly sales plan prioritizing revenue generating sales opportunities, cultivate referral sources, and institutionalize relationships and calling
Required Qualifications, Capabilities and Skills
* Seven plus years direct lending or credit support related experience, with a focus on business relationships
* Understanding of Commercial Banking products and services
* Knowledge of the local market
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
* Sales management and business development skills
* FINRA Series 79, 63 and Securities Exam Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Excellent verbal, written and listening communication skills
* Strong creative solution and problem solving abilities
* Proficiency in building and maintaining positive client relationships
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, award...
....Read more...
Type: Permanent Location: Salt Lake City, US-UT
Salary / Rate: Not Specified
Posted: 2025-02-21 08:24:06
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Are you naturally inquisitive and love diving deep into information? Do you thrive on building strong relationships with clients and business partners? If so, our KYC team within the Commercial Investment Bank is the perfect place for you!
As a Wholesale Know Your Customer (KYC) Associate, you will be focused liaising with the Transition Management, the Front Office or the Client to request, gather, review and verify documents to meet KYC requirements as it pertains to new client relationships in the Corporate & Investment Bank (CIB).
As a Wholesale KYC Associate, you will be onboarding incremental business to existing relationships in the CIB, partnering with the WKO Maker teams offshore to ensure the KYC records are completed accurately and on time, and completing a remediation to the JPMorgan Global Anti-Money Laundering (AML) Standards for all active CIB clients.
Job Responsibilities
* Clearly and efficiently communicate to Front Office/Transition Management/Middle Office teams
* Coordinate with Sales, Bankers, Relationship Managers, Account Opening teams and clients to acquire outstanding client Customer Due Diligence (CDD) and/or Regulatory documentation
* Discuss and escalate with Compliance complex issues surrounding client types and structures, financial products and services, and other AML risk-related issues
* Ensure Customer Due Diligence (CDD) and/or Regulatory documentation are accurate and complete when captured in source systems
* Escalate client and business issues to senior management
* Perform public and internal research to compile Anti-Money Laundering (AML)/Non-AML due diligence information
* Manage an active and dynamic pipeline of mandates
* Understand Legal Entity structures along with Anti-Money Laundering (AML) and Regulatory Subject Matter Expert such as FinCEN, MiFid
Required qualifications, skills and capabilities
* Ability to properly identify AML risks and apply the AML/KYC policy concepts
* Excellent attention to detail
* Strong client focus and ability to partner with various internal groups
* Strong verbal and written communication skills.
* Independent, self-motivated with an ability to adapt and be flexible in a team environment
* Ability to multi-task effectively and leverage internal resources
* Strong analytical and problem-solving skills, combined with excellent time management and organizational skills.
Preferred qualifications, skills and capabilities
* BA/BS degree or equivalent work experience in financial services
* 2 years relevant experience in AML/KYC, Risk Management, Security, Law enforcement specific to fraud and illicit money movement
* Working knowledge of risk factors that may impact specific products and industries
* Previous credit training or underwriting experience and the ability to navigate client relationships and product usage
Final Job Grade and officer title will be determined at t...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-02-21 08:24:05
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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: Carlsbad, US-CA
Salary / Rate: Not Specified
Posted: 2025-02-21 08:24:03
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We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As 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: Cedar Hills, US-UT
Salary / Rate: Not Specified
Posted: 2025-02-21 08:23:59
