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Join a high-impact team shaping the future of card authorizations at Chase.
Drive technical excellence, lead cross-functional teams, and deliver innovative solutions that support millions of transactions daily.
Job Summary:
As a Product Manager in Card Authorizations, you combine deep technical expertise with product management excellence to drive strategic initiatives and optimize authorization systems.
You will manage and prioritize product backlogs, lead agile teams, and collaborate with stakeholders to deliver high-value features and technical improvements.
Your leadership will ensure seamless delivery, system modernization, and compliance with regulatory and fraud prevention standards.
Job Responsibilities:
* Define and execute the product roadmap for card authorization systems, aligning with business objectives and regulatory requirements
* Manage and prioritize product backlogs, ensuring optimal delivery of high-value features and technical improvements
* Maintain backlog health through continuous refinement, story grooming, and stakeholder alignment
* Lead cross-functional agile teams using Scrum and Kanban methodologies to deliver system enhancements
* Facilitate sprint planning, daily standups, retrospectives, and other agile ceremonies
* Manage team capacity, velocity tracking, and delivery commitments using Jira and other project management tools
* Collaborate with business stakeholders, technology teams, risk management, and compliance organizations
* Oversee technical architecture decisions for authorization systems, ensuring scalability, reliability, and performance
* Drive system conversions and migrations, supporting new co-brand partnerships and platform modernization
* Ensure authorization systems meet fraud prevention requirements and regulatory compliance standards
* Communicate product status, roadmaps, and strategic initiatives to executive leadership and key stakeholders
Required qualifications, capabilities, and skills:
* Proven product experience as a Technical Product Systems Analyst at a major financial institution (e.g., Citi, Wells Fargo, Capital One)
* Extensive knowledge of technical platforms (TSYS/C3) with hands-on system configuration and optimization experience
* Demonstrated experience with system conversions and migrations for co-brand partner initiatives
* Deep expertise in credit card authorization processes, payment flows, and transaction lifecycle management
* In-depth fraud risk background with understanding of real-time risk decisioning and fraud prevention strategies
* Proven experience as a Business Architect or similar role, translating business requirements into technical solutions
* Strong understanding of business processes, systems architecture, and technology integration patterns
* Excellent analytical and problem-solving skills for complex technical and business challenges
* Outstanding com...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-05-21 07:48:33
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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...
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Type: Permanent Location: Carrollton, US-TX
Salary / Rate: Not Specified
Posted: 2026-05-21 07:48:31
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Community Private Client Advisor in J.P.
Morgan Wealth Management, you offer comprehensive financial planning and advice to individuals and families.
You have a passion for uplifting the community where the community branch is located.
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
* Have a passion for uplifting the community through engagement, involvement, and cultivating relationships by hosting and participating in Community Events, with your Community Manager.
Be involved in local community volunteer leadership groups (VLGs) and Market Leadership Team (MLT) sponsored events (Ex.
Back to School Events, Managing Debt Workshops, pop up shop openings, business openings, community events and educational involvement)
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity and inclusion
* 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 by demonstrating 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
* Demonstrated ability to provide holistic view of clients' needs and financial coaching beyond investments and to share financial health education with community.
* A valid and active Series 7
* A valid and activ...
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Type: Permanent Location: Detroit, US-MI
Salary / Rate: Not Specified
Posted: 2026-05-21 07:48:30
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice.
You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
* Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships.
Regularly review processes and strategies with manager, making adjustments as needed
* Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
* Determine and balance priorities on a daily basis to achieve bus...
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Type: Permanent Location: Bronx, US-NY
Salary / Rate: Not Specified
Posted: 2026-05-21 07:48:30
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Commercial Banker is for you.
As a Commercial Banker on the Disruptive Commerce and Internet Banking team, you will be responsible for growing and retaining profitable relationships within Commercial & Specialized Industries specializing in Disruptive Commerce and Internet.
The Disruptive Commerce and Internet Banking team is part of J.P.
Morgan's Commercial and Specialized Industries group.
In this role you will be the focal point of client acquisition and ongoing relationships with the world's most innovative companies.
We work both independently and as part of a dynamic team to deliver the entire firm to our clients.
Job Responsibilities
* Demonstrate the ability to build a brand within your market that represents the Disruptive Commerce and Internet Banking team as the "Leading Innovation Economy bank serving the best and most diverse clients"
* Develop new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments
* Relentlessly focus on seeking out the best and most influential founders powering innovation by leveraging a referral network built through business activities and relationship development
* Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately
* Be passionate about innovation, the start-up eco-system and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
Required Qualifications, Capabilities and Skills
* 5+ years of related experience
* Strong understanding of Commercial Banking products and services
* Excellent sales management and business development skills
* Proficiency in building and maintaining positive client relationships
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
* FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Strong committed team player, looking to add to a national team of likeminded, passionate Innovation Economy bankers
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 histo...
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Type: Permanent Location: Miami, US-FL
Salary / Rate: Not Specified
Posted: 2026-05-21 07:48:29
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Join the firm that FORTUNE has named one of the top five "World's Most Admired Companies" and LinkedIn ranked #1 out of 50 of the best companies in the U.S.
for best places to work and grow your career.
As a Loan Servicing Associate II within JPMorganChase, you will manage a portfolio of loans, ensuring compliance with technical standards and organizational policies.
Your loan servicing knowledge will be key in interpreting documents, interacting with stakeholders, and meeting deadlines.
You will use strategic planning and time management skills to address complex situations and develop solutions.
Proficiency in conflict management and stakeholder management will help you navigate conflicts and facilitate win-win discussions.
By fostering collaboration and improving relationships, you will contribute to the success of our Lending Services team.
Job responsibilities
* Act as the primary point of contact for internal and external clients, addressing issues and providing resolutions in the loan servicing process.
* Interpret complex legal credit agreements and related documentation, liaising with legal teams when necessary to ensure accurate understanding and application.
* Initiate loan activities such as funding, re-pricings, and payments as per client instructions and in accordance with credit agreements, demonstrating advanced proficiency in time management and organization.
* Calculate and monitor complex interest and fee accruals at various rate levels across changing lender distributions, utilizing critical thinking skills to ensure accuracy.
* Conduct quality control on new deals, restructures, and amendments, verifying system setup accuracy and ensuring conformity to credit agreements and organizational policies.
Required qualifications, capabilities, and skills
* Four or more years of experience in loan servicing or a related field, with a focus on managing and interpreting complex loan documents.
* Demonstrated proficiency in strategic planning, with the ability to define organizational direction and make decisions on resource allocation.
* Advanced skills in time management and organization, with a proven track record of efficiently managing multiple tasks and achieving goals effectively.
* Proficient in conflict management, with experience in identifying and resolving conflicts of interest within teams and business decisions.
* Proven ability to leverage emotional intelligence to build trusting relationships, recognize emotions of self and others, and use this information to guide thinking and behavior.
Preferred qualifications, capabilities, and skills
* Collaborate effectively with cross-functional teams to ensure seamless client service operations, demonstrating strong teamwork and communication skills.
* Operate as a highly motivated self-starter, capable of working independently within a team environment to drive initiatives and achieve goals.
* Develop and ...
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Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2026-05-21 07:48:28
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
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Type: Permanent Location: Brookline, US-MA
Salary / Rate: Not Specified
Posted: 2026-05-21 07:48:26
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Build and scale production AI platforms that turn large language model capabilities into reliable, secure, and measurable business outcomes.
You will partner across product and engineering teams to design architectures, ship reusable capabilities, and raise quality through strong engineering practices and technical leadership.
As an Applied AI and Machine Learning Lead at JPMorganChase within Enterprise Technology, you will lead the architecture and hands-on implementation of scalable large language model systems and agentic AI platforms for enterprise use cases.
You will design cloud-native solutions, establish evaluation and observability standards, and drive technical decisions across teams to improve reliability, cost, and developer velocity.
Job responsibilities
* Lead the architecture and hands-on delivery of scalable, reliable agentic AI platforms for enterprise workflows
* Design and build production-grade AI systems including agents, skills, memory patterns, guardrails, and tool-use orchestration
* Architect retrieval and context-engineering approaches including embeddings, semantic search, grounding, summarization, and prompt/version management
* Engineer cloud-native AI services on AWS using containers and serverless patterns, event-driven messaging, and distributed data stores
* Optimize platform performance across latency, throughput, scalability, caching, context efficiency, and cost controls
* Build well-governed APIs and integrations that connect AI capabilities to enterprise platforms, tools, and business processes
* Establish evaluation, experimentation, regression testing, and observability frameworks to continuously improve quality and agent behavior
* Define engineering standards for reliability, security, and safe AI operation across the platform lifecycle
* Mentor senior engineers and influence engineering direction through code reviews, architecture forums, and cross-team technical leadership
Required qualifications, capabilities and skills
* Formal training or certification on applied AI and machine learning concepts and 8+ years applied experience
* Experience architecting and shipping production large language model applications, including agentic workflows and tool integration patterns
* Strong software engineering fundamentals with ability to deliver cloud-native services using containers and serverless designs on AWS
* Proficiency designing distributed systems with asynchronous workflows, durable messaging, and scalable data access patterns
* Experience building retrieval-augmented generation solutions (embeddings, semantic search, grounding) and managing prompt lifecycle/versioning
* Demonstrated ability to implement evaluation and monitoring approaches for model quality, reliability, and safe behavior over time
* Strong API design skills, including secure integration patterns and reusable platform capability development
* Pro...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2026-05-21 07:48:24
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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 Data Services, 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
* Writes the requirements, epics, and user stories to support product development
* Help answer questions and guide internal stakeholder on available services and upcoming roadmap
* Map upstream and downstream systems to document how data flows across the ecosystem
* Ensure product artifacts are kept current and usable for engineers, consumers and other stakeholders
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 concepts and data literacy
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
Th...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-05-21 07:48:23
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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
* At least 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 a...
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Type: Permanent Location: Summit, US-NJ
Salary / Rate: Not Specified
Posted: 2026-05-21 07:48:23
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If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Relationship Executive might be perfect for you.
As a Relationship Executive in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships.
You will work both independently and collaboratively to introduce our comprehensive solutions to clients.
Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space.
Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation, while embracing the innovative opportunities offered by new technologies
* Develop a weekly sales plan prioritizing revenue generating sales opportunities, cultivate referral sources, and institutionalize relationships and calling
Required Qualifications, Capabilities and Skills
* Seven plus years lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
* Deep local connections and market knowledge
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
* Excellent business judgment, strategic thinking, self-directed, proactive and creative
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 t...
....Read more...
Type: Permanent Location: Portsmouth, US-NH
Salary / Rate: Not Specified
Posted: 2026-05-21 07:48:18
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Are you energized by a fast-paced environment and passionate about helping customers achieve their homeownership dreams? Join our Proactive Outreach team, where you'll connect potential customers with our expert Home Lending Advisors and play a key role in driving business growth.
As a Proactive Outreach Agent in our Proactive Outreach team, you'll be at the forefront of our lead generation effort, calling customers from various sources, confirming interest for mortgage products, and seamlessly transferring qualified leads to our Home Lending Advisors.
You'll thrive in a dynamic, customer-centric team that values collaboration, adaptability, and a commitment to excellence.
Why You'll Love This Role:
* Be part of a high-energy team that makes a real impact for customers and the business.
* Develop your skills across sales, customer service, and mortgage operations.
* Work closely with multiple departments and build strong professional relationships.
* Grow your career: At Chase, we're committed to your professional development.
This role offers a strong foundation for advancement into other areas of mortgage banking.
You'll learn from experienced professionals and explore a variety of career paths within our organization
Job Responsibilities
* Efficiently manage and prioritize a variety of lead types, ensuring timely follow-up and transfers to Home Lending Advisors
* Initiate contact with potential customers, provide information, and assist in connecting them with the right advisor
* Respond to customer application leads, address inquiries, and facilitate smooth transitions
* Leverage multiple shared mailboxes and systems, maintaining data integrity and quality for all records
* Foster strong relationships with internal partners and customers through real-time communication and follow-up
* Contribute to the development and refinement of procedures, templates, and job aids to enhance lead management
* Partner with the Sales teams to support overall objectives and foster a cooperative, dynamic work environment
* Ensure all activities comply with relevant regulations and company policies
* Demonstrate a commitment to customer service through helpful, empathetic, and positive interactions
Work Schedule
Candidates must be willing and able to work schedules that support our Sales Teams' operating hours, which includes certain holidays and weekends.
Required Qualifications, Capabilities and Skills
* Ability to work effectively in a team environment, prioritizing support, service, and business needs
* Willingness to take on new tasks and responsibilities as business needs evolve
* Thrive in a fast-paced environment and adapt to change
* Proficient in Microsoft Office (Outlook, Excel, Word) and able to work with multiple applications simultaneously
* Strong problem-solving, attention to detail, communication, and listening skills
* Demonstrate helpfulnes...
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Type: Permanent Location: Jacksonville, US-FL
Salary / Rate: Not Specified
Posted: 2026-05-21 07:48:16
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Georgetown, US-TX
Salary / Rate: Not Specified
Posted: 2026-05-21 07:48:16
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice.
You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
* Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships.
Regularly review processes and strategies with manager, making adjustments as needed
* Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
* Determine and balance priorities on a daily basis to achieve bus...
....Read more...
Type: Permanent Location: Parker, US-CO
Salary / Rate: Not Specified
Posted: 2026-05-21 07:48:13
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-05-21 07:48:11
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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 Investment Associate in J.P.
Morgan Wealth Management, you will be tasked with delivering exceptional client service, operational marketing, and administrative support to our Private Client Advisors.
Your role will encompass the efficient management of operational requests such as account opening, money movement, and investment trades, with a strong emphasis on precision and promptness.
You will play a crucial role in aiding Advisors in fostering and preserving client relationships, conducting account reviews, and advocating firm services to enhance client relationships.
Your responsibilities will also involve active participation in Risk Management procedures, backing the operational processes of the business unit, and complying with regulatory requirements.
You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while fostering and maintaining a positive team environment.
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 120 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 120 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ...
....Read more...
Type: Permanent Location: Springfield, US-IL
Salary / Rate: Not Specified
Posted: 2026-05-21 07:48:11
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Sun City West, US-AZ
Salary / Rate: Not Specified
Posted: 2026-05-21 07:48:10
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Join our fun, high-energy team as a Centralized 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 Centralized Community Home Lending Advisor in Chase Home Lending, you will guide your clients through the process of home ownership, ensuring strong sales results.
Utilizing your extensive knowledge and understanding of home lending products, you will act as the primary point of contact for your customers throughout the duration of the loan.
You will comply with all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job Responsibilities
* Convert inbound and outbound leads into mortgage loan applications
* Source all business and logging all contacts with prospects
* Use consultative selling of Purchases Loans in a call center environment
* Recommend optimum product/rate program combinations to prospects
* Ensure compliance with applicable statues and procedures
* Provide feedback on lead quality
* Meet required sales performance for pre-established goal volume
Required qualifications, capabilities and skills
* Ability to read, write and speak Spanish fluently.
* Proficient with Microsoft Applications (Word, Excel and PowerPoint)
* Self-motivated and detail oriented
* Excellent oral and written communication skills
* Organized with a demonstrated ability to manage multiple tasks and meet deadlines in a timely manner
* Demonstrated ability in providing superior customer service and consultative selling
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Call Center experience
* Marketing, promoting, relationship building, and consulting skills
* Experience in the Financial Services, Mortgage, Auto, Medical or Education industries
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of ...
....Read more...
Type: Permanent Location: Jacksonville, US-FL
Salary / Rate: Not Specified
Posted: 2026-05-21 07:48:06
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Become an integral part of Asset & Wealth Management team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement.
Be part of a team that is results-oriented, with a focus on attention to detail and quality.
As an Executive Assistant in Asset & Wealth Management supporting 15+ plus bank officers, you will need to work well in a team environment, be able to represent the manager/group with professional courtesy and acumen, and deliver flawless work output.
Your daily routine also includes interaction with various executive level internal clients across the lines of businesses.
You will need to adapt procedures, processes and techniques to complete assignments in line with the department's activities and goals.
Job responsibilities
* Maintain complex and detailed calendars
* Leverage AI-enabled and Microsoft 365 workflows (using firm-approved tools) to streamline scheduling, travel, communications, and document production.
* Manage the coordination and logistics of both internal and external meetings
* Arrange and coordinate complicated domestic and international travel
* Organize all aspects of internal and external events, including catering and transportation
* Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines
* Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access
* Produce high quality emails and messages to individuals at all levels of the organization
* Maintain department documents, including current organizational charts and Executive Bio's
* Handle regular activities without prompting, and advise in advance with issues or delays
* Assist in editing spreadsheets and presentations, including printing and binding, for client meetings
Required qualifications, capabilities and skills
* At least five years of administrative experience
* Advanced ability to organize
* Discretion and good judgment in confidential situations, and proven experience interacting with senior management
* Strong interpersonal, written, and oral communication skills
* Strong proficiency in Microsoft Office
* Excellent telephone etiquette and ability to manage competing priorities i.e.
calendar management
Preferred qualifications, capabilities and skills
* Experience supporting at the Managing Director level (or equivalent) or above
* Experience supporting a large coverage team
* College degree is a plus
Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid options.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional an...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-05-21 07:48:04
-
Join our collaborative environment, where you'll contribute to our strategy and make an impact on product success.
Grow your skills, participate in product planning, and define user workflows while working alongside experienced product managers.
Don't miss this opportunity to be part of a dynamic team and promote innovation in customer experiences.
As a Product Associate in Payments Digital & Design Data Services you play a crucial role in supporting the product development process and contributing to the discovery of innovative solutions that address customer needs.
Working closely with the product management team and cross-functional partners, you contribute your skills and insights to help ensure the success of our product offerings.
As a valued member of the team, you have the opportunity to learn and grow in a dynamic and fast-paced environment, making a tangible impact on our products and customer experiences.
Job responsibilities
* Supports the development of our product strategy and roadmap
* Collects and analyzes metrics on product performance to inform decision-making
* Contributes to solution discovery through collaboration with cross-functional teams to identify potential solutions that address user needs and align with business goals
* Participates in product planning sessions, contributes ideas and insights, and assists in the execution of product initiatives, ensuring timely and successful product launches
* Collaborates with the product manager to engage stakeholders and define user workflows, requirements, stories, and customer value
* Assist in documenting upstream and downstream systems to support understanding of data flows across the ecosystem
Required qualifications, capabilities, and skills
* 2+ years of experience or equivalent expertise in product management, project management, or a relevant domain area
* Developing knowledge level of the product development life cycle
* Exposure to product life cycle activities including discovery and requirements definition
* Emerging knowledge of data analytics and data literacy
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to ...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-05-21 07:48:02
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Knoxville, US-TN
Salary / Rate: Not Specified
Posted: 2026-05-21 07:48:01
-
We are one of the world's largest trading firms, renowned globally for our breadth of services and unparalleled expertise.
We make markets in virtually all major asset classes while engineering complex financial solutions to manage risk, enhance yield and solve clients' complex financial problems.
Globally, we hold leadership positions across the equity and fixed income product spectrum with hubs in three global regions: the Americas, Europe and Asia Pacific.
We are also a leading innovator in the derivative market, structuring derivatives to manage risk, enhance yield and solve clients' complex financial problems.
Markets on the rise include futures & options, as well as commodities.
Job Summary:
As a Vice President on the Corporate Bond trading desk, you will provide market pricing and liquidity to the firm's internal and external clients on relevant sectors with tight cooperation with the sales force.
Additionally you will be providing market color and commentary and consult with clients on bespoke needs or enquiries.
You will make markets and provide investor clients with liquidity in US High Grade credit, working closely with the broader trading team and sales.
The job will require you to engage directly with clients, provide market color and interact with portfolio and systematic trading.
Job responsibilities:
* Market making broad range of Investment Grade/Crossover Credits profitably
* Interacting with the global sales forces and client base to provide pricing and trade ideas where required to clients
* Interacting with publishing research analysts and desk analysts
* Providing real time analysis of relevant news flow, both macro and micro
* Develop use of Algorithmic pricing/Systematic market making tools
Required qualifications, capabilities, and skills:
* 5+ years of experience in a Corporate Bond trading role or similar
* In-depth knowledge of investment grade credit and synergies with E and portfolio trading
* Excellent verbal and written communication skills
* Strong analytical ability
Preferred qualifications, capabilities, and skills:
* Familiarity with coding and large datasets a plus
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and c...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-05-21 07:48:01
-
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
....Read more...
Type: Permanent Location: Knoxville, US-TN
Salary / Rate: Not Specified
Posted: 2026-05-21 07:48:00
-
Demonstrate your proven track record supporting business leaders in a fast-paced environment within Commercial and Investment Bank.
D eveloping strong partnerships, delivering exceptional administrative execution and consistently finding new ways to promote the efficiency of those you support.
If this describes you, please follow the link and apply to join our team!
As an Executive Assistant in the Commercial and Investment Bank, you will partner with one or more executives managing demanding and dynamic calendars and complex domestic/international travel and expenses.
You will be tapping your thought leadership to managing priorities, manage local events, client visits and follow ups and leverage internal tools to create efficiency and provide maximum.
You will leverage exceptional communication and organizational skills partnering with colleagues to ensure seamless backup support, work on projects, and provide tactical support for a location.
You will also be working closely with key stakeholders across the organization.
Job Responsibilities:
* Manage complex calendars for leaders in a fast paced and dynamic environment, arrange travel plans, adjust and prioritize last-minute changes including logistics such as conference rooms, events, and catering, etc.
* Arrange and maintain complex travel plans and itineraries for domestic and international travel
* Work closely with key stakeholders to manage priorities and maintain key documents using firm tools such as LLM, Teams and Concur
* Support local event planning and execute as needed and/or support local employee engagement activities such as team recognition, events, etc.
* Provide physical site support for local office requirements including phone coverage, assistance with new hire integration, facilities maintenance, ordering and stocking supplies, floor access, presence at local events, greeting clients and guests and escorting them throughout the location, food orders/set up and takedown of conference rooms, always ensuring superior client service
* Provide general team support such as time keeping, training tracking, and assist in ad hoc projects as needed
* Maintain confidential data, enforce internal controls, and comply with policies and procedures
Required qualifications, capabilities and skills:
* Strong organizational skills and ability to work independently in a demanding, changing and fast paced environment
* Effective travel planning skills and knowledge
* Self-motivated, personal leadership, ability to be discrete, highly collaborative and team oriented
* Effective interpersonal skills and excellent communication - confident, organized, and clear.
* Demonstrate solid judgment, decision making and problem solving skills
* Fluent in Microsoft Office, PitchPro and Adapts easily to process changes and learns new technologies quickly
* Service oriented and able to greet clients, distribute packages, restock pa...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-05-21 07:47:59
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
....Read more...
Type: Permanent Location: Orleans, US-MA
Salary / Rate: Not Specified
Posted: 2026-05-21 07:47:58
