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The RN Charge Nurse is responsible for overseeing nursing services each shift and functions as a nursing supervisor.
This position provides daily supervision of staff on duty during operational hours.
Essential Duties and Responsibilities include the following.
Other duties and tasks may be assigned.
* Assist with clinical and operational processes to improve patient health and minimize hospitalizations and missed treatments.
* Demonstrate effective use of supplies and staff labor hours.
* Complete and document monthly review of patient medication profiles.
Administer medications as ordered by the physician.
* Assist physician during patient rounds and transcribe and implement physician orders timely.
* Assist with the implementation of anemia management and medication protocols as requested.
* Knowledge of and comply with federal, state, local laws and regulations, including health care professionals practice act requirements.
* Perform duties at all times within limitations established by and in accordance with company policy and procedures, applicable state and federal laws and regulations.
* May give direct patient care to the extent of performing efficient, safe dialysis, if allowed by state regulations.
* Responds to all emergencies in clinic.
* Communicate results of patient assessment, reassessment, and ongoing monitoring to the physician, team members, and others as appropriate to the individual needs of the patient.
* Maintain collaborative working relationship with Medical Director and physicians.
* Participate as a member of the Interdisciplinary team in all required patient assessment and care planning activities.
* Assist in orientation of new staff as a preceptor or in assigning a preceptor.
* Acts as resource person and participates in implementing and evaluating dialysis services and assures that policies and procedures are updated.
* Assists Administrator in interviewing, hiring, evaluating, and disciplinary actions of center staff
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Type: Permanent Location: Boynton Beach, US-FL
Salary / Rate: Not Specified
Posted: 2025-07-20 08:11:16
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USRC's greatest strength in being a leader in the dialysis industry is our ability to recognize and celebrate the differences in our diverse workforce.
We strongly believe in recruiting top talent and creating a diverse and inclusive work climate and culture at all levels of our organization.
The Biomedical Technician is responsible for overseeing the overall operational condition, maintenance and repair of all water treatment equipment, all medical equipment and mechanical/electrical systems to ensure patient safety and the safety of all staff operating such equipment for their assigned clinic(s).
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following.
Other duties and tasks may be assigned.
* Demonstrate effective use of supplies and staff labor hours.
* Assist with purchasing as needed: place orders, perform weekly and month end inventory counts.
* Be familiar with the overall procedures used in Inventory Control (FIFO) and assist in the documentation and control of excess inventory.
* Perform duties as assigned to meet the patient care or operational needs of the clinic.
* Troubleshoot, repair and maintain equipment as recommended by the manufacturer.
* Repair, calibrate, test, clean and disinfect dialysis machines, water distribution loop and RO's according to protocol.
* Perform water quality checks to include but not limited to: free chlorine, total chlorine, and water hardness testing.
* Perform safety checks and tests on all pretreatment water equipment including but not limited to carbon tanks, water softeners, RO units, UV lamps and ultrafilters.
* Collect samples of RO water and dialysate for microbiology testing according to protocol.
* Collect water samples for AAMI analysis testing according to protocol.
* Disinfection of central bicarbonate system and mixing tank according to protocol.
* Disinfection of RO, distribution system, and hemodialysis machines according to protocol.
* Perform duties at all times within limitations established by and in accordance with company policy and procedures, applicable state and federal laws and regulations.
* Perform electrical safety on dialysis machines and related equipment.
* Be familiar with instruction manuals and operation for equipment in accordance with manufacturer's recommendations.
Be capable of starting up and shutting down facility's equipment if necessary.
* Maintain established preventative maintenance programs and required support documentation.
* Maintain accurate maintenance records for the facility's equipment.
* Have knowledge of the function and safe operation of water treatment equipment and related mechanical and electrical systems.
* Address physical environment issues which could impact patient and staff safety.
* Mix bicarbonate solution according to protocol.
Mix acid concentrate solution according to protocol.
* Assist in receiving, storing and stocking o...
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Type: Permanent Location: Aurora, US-CO
Salary / Rate: Not Specified
Posted: 2025-07-20 08:11:15
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Do you thrive on providing an excellent customer experience? Are you safety and service-oriented? Do you possess the attention to detail necessary to ensure the accurate fulfillment of customer orders? If so, we'd like you to join our Warehouse team as a Warehouse Teammate.
About the Role:
You will:
* Be responsible for counting, verifying, and receiving incoming vendor shipments and customer return material.
* Stock and maintain the warehouse; and pick, document, and pack customer orders in accordance with Company policy and procedure.
* Act with a high attention to detail to ensure the highest levels of customer satisfaction.
* Handle all shipping discrepancies per procedures or forward appropriate paperwork to designated employee to handle.
* Identify nonstock, special-order material, and damaged material and store in proper warehouse locations.
* Complete necessary documentation for customer shipments delivered via third-party carrier.
* Load and unload trucks, operate warehouse forklift and other material handling equipment safely.
* Inform immediate supervisor of stock depletions, count discrepancies, or damaged/defective/nonsaleable merchandise that could impact customer service levels.
* Ensure security and controls are in place and upheld to protect Profit Center assets.
* Maintain warehouse cleanliness, order, and safety.
Remove empty cartons, metal bands, pallets, and other debris.
Inform immediate supervisor of safety issues.
* Assist co-workers in servicing customers.
* Perform all job functions in accordance with the company's Safety Standards.
* Successfully complete required safety and compliance training programs as assigned.
* Perform other reasonably related duties as assigned by immediate supervisor and other management as required.
About You:
* 1 year warehouse receiving and material handling experience
* Knowledge of products sold at the Profit Center preferred
Our ideal candidate will also:
* Possess outstanding customer service and communication skills.
* Be able to quickly develop comprehensive knowledge of products sold at the Profit Center.
* Possess a high level of attention to detail and accuracy.
* Be able to build and maintain a positive working relationship with customers, vendors, and co-workers.
* Know of, be able to apply and practice safety precautions in a warehouse and material handling environment.
* Be able to learn to safely operate a forklift and other material handling equipment in use at the Profit Center.
* Be able to learn and operate the computer-related systems used for warehouse operations.
* Read, write, speak, and understand English.
* Be able to add, subtract, multiply, and divide, using whole numbers, common fractions, and decimals.
Hajoca Corporation Job 8315 by eQuest
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Type: Permanent Location: Marietta, US-GA
Salary / Rate: Not Specified
Posted: 2025-07-20 08:11:15
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Do you thrive on providing an excellent customer experience? Are you safety and service-oriented? Do you possess the attention to detail necessary to ensure the accurate fulfillment of customer orders? If so, we'd like you to join our Warehouse team as a Warehouse Teammate.
About the Role:
You will:
* Be responsible for counting, verifying, and receiving incoming vendor shipments and customer return material.
* Stock and maintain the warehouse; and pick, document, and pack customer orders in accordance with Company policy and procedure.
* Act with a high attention to detail to ensure the highest levels of customer satisfaction.
* Handle all shipping discrepancies per procedures or forward appropriate paperwork to designated employee to handle.
* Identify nonstock, special-order material, and damaged material and store in proper warehouse locations.
* Complete necessary documentation for customer shipments delivered via third-party carrier.
* Load and unload trucks, operate warehouse forklift and other material handling equipment safely.
* Inform immediate supervisor of stock depletions, count discrepancies, or damaged/defective/nonsaleable merchandise that could impact customer service levels.
* Ensure security and controls are in place and upheld to protect Profit Center assets.
* Maintain warehouse cleanliness, order, and safety.
Remove empty cartons, metal bands, pallets, and other debris.
Inform immediate supervisor of safety issues.
* Assist co-workers in servicing customers.
* Perform all job functions in accordance with the company's Safety Standards.
* Successfully complete required safety and compliance training programs as assigned.
* Perform other reasonably related duties as assigned by immediate supervisor and other management as required.
About You:
* 1 year warehouse receiving and material handling experience
* Knowledge of products sold at the Profit Center preferred
Our ideal candidate will also:
* Possess outstanding customer service and communication skills.
* Be able to quickly develop comprehensive knowledge of products sold at the Profit Center.
* Possess a high level of attention to detail and accuracy.
* Be able to build and maintain a positive working relationship with customers, vendors, and co-workers.
* Know of, be able to apply and practice safety precautions in a warehouse and material handling environment.
* Be able to learn to safely operate a forklift and other material handling equipment in use at the Profit Center.
* Be able to learn and operate the computer-related systems used for warehouse operations.
* Read, write, speak, and understand English.
* Be able to add, subtract, multiply, and divide, using whole numbers, common fractions, and decimals.
Hajoca Corporation Job 8316 by eQuest
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Type: Permanent Location: Jacksonville, US-FL
Salary / Rate: Not Specified
Posted: 2025-07-20 08:11:12
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Are you outgoing, knowledgeable, and service-oriented? Do you enjoy building relationships and providing an excellent customer experience? Do you like to lead others? If so, we'd like you to join our team as a Showroom Supervisor.
About the Role:
You will:
* Oversee aspects of personnel performance, sales, operation, and financial performance in the showroom.
* Supervise a team of showroom sales personnel.
* Provide training and guidance to the Showroom sales team to ensure their ability to meet sales and customer service goals.
* Help establish individual sales goals and hold salespeople accountable for achieving goals.
* Serve as an escalated point of contact for customers with inquiries or concerns and ensure high level of customer satisfaction.
* Assist showroom customers, assessing their needs, guiding their product selections and successfully closing the sale.
* Analyze financial reports and implement appropriate strategies to increase sales, improve operating efficiencies, manage assets and increase ROI, and profit sharing.
* Effectively manage customer contacts and relationships providing excellent customer service, building sales volume, and constantly increasing overall customer satisfaction.
* Build relationships in the community through local marketing efforts, hosting special events to build a repeat and new customer base, and attending industry-related vendor functions and professional events.
* Conduct all business in accordance with Company policy and procedures.
* Maintain and insist upon a safe working environment in accordance with Company policy and procedures.
* Safeguard and maintain all Profit Center assets - buildings, fleet, equipment, inventory, and receivables.
* Successfully complete required safety and compliance training programs as assigned.
* Perform other reasonably related duties as assigned by management.
About You:
* 3+ years of experience in showroom sales
Our ideal candidate will also:
* Possess proven knowledge of kitchen and bath design trends and effective sales techniques.
* Possess leadership qualities and be viewed as a leader.
* Have experience promoting a productive and positive team environment and coaching staff to do their best work to achieve the highest levels of sales and customer satisfaction.
* Use Microsoft Office software (Outlook, Word, Excel) to communicate via email, to maintain appointment and customer contact files, and to analyze customer data.
* Possess a strong work ethic and a high standard of integrity.
* Be able to build and maintain quality relationships with co-workers, customers, and vendors.
* Demonstrate strong personal sales skills and the ability to lead a highly effective sales team.
* Be able to interpret financial report data to determine success/failure of plans and to take appropriate action to adjust business plans ensuring success.
* B...
Hajoca Corporation Job 8222 by eQuest
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Type: Permanent Location: Waltham, US-MA
Salary / Rate: Not Specified
Posted: 2025-07-20 08:11:12
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As the VP - Cobrand Product Strategy Transformation Analyst, you will serve as the analytics counterpart to the journey transformation lead.
Your role will involve leveraging data and insights to prioritize key customer and business challenges, developing measurement plans and scorecards to track partner and cobrand performance against key KPIs and metrics at both the product and journey levels.
Job responsibilities
* Strategic Leadership and Analytics Partnership:
+ Collaborate with the journey transformation led to align analytics with strategic goals, ensuring data-driven prioritization of customer and business challenges.
+ Present executive updates and insights to leadership forums, focusing on analytics-driven insights and strategic recommendations.
* Data-Driven Insights and Measurement:
+ Partner with data and analytics teams to create dashboards and scorecards that highlight key performance indicators and metrics at the product and journey levels.
+ Utilize analytics to inform customer experience and product strategy, driving the organization's shift towards a customer-first approach.
+ Inform cobrand product strategy and prioritization through sourcing and developing insights across various points of customer interaction, engagement data and industry trends
* Collaboration and Efficiency:
+ Facilitate collaboration across teams to enhance transparency and efficiency in initiatives, leveraging data insights to improve decision-making.
+ Scale pilot processes and learnings across Partner and Product teams, ensuring successful strategies are replicated and optimized.
* Measurable Outcomes:
+ Develop and implement journey scorecards to track progress and prioritize needs, focusing on analytics-driven metrics.
+ Scale reporting practices and tools to enable systematic and automated approaches, ensuring consistent measurement of partner and cobrand performance.
Required qualifications, capabilities, and skills
* Extensive Experience: 10+ years of experience in strategy, analytics, or related fields, with a proven track record in enhancing customer experience, journey and product analytics, and driving innovation in the financial services sector.
* Agile Expertise: Deep understanding of agile product development methodologies and the software delivery lifecycle, with hands-on experience in leading agile teams to deliver high-impact projects.
* Analytical Proficiency: Strong analytical skills with the ability to interpret complex data sets, identify trends, and translate insights into actionable strategies that enhance customer engagement and business performance.
* Communication Mastery: Exceptional written and verbal communication skills, with a talent for synthesizing complex information into clear, compelling narratives for diverse audiences, including executive leadership.
* Digital Product Development...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2025-07-20 08:11:11
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: Ventura, US-CA
Salary / Rate: Not Specified
Posted: 2025-07-20 08:11:09
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
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Type: Permanent Location: Cheyenne, US-WY
Salary / Rate: Not Specified
Posted: 2025-07-20 08:11:09
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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: Dumfries, US-VA
Salary / Rate: Not Specified
Posted: 2025-07-20 08:11:06
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Be an outstanding product leader on a global team that is passionate about personalizing client and advisor-facing experiences, focusing on Wealth Management Personalization, to help both the client and Wealth Management business grow.
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 personalized products that resonate with clients.
As a Vice President in the J.P.
Morgan Wealth Management - Wealth Engagement - Personalization product team, you will work with designers, engineers, and other partners to expand and enhance our Wealth Management personalization capabilities across digital/non-digital platforms to accelerate quality lead generation, increase account opening volumes from our target segments, and deepen relationships with our current client base, all through an omni-channel lens.
Through the personalized digital experiences you create and manage, you will have the opportunity to help people invest on their own or with an advisor, informed by industry-leading proprietary research and third-party market data, tools, and content, all backed by J.P.
Morgan.
You will join a team that is passionate about serving clients & advisors and improving their personalized experience.
With a strong commitment to scalability, resiliency, and stability, you will collaborate closely with cross-functional teams to deliver high-quality personalized products that exceed expectations.
Scope for the experience that the team manages includes web, mobile notifications, and text and email notifications.
Job Responsibilities:
* Evolve the strategy for our new-customer acquisition and existing customer deepening insights to support growth across investing channels, ensuring seamless experiences across all communication channels (ie.
Nudge, email, ad, etc.) with clear next steps for both WM Prospects and existing clients.
* Build scalable, flexible frameworks inclusive of digital and CRM capabilities to enhance customer/advisor engagement and drive growth in new-customer acquisition/deepening.
* Lead the product development lifecycle by collaborating with design, data and UX engineering, agility, and data analytics team members to discover, develop, and build product enhancements that address customer jobs to be done.
* Conduct discovery sessions to clarify and prioritize requirements.
* Own and write detailed requirements that capture functional, design, analytics, and control/regulatory features.
* Review and certify new experiences with Quality Assurance, engineering, and design to ensure it meets expectations.
* Facilitate decision-making to make smart trade-offs when appropriate.
* Drive the prioritization of any defects found and work with technology on the resolution.
* Leverage data-driven experimentation and measurement framew...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-20 08:11:06
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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 ...
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Type: Permanent Location: Eagan, US-MN
Salary / Rate: Not Specified
Posted: 2025-07-20 08:11:05
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or...
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Type: Permanent Location: Milpitas, US-CA
Salary / Rate: Not Specified
Posted: 2025-07-20 08:11:05
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or...
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Type: Permanent Location: Walnut Creek, US-CA
Salary / Rate: Not Specified
Posted: 2025-07-20 08:11:04
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice.
You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
* Acquire, manage, and retain a portfolio of 100-130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships.
Regularly review processes and strategies with manager, making adjustments as needed
* Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
* Determine and balance priorities on a daily basis to achieve bus...
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Type: Permanent Location: Longmont, US-CO
Salary / Rate: Not Specified
Posted: 2025-07-20 08:11:03
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Performance Consulting is a dedicated internal consulting group that is highly visible and a critical component of JPMorgan Chase's commitment to operational excellence.
The team partners with strategic and functional leaders to improve and enhance core components of our business, from designing innovative, streamlined ways of working to piloting cutting-edge AI solutions.
Our mission is to optimize end-to-end processes, elevate the customer experience, and foster a vibrant culture of continuous improvement.
We are committed to shaping a future where innovation and excellence are at the heart of everything we do.
As a Process Improvement Associate II at JPMorgan Chase, you will play a crucial role in reshaping organizational strategy and operating models.
Your expertise in business transformation, data analytics, and artificial intelligence tools will be instrumental in driving innovative solutions.
You will collaborate with senior leaders to understand and optimize processes, enhancing operational efficiency.
Your work will require initiative and judgment to resolve challenges and propose strategic improvements.
You will analyze data, craft compelling narratives, and work with diverse teams to achieve common goals.
Job Responsibilities:
* Collaborate with senior leaders to analyze and optimize processes, enhancing operational efficiency.
* Utilize data analytics and AI tools to drive innovative solutions and offer continuous insights for strategic improvements.
* Craft compelling narratives to effectively communicate complex ideas and influence change within the organization.
* Lead one or more workstreams while demonstrating leadership through influence and enhancing team / organization culture.
* Develop and implement solutions that align with organizational strategy and operating models.
Required Qualifications, Capabilities, and Skills:
* Undergraduate degree in a related field such as Business, Engineering, or Data Science
* 2+ years of professional experience in business transformation, data analytics, or artificial intelligence implementation.
* Advanced analytical and problem-solving skills with strong communication abilities.
* Proficiency in digital process, analytics, and AI tools.
Preferred Qualifications, Capabilities, and Skills:
* Advanced degree in a related field such as Business, Engineering, or Data Science
* Systems thinking to analyze and optimize processes.
* Experience in agile methodologies, change management, and management consulting.
* Experience in relationship building and supporting diverse teams.
* Self-motivated with a commitment to skill development and learning.
Base Pay/Salary
Elgin,IL $79,800.00 - $154,000.00 / year
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-07-20 08:11:03
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Join the forefront of innovation with the Controls Room Team, the central hub for control-related information across the firm! As part of our mission to enhance the firm's control environment, we provide rapid access to data, advanced analytics, and proactive issue identification.
By developing systems that support key operational risk frameworks, we elevate monitoring and management capabilities.
Our team standardizes and automates the recording and reporting of operational risks, delivering valuable business risk insights.
Be a part of a dynamic team that collaborates across disciplines to swiftly address and remediate control issues, ensuring robust risk and control oversight.
As an AI/ML Model Developer in Control Management, you will data mine to identify insights and build models for production.
You will collaborate with other machine learning model developers and work closely with stakeholders to deliver business value.
Your role will be pivotal in advancing the analytics and AI/ML program.
Job responsibilities
* Research data to discover insights and develop innovative ML-based solutions to some of Control Management's hardest problems.
* Understand the AI/ML program journey to formulate relevant high impact business questions that can be answered through data analysis.
* Develop strong data science capabilities that can be scaled across various business use cases.
* Collaborate with Tech partners to design and deploy Machine Learning services that can be integrated with strategic systems.
* Leverage internal reusable components and cutting-edge external tools strategically to advance capability development.
* Document and convey approaches and results to non-technical audiences, such as business stakeholders and executive leadership.
* Research and implement state-of-the-art methods and models.
Required qualifications, capabilities and skills
* Master's degree/Ph.D.
in Data Science, Computer Science or Technology-related discipline
* Minimum of 3 years of AI/ML model development experience
* Hands-on experience in building and managing large-scale Data Science and Machine Learning models, including their monitoring and upkeep in production
* Hands-on experience with Deep Neural Network packages (examples: PyTorch, Keras/TensorFlow, HuggingFace packages like Transformers, Datasets etc)
* Strong understanding of various machine learning concepts, including Natural Language Processing (NLP) and Large Language Models (LLMs)
* Strong ability to develop and debug in Python with extensive experience with machine learning APIs and computational packages (examples: Scikit-Learn, NumPy, SciPy, Pandas, XGBoost etc)
* Experience in exploring and analyzing data using SQL, including writing queries and extracting insights from large datasets
* Experience in developing solution using cloud technologies such as AWS Sagemaker, Azure etc
* Able to work both individually ...
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Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-20 08:11:02
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Performance Consulting is a dedicated internal consulting group that is highly visible and a critical component of our transformation.
The team partners with senior business and functional leaders to re-engineer core components of our business, from diagnostic work and designing innovative, streamlined ways of working, to piloting solutions for further scaled execution.
We are the driving force behind transformative business strategies that propel the entire organization towards unparalleled operational excellence.
Our mission is to redefine industry standards by optimizing end-to-end processes, elevating the customer experience, and fostering a vibrant culture of continuous improvement.
By enhancing employee engagement, mitigating risks, and delivering substantial financial benefits, we are committed to shaping a future where innovation and excellence are at the heart of everything we do.
As a Process Improvement Manager at JPMorgan Chase, you will be at the forefront of our business transformation journey, playing a crucial role in reshaping organizational strategy and operating models.
Your expertise in business and digital transformation, robotic process automation (RPA), and artificial intelligence tools will be instrumental in driving innovative solutions that redefine how we operate.
You will collaborate with senior leaders to map, simplify, and document processes, reducing manual touchpoints and enhancing operational efficiency.
Your work will be pivotal in transforming our business, requiring you to exercise initiative and judgment to resolve short-term challenges and propose strategic improvements.
You will analyze data, craft compelling narratives to communicate complex ideas, and lead diverse teams to achieve common goals.
Your ability to innovate, adapt to change, and manage tasks effectively will be essential in driving service-delivery improvement and achieving our departmental objectives, ultimately propelling the firm toward a state of operational excellence.
Job responsibilities:
* Lead the development and implementation of process improvement initiatives, utilizing advanced data analytics to identify operational inefficiencies, providing impactful recommendations and coaching to client teams as they implement recommendations.
* Utilize storytelling skills to effectively communicate complex process improvement strategies and changes to diverse stakeholders, influencing decision-making and fostering understanding.
* Collaborate with LOBs and IT teams to evaluate existing technology ecosystems to identify/optimize platforms and tools that align with business objectives and drive digital transformation.
* Leverage AI, LLM (Large Language Models), and NLP (Natural Language Processing) tools to aid in providing actionable insights and innovative solutions to complex business challenges
* Oversee the end-to-end change management process, from strategic communications to lasting stakeholder impact mitigat...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-07-20 08:11:01
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Join J.P.
Morgan Asset & Wealth Management, a global leader in investment management and private banking solutions, managing client assets worth $4 trillion.
As a Supervisory Manager, you will be at the forefront of guiding our Financial Advisors, ensuring adherence to regulatory obligations and managing operational risk.
This role offers a unique opportunity to collaborate with senior leadership, tackle complex issues, and devise strategic solutions.
Be part of a dynamic team dedicated to maintaining the integrity and success of our wealth management services, empowering individuals, families, and foundations to achieve their financial aspirations.
As a Supervisory Manager in Chase Wealth Management, you will lead and oversee a territory of Financial Advisors, ensuring compliance with regulatory obligations and managing operational risk.
You will work closely with us to address complex issues and provide strategic solutions.
Your role is crucial in maintaining the integrity and success of our wealth management services, offering you the opportunity to make a significant impact.
You will be instrumental in fostering a culture of compliance and excellence, ensuring that our advisors are equipped to deliver exceptional service to our clients.
Job Responsibilities:
* Recognize and address issues, risks, and exposures within the line of business.
* Engage senior leadership to implement effective solutions for complex challenges.
* Coach business partners to adapt to evolving regulatory changes and requirements.
* Interface with leadership teams across various lines of business to ensure alignment.
* Develop and maintain expertise in securities rules and regulations to guide advisors.
* Implement thorough account reviews to ensure investment suitability and compliance.
* Conduct comprehensive Advisor book reviews to identify trends and areas for improvement.
* Escalate potential issues to appropriate parties for timely resolution.
* Present detailed reports and findings to senior management for strategic decision-making.
* Collaborate with the Sales Practice Review team to ensure best practices are followed.
* Resolve questions and issues from oversight groups with precision and clarity.
Required Qualifications, Capabilities, and Skills:
* 7 years of experience in the securities/investment industry, with a focus on compliance and supervision.
* Bachelor's Degree in Finance, Business, or a related field.
* Proven experience in supervisory or compliance roles within the financial sector.
* In-depth knowledge of FINRA, MSRB, and SEC rules and regulations.
* Strong critical thinking and analytical skills to assess and address complex issues.
* Excellent written and verbal communication skills for effective interaction with stakeholders.
* Strong organizational and time management skills to handle multiple priorities.
* Proven judgment and problem-resolutio...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-20 08:11:00
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM.
You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share.
As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships.
Job Responsibilities
* Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
* Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners
* Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects
* Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship
* Understand the personal financial goals and needs of the owner(s).
Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
* Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services.
Leverage service team to deliver an outstanding client experience
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* M...
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Type: Permanent Location: Seattle, US-WA
Salary / Rate: Not Specified
Posted: 2025-07-20 08:10:58
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Join a dynamic team at the forefront of innovation in the financial services industry.
As a Vice President in the Go to Market team, you will play a pivotal role in shaping the future of Chase Branded Cards, delivering market-leading value to millions of consumers and small businesses.
Job Summary
As a Vice President - Chase Branded Cards Go to Market Lead within the Go to Market team, you will be responsible for the development and execution of strategic initiatives on the Chase Branded Card roadmap, including product refreshes and launches across the Slate, Freedom, Sapphire, and Ink product lines.
You will work closely with portfolio leads to create an integrated go-to-market plan for new product launches, develop high-impact strategies, manage key go-to-market workstreams, and spearhead executive updates and governance forums.
You will collaborate across functional teams to ensure the successful execution of the Chase Branded Cards plan.
Job Responsibilities
* Collaborate with Card General Managers to develop and launch high-impact strategic initiatives, including new product launches and refreshes.
* Lead high-impact strategic initiatives in a complex, matrixed environment, managing cross-functional teams to develop best-in-class customer solutions and bring products to market.
* From ideation to launch, collaborate with product leads providing insights and strategic recommendations to optimize for strong customer value and financial outcomes.
* Develop and own comprehensive go-to-market plans to amplify impact across customer-facing channels, e.g., acquisition, branch, and servicing.
* Establish and lead the overarching program governance, ensuring readiness and alignment across all stakeholders.
Own executive updates and forums with senior leaders across Branded Card, Connected Commerce, and functional partners.
* Build strong relationships across the Branded Card teams, business partners, and cross-functional teams (e.g., Marketing, Connected Commerce, Risk, Legal, Compliance).
* Identify and address key milestones, strategic issues, and interdependencies, driving them to resolution across all stakeholders.
Create a risk management plan to anticipate and mitigate potential challenges.
* Become an expert in new product launches, supporting the development of an evergreen framework, including standardized product launch and go-to-market processes and tools to streamline efforts and improve efficiency.
* Support junior team members, contributing to their development and growth.
Required Qualifications, Capabilities, and Skills
* Proven ability to develop high-impact strategies, lead complex initiatives, and deliver results in a complex, matrixed environment without direct control of resources.
Not afraid to roll up sleeves and get into the details to get the job done.
* Proactive, flexible, comfortable working in a fast-paced environment, and adept at navigating ambiguity and unst...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-20 08:10:56
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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: Edmond, US-OK
Salary / Rate: Not Specified
Posted: 2025-07-20 08:10:56
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
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Type: Permanent Location: Raleigh, US-NC
Salary / Rate: Not Specified
Posted: 2025-07-20 08:10:54
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
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Type: Permanent Location: Burnsville, US-MN
Salary / Rate: Not Specified
Posted: 2025-07-20 08:10:53
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Take on a managerial role within our Commercial & Investment Bank, where you'll guide a skilled team dedicated to the implementation of Treasury Products and Services.
You'll have the chance to influence team strategy, improve client experiences, and work closely with key internal partners to optimize processes and ensure smooth onboarding.
With an emphasis on fostering a client-first culture and nurturing top talent, this role provides a dynamic setting for strategic thinkers eager to make a meaningful impact.
Join us and become part of a global organization that values diversity, innovation, and community engagement, offering numerous opportunities for career and personal growth.
As an Onboarding Team Manager within JPMorganChase, you will lead an experienced team, driving the implementation of Treasury Products and Services.
Your role is crucial in shaping team strategy, refining the onboarding process, and enhancing the client experience as they transition to the Chase banking platform.
You will utilize your advanced risk management skills to maintain the integrity of our operations, while your proficiency in data and tech literacy will enable you to provide valuable feedback to our internal business partners.
Your advanced skills in strategic planning, critical thinking, and stakeholder management will be essential in making impactful decisions that extend beyond the short-term.
As a manager, you will be expected to exercise sound judgment, manage a diverse team, and be accountable for the quality and professionalism of service delivery within your area of responsibility.
Job responsibilities
* Lead the onboarding team in implementing Treasury Products and Services, ensuring adherence to established methodologies and policies.
* Foster a client-centric culture within the team, managing client and partner expectations throughout the onboarding process.
* Utilize advanced risk management skills to identify potential business risks, taking ownership and providing solutions when issues arise.
* Collaborate with Operations and Product Management to streamline onboarding processes, enhancing the client experience and operational efficiency.
* Drive team performance through individual coaching and development, fostering a culture of teamwork and continuous improvement.
Required qualifications, capabilities, and skills
* Proven leadership and team management skills in a financial services environment, with a focus on client onboarding or treasury services, equivalent to at least 7 years of experience.
* Demonstrated expertise in risk management, with a track record of making sound decisions in line with firm-wide risk management practices and policies.
* Proven ability to influence and establish credibility with stakeholders, with a history of driving mutually beneficial outcomes.
* Advanced proficiency in strategic planning, with experience in defining organizational direction and making resource...
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Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2025-07-20 08:10:52
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Join the Sales Success Organization! In this role your analytical expertise will support decision-making and strategic initiatives, while fostering cross-functional collaboration to ensure alignment with organizational goals.
As a Business Analyst in Sales Success, you will be instrumental in harmonizing sales support efforts with strategic goals through comprehensive data analysis and engaging presentations.
This position involves analyzing sales data, developing metrics, and providing insights to drive sales performance and success.
This position requires a dynamic and analytical leader who can support the Sales Success Leader in driving strategic initiatives, enhancing internal communication, and delivering impactful presentations.
This role will require strong data analysis skills and the ability to translate insights into actionable strategies.
Job Responsibilities:
* Collaborate with sales success leadership to identify key performance indicators (KPIs) and develop metrics to measure sales success.
* Conduct comprehensive data analysis to identify trends, opportunities, and areas for improvement.
Utilize data-driven insights to support decision-making and strategic planning.
* Provide regular reports and dashboards to Sales Success management, highlighting key insights and recommendations.
* Work closely with cross-functional teams to ensure alignment and integration of sales success strategies with overall business objectives.
* Monitor and evaluate the effectiveness of sales success initiatives and programs, providing feedback and recommendations for improvement.
* Coordinate and drive the operating cadence on sales success meetings and presentations, providing analytical support and insights.
* Support the development and execution of business plans and strategies to achieve sales success targets and objectives.
* Lead or participate in special projects and initiatives aimed at enhancing sales effectiveness.
* Create compelling presentations that effectively communicate strategic initiatives, performance metrics, and key insights to internal stakeholders.
* Enhance internal communication within the Sales Success team by developing clear and concise messaging that supports strategic goals.
Facilitate collaboration and information sharing across departments to ensure consistent messaging and alignment with stakeholders across the payments organization.
Required Qualifications, Skills and Capabilities:
* 5+ years of relevant work experience
* Proven experience in a business analyst role
* Experienced in sales or sales effectiveness efforts
* Strong problem-solving skills and attention to detail
* Strong analytical skills with the ability to interpret complex data and provide actionable insights
* Ability to work collaboratively with cross-functional teams
* Excellent presentation and communication skills, with the ability to convey complex information...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-07-20 08:10:52
