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Position Summary:
Create an outstanding customer experience through exceptional service.
Establish and maintain a safe and clean environment that encourages our customers to return.
Assist the department manager in reaching sales and profit goals established for the department, and monitor all established quality assurance standards.
Embrace the Customer 1 st strategy and encourage associates to deliver excellent customer service.
Demonstrate the company's core values of respect, honesty, integrity, diversity, inclusion and safety of others.
* Retail experience
* Ability to handle stressful situations
* Effective communication skills
* Knowledge of basic math
* Create an environment that enables customers to feel welcome, important and appreciated by answering questions regarding products sold within the department and throughout the store.
* Gain and maintain knowledge of products sold within the department and be able to respond to questions and make suggestions about products.
* Offer product samples to help customers discover new items or products they inquire about.
* Inform customers of Drug GM specials.
* Recommend Drug GM items to customers to ensure they get the products they want and need.
* Review "sell by" dates and take appropriate action.
* Label, stock and inventory department merchandise.
* Report product ordering/shipping discrepancies to the department manager.
* Display a positive attitude.
* Stay current with present, future, seasonal and special ads.
* Reinforce safety programs by complying with safety procedures and identify unsafe conditions and notify store management.
* Practice preventive maintenance by properly inspecting equipment and notify appropriate department or store manager of any items in need of repair.
* Notify management of customer or employee accidents.
* Report all safety risk, or issues, and illegal activity, including: robbery, theft or fraud.
* Ability to work cooperatively in high paced and sometimes stressful environment.
* Ability to manage conflict in a reasonable, nonconfrontational and cooperative manner.
* Ability to act with honesty and integrity regarding customer and business information.
* Ability to follow directions and seek assistance when necessary to resolve customer and business issues.
* Provide support and assistance through direct interaction with minors, individuals with special needs, and/or older adults.
* Must be able to perform the essential functions of this position with or without reasonable accommodation.
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Type: Permanent Location: West Hills, US-CA
Salary / Rate: 20.835
Posted: 2026-05-23 09:10:12
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Join our fun, high-energy team as a Community Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Community Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Maintain an active knowledge of Chase home lending products, as well as local housing assistance programs and grants available for down payment and/or closing cost assistance
* Promoting mortgage products to existing Chase customers and to other customers in the community you serve, continually engaging with a pipeline of customers 'not mortgage ready' for home ownership through education and counseling processes until they are ready to apply, while maintaining compliance with current lending guidelines and Chase policies
* Act as the internal and external mortgage expert, conduct productive activities that promote mortgage loan originations with external relationships in the community you serve
* Partner with the branch team, by providing training on products and services, , meeting with their customers and introducing new clients to bankers for additional products and services
* Create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing and other marketing efforts
* Serve as the single point of contact through the customer mortgage loan origination process while being adept at addressing customer concerns and reservations, explaining financial terms and requirements, coordinating with partners and stakeholders, troubleshooting and tackling obstacles, and tracking progress from initial engagement to application through closing
Required qualifications, capabilities, and skills
* Ability to read, write and speak Spanish fluently.
* A Bachelor's degree or equivalent work experience in sales and/or real estate
* Five years of proven mortgage sales experience including strong product, credit, and mortgage process knowledge and an understanding of Federal Housing Administration (FHA), Veterans Administration (VA), Federal National Mortgage Association (FNMA), and Federal Home Loan Mortgage Corporation (FHLMC) guidelines Unique Requirements, and low-down payment products.
(Regional Management approval required for internal Home Lending Advisors who have been in their positi...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-05-23 09:10:11
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
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Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2026-05-23 09:10:11
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Join JPMorgan Chase and play a pivotal role in Risk Management and Compliance, ensuring the firm's strength and resilience.
Use your expertise to anticipate risks and solve challenges that affect our company and communities.
Our culture encourages innovative thinking and challenges the status quo.
As a Model Risk Management - Program Management - Associate, you'll support the management of model risk, governance activities are conducted to identify, measure, and mitigate model risk in the firm.
Additionally, you will play a key role in regulatory, audit, and critical capital stress testing exercises such as CCAR.
Your responsibilities will also include coordinating with the MRGR policy and MRGR product/technology teams to enhance model risk policy, procedures, and product/technology.
Job responsibilities
* Support model risk coverage activities for the respective MRGR Lines of Business, for example: prepare material for key Risk Committees and Forums, and model risk Business Review Meetings; lead model review and issue remediation planning and help Model Risk Officers with prioritization.
* Monitor and report model risk metrics, and facilitate escalation when breaches occur
* Centrally manage programs owned by MRGR to ensure the model risk framework's smooth and effective execution, including processes like inventory confirmations, CCAR etc.
* Engage with senior leaders, development and model review teams on model risk activities impacting their area including on Regulatory and Audit deliverables.
* Identify process execution pain points and work with the other COO teams: Product, Policy and Analytics to come up with solutions and put tactical or strategic enhancements in place.
Required qualifications, capabilities, and skills
* Proven project/program management capabilities
* Solid understanding of risk management frameworks and the Three Lines of Defense model in large organizations.
Experience working closely with model risk and/or model development functions
* Strong stakeholder management and teamwork skills, with clear communication and effective relationship building
* Ability to synthetize data and build commentary to share with a senior audience as needed.
* Self-motivation, outstanding organizational skills and ability to work in a fast-paced environment.
* Intellectual curiosity with a proven ability to learn quickly.
Preferred qualifications, capabilities, and skills
* A degree in an analytical field e.g.
Business and Finance, Engineering, or Mathematics.
* Experience in Model Risk Management
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 b...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-05-23 09:10:10
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Portage, US-MI
Salary / Rate: Not Specified
Posted: 2026-05-23 09:10:08
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Join the Asset Managers & Broker Dealers Payments Sales team!
As a Payments Sales Manager within the Financial Institutions Group - Asset Managers & Broker Dealers industry segments, you will be primarily responsible for developing business from existing and new clients/prospects.
You are expected to expand the relationships by building a pipeline of sales opportunities and achieving new business sales goals through effective account planning, development of strong client relationships and the implementation of sophisticated Payments solutions.
As a key member of the team, you be responsible for a portfolio of clients and will drive the end-to-end client experience.
Job Responsibilities
* Drive sales for the entire Payments product suite, including treasury services which covers core cash management, liquidity management and FX solutions
* Execute JPM Payments sales & client strategy to achieve new business sales objectives, maintain current revenue streams, expand market share and increase the share of wallet with clients.
* Work closely with domestic and overseas coverage and product partners to identify opportunities to provide sophisticated treasury/payments solutions to clients; Collaborate with client service, compliance, operations, technology, risk, credit, legal in order to optimize delivery.
* Stay current on all aspects of the client relationship, including revenue levels, balance levels, credit exposure, KYC compliance.
* Conduct comprehensive client analysis to identify strategic opportunities to market JPMorgan's payments products and solutions to address client specific needs.
* Negotiate and finalize documentation for pricing updates, RFPs, client events and other ad-hoc proposals.
* Execute a comprehensive selling strategy in conjunction with Product and the Banking coverage officers; Sell Payments products with value to the firm as well as build a strong pipeline of new deals.
* Gain a thorough understanding of the market, the industry in which the client operates, the client's organizational and operating structure, buying process and business objectives to effectively position JPM and solutions optimally.
* Engage clients at senior and strategic levels to provide integrated treasury solutions within a consultative and client-focused framework.
Create strategic dialogues around key client-centric issues, incorporating best practices, benchmarking, opportunity quantification, and solution positioning.
* Manage the entire sales process, including supervising end-to-end implementation and day-to-day operations of client solutions.
* Work as a team and provide leadership to organize and co-ordinate client events as to promote and strengthen J.P.
Morgan's franchise.
Required qualifications, skills and capabilities:
* 5+ years experience selling cash and liquidity management products with in-depth knowledge of such products.
* Proactive with strong initiative and ...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-05-23 09:10:07
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Be part of a dynamic team that helps J.P.
Morgan win new business by delivering compelling, customized proposals and sales materials.
Your work will directly impact our success in the Americas region and beyond.
Job summary
As a Proposal Writer in the Securities Services Sales Enablement Group, you'll collaborate with sales, product, and subject matter experts to develop persuasive proposals and pitchbooks.
You'll manage multiple projects, synthesize input from diverse stakeholders, and ensure our materials reflect client needs and firm strategy.
This role is based in New York and reports to the Americas Proposals Manager.
Job responsibilities
* Create best-in-class proposals for the Americas region and other regions as needed
* Manage proposals and relationship documents, utilizing excellent written communication
* Project manage multiple documents with different stakeholders and tight deadlines
* Review and analyze proposal needs to determine key project requirements and construct tailored materials
* Generate initial drafts using content knowledge base and other sources
* Organize teams of subject matter experts and coordinate their timely input
* Interface with management and sales staff to ensure proposals meet client/prospect requirements and reflect bid strategy
* Drive the deal process and provide consultative input and direction toward completion
* Proactively identify risks and red flags that may derail projects
* Synthesize information from multiple stakeholders into professional, competitive proposals aligned with firm branding
* Coordinate with subject matter experts and content manager to update central knowledge base
* Build and maintain relationships with internal clients across regions, understanding cultural nuances
* Communicate effectively with the Regional Proposal Manager regarding activity in the region
* Represent the best interests of Securities Services and the Sales Enablement Group in all interactions
Required qualifications, capabilities, and skills
* Solid background in writing sales documents, understanding key messages and unique selling points
* Demonstrated understanding of the securities services industry and associated products
* Strong project management and stakeholder management skills, with the ability to manage tight schedules
* Excellent verbal and written communication skills; able to engage and influence partners and stakeholders
* Advanced degree or post-graduate diploma preferred but not required
* Advanced proficiency with MS Word, Excel, and PowerPoint
Preferred qualifications, capabilities, and skills
* Knowledge and experience with Qvidian and Salesforce preferred
* Ability to collaborate with cross-functional teams and build relationships globally
* Self-starter with sound judgment and ability to operate independently and apply initiative
JPMorganChase, one of the oldest fina...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-05-23 09:10:05
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Create an outstanding customer experience through exceptional service.
Establish and maintain a safe and clean environment that encourages our customers to return.
Assist the department manager in reaching sales and profit goals established for the department, and monitor all established quality assurance standards.
Assist in directing and supervising all functions, duties and activities for the Front-end department.
Support the day-to-day functions of the Front-end operations.
Responsible for assisting with the execution of best practices, goals and Front-end standards established for the department.
Demonstrate the company's core values of respect, honesty, integrity, diversity, inclusion and safety.From one tiny Cincinnati grocery store more than a century ago, we've grown into what today is the nation's largest grocer with nearly 2,800 stores in 35 states operating under 28 different names.
As America's grocer, we take pride in bringing diverse teams with a passion for food and people together with one common purpose: To Feed the Human Spirit.
With a history of innovation, we work tirelessly to create amazing experiences for our customers, communities AND each other, with food at the heart of it all.
Here, people matter.
That's why we strive to provide the ingredients you need to create your own recipe for success at work and in life.
We help feed your future by providing the value and care you need to grow.
If you're caring, purpose-driven and hungry to learn, your potential is unlimited.
Whether you're seeking a part-time position or a new career path, we've got a fresh opportunity for you.
Apply today to become part of our Kroger family!
What you'll receive from us:
The Kroger Family of Companies offers comprehensive benefits to support your Associate Well-Being, including Physical, Emotional, Financial and more.
We'll help you thrive, with access to:
* A wide range of healthcare coverage, including affordable, comprehensive medical, dental, vision and prescription coverage, through company plans or collective bargaining agreement plans.
* Flexible scheduling in full- and part-time roles with paid time off, including holiday and sick pay based on eligibility and length of service.
* Emotional and financial support with free counseling through our Employee Assistance Program and free, confidential financial tools and coaching with Goldman Sachs Ayco.
* Valuable associate discounts on purchases, including food, travel, technology and so much more.
* Up to $21,000 in tuition reimbursement over your career, through our industry-leading Continuing Education program.
* Vast potential for growth, through an abundance of industry-leading training programs and diverse career pathways.
For more information about benefits and eligibility, please visit our Benefits Page ! Minimum
* Ability to handle stressful situations
* Effective communication skills
* Knowledge of basic math (counting, addition,...
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Type: Permanent Location: Lynchburg, US-VA
Salary / Rate: Not Specified
Posted: 2026-05-23 09:10:03
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Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
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 contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other informatio...
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Type: Permanent Location: Scottsdale, US-AZ
Salary / Rate: Not Specified
Posted: 2026-05-23 09:10:03
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Thank you for your interest in a career with Centra.
A career at Centra Credit Union is more than a job; it is an opportunity to make a meaningful impact in our Members’ financial lives and our communities.
Centra was established in 1940 and is headquartered in Columbus, Indiana.
Centra is ranked among the largest credit unions in Indiana and among the most financially sound institutions in the United States.
Centra serves Membership throughout central and southern Indiana as well as other areas like Jamestown, NY, and Whitakers, NC.
Centra Team Members enjoy excellent benefits, an atmosphere that fosters family and work-life integration, a heritage of strong values, a high level of Team Member engagement in the achievement of results, and the opportunity for growth with the Centra Family.
Credit Unions are Not for Profit, Not for Charity, But for Service.
If these are the things that matter to you then please read on, we look forward to hearing from you.
Centra Credit Union has an exciting opportunity for a Commercial Delivery Portfolio Manager in Columbus, Indiana.
The Commercial Delivery Portfolio Manager position supports Commercial Delivery with new and existing loan portfolio production, approvals, management, and credit administration.
This position is responsible for receiving, organizing, and cataloging financial records and relevant loan-related documentation and correspondence and serves as an active member of the Loan Committee.
At Centra, we approach compensation with care and integrity, ensuring our pay practices reflect local markets while honoring our commitment to our Team Members.
Compensation is just one part of our total rewards approach.
Eligible positions also offer a comprehensive benefits package designed to support you and your family.
Spanish/English interpreters may be eligible for an interpreting differential.
ESSENTIAL FUNCTIONS: This position may be required to perform additional duties as requested.
Reasonable accommodations may be made to enable individuals with disabilities to perform.
* Supports Commercial Delivery in the administration of the commercial loan portfolio including ongoing documentation collection and support of business loan and deposit accounts, collection activities, new and existing credit files.
* Accurately and objectively analyzes information received at and following Member interviews and obtains proper credit request decisioning within approved lending limits and through proper approval channels.
Assists the Credit Analyst in preparing accurate and timely financial statement spreads, cash flow analysis, and authoring credit approval memos with value-added analysis and commentary.
* Assists in the screening and interviewing of applicants to determine financial needs and creditworthiness. Assists production staff with preparation and completion of credit approval memos by providing value-added commentary, analysis, and other input, as nece...
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Type: Permanent Location: Columbus, US-IN
Salary / Rate: Not Specified
Posted: 2026-05-23 09:10:02
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Wholesale Lending Services (WLS) supports several lines of businesses that include Business Banking, Commercial Bank, Global Wealth Management, and Investment Bank.
Credit Monitoring sits within the WLS and provides Credit Compliance Monitoring for the combined Commercial and Investment Bank Loan Portfolio.
As a Credit Monitoring Analyst, you will be responsible for assessing compliance with credit agreement terms.
In this role, you will interpret financial and other covenants included in credit agreements to determine whether borrowers are meeting the terms of the credit agreements or are in default.
The credit agreements cover syndicated loans and bilateral agreements.
Job Responsibilities
* Complete set up of reporting requirements and financial covenants in a wide variety of new credit agreements and other executed documents in the bank system, including Syndicated Credit Agreements and other externally prepared agreements
* Translate legal and structural terms into operational and monitoring requirements for ongoing compliance
* Conduct periodic reviews and continuous monitoring of the borrower's financial covenants and collateral based on the credit agreement requirements
* Interpret complex attorney/externally prepared credit agreements and other legal documents to determine which co-borrowers, guarantors, and other parties to the agreements require set up in bank's system of record for future covenant compliance evaluation
* Review documentation and monitor ongoing compliance with financial covenants with bilateral agreements and syndicated loans from different lending institutions
* Independently calculate cash flow, leverage ratios, and required covenant values in accordance with specific terms laid out in credit agreements
* Perform detailed Borrowing Base calculations and reconciliations for Secured Lending cases
* Validate collateral documentation such as AR aging, inventory listings, and ineligible summaries
* Compare executed Credit Agreements to the corresponding Credit Approval and term sheets to verify alignment and report discrepancies
* Adhere to the quality control standards that have been set for the process and to service level agreements WLS has with its internal business partners
* Partner with Risk, Credit, and Operations teams to resolve discrepancies or clarifications within loan documentation and operation
Required Qualifications, Capabilities, and Skills
* Bachelor's degree in business/accounting preferred
* Three or more years of experience in Credit Monitoring, Credit Administration, Credit Review, or Loan Operations in Commercial, Business, or Investment Banking
* Proven experience reviewing and interpreting Credit Agreements and Syndicated Loan Structures
* Maintain strong knowledge of various facility types, including Revolvers, Term Loans, LCs, Bridge Loans, and Asset-Based structures
* Working knowledge of various facilities ...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-05-23 09:10:02
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Leverage your deep knowledge to reshape how clients experience our products and help to elevate every client interaction.
As a Vice President in Global Payments Advisory team, you will be an integral part of client facing teams, providing subject matter expertise in the Treasury and Finance domain, advising and solutioning for the largest and most strategic clients across industries in North America.
You will have a deep understanding and working experience with treasury and financial departments and/or have led treasury and finance transformation /consulting projects.
You will exhibit strategic and original thinking, sharing treasury best practices, industry trends, conduct in-depth analyses, solution whiteboarding, and demonstrate robust client-facing skills.
You will also be creating thought leadership content for pitching payments solutions and work in partnership with sales and product teams to increase client engagement.
You will work closely with the Sales team to meet new sales, pipeline and portfolio growth targets.
Job responsibilities
* Work independently and in partnership with the Global Industry teams to develop and deliver treasury best practices, industry trends, benchmarking, compelling market analysis and banking solutions aligned with key priorities and needs of clients
* Leverage JPM product offerings (cash management, liquidity, FX, merchant acquiring, trade and working capital solutions) to structure the solution for corporate clients
* Conduct treasury whiteboarding sessions and provide clients with insights and propose solutions to help improve Payments and Treasury operations
* Research industry trends; understand clients ecosystem and evolving business operating models to define and refine treasury & payment solution strategy and engagement approach
* Use treasury expertise and industry intelligence to build engaging campaigns and go-to-market sales plans to support pipeline growth
* Enhance external visibility by participating and presenting at JPM proprietary events, industry roundtables, and client events
* Drive and/or support thought leadership content, develop success stories, solicit feedback from clients and internal partners, promoting replication
* Organize trends, meet with clients, collect feedback and partner with Product to exchange insights and support roadmap
* Provide coaching to broader coverage and sales teams on relevant best practices and JPM industry value proposition in addressing clients' needs
* Ensure strong risk management, compliance, and adherence to relevant policies and procedures
Required qualifications, capabilities, and skills
* Prior experience of working in a Corporate Treasury and Finance Function of large multinational corporation and/or treasury and finance transformation consulting experience
* Strong understanding of payment industry, banking infrastructure and corporate treasury technology platforms like TMS, ERPs...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-05-23 09:10:01
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J.P.
Morgan Asset & Wealth Management, is a global leader in investment and wealth management.
Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world.
The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds.
For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
Job Summary
As a part of the Workplace Retirement team, you are responsible for distribution of JPMC's small market 401(k) solution in partnership with Chase Business Bankers.
You will deliver a differentiated set of tools and insights that enable the individual to help their client's build stronger retirement plans that lead to better outcomes for participants.
Job Responsibilities
* Drive 401(k) pipeline and sales growth in a specified geographic region in partnership with Chase Business Bankers to their small and micro market clients.
* Engage with Bankers and their leaders to best align activities with shared goals to optimize business results through a collaborative partnership that promotes the benefits of JPMC 401(k) plan recordkeeping solutions, and develops strategic prospecting plans to grow territory sales.
* Prepare and deliver client presentations in partnership with Bankers from Initial thru Finals stage, and offers guidance through the on-boarding process to ensure an optimal client implementation and/or transition experience.
* Manages multiple facets of the sales process including meeting coordination, product comparisons, proposals, pipeline management, follow-up items/activities, etc.
* Engage with bankers for effective client engagement from point-of-sale through the duration of the client relationship.
* Partners with Client Advisor to ensure a collaborative and integrated approach to planning and managing the territory.
* Assist in maintaining client relationships, collaborating with JP Morgan Relationship Managers and/or recordkeeper plan administration staff.
Required qualifications, capabilities and skills
* 2+ years of financial sales experience
* Proven track record of success in selling Investment Management and/or Retirement plans and maintaining relationships
* Proven success with multi-tasking and staying on top of priorities
* Ability to learn and demonstrate industry and product knowledge by understanding the competition, the client and marketplace (technical expertise)
* Capacity to build relationships across entire organization and with our partner firms (strength managing relationships)
* Familiarity with financial markets, market terminology, capital markets history and a general understanding on the retirement space.
* Excellent written and verbal communication skills
* Ability to e...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-05-23 09:10:00
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As a Credit Decisioning Unit (CDU) Sr Associate within the CCB Business Banking organization, you will conduct complex credit analyses, analyze and organized performance data, and help define underwriting and policy frameworks aligned with the firm's risk appetite and financial objectives.
You will collaborate with key partners to balance growth and profitability while ensuring strong governance, controls, and regulatory compliance at JPMorgan Chase.
Job Responsibilities
• Lead comprehensive analytics to measure and challenge key business initiatives and be able to independently generate solutions
• Provide thought leadership and lead initiatives end to end, including defining problem statements, identifying risks and opportunities, securing stakeholder buy-in, and bringing ideas to life
• Work independently and in teams to identify and assess performance trends, utilizing both statistical and data mining tools and quantitative methodologies
• Prepare and present detailed performance monitoring reports to senior management and stakeholders, ensuring clear communication of findings
• Conduct data mining and apply mathematical and statistical theory and tools to monitor internal and external behavioral data and analyze the performance and profitability of existing strategies using randomized test/control setup
• Design metrics to track performance of initiatives against expectations, as well as provide business insights based on analytic findings to further develop the firm's risk appetite framework
• Evaluate emerging risk trends across the credit lifecycle
• Create and execute a consistent framework to assess loss and profitability dynamics associated with credit decisions for evaluation of adherence to the firm's risk appetite
• Summarize and communicate findings to influence leaders using methods that are both detailed as well as understandable by uniformed audiences
Required Qualifications, Capabilities and Skills
• Ability to logically structure and execute analyses using strong analytic, interpretive and problem solving skills
• Ability to translate complex analysis into practical solutions and create concise presentations with sound business conclusions
• A master's degree or higher in a quantitative discipline (ex: Finance, Statistics, Economics, Mathematics, Operations Research, among others) with 3+ years analytics experience or 5+ years of analytics experience
• Possess the drive to succeed, be results oriented, have high attention to detail, and independently make decisions
• Previous experience with either SAS, SQL, Python, or Tableau analytic tools (other coding languages would be considered)
Preferred Qualifications, Capabilities and Skills
• Knowledge of business banking lending
To be eligible for this role, you must be authorized to work in the United States.
We do not offer any type of employment-based immigration sponsorship for this role.
Likewise, JPMorgan Chase & Co., will n...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-05-23 09:10:00
-
As an Associate in M&A you will be a key player in our business strategy and execution.
You will participate in the \"full cycle\" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations.
You will play a leadership role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers.
You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of generating and executing their own transactions.
Working with a broader team of over 100 Analysts and Associates in the region, you will be provided opportunities to be involved real-time in transactions that may include frequent travel.
Job Responsibilities
* Develop content for strategic meetings with clients regarding M&A transactions
* Interact with senior team members and client management teams on a daily basis to execute transactions and discuss strategic alternatives
* Defining, guiding and reviewing detailed valuation analysis, including DCF, trading comparables, transaction comparables and LBO analyses
* Defining, guiding and reviewing detailed combination and other financial analyses in the context of M&A transactions or pitch situations
* Provide leadership, mentorship and supervision to Associates and Analysts
* Participate in graduate recruiting
Required qualifications, capabilities, and skills
* 3 years prior work experience:
+ in an investment banking front office role
+ in a relevant role at a top tier consulting firm (financial, commercial, or operational due diligence)
* Bachelor's degree
* Strong financial modelling skills
* Understands transaction cycle and the steps in the process and is execution oriented
* Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.
* Self-directed, highly motivated, and able to work independently
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements a...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-05-23 09:09:59
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
....Read more...
Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2026-05-23 09:09:59
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach thr...
....Read more...
Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2026-05-23 09:09:58
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach thr...
....Read more...
Type: Permanent Location: Milwaukee, US-WI
Salary / Rate: Not Specified
Posted: 2026-05-23 09:09:57
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S.
Private Bank, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required Qualifications, Capabilities, and Skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach ...
....Read more...
Type: Permanent Location: Indianapolis, US-IN
Salary / Rate: Not Specified
Posted: 2026-05-23 09:09:57
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Lakewood, US-CO
Salary / Rate: Not Specified
Posted: 2026-05-23 09:09:56
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Oak Brook, US-IL
Salary / Rate: Not Specified
Posted: 2026-05-23 09:09:55
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Woodridge, US-IL
Salary / Rate: Not Specified
Posted: 2026-05-23 09:09:55
-
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
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 contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information...
....Read more...
Type: Permanent Location: Salt Lake City, US-UT
Salary / Rate: Not Specified
Posted: 2026-05-23 09:09:54
-
Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
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 contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Zionsville, US-IN
Salary / Rate: Not Specified
Posted: 2026-05-23 09:09:54
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required qualifications, capabilities, and skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred qualifications, capabilities, and skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
...
....Read more...
Type: Permanent Location: Greenwich, US-CT
Salary / Rate: Not Specified
Posted: 2026-05-23 09:09:52
