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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: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-11-07 08:06:09
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice.
You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
* Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
* 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 to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships.
Regularly review processes and strategies with manager, making adjustments as needed
* Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities and skills
* Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
* Determine and balance priorities on a daily basis to achieve busi...
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Type: Permanent Location: Indianapolis, US-IN
Salary / Rate: Not Specified
Posted: 2025-11-07 08:06:08
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You are a Payments professional and excited to utilize your experience to make an impact with our Commercial Card clients?
As a Relationship Manager within Commercial Card, you will oversee a portfolio of Global Corporate Bank (GCB) Commercial Card clients, each with annual spend exceeding $20 million.
In this role, you will leverage a consultative selling approach, focusing on understanding each client's unique business needs, challenges, and goals.
By actively listening and engaging with clients, you will deliver tailored solutions that drive growth and expansion through strategic payables initiatives, cross-sell opportunities, and account retention.
Your success will be built on your ability to become a trusted advisor to your clients, developing deep, long-term relationships founded on credibility, integrity, and a genuine commitment to their success.
You will proactively identify opportunities to add value, provide expert guidance, and help clients achieve the most beneficial outcomes for their organizations.
You will also build and maintain strong relationships with internal partners to achieve growth targets, retain accounts, and promptly resolve product or service issues.
Maintaining high levels of customer satisfaction will be a key responsibility, achieved by engaging in regular, meaningful communication and conducting informative bi-annual or annual account reviews.
Sharing best practices and collaborating with service and operations teams to address concerns will be essential to your role.
Additionally, you will lead structured, revenue-generating optimization initiatives to further enhance client value.
Through these efforts, you will ensure that clients receive exceptional service and support, fostering loyalty and long-term partnerships.
Job Responsibilities
* Demonstrate in-depth knowledge of commercial card payment products and understand the market landscape and financial trends within the industry
* Develop and execute client expansion and retention strategies proactively, with a consultative approach that prioritizes understanding and addressing client needs over product promotion.
* Focus on overall client experience and scorecard objectives; exceed satisfaction and profitability objectives.
* Lead solution development efforts within the portfolio to best address client needs, while coordinating the involvement of all necessary internal company stakeholders.
* Build strong internal partnerships and alignment with Commercial and Investment Bank Global Corporate Bankers and Treasury Services (TS).
* Serve as a commercial card Subject Matter Expert and become a Trusted Advisor for clients and LOB partners, consistently building trust through consultative engagement and delivering tailored solutions that maximize client value.
Required qualifications, capabilities, and skills
* Bachelor's degree and/or 5+ years of experience in Payments, Treasury or Commercial Card
* In-depth...
....Read more...
Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-11-07 08:06:07
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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: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-11-07 08:06:07
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You are a Payments professional and excited to utilize your experience to make an impact with our Commercial Card clients?
As a Relationship Manager within Commercial Card, you will oversee a portfolio of Global Corporate Bank (GCB) Commercial Card clients, each with annual spend exceeding $20 million.
In this role, you will leverage a consultative selling approach, focusing on understanding each client's unique business needs, challenges, and goals.
By actively listening and engaging with clients, you will deliver tailored solutions that drive growth and expansion through strategic payables initiatives, cross-sell opportunities, and account retention.
Your success will be built on your ability to become a trusted advisor to your clients, developing deep, long-term relationships founded on credibility, integrity, and a genuine commitment to their success.
You will proactively identify opportunities to add value, provide expert guidance, and help clients achieve the most beneficial outcomes for their organizations.
You will also build and maintain strong relationships with internal partners to achieve growth targets, retain accounts, and promptly resolve product or service issues.
Maintaining high levels of customer satisfaction will be a key responsibility, achieved by engaging in regular, meaningful communication and conducting informative bi-annual or annual account reviews.
Sharing best practices and collaborating with service and operations teams to address concerns will be essential to your role.
Additionally, you will lead structured, revenue-generating optimization initiatives to further enhance client value.
Through these efforts, you will ensure that clients receive exceptional service and support, fostering loyalty and long-term partnerships.
Job Responsibilities
* Demonstrate in-depth knowledge of commercial card payment products and understand the market landscape and financial trends within the industry
* Develop and execute client expansion and retention strategies proactively, with a consultative approach that prioritizes understanding and addressing client needs over product promotion.
* Focus on overall client experience and scorecard objectives; exceed satisfaction and profitability objectives.
* Lead solution development efforts within the portfolio to best address client needs, while coordinating the involvement of all necessary internal company stakeholders.
* Build strong internal partnerships and alignment with Commercial and Investment Bank Global Corporate Bankers and Treasury Services (TS).
* Serve as a commercial card Subject Matter Expert and become a Trusted Advisor for clients and LOB partners, consistently building trust through consultative engagement and delivering tailored solutions that maximize client value.
Required qualifications, capabilities, and skills
* Bachelor's degree and/or 5+ years of experience in Payments, Treasury or Commercial Card
* In-depth...
....Read more...
Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-11-07 08:06:06
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This team is responsible for working with Product, Technology and marketing teams to build and manage marketing enhancements.
As a Program Manager -Vice president on the Marketing Execution team, you will have extensive experience in business analysis to lead complex, multifaceted programs and projects.
You will oversee the entire project lifecycle, translating strategic business requirements into actionable strategies while managing change and aligning product roadmaps.
You will work closely with senior executives, technology innovators, and operational teams to achieve sustainable growth and operational excellence.
Job responsibilities:
* Drive the development and execution of business and operational strategies aligned with organizational goals and objectives.
* Provide executive leadership and oversight for the planning, execution, and delivery of cross-functional programs and projects.
* Develop and articulate a comprehensive program strategies that integrates business analysis, cross-product evaluation, impact analysis and risk management.
* Lead the documentation and analysis of business requirements, ensuring alignment across all levels of the organization and seamless translation into actionable project plans.
* Oversee the development of detailed roadmaps outlining critical milestones, deliverables, and interdependencies.
* Manage the complete lifecycle of product and program delivery processes, including project intake, release management, and performance reporting.
* Champion robust collaboration across diverse teams to align on shared visions and resolve challenges.
* Mentor and guide senior project managers and business analysts, ensuring adherence to best practices in project management and analysis methodologies.
* Proactively identify, assess, and mitigate potential risks and obstacles that could impact the successful delivery of initiatives.
* Foster a culture of ongoing enhancement through data-driven insights, innovative thinking, and market trend analysis.
* Present clear updates on program progress, risks, and opportunities at executive meetings.
Required qualifications, capabilities, and skills:
* Minimum of 10 years of progressive experience in program or project management at a senior level, with a significant focus on business analysis.
* Bachelor's degree (BA/BS) or higher in Business, Technology, or a related field
* Proven track record of successful program delivery and strategic leadership.
* Exceptional analytical skills with expertise in conducting comprehensive business analysis and translating complex requirements into clear strategic plans.
* Outstanding leadership, organizational, and communication skills, with the ability to inspire and influence at all organizational levels.
* Demonstrated expertise in risk assessment, crisis management, and problem resolution in a fast-paced, dynamic environment.
* Strong strategi...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-11-07 08:06:05
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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: Deerfield, US-IL
Salary / Rate: Not Specified
Posted: 2025-11-07 08:06:04
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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 an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
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Type: Permanent Location: Oshkosh, US-WI
Salary / Rate: Not Specified
Posted: 2025-11-07 08:06:04
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The Connected Commerce Banking Payments organization is a motivated, forward-thinking team comprised of highly talented product managers with a singular focus of delivering innovative payment services via the most important platforms of today and tomorrow.
We seek to transform customer experiences, simplify the ways we do business, and tirelessly drive toward product excellence.
As a Senior Associate Product Manager in the Payment Experiences and Services team, you will help drive product strategy and delivery for Banking Payments Move Money Services, focused on rebuilding legacy monoliths into modularized highly available services.
We are looking for a talented and impactful individual with both high IQ and EQ to drive strategic direction and integrate a business agenda that spans multiple teams, partners, and lines of business (LOBs).
The ideal candidate should be highly organized, self-motivated, and possess strong strategic thinking and communication skills, with a keen focus on execution.
This role demands someone who can effectively connect the dots across various stakeholders to ensure cohesive and successful outcomes.
Job responsibilities:
* Collaborate with product, analytics, business, and engineering partners to lead and develop product and design strategies.
* Define, prioritize, and clarify user stories in coordination with other Product Managers, engineering leads, and the leadership team.
* Work with business stakeholders and the India engineering team to maintain a healthy backlog and provide visibility across the enterprise, including at the executive level.
* Collaborate with Agility Leads to run successful Release Planning and Sprint Planning sessions, as well as Sprint Reviews and Retrospectives.
* Conduct pre-release reviews, including regression testing and quality assurance, to certify releases as production-ready, along with production validation.
* Work closely with Product leads, developers, operations, and production management teams to research and resolve issues or defects that impact the customer experience.
Required Qualifications, Capabilities, and Skills:
* 3+ years of experience in product, financial services, technology, project management, or other relevant fields.
* Experience working on projects that involve interaction with various stakeholders and technology within a financial domain.
* Understanding of development processes, database usage, and microservices (e.g., Kafka, APIs).
* Demonstrable experience as an interface between business and technical teams.
* Agile project management experience, including proficiency in agile project management tools (i.e., JIRA Align, JIRA, Confluence, Lucid etc.).
* Self-starter with a mindset focused on problem management/resolution and continuous improvement.
* Effective communication skills (both verbal and written) for engaging with business and technical stakeholders and management.
Preferred Qu...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-11-07 08:06:03
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Step into a leadership role, where you'll manage a team dedicated to efficient payment processing and leverage your leadership and coaching skills to build high-performing, collaborative teams that excel in accuracy and productivity.
As a Transactions Supervisor within JPMorganChase, you will supervise a team responsible for daily processing of document transactions and extraction of checks and remittances.
Our operation enables customers to accept traditional paper-based payments from clients by capturing information with technology services and transferring it to an output file for accounts receivable updating.
The main objective is to expedite collections of payments due by getting the check that's \"in the mail\" deposited into the biller's account as quickly and accurately as possible.
A second objective is to expedite the posting of payment information allowing the customer to update their account records.
You will supervise a team of entry level and front-line employees and leverage your leadership and coaching capabilities to build high-performing, collaborative, and engaged teams.
You'll use your basic understanding of innovation, market products, and artificial intelligence to find ways to make transaction processes better and enhance the customer experience.
Job responsibilities
* Supervise and coach a team of transaction specialists, ensuring efficient processing of document transactions and extraction of checks and remittances.
* Oversee remittance processing operations, setting daily production goals, delegating work, and evaluating performance to maximize productivity and quality.
* Resolve operational issues and escalate process delays to management, while fostering a collaborative and engaged team environment.
* Review data to identify and resolve procedural issues, ensuring compliance with guidelines and assisting junior team members.
* Manage or participate in projects aimed at enhancing operations and customer experience, utilizing knowledge in artificial intelligence and automation.
* Coach, train, and mentor team members to develop leadership and operational talent for future success.
Required qualifications, skills, and capabilities
* Intermediate knowledge of remittance processing or equivalent operations experience with indirectly or directly leading front-line teams to deliver towards business priorities and objectives.
* Ability to build, manage, and motivate empowered teams to deliver operational objectives and goals, including production, quality, and customer experience.
* Ability to plan, organize, and assign work on teams, including applying critical thinking to make decisions with competing priorities or deadlines.
* Intermediate understanding of artificial intelligence, prompt writing, and automation technologies and their potential to optimize operational and transaction processes.
* Apply core leadership capabilities including planning, organizatio...
....Read more...
Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2025-11-07 08:06:01
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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: Crestwood, US-IL
Salary / Rate: Not Specified
Posted: 2025-11-07 08:06:00
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Be the hub of communication and help build deep and lasting relationships with our most complex Commercial Bank clients across the country.
As a Client Success Senior Associate within the Commercial Bank you will serve as a key liaison for Commercial Bank clients.
This role will work closely with Commercial Bankers, Treasury Management Officers, Client Service, Implementations, and Know Your Client (KYC) teams to deliver an enhanced client experience to the firm's valued relationships and newly acquired clients being implemented.
The Client Success Officer plays an important role in the execution of the firm's retention, growth, and client experience strategies, including accountability to deliver on broader organizational service and revenue expansion.
The Client Success Officer will be a critical partner for Commercial Bankers and Treasury Management Officers to execute more effectively and efficiently in a business development capacity, while retaining an engaged resource that can ensure a high degree of client satisfaction.
Job Responsibilities
* Contribute to strategic client reviews and long-term planning and partner with Banking and Sales on growth opportunities
* Manage/resolve client escalations and issues
* Help the coordination and project management of product implementations and service related needs
* Assist in relationship review documents, visualizations from data sets
* Maintain ongoing relationship management routines
* Manage project meetings for large client implementations and create and manage planning for projects such as migrations, year-end pricing changes, etc.
* Work with Risk partners for certain elements of risk management including fraud prevention.
* Help coordinate and facilitate RFPs responses and participate in RFPs where applicable
* Coordinate with the banking team to participate in sales pitches for prospect clients to show the value add of the service model
* Possess knowledge of treasury and cash management products to be able to address and coordinate the resolution of set-up, invoice and billing issues
* Coordinate with the Banker and operational partners, such as Client Data Management Team, & KYC, to assist with the onboarding of new to bank clients and to assist with periodic client renewals
Required qualifications, skills and capabilities
* Bachelor's degree and/or 3+ years of equivalent prior work experience in Business Operations / Client Services / Sales Support
* Comprehensive knowledge of Treasury Products and Services
* Proven client interaction skills to calibrate & manage client expectations
* Proven proficiency in managing client problem resolution and delivering solutions; ability to mobilize internal resources to move quickly to resolve issues
* Ability to motivate cross-functional teams and interact with all levels of the organization including senior management, sales, IT, operations and product manageme...
....Read more...
Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2025-11-07 08:05:58
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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: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-11-07 08:05:58
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Unlock your potential as a leader in product solutions, where you will use internal AI tools and then create content to guide adoption and increase understanding and awareness of Data and AI services.
Leverage your expertise to make a lasting impact in a fast-paced, collaborative environment.
As a Vice President of Fusion Platform Content in Chief Data and Analytics Office, you are an expert in data and AI products and their adoption by internal JPMC users.
As a leader on the team, you leverage your advanced capabilities to craft complex solutions, partner with clients to identify and capture opportunities, and with Product team to ensure correct guidance and documentation to communicate solutions to clients.
You are on the firmwide team to deliver and integrate AI.
Your role involves translating complex processes and tools to guide and empower clients to implement data and AI solutions and create business value.
With superior communication and stakeholder management skills, you will cultivate strong, collaborative relationships with Product, Engineering, and Architecture teams across JPM Lines of Business, Corporate Functions, and Internal Fusion Product and Engineering Teams to drive priority outcomes.
Job responsibilities
* Create content and materials that distill information and educate internal JPMC employees about data and AI services including conceptual content and hands-on-keyboard labs
* Translate complex processes and documentation into easy-to-consume content for data and AI services within the firm
* Leverage extensive knowledge of data and AI products and capabilities to create content in various formats and vehicles that will increase adoption of services, improve user experience and influence product roadmap
* Engage with clients to understand their needs, provide expert guidance, and use real examples to drive learning paths and create relevant content to improve future client experience
* Collect client feedback and implement updates to content so materials are relevant and updated based on evolving capabilities
* Foster a collaborative and innovative environment partnering with Client Engagement team and Product to drive team performance, product improvements, client adoption and professional growth.
* Develop presentations, labs, and project plans to disseminate data and AI content for awareness, education, and adoption across the firm.
* Provide thought leadership and contribute to creative learning strategies to increase data and AI tool adoption across the firm
Required qualifications, capabilities, and skills
* 3+ years of relevant experience or equivalent expertise translating complex concepts into consumable content for broad audiences
* Hands-on-keyboard with any programming language; unafraid to write code
* Awareness of available AI/ML market tools
* Extensive experience facilitating training and marketing activities and developing and optimizing strat...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-07 08:05:57
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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 an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Westfield, US-MA
Salary / Rate: Not Specified
Posted: 2025-11-07 08:05:56
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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 an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Chattanooga, US-TN
Salary / Rate: Not Specified
Posted: 2025-11-07 08:05:56
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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 Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as other branch clients.
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
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Share the value of Chase Private Client with eligible clients.
* Actively manage assigned clients and their banking relationships through an advice-based approach to recommend the best products and services for their financial needs.
* 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.
* 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 sales experience with proven success in acquiring new clients, deepening relationships, and revenue generation.
* 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 resolve client issues quickly and effectively 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, ...
....Read more...
Type: Permanent Location: Boca Raton, US-FL
Salary / Rate: Not Specified
Posted: 2025-11-07 08:05:55
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Join the Commercial & Investment Bank Finance & Business Management (F&BM) team as a results-driven, strategic, and analytical professional supporting the Wholesale Lending Services (WLS) organization.
In this high-impact role, you will ensure senior management has visibility into major initiatives, business metrics, financials, and data insights to achieve strategic objectives.
Collaborate with senior leaders across Finance, Product, Operations, Business Management, and Data & Analytics to drive impactful financial planning and analysis.
As a Business Manager Vice President within Wholesale Lending Services, you will lead budgeting, forecasting, financial reporting, and provide actionable insights to support business decision-making.
You will partner with business leaders to drive financial performance, structure complex problems, design management reporting packages, and create executive-level presentations.
Job Responsibilities:
* Lead annual budgeting and quarterly forecasting processes, ensuring accuracy and alignment with strategic goals.
* Prepare, analyze, and present monthly, quarterly, and annual financial reports to senior management.
* Develop and maintain complex financial models for forecasting, scenario planning, and strategic decision-making.
* Evaluate investment opportunities and prepare business cases to support capital allocation and strategic initiatives.
* Conduct detailed variance analysis to explain financial results versus budget, forecast, and prior periods.
* Serve as a trusted advisor to business leaders, providing financial guidance and supporting strategic initiatives.
* Identify and implement process improvements to enhance FP&A efficiency and effectiveness.
* Perform ad hoc financial analysis to support business decisions, investment evaluations, and special projects.
Required Qualifications, Skills, and Capabilities:
* Bachelor's degree in Finance, Accounting, Business, or related field.
* 7 years of progressive experience in FP&A, financial analysis, or related roles.
* Strong proficiency in Excel, PowerPoint, and financial modeling.
* Excellent analytical, problem-solving, and organizational skills.
* Strong verbal and written communication skills, with the ability to present complex information clearly to senior stakeholders.
* Proven ability to work collaboratively across functions and build effective business partnerships.
* High attention to detail and commitment to accuracy.
* Ability to manage multiple priorities in a fast-paced environment.
Preferred Qualifications, Skills, and Capabilities:
* MBA, CPA, CFA, or similar qualifications.
* Experience in financial services or prior FP&A experience.
* Experience with data visualization tools (e.g., Tableau, Power BI).
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and m...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-11-07 08:05:54
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Unleash your expertise in product development and optimization by leveraging user research, analyzing metrics, and collaborating across one of the world's most innovative financial organizations.
This position offers a unique opportunity to contribute to the development of a new high-priority product and feature.
The role provides significant exposure to executive leadership and enables you to drive meaningful impact within the wealth management organization.
.
As the Digital Money Movement Product Associate within the US Wealth Management Investment Funding Product team, you will be responsible for helping to meet Strategic Priorities including the delivery of expanded affluent banking experiences and associated money movement capabilities.
You will contribute to the team by leveraging your expertise in product development and optimization to make a significant impact, supported by user research and customer feedback to fuel the creation of innovative products and continuously improve existing offerings.
Collaborate closely with cross-functional teams and play a crucial role in shaping the future of our products and ongoing success.
Job responsibilities
* Partners with the Product Manager to identify new product opportunities that reflect the needs of our customers and the market through user research and discovery
* Considers and plans for upstream and downstream implications of new product features on the overall product experience
* Supports the collection of user research, journey mapping, and market analysis to inform the strategic product roadmap and provide insight on potential product features that provide value to customers
* Analyzes, tracks, and evaluates product metrics including work to time, cost, and quality targets across the product development life cycle
* Writes the requirements, epics, and user stories to support product development
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise in product management or a relevant domain area
* Proficient knowledge of the product development life cycle
* Experience in product life cycle activities including discovery and requirements definition
* Developing knowledge of data analytics and data literacy
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the 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, ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-07 08:05:53
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Champion cutting-edge service design to shape customer experiences and influence strategic initiatives in a leading financial institution.
Lead cross-functional teams to deliver excellence in service design.
As a Service Design Vice President in Account Management & Servicing, you will play a pivotal role in shaping end-to-end customer experiences by leveraging your deep expertise in service design and systems thinking.
Spearhead strategically important initiatives, collaborating with diverse teams to develop innovative solutions that align with business objectives and enhance customer satisfaction.
Apply your advanced knowledge of service design principles to create seamless, inclusive, and accessible experiences for our diverse clientele.
Your strategic thinking, compelling storyboards, and guidance to cross-functional teams will be instrumental in delivering exceptional service experiences.
Job Responsibilities
* Develop and implement a comprehensive service strategy to focus on direct and indirect experiences, aligning business objectives and customer experience enhancement across multiple products and platforms.
* Lead cross-functional teams to create storyboards, service blueprints, and research to identify pain points and champion innovation in products and features of moderate complexity.
* Design service blueprints and document processes and touchpoints, incorporating inclusive design principles for seamless, personalized, and accessible experiences.
* Create experience maps and service prototypes to illustrate customer journeys, with an iterative mindset for continuous refinement.
* Collaborate with stakeholders and product partners to integrate customer-centric decision-making, inform prioritization, and develop experience-led metrics to align business goals.
Required Qualifications, Capabilities, and Skills
* 5+ years of experience or equivalent expertise in service design, experience design, or a related field, focusing on end-to-end customer experiences.
* Proven record in innovative service design projects, including journey mapping, service blueprinting, and storyboarding.
* Demonstrated expertise in creating direct and indirect experiences for diverse users.
* Ability to work in cross-functional teams, facilitate collaboration, and encourage consensus toward common goals and objectives.
* Experience with fast-paced, iterative design approaches involving frequent testing and refining of concepts.
Preferred Qualifications, Capabilities, and Skills
* Demonstrated expertise in systems thinking and the ability to visually represent complex omnichannel ecosystems with attention to detail.
* Ability to simplify and translate journey maps and service blueprints into actionable opportunities and executive storytelling.
* Experience with cross-functional stakeholder management, navigating ambiguity, and driving alignment.
* Experience working in complex business d...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-07 08:05:53
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
* Reading and speaking in both English and Spanish fluently is required for this role.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to in...
....Read more...
Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-11-07 08:05:52
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Be part of a team that shapes the future of public finance.
At J.P.
Morgan, your work will help communities thrive and make a lasting impact on public sector clients.
As a Public Finance Analyst in our Chicago office, you will play a key role in providing investment banking solutions for the complex financing needs of public sector clients.
You'll collaborate with cross-functional teams, develop financial models, and execute bond transactions that support vital infrastructure and community projects.
This is an opportunity to grow your expertise, work with industry leaders, and contribute to meaningful outcomes.
Job responsibilities
* Develop customized financial models using Excel to structure bond financings
* Utilize industry-approved third-party programs (DBC) to prepare bond structures
* Perform credit and debt capacity analyses for specific credits and sectors
* Prepare responses to requests for proposals as part of the solicitation process
* Create and manage debt profiles for issuers, evaluate portfolios for refunding/restructuring opportunities, and execute bond financings
* Collaborate with Public Finance, DCM, syndicate desks, credit origination, and derivatives marketing to pitch municipal clients and execute transactions
* Prepare presentation materials for client meetings and participate in presentations as required
Required qualifications, capabilities, and skills
* Strong organizational and time management skills; ability to multitask and deliver accurate, detailed materials under tight deadlines
* Proficient in Microsoft Office Suite, including Excel, Word, and PowerPoint
* Strong work ethic, academic strength, teamwork, communication skills, high energy, and a passion for excellence
* Undergraduate degree from a competitive university with coursework in finance or economics
* Previous Public Finance experience at an investment bank or financial advisory firm
* Experience with DBC software, bond structuring, and transaction execution
Preferred qualifications, capabilities, and skills
* Adaptable, able to manage projects independently, and ready to assume a high level of responsibility
* Ability to work well under pressure in a demanding environment
* Experience developing and presenting materials for senior management and clients
* Genuine interest in public sector finance and community impact
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, ...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-11-07 08:05:51
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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: Richmond, US-VA
Salary / Rate: Not Specified
Posted: 2025-11-07 08:05:51
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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...
....Read more...
Type: Permanent Location: San Jose, US-CA
Salary / Rate: Not Specified
Posted: 2025-11-07 08:05:50
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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: Lake Forest, US-IL
Salary / Rate: Not Specified
Posted: 2025-11-07 08:05:49
