-
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: Washington, US-DC
Salary / Rate: Not Specified
Posted: 2025-08-13 09:34:56
-
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: Largo, US-FL
Salary / Rate: Not Specified
Posted: 2025-08-13 09:34:55
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Join the Commercial and Investment Banking Planning and Analysis Transformation and Innovation to enable the production of reporting and analytics while modernizing our planning processes and data consumption patterns!
As an Analytics Solutions Lead, within the Corporate and Investment Banking Central Planning and Analysis team, you will shape our product strategy, manage a backlog, and collaborate with various stakeholders, while having the opportunity to devise data strategies and generate influential analytics to bolster the business strategy.
Job Responsibilities:
* Develop and execute on our data and product strategy that delivers value to the end users
* Conduct user interviews and prioritize user needs, test ideas, and turn them into effective solutions
* Build dashboards and perform data analysis using SQL and Python
* Understand financial data models across various data products
* Collaborate and present technical information in a clear and concise manner to a variety of audiences
* Establish and maintain collaborative partnerships with stakeholders
Required qualification, capabilities, and skills:
* 5+ years of experience with data analysis and product management; Bachelors degree in a relevant field such as BA, Computer Science, Information Systems, Engineering, marketing, or Economics.
* Excellent communication skills, effectively conveying complex data concepts to both technical and non-technical stakeholders
* Ability to formulate product strategy, roadmap and managing a backlog
* Strong understanding of data models, and BI tools (Qlik and Tableau)
* Experience in data analytics (e.g., SQL or Python) with the ability to analyze data for decision-making
* Financial services industry domain expertise
Preferred qualifications, capabilities, and skills:
* Knowledge of cloud-based data platforms and technologies, such as AWS and Databricks
* Experience with emerging data consumption tools
* Master's Degree such as MBA, Product Management, Information Technology or Computer Science
* Certifications such as Agile or Scrum Certifications
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 ...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-13 09:34:54
-
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: Muncie, US-IN
Salary / Rate: Not Specified
Posted: 2025-08-13 09:34:53
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
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: Saginaw, US-MI
Salary / Rate: Not Specified
Posted: 2025-08-13 09:34:52
-
Join the Commercial and Investment Banking Planning and Analysis Transformation and Innovation team that will enable the production of reporting and analytics while modernizing our planning processes and data consumption patterns!
As a Data Domain Modeler Sr Associate, within the Transformation and Innovation team, you will design and implement end-to-end data models starting from raw data to the semantic layer that makes our data more accessible and understandable for finance users, data analysts, automation, quantitative research and machine learning teams.
Job Responsibilities:
* Work on designing new data models for domains such as financials and forecasting models across different scenarios and work on some of the most complex and highly visible data problems in finance, at the intersection of finance and technology
* Represent the data domains in the overall information architecture strategy to optimize data models for end user consumption, identify data homogenization opportunities, and optimize data pipelines in our data lake-house.
* Engage and partner with product owners, business users (both technical and non-technical), data providers, and technology teams across the entire finance function to design and deliver data products.
* Design and build new cloud based data lakehouse for the P&A community, leveraged by Analysts to CFO for their day to day reporting
* Work on wide range of data sets and use case to support different Planning & Analysis processes, and personally lead and drive the design of them
* Create solutions for key data challenges and implements innovative technology-based solutions at the bank such as enterprise data catalog, and AI-enabled conversational analytics
* Partner with other high-performing teams within JPM Chase to inspire innovation and champion change throughout the bank
Required qualifications, capabilities, and skills:
* Strong analytical and problem solving skills with attention to details to formulate effective data models to address users consumption pain points, and to lead their delivery
* Bachelor's degree in computer science, data science, information systems, business analytics, or related discipline; 3-5+ years of relevant experience designing and implementing data models and analytic solutions using dimensional and relational data models
* Hands-on and flexible approach to creating solutions aligned to the tools and skills of the client user and strong communication skills to present data products and educate data consumers
* Strong knowledge and experience using SQL & Python for data analysis, data engineering, and transformation to answer business questions
* Experience with ETL / ELT process and architecture to move data across pipelines in a lake
* Experience building analytics dashboard or building models suited for interactive dashboard consumption
* Experience with cloud-based data lake platforms such as AWS, Azu...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-13 09:34:51
-
Join the Commercial and Investment Banking Planning and Analysis Transformation and Innovation to enable the production of reporting and analytics while modernizing our planning processes and data consumption patterns!
As a Data Domain Modeler Lead, within the Transformation and Innovation team, you will lead the design and implementation of end-to-end data models starting from raw data to the semantic layer that makes our data more accessible and understandable for finance users, data analysts, automation, quantitative research and machine learning teams.
Being part of an influential and data-centric team focused on data accessibility you will
Job Responsibilities:
* Work on designing new data models for domains such as financials and forecasting models across different scenarios and work on some of the most complex and highly visible data problems in finance, at the intersection of finance and technology.
* Represent the data domains in the overall information architecture strategy to optimize data models for end user consumption, identify data homogenization opportunities, and optimize data pipelines in our data lake-house.
* Lead the engagement and partner with product owners, business users (both technical and non-technical), data providers, and technology teams across the entire finance function to design and deliver data products.
* Design and build new cloud based data lakehouse for the P&A community, leveraged by Analysts to CFO for their day to day reporting
* Work on wide range of data sets and use case to support different Planning & Analysis processes, and personally lead and drive the design of them
* Create solutions for key data challenges and implements innovative technology-based solutions at the bank such as enterprise data catalog, and AI-enabled conversational analytics
Required qualifications, capabilities, and skills:
* Strong analytical and problem solving skills with attention to details to formulate effective data models to address users consumption pain points, and to lead their delivery
* 5-7+ years of relevant experience designing and implementing data models and analytic solutions using dimensional and relational data models; Bachelor's degree in computer science, data science, information systems, business analytics, or related discipline
* Hands-on and flexible approach to creating solutions aligned to the tools and skills of the client user.
Strong communication skills to present data products and educate data consumers
* Strong knowledge and experience using SQL & Python for data analysis, data engineering, and transformation to answer business questions
* Experience with ETL / ELT process and architecture to move data across pipelines in a lake
* Experience building analytics dashboard or building models suited for interactive dashboard consumption
* Experience with cloud-based data lake platforms such as AWS, Azure or Google Cloud
Preferred...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-08-13 09:34:50
-
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: Redford, US-MI
Salary / Rate: Not Specified
Posted: 2025-08-13 09:34:49
-
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: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2025-08-13 09:34:48
-
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: Redding, US-CA
Salary / Rate: Not Specified
Posted: 2025-08-13 09:34:47
-
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: Irvine, US-CA
Salary / Rate: Not Specified
Posted: 2025-08-13 09:34:44
-
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 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: Gainesville, US-FL
Salary / Rate: Not Specified
Posted: 2025-08-13 09:34:43
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client 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: Washington, US-DC
Salary / Rate: Not Specified
Posted: 2025-08-13 09:34:42
-
The Valuation Controller role is a position on the Product Administration Business Platform Team within Client Service / Asset Management and has responsibility for supporting the oversight of valuation of investments held by the Funds.
The role entails a working knowledge of the Funds' investments and all aspects of valuation related to those investments.
The Valuation Controller will support the Product Administration leadership team in executing management and oversight responsibilities.
The role is visible within the organization and requires working cross functionally in areas including: Portfolio Management, Legal, Compliance as well as various external pricing vendors and other parties that provide services to the Funds.
Job responsibilities
* Daily / Monthly Oversight - execute risk-based oversight model that addresses daily risk all aspects of valuation including: trade back-testing, price fluctuations and comparisons, market events impacting valuation, oversight of pricing vendors and service providers, engagement with relevant stakeholders and global counterparts and management reporting.
* Management Reporting - prepare and review of required reporting to senior management, valuation committee, boards of trustees that highlight metrics on oversight results and analysis, regulatory requirements, escalation items and other relevant topics.
* Financial reporting and disclosure controls - prepare all valuation-related financial statement disclosures and regulatory filings; coordination of all audit efforts with service providers and external auditors.
* New products/change to existing products - evaluating valuation-related aspects of proposals, review of pricing vendor capabilities and assessment of valuation risk.
* Valuation-related initiatives - leading/participating in various valuation-related initiatives.
Required qualifications, capabilities, and skills
* College degree in finance, economics or related field with at least 3+ years' experience in the investment management industry.
* Knowledge and experience of valuation methodologies and techniques across various asset classes (e.g., fixed income, alternatives and equities) and complex instrument types (e.g., derivatives and structured products).
* Technical and business knowledge of various Fund structures (e.g., mutual collective investment and hedge funds) and activities from an investment, operational, regulatory, accounting and financial reporting perspective.
* Strong analytical skills with ability to evaluate issues, propose and implement solutions, with consideration for all downstream implications.
* Highly developed interpersonal skills and the ability to work effectively as part of a cross functional team.
* Demonstrated thought leadership and the ability to influence and achieve results.
Excellent written, verbal and presentation skills; ability to communicate in a clear and concise manner in any format.
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-08-13 09:34:41
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
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Type: Permanent Location: Stratham, US-NH
Salary / Rate: Not Specified
Posted: 2025-08-13 09:34:40
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Join the Treasury/Chief Investment Office (TCIO) at the heart of JPMorgan Chase, where you'll impact the firm's $4 trillion balance sheet and its main lines of business.
The Corporate Treasury Middle Office team supports liquidity, capital, interest rate risk management, and global funds transfer pricing, offering a unique opportunity to engage in critical financial functions.
As a Vice President in the Treasury Chief Investment Office Controls team, you will join the CTMO Strategy and Controls team responsible for designing, implementing, and managing a comprehensive control environment for the team, ensuring operational excellence and regulatory compliance across global operations.
You will focus on strategic team management, operating model and controls, stakeholder management, management of regulatory requests and internal audit, process improvement, and sustainability.
Job responsibilities:
* Strategic Control and Team Vision: architect and implement a best in class control model for the organization.
Lead junior talent by managing book of work, trainings and develop a mindset of operational excellence
* Operating Model and Controls: design, implement and maintain consistent and streamlined operating models and controls across the global team and across risk stripes.
Review and assess current control frameworks.
Partner with CTMO stakeholders across the globe to ensure consistency of operations and strength of controls.
* Stakeholder Management: manage relationships across internal stakeholders including LOBs, Policy, Strategy and Risk.
Lead regular touchpoints to review ongoing performance of reporting, and the support of adhoc requests.
Compile metrics, synthesize key themes and present updates to senior management for review & escalation as required.
* Management of Regulatory Requests and Internal Audit -Interface with risk and control, internal auditors and CTMO team leads to satisfy internal and external control requirements.
Collaborate with BAU teams to own and remediate Action Plans (formally documented control gaps) specific to operating model enhancements - includes partnering with BAU team to design & implement sustainable processes whilst minimizing operational risk.
Collaborate with strategy and risk teams to comply with regulatory exams and requests.
* Process Improvement: enhance and redesign existing processes to increase efficiencies and reduce operational risk.
* Sustainability: support ongoing periodic recertifications to meet audit and regulatory requirements, maintaining comprehensive documentation
Qualifications, capabilities and skills:
* 6+ years' experience preferably in project management related roles
* Strong independent analysis and research skills with limited oversight
* Requires attention to detail to ensure consistency across processes and submissions
* Knowledge of or willingness to learn Microsoft Office software (Teams, Sharepoint etc.) and Atlassian...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-08-13 09:34:39
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You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations.
Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients.
As a Product Manager in Merchant Services Platform team, you are an integral part of the team that innovates new product offerings, grows the business and leads the end-to-end product life cycle.
As a product leader, you are responsible for acting as the voice of the customer and developing profitable products that provide customer value.
You will be responsible for researching industry trends, assessing the competitive landscape, and identifying best practices to deliver optimal solutions that meet client needs and payment brand requirements for global processing.
With a strong commitment to scalability, resiliency, and stability, you collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations.
Job responsibilities
* Provide design and thought leadership within the team to develop solutions that align with business requirements, utilizing established integration patterns.
* Conduct research and analyze industry trends to evaluate the competitive landscape and identify best practices.
* Identify optimal solutions that fulfill client needs and meet payment brand requirements for global processing.
* Collaborate with data modelers to create clear specifications for use by clients and delivery teams.
* Lead the testing of interface designs to ensure they meet objectives; Work closely with delivery teams to ensure specifications are implemented as intended; Establish metrics to evaluate the effectiveness of solutions.
* Monitor product performance through reports, dashboards, and periodic stakeholder reviews.
* Design product platforms with APIs, services, and data-driven insights that deliver world-class experiences across payments processing, with an emphasis on funding.
* Collaborate with internal partners to maintain a leadership position for JPMorgan payment services in merchant processing funding.
* Provide a clear, documented vision and scope via use cases, product requirements, epics, and stories to support agile scrum teams.
* Manage the product roadmap, balancing stakeholder inputs and thin-sliced release outputs.
* Design a product architecture that reduces time-to-market for new features, simplifies internal/external dependencies, and scales to a global environment.
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in product management or a relevant domain area
* Advanced knowledge of the product development life cycle, design, and data analytics
* Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value manage...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-08-13 09:34:38
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You are a Payments professional and excited to utilize your experience to make an impact with our Commercial Card clients?
As a Relationship Manager on our Commercial Card team, you will drive retention and growth strategies into a portfolio of relationships that are strategically important to the firm's growth agenda.
In this virtual role, you will focus on driving client retention, deepening wallet share, and supporting strategic growth objectives.
Using data driven insights and analytics, you will act as a consultant for your clients by learning about the client's business and providing working capital and efficiency strategies.
You will cultivate strong relationships with both your clients and internal stakeholders by working closely with our banking and treasury partners that own the broader client relationship, to ensure efforts, communication, and focus are coordinated and consistent.
It is your responsibility to maintain best-in-class client experience standards through steady and meaningful contact, informative virtual meetings, regular sharing of industry thought leadership, partnering with service and product teams to resolve escalations, and leading structured revenue-generating optimization efforts.
As the ideal candidate, you are a proactive client advisor who can operate effectively in a digital first environment and collaborate cross functionally.
Job Responsibilities:
* Be very comfortable directly communicating with C-level clients and Executive level internal stakeholders.
* Own the Commercial Card account relationship with a primary focus on growth initiatives, retention, and client experience.
* Navigate multiple client-facing banking platforms and internal proprietary systems with ease.
* Demonstrate resiliency and adaptability in a fast-paced, innovative, and complex client environment.
* Think critically and exercise sound independent judgment.
* Demonstrate enthusiasm, resilience under stress, and a will-to-solution attitude, along with being results-oriented.
* Approach problems logically and with good judgment to ensure the appropriate outcome for clients and the firm, making appropriate decisions quickly and competently.
* Work effectively both independently and in a team environment.
* Demonstrate personal excellence including punctuality in responsiveness, integrity, and accountability.
* Travel for internal and external meetings as needed (20/30% approx.).
Required Qualifications, Capabilities, and Skills:
* 5+ years of experience in Client Relationship Management, Payments, Treasury, or Commercial Card industry.
* Strong virtual communication skills (Zoom, Teams, WebEx)
* Strong financial acumen and analytical skills.
* Demonstrated ability to deliver an exceptional client experience with measurable results.
* Proven ability to proactively build relationships and trust with clients.
* Experience in successfully managing multiple c...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-08-13 09:34:38
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You are eager to be at the forefront of financial innovation, enjoy building relationships, and are committed to delivering exceptional client solutions.
You have found the right team.
As a Payments Sales Associate in the Financial Institutions Group, specifically for the Crypto, Fintech, and Payment Processor segment, you will be responsible for assisting Payments Sales Managers (PSMs) with managing sales relationships and generating new business from a diverse set of customers.
The role requires strong collaboration with client service, compliance, operations, technology, risk, credit and legal in order to optimize the delivery of our products.
To effectively do so, you will also be responsible for actively gaining a thorough understanding of the market, the industry in which clients operate, their organizational and operating structure, their buying process and business objectives.
The role may include oversight of a portfolio.
As the Payments Sales Associate, in the fast-paced world of Crypto and Fintech, you will also support proactive client engagement, collaboration with multiple internal partners, and development of solutions to meet strategic and complex needs of our clients.
You will also support important relationship management initiatives such as billing and pricing, interest rate management, escalation tracking and resolution, among others.
You'll be at the heart of this mission, helping us win new business and ensuring our clients have an exceptional experience with us.
Your contributions will directly impact our success and the satisfaction of our valued clients.
Job responsibilities
* Understanding clients' business goals, environments, strategies, and industry trends to better determine their requirements and identify potential new business opportunities for J.P.
Morgan Payments via appropriate solution(s); traditional cash management, FX, International payments, liquidity
* Develop account plans, briefing memos and support relationship reviews in partnership with the client service organization; understand the client's account structure, cash flow, product usage and global setup
* Develop strong relationships within client's Treasury, Product and Operations organizations - anticipate client needs/challenges and proactively engage appropriate J.P.
Morgan Payments partners to develop comprehensive solutions
* Coordinate/negotiate KYC and onboarding documentation, internal credit processes, and help manage seamless integration with implementation partners - engage appropriate escalation points where necessary to meet client needs while managing expectations
* Review and analyze transactional data to identify key trends, risks, pricing/billing inefficiencies and conduct pricing analysis and provide go forward strategy/recommendations
* Think outside the box, identify new ways to advance team wide initiatives, and contribute as the voice of the client in cross-functional partner engagement to ens...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-08-13 09:34:37
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The Corporate Treasury Business Resiliency team is responsible for the oversight of business resiliency plans within Treasury - Chief Investment Office, coordination of plan testing, as well as communication and engagement during crisis events.
Job responsibilities:
* Lead TCIO Business Resiliency Team
* Implement Firm wide initiatives related to Business Resiliency
* Execute the firm's business resiliency policies, standards, and resiliency program.
* Plan, coordinate, and report on business resiliency quality check reviews and testing events, including setting, monitoring, and governing resiliency test events.
* Promote Business Resiliency knowledge sharing within the Business Management community through regular awareness sessions.
* Assist with planning, managing, and coordinating recovery sites.
* Review monthly reports and metrics for the resiliency team and follow up on due diligence for any non-adherence.
* Create resiliency presentation materials for internal and external stakeholders.
* Collaborate across Lines of Businesses and Corporate Functions to gather feedback on disruptions requiring the Crisis Management Process.
* Assist in ad hoc projects as needed.
* Is key lead/coordinator along with TCIO leadership in providing clear direction across all functions during a crisis or resiliency event
* Helps create and deliver timely updates to senior leadership on local resiliency events (i.e.
floods, wildfires, protests, system issues, etc.) including crafting messages for distribution through the Global Enterprise Notification Tool (GENT) and summarizes impacted plans/people in affected locations.
* Builds a strong understanding of TCIO and its critical internal functions and cross-LOB partners.
* Fosters partnerships with other Resiliency Managers and key Resiliency resources
* Partners with Planning & Testing to develop and participate in tabletop discussions for various crisis/resiliency scenarios (i.e.
pandemic, market crash, blackout, etc.)
* Collect, summarize, and communicate impacts and risks to management and resiliency teams.
* Participate in post-incident after action reviews and documentation of lessons learned
* Conduct moderate to complex analysis of resiliency-related data and plans.
* Build, maintain & report out KPIs/KRIs/success metrics for resiliency planning and crisis events.
* Reviews annual re-approval decks for plan owners to ensure they are comprehensive.
* Assists in leading discussion for Plan and Essential Service re-approval.
Required qualifications, capabilities and skills:
* Bachelor's degree or equivalent
* 8+ years of experience in financial services, preferably in business resiliency/crisis management related roles
* Experience in business resiliency planning or resiliency event incident management.
* Experience with process improvement, operational risk analysis, and procedur...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-08-13 09:34:36
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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 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...
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Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2025-08-13 09:34:35
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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: Canton, US-OH
Salary / Rate: Not Specified
Posted: 2025-08-13 09:34:34
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This is an exciting opportunity for you to join a dynamic, diverse team within the Asia market of J.P Morgan's International Private Banking business.
We are actively looking for exceptionally talented individuals who are collaborative, confident, and motivated to provide a first-class experience to clients.
If you have an entrepreneurial mind-set 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.
Our Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families around the world.
Through our integrated and diverse platform, we deliver highly customized and comprehensive market leading solutions to help clients with the many challenges and complexities they face in the ever-evolving financial services space.
The Role
The Professional will provide support to team consisting of Client Advisors in all facets of daily business routine, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.
The Role will be responsible for:
* Provide basic client information management
* Prepare and review prospect/banking products pitches
* Validate source of wealth of clients
* Periodic updating of client backgrounds
* Client invitation/nominations for events
* Account opening approval coordination
* Daily account administration: unblocking of accounts, setting up credit lines
* Advisory and brokerage accounts trade execution and daily control over trade settlement
* Contact point with Supervisory Management, Risk Management, and Investor Support team
Required Qualifications, Capabilities, and Skills
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Bachelor's Degree required
* One plus years of industry related experience
* Exceptional follow-up and follow-through skills
* PowerPoint and Excel expertise
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 f...
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Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-08-13 09:34:33
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Milford, US-CT
Salary / Rate: Not Specified
Posted: 2025-08-13 09:34:32
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Austin, US-TX
Salary / Rate: Not Specified
Posted: 2025-08-13 09:34:31
