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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: Raleigh, US-NC
Salary / Rate: Not Specified
Posted: 2025-10-10 08:58:48
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Join a team where you can play a crucial role in shaping the future of a world-renowned company and make a direct and meaningful impact in a space designed for top performers.
As a Senior Lead Security Engineer at JPMorgan Chase within Cybersecurity and Tech Controls, you will play a crucial role as part of an agile team dedicated to delivering software solutions that meet pre-defined functional and user requirements while also safeguarding against misuse, circumvention, and malicious behavior.
Your expertise and contributions will promote significant business impact, as you apply your deep technical knowledge and problem-solving skills to address a wide range of cybersecurity challenges across various technology domains.
Job responsibilities
* Facilitates security requirements clarification for multiple networks to enable multi-level security to satisfy organizational needs
* Works with stakeholders and senior business leaders to recommend business modifications during periods of vulnerability
* Be responsible for triaging based on risk assessments of various threats and managing resources to cover impact of disruptive events
* Adds to team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on Security Engineering concepts and 5+ years applied experience
* Skilled in planning, designing, and implementing enterprise-level security solutions
* Proficient in AI/ML techniques and skilled in advanced analytics.
* Proficiency in programming languages commonly used in AI/ML, such as Python, R, Java, and C++.
* Strong Database skills with Oracle & DynamoDB and experience in tuning database queries, processing large amount of data.
* Able to design and implement solutions that work against high-volume data sources.
* Practical experience of architecting & developing applications on any one of the major public cloud providers (AWS, Azure)
* Extensive experience with threat modeling, discovery, vulnerability, and penetration testing
* Ability to tackle design and functionality problems independently with little to no oversight
* Practical cloud native experience
Preferred qualifications, capabilities, and skills
* Java, Kubernetes and AWS certification is a plus.
* Good experience on writing unit tests in Java and React JS for a highly complex enterprise environment.
* Proven experience with modern frontend framework and libraries such as React is a plus.
* Familiarity with CI/CD pipelines and tools like Jenkins or GitLab for automating software delivery
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 lea...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-10 08:58:47
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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 JPMorganChase within the Consumer and Community Banking Branch Ops Technology Team, you will be 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.
Job responsibilities
* Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Develops secure high-quality production code, and reviews and debugs code written by others
* Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
* Leads evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture
* Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies
* Adds to team culture of diversity, opportunity, inclusion, and respect
* Designs and builds efficient, unit tested, reusuble components using Java, Springboot, AWS, PostgreSQL, Kafka, and Cassandra
* Leads Code Reviews with varying levels of Software Engineers in an Agile environment
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Advanced in one or more programming language(s)
* Proficiency in automation and continuous delivery methods
* Proficient in all aspects of the Software Development Life Cycle
* Advanced understanding of agile methodologies such as 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.)
* In-depth knowledge of the financial services industry and their IT systems
* Practical cloud native experience
* Proficient in technical skill sets like Java, J2EE, Spring boot, REST and Cloud concepts
* Designs and builds efficient, unit tested, reusuble components using Java, Springboot, AWS, PostgreSQL, Kafka, Cassandra
Preferred qualifications, capabilities, and skills
* AWS Certification
* AWS Experie...
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Type: Permanent Location: Westerville, US-OH
Salary / Rate: Not Specified
Posted: 2025-10-10 08:58:46
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Are you ready to make a significant impact by leading and managing treasury product implementation processes for new and existing clients as they transition to the Chase banking platform? Join us at JP Morgan Chase and be part of a diverse and innovative global organization that offers endless opportunities for growth and development.
As a Client Onboarding and Product Implementation Associate, you will play a pivotal role in shaping our clients' first experiences with us, ensuring a seamless transition and fostering strong relationships from the very first interaction.
Together, we will drive satisfaction and success in a dynamic global environment.
As a Client Onboarding Card Product Implementation Associate within the Commercial and Investment Bank, you will lead the charge in delivering exceptional onboarding experiences.
You will be at the forefront of shaping our clients' first interactions with us, ensuring a seamless transition and fostering strong relationships.
Your role is crucial in driving satisfaction and success, and you will be part of a diverse and innovative team that values growth and development.
Together, we will create a dynamic and collaborative environment that supports our clients and our community.
Job Responsibilities:
* Lead the execution of strategic initiatives to ensure a smooth transition for new and existing clients to the Chase banking platform.
* Own the product implementation process and training experience for your assigned clients.
* Meet and connect with clients and internal stakeholders through Zoom, Email, and other collaborative technologies.
* Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations, and Product Management.
* Drive continuous improvement in our operating platform, using innovation and design thinking techniques to enhance efficiency and resilience.
* Implement mixed payable solutions and support clients with technical specifications for treasury services.
* Manage client and partner expectations by establishing timelines and dependencies.
* Demonstrate creative problem-solving skills and take ownership of issues when they arise.
* Ensure adherence to policy and procedures, maintaining high standards of anti-fraud awareness.
* Collaborate with a diverse and innovative global team, contributing to a culture of inclusion and growth.
* Participate in Business Resource Groups to engage with colleagues on topics such as ethnicity, gender, and more.
Required qualifications, capabilities, and skills:
* 3+ years of experience in managing and executing strategic initiatives in a professional field.
* Proven ability to lead client onboarding processes, with a focus on transitioning clients to new banking platforms.
* Technical project management experience in a dynamic client-facing environment.
* Strong communication skills with the ability to partner and influen...
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Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2025-10-10 08:58:45
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-10 08:58:40
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Are you passionate about financial markets and ready to make your mark in securities lending? Prime Finance is seeking a talented Junior Trader to join our Stock Borrow Loan desk.
This is an exciting opportunity to work with a dynamic twenty-member trading and sales team while developing your expertise in domestic SBL trading activity.
Job Summary
As a Junior Trader on the Stock Borrow Loan desk within Prime Finance, you will support and cultivate US hard-to-borrow equities trading flow.
You will work closely with institutional lenders and collaborate with internal teams to maximize returns while maintaining the highest standards of compliance and risk management.
Job Responsibilities
* Support and cultivate US hard-to-borrow equities trading flow.
* Source new hard-to-borrow supply and build relationships with institutional lenders.
* Assist in maximizing the return on long inventory through strategic lending.
* Collaborate with the Product Development team to enhance trading and reporting functionality.
* Maintain high standards of compliance and risk management in all trading activities.
* Communicate effectively with clients and internal stakeholders.
Required Qualifications, Capabilities, and Skills
* Minimum of 2 years of markets experience, preferably in securities lending or equities.
* Proficiency with trading platforms and market data tools such as Bloomberg and Excel.
* Ability to thrive in a fast-paced, high-volume environment.
* Self-starter with a strong interest in financial markets.
* Excellent organizational and interpersonal skills.
* Strong written and verbal communication skills.
* Commitment to upholding regulatory and risk management standards.
Preferred Qualifications, Capabilities, and Skills
* Experience in securities lending or related trading activities.
* Knowledge of US equity markets and hard-to-borrow dynamics.
* Familiarity with Prime Finance products and services.
* Strong analytical skills and attention to detail.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits inc...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-10 08:58:39
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Are you friendly and do you thrive on providing great customer service? Are you detail-oriented and safety conscious? Do you enjoy working independently? If so, we'd like you to join our team as a Non-CDL Delivery Driver.
About the Role:
You will:
* Operate trucks safely and in compliance with Company rules, applicable laws, and regulations.
Destinations include job sites, customer facilities, vendor facilities, other Hajoca locations, facilities of other wholesalers, or other locations as directed by management.
* Load the truck at the Profit Center with Hajoca merchandise to be delivered.
Secure the load properly so that nothing will shift, get damaged, or fall from the truck.
Ensure that the necessary equipment to safely unload the merchandise is available.
* Understand the shipping documents that are associated with the merchandise for each delivery and have accurate directions to each delivery destination.
* Review shipping documentation and ensure order accuracy.
* Unload correct merchandise from the truck and place it where the receiving party wants it.
Obtain legible signature for all merchandise delivered per Company policy and procedure.
* Collect and secure outstanding payments for all cash sale deliveries prior to releasing the material to the customer.
* Work with customers at the delivery site to resolve shipping discrepancies quickly and accurately.
* Load the truck at other locations with merchandise.
This includes merchandise picked up at vendor locations, returned by customers, and purchased from other wholesalers.
* Provide sales leads by noting prospective customer names and addresses discovered in the course of making deliveries.
* Inspect the truck and required parts and accessories to determine safe operating condition prior to departure from the Hajoca location.
Keep truck clean of debris in cab and body.
* Advise management of any mechanical problems with the truck.
At the end of the workday, complete the Driver's Daily Vehicle Inspection Report when driving a delivery vehicle with a gross vehicle weight (GVWR) of 10,001 lbs.
or more if a defect or deficiency is found.
* At the end of the workday, remove keys from the truck and store keys in the approved location.
* Successfully complete required safety and compliance training programs as assigned.
* Perform other reasonably related duties as assigned by immediate supervisor and other management as required.
About You:
* Be able to drive a vehicle over 10,000 lbs.
As a non-CDL driver, you must:
+ Be at least 21 years old
+ Possess a proper and valid driver's license
+ Have a driving record that meets the criteria for being an Authorized Driver in accordance with Company policy.
+ Be able to pass a Department of Transportation physical examination before beginning work and again at least every two years while employed and performing this job functio...
Hajoca Corporation Job 8662 by eQuest
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Type: Permanent Location: Midland, US-MI
Salary / Rate: Not Specified
Posted: 2025-10-10 08:58:37
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Are you looking to pursue a long-term career in sales, business operations, or management? Do you have a strong work ethic and an eagerness to learn? Do you enjoy interacting with people and building relationships? If so, then we'd like you to join our team as a Sales & Leadership Trainee.
About the Program:
The Sales & Leadership Development program is a multi-year rotational program aimed at investing in each trainee's future by providing exposure to all aspects of our business.
During the program, we work in a structured, thorough manner to develop an aligned understanding of your skill set and long-term career goals.
* Live into your dreams.
We'll pair your passion, skill set, and career goals with our business needs.
When the program is complete, you'll have the opportunity to pursue a long-term career in sales, operations management, profit center management, or a variety of other career paths that suit your individual goals and the needs of the business.
* Learn the business.
Your learning path will include on-the-job experience supplemented with coaching from experienced managers, book and computer courses, and visits with customers and vendors.
You'll learn about all aspects of our business (including warehouse procedures, operations, and sales) with guidance along the way from mentors and managers.
Here's a look at what you'll accomplish in each phase:
Phase 1:
* Learn about and perform work related to our business operations such as receiving and shipping material, processing returned goods, making deliveries, and learning about proper truck maintenance.
* Participate in vendor product knowledge sessions
* Complete related online courses that facilitate and supplement your learning
Phase 2:
* Learn about and gain experience working in counter sales including assisting customers and other teammates, processing sales orders, providing reliable product information, and maintaining the display area.
* Participate in vendor product knowledge sessions
* Gain experience working with residential, commercial, and repair and remodel contractors
Phase 3:
* Learn about and gain experience working in sales.
Complete tasks related to pricing and margin management, bids, quotes and submittals, product procurement, and job scheduling.
* Develop relationships with vendors
* Participate in joint sales calls with outside salespersons
Phase 4:
* Participate in an in-depth career discussion with your assigned Profit Center Manager and discuss which aspect of business you're interested in pursuing.
About You:
* College degree or equivalent experience
* Experience in customer service, sales, management, or leadership roles.
* Able to drive for company business.
As a company business driver, you must:
*
+ Be at least 18 years old
*
+ Possess a proper and valid driver's license
+ Have a driving record that meets the criteria for bei...
Hajoca Corporation Job 8666 by eQuest
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Type: Permanent Location: Forest Park, US-GA
Salary / Rate: Not Specified
Posted: 2025-10-10 08:58:36
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
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Type: Permanent Location: New Haven, US-CT
Salary / Rate: Not Specified
Posted: 2025-10-10 08:58:36
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
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Type: Permanent Location: Briarcliff Manor, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-10 08:58:35
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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...
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Type: Permanent Location: Colorado Springs, US-CO
Salary / Rate: Not Specified
Posted: 2025-10-10 08:58:34
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Gresham, US-OR
Salary / Rate: Not Specified
Posted: 2025-10-10 08:58:34
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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: Loveland, US-OH
Salary / Rate: Not Specified
Posted: 2025-10-10 08:58:32
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Are you outgoing, knowledgeable, and service-oriented? Do you enjoy staying up to date with the latest kitchen and bath design trends? Do you have a keen eye for aesthetics and the determination needed to close sales? If so, we'd like you to join our Showroom team as a Design & Sales Consultant.
About the Role:
You will:
* Provide expert product selection assistance and design services to our showroom customers both in the showroom and at the customer's location.
* Ensure the highest levels of customer satisfaction in order to meet or exceed the established sales and gross profit goals, and to increase profit sharing.
* Provide hospitality and warmly welcome each customer.
* Sell and provide in-store and/or in-home design consultations for kitchen and bathrooms.
* Articulate your showroom value proposition to get your customer's attention, engage them, teach them, and show them the value you provide.
* Determine customer needs, direct them to the best products to address their needs, discover potential hurdles, and keep the sale moving forward.
* Build and maintain long-term customer relationships, creating referrals and repeat business.
* Develop and maintain knowledge of product lines and features.
* Leverage Hajoca technology to guide product selections, review product specifications, pricing, and availability.
* Use sales reports and sales forecasting tools to meet or exceed established sales targets.
* Follow-up on leads and generate new business.
* Enter sales orders and bids, expedite purchases, stay engaged with customers from the beginning to the end of projects.
* Process showroom sale returns and refund paperwork in accordance with Company policy and procedure.
* Keep showroom clean, neat, current, stocked, and safely displayed.
* Join industry associations and attend professional events to stay informed about design trends, new products, and to build business relationships.
* Successfully complete required safety and compliance training programs as assigned.
* Perform other reasonably related duties as assigned by immediate supervisor and other management as required.
About You:
* 2+ years of experience in plumbing design and sales.
* Knowledge of products sold in the showroom preferred
* Experience working with luxury, high end products and customers.
Our ideal candidate will also:
* Be knowledgeable of kitchen and bath design trends.
* Have experience with architectural blueprints and have a strong sense of aesthetics.
* Effectively use Microsoft Office software (Outlook, Word) to communicate via email, to maintain customer contact files and appointment calendars, and to create and analyze reports.
* Demonstrate outstanding customer service and verbal/telephone communications skills.
* Demonstrate a deep product knowledge related to kitchen/bath trends to be able to answer customer questions a...
Hajoca Corporation Job 8667 by eQuest
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Type: Permanent Location: Knoxville, US-TN
Salary / Rate: Not Specified
Posted: 2025-10-10 08:58:31
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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
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...
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Type: Permanent Location: Santa Barbara, US-CA
Salary / Rate: Not Specified
Posted: 2025-10-10 08:58:31
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
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Type: Permanent Location: Rochester, US-MI
Salary / Rate: Not Specified
Posted: 2025-10-10 08:58:27
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Clarkston, US-MI
Salary / Rate: Not Specified
Posted: 2025-10-10 08:58:27
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
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Type: Permanent Location: Middletown, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-10 08:58:26
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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 responsibly by anticipating new and emerging risks, and using your expert judgment to solve real-world challenges that impact our company, customers, and communities.
As a Credit Officer in the Credit Risk team, you help us manage commercial real estate loans and support our Special Credits Group.
You work with us to analyze new transactions, assess risk, and provide insights that guide our business decisions.
You collaborate with colleagues across the firm, gaining exposure to a variety of property types and lending strategies.
You have the opportunity to grow your expertise and contribute to our commitment to responsible lending.
Additionally, y ou will work in a dynamic, high-volume, and fast-paced environment, and be part of a highly collaborative team that values learning, professional growth, inclusivity, and mentorship.
Job Responsibilities
* Develop a basic understanding of all Commercial Real Estate Loan Documents (Promissory Notes, Deeds of Trusts, Mortgages, etc.) as well as the types of properties that secure Commercial Term Lending Loans including Multifamily Loans (Apartments, Mobile Home Parks) and Commercial Mortgage Loans (Office, Retail, and Industrial)
* Develop the ability to review, interpret, and incorporate Appraisals, Inspections, Marketing Studies, Broker Opinions of Value, and other supportive documents to create cash flows, estimate value, assess risk and forecast potential bank exposure to loss.
* Work closely with the Special Credits officers to forecast, develop, and evaluate comparative collection strategies including Loan Reinstatements, Modifications, Payoffs, Discounted Payoffs, Note Sales, and Foreclosures.
* Implement all facets of credit analysis on commercial real estate/multifamily loans.
* Identify issues/concerns, evaluate results, and formulate effective recommendations in a timely manner.
* Build and maintain strong relationships with internal business stakeholders including sales, processing, closing, and legal.
* Gain a thorough understanding of relevant policies, standards, procedures, and regulatory requirements.
* Apply data analysis techniques to interpret results and provide insights and recommendations to management.
* Keep up with industry trends and best practices in credit risk management to enhance decision-making and maintain a competitive edge.
Required qualifications, capabilities, and skills
* Minimum 2 years of experience in commercial real estate lending or 3 years in other banking/finance experience.
* Good understanding of multifamily real estate property valuations and cash flow analysis.
* Strong financial analysis skills, including evaluating property cash flows, property valuation, and personal financial statements.
* Demonst...
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Type: Permanent Location: Uniondale, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-10 08:58:25
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At J.P.
Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion
As an Unlicensed Investment Professional in J.P.
Morgan Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams.
Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.
Job Responsibilities
* Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone
* Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs
* Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transaction
* Document all client interactions and meeting all regulatory requirements around these activities
Required qualifications, capabilities, and skills
* FINRA Securities Industry Essentials (SIE), Series 7 and 63 (or equivalent) must be obtained within 90 days of employment
* Strong compliance record in prior position(s) and ability to hold a registration in all 50 states
* Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
* Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change
* Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships
Preferred qualifications, capabilities, and skills
* Bachelor's degree preferred or equivalent experience
* 2 years of relevant financial services or brokerage experience
* Flexibility, self-motivation, coachability, and passionate for helping people
* Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base
Additional information:
* Must be able to work onsite Monday through Friday from 8:00am - 6:00pm AZ Time during training and/or licensing.
Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.
* Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST.
The working hours for this role will be assigned and may fall into any of the department operating hours.
Candidate may be required to work non-standard schedule (example: four 10 hour days vs.
five 8 hour days).
Chase is a leading financial services firm, helping nearly half of America's hous...
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Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2025-10-10 08:58:25
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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: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-10 08:58:21
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Become an integral part of [insert LOB] team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement.
Be part of a team that is results-oriented, with a focus on attention to detail and quality.
As an Executive Assistant in Global Corporate Banking (GCB), you will need to work well in a team environment, be able to represent the manager/group with professional courtesy and acumen, and deliver flawless work output.
Your daily routine also includes interaction with various executive level internal clients across the lines of businesses.
You will need to adapt procedures, processes and techniques to complete assignments in line with the department's activities and goals.
Job responsibilities
* Maintain complex and detailed calendars
* Screen incoming calls and determine the level of priority, while using caution in dispensing information
* Manage the coordination and logistics of both internal and external meetings
* Arrange and coordinate complicated domestic and international travel
* Organize all aspects of internal and external events, including catering and transportation
* Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines
* Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access
* Produce high quality emails and messages to individuals at all levels of the organization
* Maintain department documents, including current organizational charts and Executive Bio's
* Handle regular activities without prompting, and advise in advance with issues or delays
* Assist in editing spreadsheets and presentations, including printing and binding, for client meetings
Required qualifications, capabilities, and skills
* At least five years of administrative experience
* Advanced ability to organize
* Discretion and good judgment in confidential situations, and proven experience interacting with senior management
* Strong interpersonal, written, and oral communication skills
* Strong proficiency in Microsoft Office
* Excellent telephone etiquette and ability to manage competing priorities i.e.
calendar management
Preferred qualifications, capabilities, and skills
* Experience supporting at the Managing Director level (or equivalent) or above
* College degree is a plus
Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid options.
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 ban...
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Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-10-10 08:58:20
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Job Description
J.P.
Morgan Asset & Wealth Management delivers industry-leading investment management solutions.
We are the investment manager of choice for institutions, financial intermediaries and individual investors worldwide.
With more than two centuries of experience, a broad range of core and alternative strategies, and investment professionals operating in every major market worldwide, teams offer investment experience and insight that few firms can match.
The ART Client Advisor will work with financial advisors to sell Mutual Fund, Managed accounts, ETFs, Models, DC solutions, and other products where JPMAM Investment capabilities are embedded.
As an ART Client Advisor within the JPMAM team, you will collaborate closely with field-aligned Client Advisors and Internal Client Advisors to effectively and efficiently manage the assigned territory.
You will be responsible for presenting and communicating JPMAM's value-added services, including the Market Insight Series, Guide to the Markets, Guide to Retirement, and the Portfolio Insights program.
Your role requires establishing credibility and building rapport with a targeted group of high-potential financial advisors, primarily through remote communication and virtual platforms such as Zoom, Webex, and Microsoft Teams.
By leveraging JPM resources, tools, and investment strategies, you will work to increase assets under management (AUM).
Job responsibilities:
* Cover high-potential firm branches/financial advisors/firms/teams through Zoom technology and occasional travel in the field
* Partner closely with aligned field Client Advisors and Internal Client advisor to most effectively and efficiently cover the territory
* Schedule, deliver and follow up on 18-25 Zoom agenda meetings per week
* Deliver all of J.P.
Morgan's solutions, resources & tools to meet and exceed client expectations
* Execute the JPM sales process, demonstrating a client-centric consultative approach
* Present JPM products professionally and compellingly to motivate action
Required qualifications, capabilities and skills
* 3+ years of asset management sales experience
* Knowledge and understanding of wholesaling to Financial Advisors/Firms/Teams with a proven track record of sales success
* Capable of creating relationships & maintaining/strengthening existing relationships
* Self-starter, self-motivated as demonstrated by level of competitiveness
* Positive attitude, demonstrated by actions and ability to persevere where needed
* Demonstrated experience and a commitment to teamwork and partnering with other JPM professionals
* Experience selling mutual funds, ETFs and/or managed accounts etc.
* Demonstrated level of aptitude, specifically - analytics, capital markets and business acumen with ability to articulate complex topics
* Professionalism, presence, communication style and strong interpersonal skills
* Bachelor's degree
...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-10-10 08:58:19
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: East Meadow, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-10 08:58:19
-
Bring your expertise to JP Morgan Chase.
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 is all about thinking outside the box, challenging the status quo, and striving to be best-in-class.
As a Control Management Associate, you'll be responsible for ensuring the line of business has a sustainable and disciplined end-to-end control environment, identifying and escalating issues with a sense of urgency, and partnering with the business to ensure issues are remediated in a timely manner.
The team assists in top-down risk analysis, real-time control issue detection, escalation, root cause analysis, and remediation.
Job Responsibilities:
* Partner with stakeholders, evaluate and perform an end-to-end analysis of the business' risk and control environment to identify significant gaps and weaknesses and determine root cause of control breaks
* Ensure that 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
* Assist with development of Risk & Control Self-Assessment mapping and documentations through participation in end-to-end process walkthroughs and deep dives with assigned business units
Required Qualifications, Capabilities and Skills:
* Bachelor's degree or equivalent experience required
* or equivalent subject matter expertise in a relevant business related function/operation
* Proficient in Microsoft Office Suite (Word, Excel, PowerPoint) preferred
Preferred Qualifications, Capabilities and Skills:
* 3-7 years of experience in financial services industry with background in controls, audit, quality assurance, operational risk management, or compliance preferred
To be eligible for this role, you must be authorized to work in the United States.
We do not offer any type of employment-based immigration sponsorship for this role.
Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial need...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-10-10 08:58:18
