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J.P.
Morgan Advisors, the ultra-high net worth division of J.P.
Morgan Wealth Management, offers U.S.
based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world.
Our small size and broad scope allow us to customize solutions tailored to clients' specific needs.
As a Client Associate in J.P.
Morgan Advisors, you will provide dedicated business support to Financial Advisors and their clients.
You will establish, maintain, and build relationships while delivering exceptional client service.
In this role you will have extensive client contact and will be involved in all activities that touch prospective or existing clients.
Job responsibilities:
* Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures
* Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments
* Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite
* Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings
* Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm
* Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings
Required qualifications, capabilities, and skills:
* Bachelor's degree or equivalent experience
* Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date
* Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
* Proactively identify and deliver appropriate solutions that address the needs of our clients
* Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations
Preferred qualifications, capabilities, and skills:
* Able to adapt and stay abreast of changing technology and regulatory policies
* Highly proficient user of Word, PowerPoint, and Excel
Chase is a leading financial services firm, helpin...
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Type: Permanent Location: Portland, US-OR
Salary / Rate: Not Specified
Posted: 2024-06-13 08:42:56
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Bring your expertise to JPMorgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
Model Risk Governance and Review (MRGR) is a global team of modeling experts within the firm's Risk Management and Compliance organization.
The team is responsible for conducting independent model validation and model governance activities to help identify, measure, and mitigate Model Risk in the firm.
The objective is to ensure that models are fit for purpose, used appropriately within the business context for which have been approved, and that model users are aware of the model limitations and how they could impact business decisions.
Within MRGR, the Chief Operating Office (COO) supports model risk stakeholders in their review and governance activities.
As a member of the Communications team, you will streamline communications, develop and enhance training programs, optimize internal processes, and execute strategic projects.
As a, Risk Management - Communications Project Manager - Senior Associate, you will be responsible for both MRGR communications and MRGR's training portfolio.
MRGR communications distributes regional and global messages that impact MRGR, such as organization announcements, process changes, and updates to policy and procedures.
They are also responsible for organizing town halls and newsletters.
In addition, communications and business management work closely with HR on campus recruiting efforts and intern activities.
MRGR's training portfolio will consist of various programs, learning tools, modules, and other resources that help upskill MRGR colleagues.
These trainings are useful to learn basic MRGR concepts and practices, as well as gaining in-depth subject matter expertise.
Job Responsibilities
* Crafting messages for regional/global communications and announcements.
* Organizing content for quarterly town halls and scheduling meetings.
* Coordinating content for quarterly MRGR newsletter and distributing globally.
* Ensuring MRGR intranet updates are made on a consistent basis.
* Acting as the liaison between MRGR and HR for campus recruiting activities and placement details.
* Oversee execution of Summer inclusion activities (welcoming interns, fireside chats, social events).
* Executing the lifecycle for the annual in-house MRGR Training Program.
* Centralizing all applicable learning and training opportunities (Firmwide) for MRGR colleagues.
* Developing additional training strategies and managing the associated lifecycle activities.
* Providing logistical ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-06-13 08:42:56
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Lending Services family supports the end to end loan product via credit support, loan origination, loan servicing, collateral servicing, insurance servicing, quality control and product owner functions.
As a Collateral Servicing Analyst within Wholesale Lending Services Collateral Monitoring, you will serve as the primary loan operations contact for approx.
25-35 clients with Asset Based Loans (ABL) provided by JPMorgan Chase
Job Responsibilities
* Maintains a professional and courteous manner with all borrowers, including assisting borrowers by answering questions and resolving problems promptly; queries to be expected are billing, availability, borrowing, or other system update requirement related (e.g.
advance rate update via appraisal, change in sublimit or commitment, etc).
* Perform a post loan closing review of the relationship, including review of loan agreement and field exam and confirm deal tickler set up
* Draft and maintain the Client Resource Guide for all assigned accounts and assist with loan onboarding.
* Monitor the timeliness and completeness of the client's collateral reporting and verify authorized signatures are on the reports; Will also advise the Credit Risk Manager of reporting inadequacies and other issues and, under the Credit Risk Manager's direction, work with the borrower to resolve these problems.
* Review, analyze, reconcile, and post the borrowing base certificate and/or sales and collection reports and supporting documentation to confirm the value of the borrower's collateral as well as the availability and the collateral system; should be able to calculate ineligibles and reconcile collateral to agings, perpetuals and financial statements or ledgers.
* Maintain effective and regular line of communication with the Credit Risk Manager on assigned accounts, and alert them to any unusual trends observed in performing routine job duties.
Other duties and special projects may be assigned by management.
Required qualifications, capabilities, and skills
* 1 or more years of experience with commercial lending loan documentation, receivable, inventory and/or other type of collateral monitoring OR Asset Based Lending operations
* Excellent customer service skills
* Familiarity with mainframe loan systems and/or commercial lending loan accounting systems.
* Strong analytical skills and a demonstrated ability to complete complex reconciliations
* Strong communication skills, verbal and written, both with internal bankers and clients
Preferred qualifications, capabilities, and skills
* Proficiency in ACE/Stucky and LoanIQ
* Bachelor's degree in business, finance, or accounting
This is a hybrid role which requires going into the office 3 days a week with 2 days flexibility to work from home, which is subject to change.
Final Job Grade and officer title will be determined at time of offer and may differ from this posting.
This position is not eligible fo...
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Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2024-06-13 08:42:55
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: Manhattan Beach, US-CA
Salary / Rate: Not Specified
Posted: 2024-06-13 08:42:54
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Join us in advancing the objectives of the Consumer Bank Portfolio and facilitating better business and product outcomes through continuous improvement.
The Consumer Bank (CB) Business and Product Transformation team is responsible for advancing the CB agile and product delivery strategy, mobilizing product teams to deliver large-scale initiatives, and overseeing the Agile Product Portfolio across Consumer Banking.
As a Product Portfolio Operations Associate, you will support the planning and delivery framework for the Consumer Bank Portfolio and mobilize product teams to deliver large-scale initiatives.
*this role is not eligible for immigration sponsorship
Job responsibilities
* Partner closely with CB Product teams, Technology Leads, Design Leads and Data Owners to support product portfolio priorities, capacity, dependencies, risks, and performance metrics.
* Facilitate initiative intake and prioritization processes and manage the Consumer Bank Initiative priority lists.
* Drive a culture of continuous improvement by identifying bottlenecks and process inefficiencies, implementing solutions to optimize product and portfolio delivery.
* Coordinate meetings and agenda topics for large, senior audiences.
Take detailed meeting minutes and follow up on action items.
* Support special projects and executive requests, and synthesize complex information in a strategic and compelling way so that the material is effectively communicated to relevant stakeholders
* Monitor and report key metrics and controls to track progress, evaluate performance, and measure the success of the portfolio.
* Generate regular reports and updates for product owners and stakeholders, highlighting achievements, challenges, and areas for improvement.
* Develop and update Confluence sites to ensure relevant data and information is accessible
* Facilitate routines to ensure transparent communication and efficient workflow.
Required qualifications, capabilities, and skills
* Minimum of 5 years of experience in product delivery, business management, agile methodology, consumer banking and/or project management.
* Bachelor's degree in a relevant field or equivalent practical experience
* Proficient in agile product development methodology.
* Detail-oriented and organized, capable of managing multiple tasks and priorities simultaneously.
* Experience delivering timely, high-quality communications, presentations, and reporting for various stakeholder groups.
Attention to detail is a must.
* Advanced level ability expected in all Microsoft Office tools (Excel, PowerPoint, Teams), Confluence and Jira.
* Self-motivated, tenacious, and able to independently navigate complex tasks and roadblocks.
* Strong relationship-building skills, with ability to establish trust and credibility.
* Excellent communication and interpersonal skills, with the ability to work effectively in a cross-functional t...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2024-06-13 08:42:54
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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.
As a Senior Product Associate in Commercial & Investment Banking, you 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
* Participate in the agile processes to help answer questions and remove impediments
* Ability to build strong, cohesive partnerships with internal and external stakeholders and working effectively in a matrix organization
* 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
Preferred qualifications, capabilities, and skills
* Understanding of Payments landscape
JPMorgan Chase & Co., 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.
For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibi...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2024-06-13 08:42:53
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You have an obsession 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
* 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 such, an employment offer for this position is conti...
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Type: Permanent Location: Longboat Key, US-FL
Salary / Rate: Not Specified
Posted: 2024-06-13 08:42:52
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We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients
* Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals
* Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the h...
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Type: Permanent Location: Billings, US-MT
Salary / Rate: Not Specified
Posted: 2024-06-13 08:42:52
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Join a team of dedicated data scientists and public policy professionals in advancing evidence-based policy proposals informed by the data, expertise, and resources of JPMorgan Chase in collaboration with colleagues from across the Corporate Responsibility department and the JPMorgan Chase lines of business.
Job Summary
Research, Policy and Insights is seeking a Senior Executive Assistant based in Washington, DC to support Research, Policy and Insights leadership and executive office teams.
The role requires an ability to work in a fast-paced environment and manage multiple Executive portfolios while maintaining strong attention to detail.
The ideal candidate will be highly organized, with strong written, verbal and interpersonal communication skills and be dynamic in their ability to support multiple work streams across different teams.
Job Responsibilities
* Manage complex schedules/calendars in a fast-paced and dynamic environment
* Scheduling internal and external meetings in-person and via video conferencing; adjustment and prioritization of important logistics such as reserving conference rooms, meeting and greeting guests, arranging catering, etc.
* Respond and follow up on scheduling and calendar inquiries on manager's behalf
* Arrange and maintaining both international and domestic staff travel arrangements
* Reconcile expense reports in a timely manner
* Assist with ad hoc administrative tasks as needed, such as acting as a liaison for office real estate, tech, and IT needs, internal team programming support, and onboarding/new hire support
* Work cooperatively with the other administrative assistants on the team and across the firm, in positive partnership
Required qualifications, capabilities and skills
* 7+ years of experience in an administrative assistant capacity supporting multiple executives
* High attention to detail and follow through to ensure accuracy and comprehensiveness
* Exceptional verbal, written and interpersonal communication skills and the ability to communicate appropriately and effectively with individuals across all levels of the firm, including executive/C-Suite management
* Highest level of integrity and professionalism to handle sensitive information and work with senior management
* Sound judgment and strong independent problem-solving and collaborative skills
* Positive self-starter with proactive approach, exceptional partnership skills, and excellent time management and prioritization skills
* Mastery of core Microsoft Office applications (Word, Excel, Outlook, SharePoint, PowerPoint) and Zoom; knowledge of the following systems a plus: Concur, Salesforce, Ariba
JPMorgan Chase & Co., 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.
...
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Type: Permanent Location: Washington, US-DC
Salary / Rate: Not Specified
Posted: 2024-06-13 08:42:51
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Join the Call Center Leadership team that is assisting customers find solutions in one of the world's most innovative banks
As an Auto Escalations Cross Skill Manager in Consumer and Community Banking, you will resolve complex customer complaints, aid internal staff with questions and direction, and work closely with other department leaders.
Successful managers in this vital position are flexible and problem-solvers who enjoy helping customers resolve their questions and concerns and have strong leadership experience.
Job responsibilities:
* Oversee a unit of approximately 12-14 agents, ensuring their unit objectives and standards are met
* Compile, analyze and present statistical data relative to unit productivity and complaint trends
* Monitor live calls and provide feedback to staff, provide advice and answer questions concerning collections activities and complaints
* Advise staff of any change in policy or procedures
* Allocate resources, plan work schedule, and assign work using LMOS
* Conduct performance reviews and make recommendations regarding corrective actions and dismissals
* Collaborate with peers to support department one-team culture
Required qualifications, capabilities and skills:
* Critical thinking ability to make independent judgment and problem-resolution decisions.
* Advanced experience researching and resolving escalated customer issues
* Proven strong interpersonal and advanced relationship building skills in a management role
* Accuracy and attention to detail
* Familiarity with multiple browsers, multiple tabs, window navigation and Microsoft Office applications.
* Effective task prioritization to ensure efficiency and meet department service level agreements.
* Excellent verbal and written communication with both external and internal customers, ability to escalate concerns to Sr Management
Preferred qualifications, capabilities and skills:
* Minimum three years of experience as a Supervisor strongly preferred
* Minimum two years Auto Collections or Cross-Skill experience preferred; or experience with End of Term, Redemptions or Auto Servicing
* Strong working knowledge of internal systems and applications such as: iCAF, Quest, TCS, RCV, SharePoint, CARE, etc.
* Excellent analytical ability, especially in maintaining supervisory records and statistics
Work Schedule:
Work schedules will vary.
Candidates must be willing to work schedules during our operating hours, which include evenings and weekends.
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 com...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2024-06-13 08:42:50
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We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As a Lead Associate - Operations in Branch Banking, you support the Branch Manager and Associates to ensure customer financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory banking requirements.
You will make customers feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Job responsibilities
* Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture
* Processes and assist customers with transactions
* Introduces customers to the branch team who will build relationships and assist with specialized financial needs
* Makes customers' lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Supports the Branch Manager with all aspects of branch operations, including loss control, compliance, and audit standards
Required qualifications, capabilities, and skills
* High school degree, GED, or foreign equivalent
* Detail-oriented, organized, and have the ability to multi-task with a dedication to follow policies, procedures, and regulatory banking requirements
* Availability to work Branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Demonstrated ability to make connections, engage, and educate customers and refer to colleagues as appropriate
* Strong desire and ability to influence, educate, and connect team, partners, and customers to technology
* Demonstrated leadership abilities and proficiency in operations and transaction accuracy while working well in a team environment
* Some College level or military equivalent or 2+ years of branch banking experience
Training requirement
* Successful completion of the Lead Associate Operations training program is a pre-requisite to be considered active in Lead Associate Operations role
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...
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Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2024-06-13 08:42:49
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We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Assists clients and the branch team by helping with new account openings when needed
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their f...
....Read more...
Type: Permanent Location: Orem, US-UT
Salary / Rate: Not Specified
Posted: 2024-06-13 08:42:48
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Shape the future of user experience with strategic design initiatives that blend business needs and user insights.
As a Vice President Experience Design in our Design and Customer Experience team - Consumer Bank, you will play a pivotal role in shaping the user experience across our products and services.
Leveraging your deep knowledge of design and research practices to lead strategically important initiatives and develop innovative solutions that align with business requirements and user needs.
As a subject matter expert, collaborate with cross-functional teams, guide, and mentor junior designers, and foster a culture of inclusivity and accessibility.
Your expertise in experience strategy and inclusive design will ensure that our offerings are not only visually appealing but also accessible and user-friendly, enhancing the overall customer experience.
Job responsibilities
* Develop and execute design/research strategies for complex projects and ensure alignment with business objectives and user needs across multiple product areas
* Diagram service flows and product features, design wireframes, and prototype interactions for key touch points as you lead end-to-end design initiatives within a specific domain.
* Role-model the adoption of inclusive design practices and accessibility guidelines, mentor junior designers and foster a culture of diversity and inclusion
* Collaborate with cross-functional teams to integrate user experience design into the product development processes and ensure seamless and customer-centric solutions
* Analyze market trends, gather feedback from user research, and learn from data insights to inform design decisions and optimize user experiences across various platforms and channels
* Collaborate with cross-functional partners (including Product, Research, Content, Tech) to help define product strategy, aligned to user needs and business goals
* Work hands-on designing end-to-end experiences leveraging research and design thinking best practices to inform your work
* Participate in research activities such as user interviews, surveys, focus groups, usability studies, etc.
* Create presentations and share work with stakeholders providing rationale for strategic decisions and design choices
* Develop and sustain effective cooperative working relationships with peers, managers, and other stakeholders
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in user experience design or similar roles
* Demonstrated ability to create visual representations of user journeys, such as storyboarding, wireframes, and prototypes
* Demonstrated experience in inclusive design and accessibility guidelines, with the ability to incorporate diverse perspectives and abilities into design solutions
* Proven ability to develop experiences that meet or exceed the initial proposal of a product or experience, including the dev...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2024-06-13 08:42:47
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We have an obsession for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Assists clients and the branch team by helping with new account openings when needed
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
* Bilingual Spanish English Required
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow,...
....Read more...
Type: Permanent Location: Aurora, US-CO
Salary / Rate: Not Specified
Posted: 2024-06-13 08:42:47
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Leverage your deep technical expertise and leadership to guide cutting-edge projects, fostering growth and innovation in a dynamic environment.
As a Lead Technical Program Manager in the Corporate Investment Bank, you will drive the successful delivery of complex technology projects and programs that will help reaching business goals across the firm.
Leveraging your deep knowledge of technical principles, practices, and theories is essential for developing innovative solutions, while simultaneously effectively managing resources, budgets, and high-performing teams.
Your strong analytical reasoning and adaptability skills will enable you to navigate through ambiguity and change, ensuring that technology initiatives align with business goals.
With advanced communication and stakeholder management abilities, you will foster productive working relationships and influence decision-making to achieve mutually beneficial outcomes.
As a subject matter expert, you will contribute to the development of operational plans and risk management strategies, ensuring the highest quality and professionalism in service delivery.
Job responsibilities
* Develop and execute comprehensive project plans, incorporating technical requirements, resource allocation, and timelines to ensure on-time delivery of technology solutions
* Identify and mitigate risks, proactively addressing potential roadblocks and implementing contingency plans to maintain project and program momentum
* Collaborate with cross-functional teams, including engineering, product, and business stakeholders, to define program scope, objectives, and deliverables, ensuring alignment with overall business goals
* Utilize advanced analytical reasoning to assess program performance, identify areas for improvement, and implement data-driven optimizations to enhance efficiency and effectiveness
* Champion the adoption of agile methodologies and technical solutions, fostering a culture of continuous learning and innovation within the team
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in technical program management, leading complex technology projects and programs in a large organization
* 3+ years of experience in agile and lean methodologies
* Experience managing or leading geographically distributed and culturally diverse work-groups
* Ability to work effectively and gain credibility and respect of key partners both inside and outside of the organization
* Ability to lead and persuade others while positively influencing the outcome of team efforts
* Must have ability to deliver high-quality results under tight deadlines and be counted on as an essential and fully vested partner
* Advanced expertise in stakeholder management, with the ability to establish productive working relationships and influence decision-making across cross-functional teams and clients
* Advanced experience in utiliz...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2024-06-13 08:42:46
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: Rogers, US-MN
Salary / Rate: Not Specified
Posted: 2024-06-13 08:42:45
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Financial Planning & Analysis (FP&A) teams are responsible for a wide range of activities including financial control, forecasting and budgeting, analysis of financial/business metrics, delivery of weekly/monthly/quarterly management reporting, development of new reporting capabilities (e.g.
dashboards and automation), and advising the line of business leaders on how to increase profitability and efficiencies.
As a Vice President within Expense Management, you will be responsible for our key financial measures - headcount and expenses, where you will be expected to deliver value-added financial reporting and analysis, and assist with strategic direction and decision making.
You will be expected to provide leadership across the FP&A teams, and interact regularly with the FP&A Managers, the line of business leaders and peers across Finance & Business Management and the business.
Job responsibilities
* Develop and track performance metrics, creating presentations, and generally provide financial analysis on a variety of topics to senior management
* Oversee the process to deliver month-end results, the forecast for the remainder of the year, and the budget for future years.
* Perform variance analysis to understand the key drivers of the results and presenting commentary to FP&A managers and line of business leaders explaining changes from prior forecasts/budgets.
* Help design new reports and dashboards to efficiently deliver the financial results to senior management
* Enhance controls and streamlining processes, introducing automation where possible
* Lead process improvement / transformation / dashboarding initiatives for the team
* Drive the analysis, design and development of the Expense and Headcount Platform
* Complete efficiency reporting, analytics and strategy
Required qualifications, skills and capabilities
* 7+ years of work experience in Financial Services, and/or accounting/controller background
* Bachelor's degree in Accounting or Finance
* Advanced skills in Excel and PowerPoint
* Advanced knowledge and experience working on Essbase
* Strong analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
* Integrity in handling highly sensitive and confidential information
Preferred qualifications, skills and capabilities
* Banking industry experience preferred
Soft Skills
* Inquisitive, enthusiastic and diligent, and capable of challenging peers
* Strong verbal and written communication skills with the ability to articulate complex issues clearly
* Highly motivated self-starter with excellent time management/prioritization skills and able to thrive and think clearly under pressure and tight deadlines
* Team player with the ability to be respected as a trusted partner for the Business, Finance, and the planning and analysis teams
Candidates must be able to physically work in our Jers...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2024-06-13 08:42:45
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: Panorama City, US-CA
Salary / Rate: Not Specified
Posted: 2024-06-13 08:42:43
-
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 Investment Associate in J.P.
Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
* Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
* Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
* Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
* Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
* Support business unit operational procedures and compliance requirements (e.g.
completion of required operational forms and documentation)
* Prioritize daily work, track progress for current work, and consistently meet deadlines
* Maintain and foster team culture
Required qualifications, capabilities, and skills
* A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
* If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
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, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P.
Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC.
Annuities are made available through Chase Insurance Agency, Inc.
(CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc.
in Florida.
JPMS, CIA and JPMorgan Chase Bank, N.A.
are affiliated companies under the common control of JPMorgan Chase & Co.
Products no...
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Type: Permanent Location: Raceland, US-LA
Salary / Rate: Not Specified
Posted: 2024-06-13 08:42:41
-
As a Sales Practices Quant Analytics Sr.
Associate, you will develop & support our Sales Practices reports.
This role will work directly with Sales Practices business teams to develop and support reporting implemented into production.
Job Summary
The team provides support for our US Sales Practices stakeholders through First Line of Defense analytics, control strategy formulation, and audit analytics.
The role is expected to own end to end development of these solutions via business analyst and business stakeholder interactions for understanding the requirements and developing solutions to meet stakeholder requirements.
The role requires excellent stakeholder management skills and attention to detail on the expected outcome of the solutions catering to the business needs with 100% accuracy.
Job Responsibilities
* Lead requirements-gathering sessions with stakeholders and document Business Requirements for reporting requests
* Develop and maintain automated reporting, which involves potential future change requests and/or production issue resolution
* Troubleshoot afternoon report production issues by reviewing logs, making changes in Unix and rerunning
* Perform various ad-hoc analyses as needed
Qualifications
* Bachelor's degree with 5+ years of related experience
* Prior experience documenting business requirements/procedures; interact effectively with both technical and non-technical business users including management
* Prior experience working directly with stakeholders via requirements gathering, data review and/or deep dives into reporting procedures
* Strong technical expertise in SAS/SQL/Python and cloud technologies (AWS, Snowflake)
* Strong attention to detail and ability to raise questions and seek clarification as required; excellent communication and presentation skills to different audience levels
* Possess the ability to research and resolve issues independently while working across teams to acquire necessary information
* Identify problems effectively, systematically frame the problem, then leverages tools (e.g., experience, flowcharts, brainstorming, research) to identify multiple potential solutions and select the most feasible solution
*
*
*Relocation assistance is not available for this role
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.
For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contr...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2024-06-13 08:42:41
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking, you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2024-06-13 08:42:40
-
Intro Marketing Summary:
The Consumer Bank Acquisition Marketing team is responsible for driving incremental high-quality customer growth by launching and leading direct-to-consumer marketing campaigns that acquire new customers and deepen existing relationships.
The Acquisition Marketing Campaign Management team is seeking an energetic, motivated and experienced marketing campaign manager to drive best-in-class consumer experiences, serving as a creative marketing leader and executing multi-channel marketing campaigns.
Job Description:
As a Marketing Strategy Sr.
Associate you will be responsible for developing, executing, and managing marketing programs/campaigns to support key retail marketing initiatives across multiple channels, with a heavy emphasis on digital channels.
These programs could include awareness, product launch marketing, website-specific marketing experiences, local listings management, acquisition, customer cross-sell and retention campaigns.
:
Job Responsibilities:
* Serving as the creative marketing leader driving best-in-class consumer experiences
* Leading internal and external agency briefing and creative development
* Managing campaigns (digital and print, awareness and offer-based) to ensure initiatives are on-strategy, on time and within budget parameters
* Thinking critically and making recommendations to optimize campaigns to improve results, drive efficiencies and reduce costs
* Collaborating with marketing strategy managers to identify opportunities, campaign strategy and the framework for measurement and reporting
* Ensuring strong focus on end-to-end customer experience, delivering exceptional customer experience overall, while also ensuring all the details of the experience are flawlessly executed
* Effectively and efficiently working within multiple systems and processes throughout the creative development and campaign process to ensure proper approvals and controls required for a successful launch
* Contributing innovative and creative ideas as well as channel best practices
* Managing multi-channel execution (from concept development to delivery) including working across multi-functional teams, such as: Product and Marketing Strategy team, Agencies for creative development and execution, Modeling team, list team and list brokers to influence and coordinate targeting, Analytics team to report campaign results and campaign optimization recommendations, Print/Production/Fulfillment Agencies (and or liaison) and Legal and Compliance for approval of all marketing content
Required qualifications, capabilities and skills:
* Proven track record in direct or digital marketing with 5 years of experience
* Strong knowledge of campaign execution and/or project management
* Digital consumer marketing experience in owned, earned and paid channels - Strong executional knowledge of social, paid display, email, SEO content and website creative
* Knowle...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2024-06-13 08:42:39
-
Be a trusted advisor to our Commercial Bank clients.
Manage multiple relationships with our clients to help provide support for any issues that may arise with the use of our complex treasury and cash management products and services.
As a Client Service Senior Associate in the Commercial Bank, you will resolve client requests while working in partnership with Service Operations, Sales partners, and Bankers located in the United States and across the globe.
Client Service Senior Associates are a trusted member of the client's team and deeply connected to deliver the growth and success for an assigned portfolio.
In this role, you will serve as the primary point of contact for each client assigned to your portfolio.
Interact with Owners, Chief Executive Officers, Presidents, Chief Financial Officers, Treasurers and other high level client contacts to help research and resolve issues for our Commercial Bank clients.
Communicate through Zoom, email and phone to build strong relationships and provide a level of service that JP Morgan Chase customers have learned to expect.
Job Responsibilities
* Lead our medium to complex clients autonomously by delivering solutions to clients and upholding JP Morgan Chase standards and operating principles
* Develop long term client relationships
* Proactively work to determine service improvements and solicit client input and feedback to drive client satisfaction
* Conduct annual relationship reviews with clients to identify potential customer-level fraud exposure and recommend appropriate products to mitigate risk or provide other efficiencies
* Proactively discuss client trends/issues with internal partners to further customize solutions for clients
* Actively participate in deal team meetings as new products and services are added to clients
* Influence internal partners to recommend products and services based on knowledge of client behaviors
* Learn and understand existing and upcoming technologies to support client consultation and requests
* Identify opportunities for use of digital tools to offer self-service solutions with a high degree of success
* Solicit feedback on product and service offerings in an effort to continuously adapt to the ever-changing commercial banking landscape
Required Qualifications, Skills and Capabilities
* Comprehensive knowledge of Treasury Services and/or Custom Card products
* Data Analytics & Change Management experience
* Ability to influence others without direct supervision
* Ability to provide quantifiable management reporting & present findings
* Project Management & Execution
* Excellent verbal, written, interpersonal, presentation, negotiating and organizational skills
* Strategic thinking with the ability to adapt to change
* Demonstrated team building skills and ability to work in a team environment
* 3+ years of client facing work experience
Preferred qualifications, ...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2024-06-13 08:42:39
-
You have an obsession 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
* 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 such, an employment offer for this position is conti...
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Type: Permanent Location: Palm Beach Gardens, US-FL
Salary / Rate: Not Specified
Posted: 2024-06-13 08:42:38
-
Acquisitions & Strategic Investments works with JPMC's lines of business to evaluate, structure, and execute potential acquisition, divestiture, and minority investment transactions.
Acquisitions & Strategic Investments is also involved with a broad range of non-transaction activities (e.g., market monitoring/research, resolution and recovery, portfolio management, etc.) and various financial analyses to support strategic projects.
The team has individuals based in New York and London and is currently recruiting for an Associate to join us in our mid-town New York location.
As an Associate in Acquisitions & Strategic Investments, you will be engaged with a wide range of activities including partnering with JPMC's various lines of business and assisting in the evaluation and execution of potential acquisitions, divestiture, and minority investment transactions, as well as other projects for JPMC.
This role provides an excellent opportunity to apply your skills in a dynamic and strategic environment.
Job responsibilities:
* Prepare requisite financial analyses and valuation analyses for transaction evaluations and other projects
* Create/review presentations for transaction evaluations and other projects
* Project manage due diligence processes on various transactions in accordance with the published Standards and Procedures
* Lead execution of certain strategic investments with oversight from senior investment professional
* Help with portfolio management activities, including portfolio reviews and reporting, quarterly valuations, shareholder / corporate actions, board appointments and regulatory disclosures
* Monitor market trends and activity including valuation and other financial information on select announced transactions, institutions and product portfolios (e.g., researching industry segments to identify key trends and competitive dynamics)
* Mentor, train and support development of Analysts on the Acquisitions & Strategic Investments team
Required qualifications, capabilities, and skills:
* Strong undergraduate academic record and previous experience in financial services
* 3+ year experience in finance / investment banking / M&A / private equity / venture capital or related experience together with financial services industry knowledge and strong analytical skills including:
+ Strong project management
+ Financial modeling experience
+ Knowledge of various valuation methodologies and corporate finance concepts
* Excellent PowerPoint and Excel skills
* Ability to conduct thorough, independent research (SEC filings, Factset, SNL, Bloomberg, Pitchbook, etc.)
* Strong communication and presentation skills, robust interpersonal skills
* Strong organization skills, including ability to manage multiple projects / competing priorities in parallel
* Ability to focus on best practices in terms of financial analysis, including the ability to f...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-06-13 08:42:36
