-
JOB DESCRIPTION
Chubb is seeking a skilled Senior Commercial Lines Underwriting to join its growing Lower Midmarket (Target accounts $25K-300K+) Construction Team.
This is a production UW role dedication to new revenue growth of their assigned territory.
The role will report directly to the Construction Lower Midmarket Leader or Construction Team Lead and matrix into local regional office.
This individual will be charged with a building strong territory presence and building strong agency/broker relationships.
The ideal candidate will possess strong underwriting and organizational skills along with exceptional communication abilities needed to build and maintain key relationships.
Chubb's Lower Midmarket Construction Segment is a growing and expanding business unit and presents career growth opportunities for this individual.
* Drive new business production for Chubb's Construction Lower Midmarket Segment across their assigned territory.
* Marketplace Focus - Develop opportunities particular to the marketplace and provide customized approaches on market conditions and agency needs.
* Marketing Strategy and Execution - With support from Construction IP leadership and distribution partners, develop and execute marketing strategy and coordinates marketing and production activities within assigned territory.
* Work with other department within Construction IP and CI to drive cross sell opportunities and help identify new business prospects.
* Implement and manage effective pricing and rate strategies to ensure profitability, book growth, and successful producer relations.
* Primary responsibility for managing regional/local producer plant; responsible for cohesive and consistent agency management strategies across assigned territory.
* Support the expansion of Construction Lower Midmarket and offer recommendations to leadership that will support building of the business unit.
* Conduct sales presentations, including product education and new product rollouts, with producers to support Construction IP and territory growth.
* Consistently meet service standards.
* Disciplined desk management, including production planning and forecasting for the assigned book of business
* Serve as UW resource and mentor for other UWs on their team.
As a Senior UW it is expected the individual can position themselves as a leader amongst their peers.
* Collect and share industry intelligence with the team, including trends and developments.
QUALIFICATIONS
* 5+
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellenc...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-07-02 09:42:58
-
We are currently looking to hire Inbound Associates for the following rotating schedule: Front Half: Week One: Sunday - Wednesday 7am - 5:30pm Week Two: Sunday - Tuesday, 7am - 5:30pm
RESPONSIBILITY LEVEL:
Demonstrates the ability to work independently and within a team environment.
Performs various tasks to prepare and list items to be sold online and shipped to customers across the country.
Examine, test, and evaluate various networking electronic equipment to determine value and functionality.
Utilizes innovation and expertise to assist with special projects, including training and mentoring of new associates.
PRINCIPAL DUTIES:
1.
Feed books and media items onto commercial conveyor belt system
2.
Accurately represent items in photographs and listing, including notating damage, etc.
3.
Determine merchandise value based on quality, trends, brands, and price guides
4.
Move materials as needed throughout warehouse facility to support shipping and transportation in loading/unloading area.
5.
Uses software and hardware to properly dispose of data-on-data bearing devices following appropriate procedures
6.
Organize and maintain inventory by stocking and stowing product that has been listed
7.
Analyze, interpret and act on customer inquiries regarding a broad range of subjects including but not limited to: orders, order status, pricing, item descriptions, inventory and shipping/receiving
8.
Pack, seal, label, and affix postage to prepare materials for shipping using hand tools, tape guns, postage scales, packing paper/bubble wrap, and other shipping tools and supplies
9.
Utilize shipping software accurately and efficiently to ensure all items are shipped using the most cost-effective carrier
10.
Assist with training and mentoring of associates.
11.
Maintain production environment standards with a positive and team focused process, assuring optimal efficiencies.
12.
Maintain an organized and clean work area, follow safety procedures, using PPE as needed and uses body mechanics when performing each task.
13.
Meet or exceed daily productivity goals through the efficient handling of product; processing items quickly and accurately and rotate between stations on a regular basis.
14.
Safely operate pallet jack (forklift experience is a plus) and follow all safety guidelines according to company and OSHA standards
REQUIREMENTS:
1.
Basic reading, writing and math skills.
2.
Computer skills with a functional knowledge of word processing and how to use email and internet software.
3.
Forklift certification, if required at site.
4.
Must be able to function independently in a work setting.
CORE COMPETENCIES:
1.
Operates equipment and/or machinery correctly, safely and responsibly.
2.
Must demonstrate willingness and ability to adhere to all policies and procedures, Kaizen
guidelines, safety and security regulations.
3.
Provides excellent customer service to all internal and external customers.
4....
....Read more...
Type: Permanent Location: Racine, US-WI
Salary / Rate: Not Specified
Posted: 2025-07-02 09:42:57
-
We are currently looking to hire Inbound Associates for the following rotating schedule: Back Half: Week One: Thursday - Saturday, 7am - 5:30pm Week Two: Wednesday - Saturday, 7am - 5:30pm
RESPONSIBILITY LEVEL:
Demonstrates the ability to work independently and within a team environment.
Performs various tasks to prepare and list items to be sold online and shipped to customers across the country.
Examine, test, and evaluate various networking electronic equipment to determine value and functionality.
Utilizes innovation and expertise to assist with special projects, including training and mentoring of new associates.
PRINCIPAL DUTIES:
1.
Feed books and media items onto commercial conveyor belt system
2.
Accurately represent items in photographs and listing, including notating damage, etc.
3.
Determine merchandise value based on quality, trends, brands, and price guides
4.
Move materials as needed throughout warehouse facility to support shipping and transportation in loading/unloading area.
5.
Uses software and hardware to properly dispose of data-on-data bearing devices following appropriate procedures
6.
Organize and maintain inventory by stocking and stowing product that has been listed
7.
Analyze, interpret and act on customer inquiries regarding a broad range of subjects including but not limited to: orders, order status, pricing, item descriptions, inventory and shipping/receiving
8.
Pack, seal, label, and affix postage to prepare materials for shipping using hand tools, tape guns, postage scales, packing paper/bubble wrap, and other shipping tools and supplies
9.
Utilize shipping software accurately and efficiently to ensure all items are shipped using the most cost-effective carrier
10.
Assist with training and mentoring of associates.
11.
Maintain production environment standards with a positive and team focused process, assuring optimal efficiencies.
12.
Maintain an organized and clean work area, follow safety procedures, using PPE as needed and uses body mechanics when performing each task.
13.
Meet or exceed daily productivity goals through the efficient handling of product; processing items quickly and accurately and rotate between stations on a regular basis.
14.
Safely operate pallet jack (forklift experience is a plus) and follow all safety guidelines according to company and OSHA standards
REQUIREMENTS:
1.
Basic reading, writing and math skills.
2.
Computer skills with a functional knowledge of word processing and how to use email and internet software.
3.
Forklift certification, if required at site.
4.
Must be able to function independently in a work setting.
CORE COMPETENCIES:
1.
Operates equipment and/or machinery correctly, safely and responsibly.
2.
Must demonstrate willingness and ability to adhere to all policies and procedures, Kaizen
guidelines, safety and security regulations.
3.
Provides excellent customer service to all internal and external customers...
....Read more...
Type: Permanent Location: Racine, US-WI
Salary / Rate: Not Specified
Posted: 2025-07-02 09:42:56
-
If you are passionate about supporting initiatives and executing processes that enhance efficiency and the client experience, then a role as a Business Solutions Banker is for you.
As a Business Solutions Banker in Business Banking, you will be helping to improve the lives of our clients and the well-being of their businesses by offering financial solutions, education and advice.
You will manage a portfolio of business or Not-for-Profit clients, and build relationships through providing financial education and innovative solutions with a focus on client experience.
Job responsibilities
* Deliver an outstanding experience to Chase Business Banking clients by proactively providing comprehensive business banking solutions tailored to the financial needs and circumstances of the businesses
* Plan and conduct regularly-scheduled, agenda-based meetings with each client to understand their needs and goals; identify their banking needs, analyze current product usage, and pinpoint growth opportunities through Zoom and phone engagement; engage with clients through screen share tools to educate, guide, and assist the client with Chase online systems
* Use knowledge of banking, industry trends and internal tools to identify, recommend, and promote solutions that best serve the client while still working within risk parameters that protect the bank and ensure profitability of the portfolio
* Manage a portfolio of 250 high value business banking or Not-for-Profit clients by cultivating relationships to ensure a seamless client experience throughout Chase
* Understand the client's short-term and long-term capital needs to identify and manage credit opportunities up to $250,000
* Understand the client's cash flow cycle to identify Cash Management, Card, and Payment Solutions to help streamline and optimize processing efficiency for the client.; understand and recommend ways to keep clients' funds and accounts protected
* Own client experience from end-to-end, engaging appropriate service teams to resolve issues; own the survey results for all assigned clients; and know when to escalate issues that require additional assistance or resolution
Required qualifications, capabilities, and skills
* Minimum 3 years' experience in a Business Banking Relationship Management or portfolio management role, or related business experience
* Maintain strong Zoom/phone-based and written communication skills with individuals at all levels internally and externally
* Ability to proactively build relationships with clients and internal partners, and influence others in a fast-paced environment to achieve desired outcomes
* Ability to take initiative and develop rapport to build and maintain client relationships virtually; to identify opportunities and issues by asking targeted questions to assess current client needs and goals; and to assess and recommend viable and appropriate solutions for the client
* General know...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-07-02 09:42:55
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Saint Louis, US-MO
Salary / Rate: Not Specified
Posted: 2025-07-02 09:42:54
-
Elevate your engineering prowess to unprecedented levels by joining a team of exceptionally gifted professionals and position yourself among the top echelon in site reliability.
As a Principal Site Reliability Engineer at JPMorgan Chase within the Enterprise technology, Employee Platforms team, you work with your fellow stakeholders to define non-functional requirements (NFRs) and availability targets for the services in your application and product lines.
You will ensure those NFRs are accounted for in your products' design and test phases, that your service level indicators are effectively measuring customer experience, and that service level objectives are defined with stakeholders and implemented in production.
Job responsibilities
* Creates high quality designs, roadmaps, and program charters that are delivered by you or the engineers under your guidance
* Provides advice and mentoring to other engineers and acts as a key resource for technologists seeking advice on technical and business-related issues
* Demonstrates site reliability principles and practices every day and champions the adoption of site reliability throughout your team
* Collaborates with others to create and implement observability and reliability designs for complex systems that are robust, stable, and do not incur additional toil or technical debt
* Works toward becoming an expert on the applications and platforms in your remit while understanding their interdependencies and limitations
* Evolves and debug critical components of applications and platforms
* Provides comprehensive and ongoing guidance, tools, and solutions to support the firms' growth
* Makes significant contributions to JPMorgan Chase's site reliability community via internal forums, communities of practice, guilds, and conferences
Required qualifications, capabilities, and skills
* Formal training or certification on site reliability engineering concepts and 5+ years applied experience
* Advanced knowledge in site reliability culture and principles with demonstrated ability to implement site reliability within an application or platform
* Advanced knowledge and experience in observability such as white and black box monitoring, service level objectives, alerting, and telemetry collection using tools such as Grafana, Dynatrace, Prometheus, Datadog, Splunk, etc.
* Advanced knowledge of software applications and technical processes with considerable depth in one or more technical disciplines
* Ability to communicate data-based solutions with complex reporting and visualization methods
* Recognized as an active contributor of the engineering community
* Continues to expand network and leads evaluation sessions with vendors to see how offerings can fit into the firm's strategy
* Ability to anticipate, identify, and troubleshoot defects found during testing
Preferred qualifications, capabilities, and skills
* Strong com...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-07-02 09:42:53
-
Clients turn to our industry-leading Markets, Sales and Research team to offer clients unique market insights on sectors and companies, and actionable ideas using research to make well-informed investment decisions.
Teams understand products across asset classes and help clients structure solutions that manage risk, enhance yield and solve complex financial problems.
As an FX Sales analyst in Corporate & Private Side Commercial Bank FX Sales, you will be responsible for maintaining and developing key client relationships, including day-to-day execution of all FX products we are responsible for distributing.
You will need the ability to be fluent in the mechanics of these products to effectively navigate among a broad range of clients and provide them with idea generation and market insights.
In addition, you will bring a collaborative approach working with our business partners in Trading, Research and Investment Banking, Legal, Credit and colleagues across Corporate & Private Side Sales including Rates, Commodities and Equity Derivatives to provide comprehensive coverage to our clients.
Job Responsibilities
* Identify client opportunities for single-bank execution platforms, and market and demonstrate solutions
* Model, structure, and market foreign exchange products to corporate clients
* Price and execute live foreign exchange spot, forward, and option trades throughout the day
* Track FX market activity and JPM Research, while being able to update clients on market developments and prepare written commentary
* Collaborate on analytical work and presentation materials for discussions with clients on currency risk management.
Participate in client discussions
* Work with broader client coverage team including banking, treasury services, and credit to address client needs
* Work with trading, middle and back-office functions to support client trading activity
* Support activities of colleagues on the desk as part of a dynamic and collaborative team environment
Required qualifications, capabilities, and skills
* 1+ years of experience in FX sales
* Strong time management, prioritization, and multi-tasking abilities to navigate live transactions and daily tasks.
Ability to work in a high volume, fast paced environment and be able to absorb information quickly and accurately with extreme attention to detail
* Ability to develop and manage client relationships
* A desire to succeed individually and be a member of a winning team.
Solid team player that partners well with stakeholders across the platform including Research and Trading
* Critical thinker and driver of trade concepts and themes for clients.
Clear, logical thinker with a strong qualitative skill set including effective communication and presentation.
Confident presentation skills as well as strong oral and written communication skills, including the ability to translate complex financial concepts into simple language ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-02 09:42:52
-
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: Plainfield, US-IL
Salary / Rate: Not Specified
Posted: 2025-07-02 09:42:51
-
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
* Bilingual in English and Spanish required.
Must be able to speak, read, and write in English and Spanish.
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 convicti...
....Read more...
Type: Permanent Location: Round Lake, US-IL
Salary / Rate: Not Specified
Posted: 2025-07-02 09:42:50
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: Denver, US-CO
Salary / Rate: Not Specified
Posted: 2025-07-02 09:42:49
-
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions, combined with cutting-edge financial technology and the most welcoming and friendly service, you'll be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch.
You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers.
You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
* Acts as the standard bearer of Chase and creates a world-class customer experience
* Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
* Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
* Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
* Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
* Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
* Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
* Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
* Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
* Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
* Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
* Ability to work branch hours including weekends and evenings
* High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, and ...
....Read more...
Type: Permanent Location: Brentwood, US-MO
Salary / Rate: Not Specified
Posted: 2025-07-02 09:42:48
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: Austin, US-TX
Salary / Rate: Not Specified
Posted: 2025-07-02 09:42:47
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: Waco, US-TX
Salary / Rate: Not Specified
Posted: 2025-07-02 09:42:46
-
Join one of the world's most influential companies and leverage your skills in cybersecurity to have a real impact on the financial industry.
As a Sr.
Lead Cybersecurity Architect at JPMorgan Chase within the Cybersecurity and Technology Controls organization, you are an integral part of a team that works to develop high-quality cybersecurity solutions for various software applications on modern cloud-based technologies.
As a core technical contributor, you are responsible for carrying out critical cybersecurity architecture solutions by identifying, creating, and communicating risk, mitigation options, and solutions across multiple technical areas within various business functions in support of project goals.
Job Responsibilities:
* Perform threat modeling to identify potential security risks and develop mitigation strategies.
* Collaborate with product and engineering teams to co-design secure controls and ensure new product initiatives are secure by design.
* Design interim security solutions for the acquisition to operate securely outside of the firm while planning for secure integration.
* Engage with technical teams and business stakeholders to propose technical approaches that meet current and future cybersecurity needs.
* Partner with technology teams for architectural reviews and provide guidance on secure design principles.
* Ensure alignment with the broader JPMC Cyber Security Architecture organization to maintain consistency in control intent and solutions.
* Identify opportunities to automate remediation of recurring security issues to enhance the overall cybersecurity posture of software applications and systems.
* Lead evaluation sessions with external vendors, startups, and internal teams to assess cybersecurity design and technical credentials for use in existing systems and architecture.
* Foster a team culture of diversity, equity, inclusion, and respect.
Required Qualifications, Capabilities, and Skills:
* Formal training or certification on Cybersecurity Architecture and 5+ years applied experience with a focus on product security.
* Hands-on experience in threat modeling and designing secure controls for enterprise-level solutions.
* Proficiency in all aspects of the Software Development Life Cycle.
* Advanced understanding of agile methodologies, including continuous integration and delivery, application resiliency, and security.
* Demonstrated proficiency in software applications and technical processes within a technical discipline (e.g., public cloud, artificial intelligence, machine learning, mobile, etc.).
* Practical cloud-native experience.
* Ability to evaluate current and emerging technologies to recommend the best solutions for future state architecture.
* Experience effectively communicating with senior business leaders.
Preferred Qualifications, Capabilities, and Skills:
* Proficiency in one or more programming lang...
....Read more...
Type: Permanent Location: Atlanta, US-GA
Salary / Rate: Not Specified
Posted: 2025-07-02 09:42:44
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Associate in J.P.
Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
* Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
* Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
* Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
* Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
* Support business unit operational procedures and compliance requirements (e.g.
completion of required operational forms and documentation)
* Prioritize daily work, track progress for current work, and consistently meet deadlines
* Maintain and foster team culture
Required qualifications, capabilities, and skills
* A valid and active Series 7 license
* 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 ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P.
Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC.
Annuities are made available through Chase Insurance Agency, Inc.
(CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc.
in Florida.
JPMS, CIA and JPMorgan Chase Bank, N.A.
are affiliated companies under the common control of JPMorgan Chase & Co.
Products not available in all states.
Chase is a leading financial services firm...
....Read more...
Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-07-02 09:42:44
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: Fort Pierce, US-FL
Salary / Rate: Not Specified
Posted: 2025-07-02 09:42:42
-
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions, combined with cutting-edge financial technology and the most welcoming and friendly service, you'll be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch.
You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers.
You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
* Acts as the standard bearer of Chase and creates a world-class customer experience
* Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
* Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
* Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
* Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
* Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
* Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
* Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
* Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
* Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
* Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
* Ability to work branch hours including weekends and evenings
* High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, and ...
....Read more...
Type: Permanent Location: Lexington, US-KY
Salary / Rate: Not Specified
Posted: 2025-07-02 09:42:41
-
Asset & Wealth Management delivers industry-leading investment management solutions.
Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals.
Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
As a Control Management Senior Associate within our innovative alternative investments teams, you will collaborate with the business to evaluate, design, and uphold a sustainable and disciplined end-to-end control environment.
This role involves working with fast-growing and innovative teams such as Private Equity, Project Black, Private Credit, and Infrastructure Investments.
With the backing of our Control Management team and functional partners, you will gain a comprehensive understanding of each business.
You will also work closely with business managers and investment teams on new product development, emerging issues, readiness for internal/external exams, change management, and effective handling of issues and errors.
Job responsibilities:
* Collaborate with business partners, Legal, Compliance, Risk and other partners to perform ongoing assessment, monitoring and improvement of the operational risk and control environment, covering a specific business team
* Promote an environment where risk and control concerns are escalated and trends are anticipated, identified and remediated
* Provide control-related subject matter expertise to assist business partners in design and implementation of efficient, effective, repeatable processes and controls to mitigate risks for strategic business initiatives and ongoing business processes
* Leverage business expertise and judgement to thoughtfully challenge assumptions, ways of working and operating models
* Establish trusting partnerships and a culture of respectful, honest communication with other Control Managers and business partners as well as intersecting functional teams (e.g.
Compliance, Legal, Operations, Technology, Internal Audit) while engaging diverse perspectives
* Drive business readiness and serve as liaison for Audit, regulatory, and Compliance responses and exams
* Collaborate with central support teams for administration and tracking of control testing, Issue management, change management and new business initiatives
* Where control gaps are identified, determine root cause, support execution of remediation plans, and share lessons learned
Required qualifications, capabilities and skills:
* 4 years of experience in financial services industry
* Analytic and investigative mindset; dedication to continuously learning and continuously improving processes
* Excellent listening, verbal and written communication skills, including capability to distill complex details into key themes and...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-02 09:42:40
-
Description
Make your mark in an innovative product through impactful client collaboration and crafting exceptional solutions that cater to clients' needs.
As a Senior Product Solutions Associate in [Insert team name or sub-LOB], you are a significant contributor to a team that defines and configures complex product solutions for key client relationships and prospect opportunities.
You draw from research and client feedback to develop unique product solutions in partnership with Sales and coordinate with product teams to support new product development.
Job responsibilities
* Supports the strategic definition and configuration of optimal solutions that address clients' needs and objectives through collaboration with our clients and other internal teams such as Sales and Product
* Contributes to the construction of pricing proposals and value analysis reports to demonstrate product benefits to clients
* Delivers compelling oral and written presentations with associated technical skills in building sales decks and training collateral
* Establishes forums to coordinate across the Product Solutions team to enable a successful configuration of solutions
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise in problem-solving on a team within a cluster of products
* Experience supporting the sales cycle by producing sales decks, training collateral, pricing proposals, and value analysis reports
* Demonstrated prior experience working in a highly matrixed and complex organization
* Proficiency in Microsoft Word, Excel, and PowerPoint
Preferred qualifications, capabilities, and skills
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly l...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2025-07-02 09:42:38
-
Job Summary:
J.P.
Morgan Workplace Solutions is seeking a dynamic and strategic Global Sales Enablement Lead to drive the growth of our equity compensation.
This role requires a player/coach who can lead a global team while actively contributing to the creation of RFPs, sales presentations, and other sales enablement initiatives.
The ideal candidate is an effective communicator, process-oriented yet flexible, highly organized, and adept at project management.
As part of the Marketing organization, this position serves as a key link between Marketing, Sales, Product, and Client Relationship Management to enhance the tools, processes, and content that fuel revenue growth.
Job Responsibilities:
* Lead and manage the sales enablement team to ensure seamless coordination, high performance, and execution excellence.
* Develop and own the sales enablement strategy aligned with business objectives, focusing on tools, training, and content that empower the sales team.
* Own and direct the process for creating and updating sales collateral, including sales decks and customized sales collateral.
* Oversee the RFP process for prospective and existing clients-including planning, writing, quality assurance and approvals, and delivery-ensuring proposals are compelling, accurate, delivered on time, and tailored to client needs.
* Collaborate with stakeholders across Sales, Product, Legal, and Compliance to develop compelling, accurate proposal content.
* Drive continuous improvement in sales enablement operations, content management systems, and performance analytics.
* Build data-informed frameworks for measuring proposal success rates and an informed view on what resonates and wins business
* Continually measure and evolve the effectiveness of enablement tools and training programs,
* Serve as a trusted advisor to senior leadership on sales strategy, client engagement trends, and field readiness.
* Stay current with trends in fintech, equity compensation, and financial wellness to inform strategy and competitive positioning.
Required Qualifications, Skills and Capabilities:
* Bachelor's degree required; advanced degree or industry certifications a plus.
* 7+ years of experience in sales enablement, marketing, proposal management, or business development-preferably in financial services, fintech, or enterprise SaaS.
* 2+ years of experience managing a team in a matrixed environment.
* Strong understanding of RFP and proposal management processes, tools (e.g., Loopio, RFPIO), and best practices.
* Proven track record of collaborating across departments to deliver business-aligned solutions.
* Excellent written and verbal communication skills; experience developing high-impact sales content and messaging frameworks.
* Experience in equity compensation, retirement services, or financial wellness solutions is highly preferred.
* Strong project management and organization...
....Read more...
Type: Permanent Location: Nashville, US-TN
Salary / Rate: Not Specified
Posted: 2025-07-02 09:42:37
-
Take on a crucial role where you'll be a key part of a high-performing team delivering secure software solutions.
Make a real impact as you help shape the future of software security at one of the world's largest and most influential companies.
As a Lead Security Engineer at JPMorgan Chase within the Cybersecurity and Tech Controls - GT Enterprise Product Security team, you will be an integral part of a team that works to deliver software solutions that satisfy pre-defined functional and user requirements with the added dimension of preventing misuse, circumvention, and malicious behavior.
As a core technical contributor, you are responsible for carrying out critical technology solutions with tamper-proof, audit defensible methods across multiple technical areas within various business functions.
Job responsibilities
* Executes creative security solutions, design, development, and technical troubleshooting with the ability to think beyond routine or conventional approaches to build solutions and break down technical problems
* Develops secure and high-quality production code and reviews and debugs code written by others
* Minimizes security vulnerabilities by following industry insights and governmental regulations to continuously evolve security protocols, including creating processes to determine the effectiveness of current controls
* Works with stakeholders and business leaders to understand security needs and recommend business modifications during periods of vulnerability
* Conducts discovery, vulnerability, penetration testing, and threat scenarios on multiple organizational assets to identify and assess if vulnerabilities are present, and executes threat modeling for multiple applications including external applications interacting with the internal JPMorgan Chase network
* Adds to team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on security engineering concepts and 5+ years applied experience
* Skilled in planning, designing, and implementing enterprise level security solutions
* Advanced and deep knowledge of one or more programming languages (e.g.
Python, Shell Scripting, Automation Tools, Terraform, etc.)
* Hands-on practical experience delivering enterprise-level cybersecurity solutions and controls
* Experience developing security engineering solutions, along with designing and implementing cloud security solutions on AWS, Azure or GCP for best technical practice
* Proficient in all aspects of the Software Development Life Cycle
* Advanced understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* Experience with threat modeling, discovery, vulnerability, and penetration testing
* In-depth knowledge of the financial services industry and their IT systems
Preferred qualifications, capabilities, and skills
* Strong expos...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-07-02 09:42:36
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: Louisville, US-KY
Salary / Rate: Not Specified
Posted: 2025-07-02 09:42:35
-
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As a Branch Operations Lead Trainee in Branch Banking, you collaborate with the Branch Manager, branch employees and One Chase colleagues to ensure customer financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory banking requirements.
A Branch Operations Lead Trainee is passionate about taking care of our customers and employees, providing an exceptional customer experience, and working with the Branch Manager to set the tone in the Branch.
A typical day consists of assisting customers and performing transactions.
You will also look for opportunities to make customers lives easier by setting up self-service options and building relationships.
Throughout the week, you will schedule time to review branch operations and share updated policy and procedures with branch employees.
This results in the business is adhering to control expectations.
Job responsibilities
* Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture
* Engages clients as they enter the branch by welcoming them and making customers feel appreciated, performing transactions, managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
* Introduces customers to the branch team who will build relationships and assist with specialized financial needs
* Makes customers' lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Supports the Branch Manager with all aspects of branch operations, including loss control, compliance, and audit standards
Required qualifications, capabilities, and skills
* High school degree, GED, or foreign equivalent
* Detail-oriented, organized, and have the ability to multi-task with a dedication to follow policies, procedures, and regulatory banking requirements
* Availability to work Branch hours including weekends and some evenings
* Bilingual Cantonese and English required
Preferred qualifications, ca...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-07-02 09:42:35
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2025-07-02 09:42:34
-
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: Decatur, US-AL
Salary / Rate: Not Specified
Posted: 2025-07-02 09:42:32