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Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients.You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategywhiledeveloping partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.
Job responsibilities
* Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships
* Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
* Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
* Lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
* Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
* Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms
* Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships
Required qualifications, capabilities, and skills
* 10+ years of cash management, sales and relationship management experience
* Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
* Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
* Excellent verbal and written communication skills
* Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
* Strong time management, organizational and planning skills
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
Preferred qualifications, capabilities, and skills
* Bachelor's degree
* Certified Treasury Professional designation
* Strong creative solution and problem-solving abilities
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 20...
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Type: Permanent Location: Portland, US-OR
Salary / Rate: Not Specified
Posted: 2025-11-29 07:33:35
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As the Head of Investments and Advice in the U.S.
Private Bank, you will lead the Investor team within the respective market and manage responsibilities as a Senior Investor.
Collaborating closely with the Regional Investment Team Leader and Market Manager, you will help drive the overall priorities of the Investor team.
Furthermore, you will play a key role in coordinating sales initiatives with Capital Advisors, Fiduciary Administrators, and Wealth Advisors.
Job Responsibilities
* Keep up to date with markets, investments and new solutions
* Hold weekly Investor team meeting to communicate information, priorities, identify target client opportunities appropriate for sales and investment priorities, etc.
* Execute and measure a sales and risk management process, to achieve numerous business goals
* Actively engage with Investors in preparing for client and prospect meetings, as well as post call debriefs
* Create, schedule, lead internal training sessions about investments and new products
* Implement standards around client experience relating to investments throughout entire sales and relationship continuum (initial meeting/pitch, portfolio management, ongoing advice, client review)
* Partner with Market Manager on various items including: executing market strategy to achieve business results, assessing current landscape and strategy to prosecute opportunities within the market, sales management (NNC, Flows, AUM, Priorities, etc.)
Required Qualifications, Capabilities, and Skills
* Bachelor's degree required
* Ten plus years of experience in Private Banking or Financial Services industry.
* Prior experience providing complex investment solutions to Ultra and High Net Worth families and/or individuals.
* FINRA Series 7, 66, 9, 10 and Insurance licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 120 days of start date
Preferred Qualifications, Capabilities, and Skills
* MBA or CFA preferred
* Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals.
* Meaningful experience and/or knowledge of hedge funds, private equity and alternative investments.
* Able to execute trades smoothly and seamlessly in regard to executing and managing brokerage activity.
* Demonstrated understanding of wealth management including, but not limited t...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-11-29 07:33:33
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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 a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
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Type: Permanent Location: Saint Augustine, US-FL
Salary / Rate: Not Specified
Posted: 2025-11-29 07:33:31
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You enjoy delivering innovative customer experiences, driving value for customers, guiding successful launches, and exceeding expectations.
Join our dynamic team and make a meaningful impact while sharpening your product management skills.
As a Senior Product Associate in the Customer Acquisition Experiences team, you will be integral to the delivery of exciting customer experiences, and you will support the end-to-end product life cycle.
You are responsible for partnering with your development team(s) across all scrum activities, maintaining a health backlog and engaging cross-functional teams on dependencies.
You will guide the successful launch of products, gather crucial feedback, and ensure top-tier client experiences.
You will build products that meet the highest standards of scalability, resiliency, and stability.
Job responsibilities
* Owns, maintains and develops a healthy product backlog
* Facilitates all scrum activities for your development team(s)
* Engages cross-functional teams on dependencies to ensure timely and satisfactory delivery
* Manages key relationships - Work with engineering, architecture, and a diverse set of product teams across the enterprise to collaborate and drive results
* Communicates effectively and often - Be vocal.
Share strategy, roadmap, progress, and insights broadly and systematically.
Craft the narrative and cadence for different partner and stakeholder audiences
* Be a subject matter expert - The candidate has deep curiosity about the digital product experience space and a desire to connect that curiosity and knowledge to the teams that can effect change
* Be a Technical & Customer Problem Solver - Ask questions, define the problem and recognize where our platform sits in the Chase ecosystem
* Understands the technologies and approaches in use and those we should be using to drive our plans for the future
* Builds the framework and tracks the product's key success metrics such as conversion rates, engagement and performance
Required qualifications, capabilities, and skills
* 2+ years of experience or equivalent expertise in product management or a relevant domain area
* 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 management
* A customer obsessed individual with the ability to build and maintain good, productive relationships with engineers and technical partners, and an ability to translate customer needs into clear product delivery or technical requirements
* Good team player and leader that inspires action and builds credibility across the enterprise
* Good partnership, consulting, and influence skills
Preferred qualifications, capabilities, and skills
* Experience collaborating with external third parties, external vendors and external par...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-11-29 07:33:29
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Step into the role of a Client Service Senior Associate within our Commercial & Investment Bank (CIB) and become an integral part of our clients' success stories.
As the primary point of contact, you'll build strong relationships with high-level executives, delivering tailored solutions and upholding the esteemed standards of JPMorganChase.
With opportunities for career growth and community involvement, join our diverse and innovative global organization to make a meaningful impact in the ever-evolving world of commercial banking.
As a Client Service Senior Associate within JPMorganChase, you will play a key role in managing and enhancing client relationships by resolving requests and providing support for complex treasury and cash management products.
Leveraging your broad knowledge, you will ensure compliance with technical standards and organizational policy, impacting other departments and shaping short-term outcomes.
You will identify information gaps, conduct analyses to solve problems, and recommend solutions for complex situations.
Establishing productive relationships with internal stakeholders and developing skills in continuous improvement, project management, and change management will be crucial for driving beneficial outcomes.
Additionally, you will plan and organize your work, and potentially that of a team, while enhancing client experience through developing proficiency in data and tech literacy.
Job responsibilities
* Manage and resolve client requests related to our complex treasury and cash management products and services, ensuring client satisfaction and retention.
* Analyze and identify gaps in client service processes, applying continuous improvement techniques to enhance efficiency and resilience of our operating platform.
* Collaborate with internal stakeholders to drive mutually beneficial outcomes, adjusting approach based on needs and circumstances.
* Utilize data and tech literacy skills to understand and implement new technologies that enhance business operations and client service.
* Participate in project management activities, leading aspects of the project lifecycle and providing updates to sponsors and impacted parties.
Required qualifications, capabilities, and skills
* Skilled in managing client relationships within a financial services environment, with specialized expertise in treasury and cash management products and services, demonstrated through over three years of practical experience.
* Demonstrated ability to analyze and improve processes, with a track record of implementing continuous improvement techniques to enhance operational efficiency.
* Proven experience in managing projects, including leading aspects of the project lifecycle and effectively communicating with sponsors and impacted parties.
* Experience in leveraging data and tech literacy skills to understand and implement new technologies that enhance business operations and client service...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-11-29 07:33:27
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Bring your expertise to JPMorgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Lead Credit Officer - Vice President in Commercial and Specialized Industries Credit Risk team, you will partner with a cross functional team delivering credit solutions that support a range of needs from working capital and general corporate purposes to acquisition finance and dividend recapitalizations.
You will work with family owned businesses, financial sponsors and some publicly traded companies.
Additionally this role supports C&SI's Wisconsin market which covers companies generally between $20 million and $2 billion in revenues across a wide variety of industries.
Credit executions range from bilateral structures to the syndicated leveraged finance market and institutional investor transactions.
Critical to this role is the ability to develop a broad and deep understanding of the business, financial and industry risks faced by clients in the assigned portfolio and utilize that view to properly risk grade borrowers, analyze credit requests, structure credit facilities and negotiate credit agreements and other loan documentation.
Job Responsibilities
* Utilize excellent credit analysis and financial modeling skills to structure new transactions and work independently on the assigned credit portfolio.
* Appropriately assess risks / mitigants, balance risk / reward, diligently manage renewals, amendments and new transactions as well as maintain acceptable credit reporting metrics.
* Form well thought out, independent views and be able to voice your opinion in a clear, concise manner and to defend that position with partners and senior leadership.
* Lead complex leveraged finance transactions including negotiations and legal documentation for bilateral, syndicated and institutional finance structures.
* Work proactively, in a constructive, diplomatic manner, with both internal and external contacts to keep transactions moving.
* Act with a sense of urgency and execution to meet both internal and client deadlines.
* Provide leadership in the market by being a positive contributor to the team, including being a mentor to less experienced team members, embracing change and participating in various projects or improvement exercises for the benefit of the organization.
* Demonstrate excellent communication skills both internally and externally and using those communication skills to effectively solve problems.
Required qualifications, capabilities and skills
* BA/BS/BBA degree is required
...
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Type: Permanent Location: Milwaukee, US-WI
Salary / Rate: Not Specified
Posted: 2025-11-29 07:33:23
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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, eCommerce Payments Products and Solutions, you are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle.
As a core leader, you are responsible for acting as the voice of the customer and developing profitable products that provide customer value.
Utilizing your deep understanding of how to get a product off the ground, you guide the successful launch of products, gather crucial feedback, and ensure top-tier client experiences.
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
* Develops a product strategy and product vision that delivers value to customers
* Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap
* Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition
* Builds the framework and tracks the product's key success metrics such as cost, feature and functionality, risk posture, and reliability
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in product management or a relevant domain area
* 3+ years of experience in the payment space; Payment networks, Issuer, ISV, Payfac or other relevant experience
* 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 management
* Experience navigating governance processes and managing diverse stakeholder groups
Preferred qualifications, capabilities, and skills
* Demonstrated prior experience working in a highly matrixed, complex organization
* Familiarity with software product development life cycle
* Familiarity with payments, merchant services, merchant acquiring, payment processing, and fintech payments products
* Experience in strategy consulting a plus
* MBA degree a plus
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
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, in...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-29 07:33:22
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We are seeking an Associate to join our industry leading team.
JPMorgan's Shareholder Engagement and M&A Capital Markets (SEMAC) team is expanding its mandate within the bank to include broader shareholder engagement and M&A Capital Markets advisory, while continuing to handle traditional shareholder activism and corporate defense.
This role represents a unique opportunity to be involved in building the foundation of an entrepreneurial enterprise with significant senior sponsorship under JPMorgan's world-class banner.
The Shareholder Engagement and M&A Capital Markets team is a critical component of the firm's globally integrated investment banking model.
As an Associate within our Client Advisory team, you will play a pivotal role in providing advice to clients on shareholder engagement and monitoring their trading activities, which includes aspects of shareholder activism and corporate defense.
Job Responsibilities:
* Create, maintain and review complex materials and analyses relating to shareholder activism, corporate governance and trading activity.
Analyses would include shareholder base and trading analyses, profiles on shareholder activists, and corporate vulnerability to both hostile corporate bids and shareholder activism, with a focus on structural vulnerabilities in a company's charter and bylaws.
* Manage day-to-day execution of advisory mandates, interacting with senior deal team members, client management teams, transaction counterparties and other advisors
* Work closely with the group heads to establish ongoing processes and procedures
* Possess and acquire superior market knowledge relating to developments in domestic and international shareholder engagement, governance best practices, proxy advisory firms, and be able to clearly articulate this knowledge to internal and external parties
* Develop proprietary knowledge and insights into trading activity and capital markets monitoring for clients
* Work independently, producing high quality deliverables such as investor presentations, fight letters, Board materials, merger arbitrage trading analyses and other presentation materials for use in strategic client dialogue or shareholder activism defense engagements
* Coordinate with the Digital Investment Bank to advance the development of new and insightful tools to further drive strategic client dialogue
* Leverage the bank's resources on behalf of the client, including industry knowledge from partners in industry coverage groups and expertise from product partners in debt and equity capital markets and corporate finance advisory
Required qualifications, capabilities, and skills:
* Bachelors' degree in Finance, Economics, Business Administration, or a related field
* A minimum of 2 years of previous experience in Capital Markets, Investment Banking or a Corporate Finance related role
* Solid knowledge of corporate finance and accounting or an understanding of corporate ch...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-29 07:33:21
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-11-29 07:33:20
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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: Redding, US-CA
Salary / Rate: Not Specified
Posted: 2025-11-29 07:33:18
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: San Jose, US-CA
Salary / Rate: Not Specified
Posted: 2025-11-29 07:33:16
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Jacksonville, US-FL
Salary / Rate: Not Specified
Posted: 2025-11-29 07:33:15
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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: Shrewsbury, US-NJ
Salary / Rate: Not Specified
Posted: 2025-11-29 07:33:15
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The Media team is a top-tier central media agency that markedly raises brand awareness and drives account profitability.
Media is the bridge between the business and the consumer - guiding people to JPMC -owned and -produced media so they can begin or deepen their relationship with JPMC.
The JPMC Paid Media team supports the planning, activation and management of Media programs across all JPMC products and lines of business.
Over the past 5 years, the team has developed an internal media buying practice that manages Search Marketing, Social Marketing and Programmatic Paid Media (Display, Online Video, Audio).
As a result of developing these internal practices, JPMC has assumed greater control of its media investment with the intent of driving incremental media efficiency and marketing campaign performance.
As a Search Operations Lead-Vice President on the Paid Media team, you should be a dynamic leader with deep expertise in Search Engine Marketing (SEM) or Search Engine Optimization (SEO).
You will have proven ability to influence senior stakeholders, and ability to lead discussions with Controls partners to innovate and expand our process and procedures.
You will partner with the team leads of Paid Search and SEO, driving our operations forward across several LOBs.
You will oversee the development and execution of the Search teams business objectives (OKRs) and delivering measurable results.
You will serve as a thought leader, internal consultant, and trusted advisor for the Search department head.
Your leadership will inspire innovation, foster collaboration, and elevate the paid media discipline across the organization.
Job Responsibilities:
* Analyze business processes to identify inefficiencies, develop and implement solutions, and oversee day-to-day Search team operations.
* Provide comprehensive support, unbiased advice, in-depth analysis, and actionable recommendations to the Head of Search and senior leaders to drive operational excellence and informed decision-making.
* Project manage executive-level deliverables, such as Quarterly Business Reviews, OKRs, capacity planning, and Finance reviews.
* Track and memorialize timelines, roadmaps, and project plans that are commercially relevant and future facing.
* Templatize departmental workstreams for consistent tracking and reporting.
* Lead controls, process, and procedure discussions, ensuring deliverables are met.
* Manage new hire onboarding, including roles and responsibilities, tech requirements, stakeholder contacts, and knowledge sharing.
* Stay current with advancements in AI and automation, applying new capabilities to improve team operations.
Required qualifications, capabilities and skills:
* 7+ years' experience in Paid Search campaign management or Organic Search content and technical roles.
* Proven ability to plan and execute projects, meeting timelines and budgets.
* Exceptional analytical skills, with the abilit...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-29 07:33:14
-
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: Englishtown, US-NJ
Salary / Rate: Not Specified
Posted: 2025-11-29 07:33:13
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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 Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
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Type: Permanent Location: Pittsford, US-NY
Salary / Rate: Not Specified
Posted: 2025-11-29 07:33:12
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We're looking for a tech leader ready to take their career to new heights.
Join the ranks of top talent at one of the world's most influential companies.
As a Senior Principal Software Engineer at JPMorgan Chase within the Securitized Products Group, you will provide deep engineering expertise and collaborate across agile teams to enhance, build, and deliver trusted, market-leading technology products in a secure, stable, and scalable manner.
You will leverage your extensive expertise to consistently challenge the status quo, promote innovation for business impact, and lead the strategic development of new and existing products and technology portfolios.
Staying at the forefront of industry trends, best practices, and technological advances is essential.
We are seeking an experienced Senior Software Engineer to join our mortgage pricing and analytics platform, advancing modernization and re-engineering efforts to enable sustainable elasticity both on-premises and in the cloud.
The platform comprises various analytics, models, workflows, and UI components that are extensively utilized across the bank.
Job responsibilities
* Advises and leads on the strategy and development of multiple products, applications, and technologies across a portfolio
* Creates novel code solutions and drives the development of new production code capabilities across teams and functions
* Translates highly complex technical issues, trends, and approaches to leadership to drive the firm's innovation and enable leaders to make strategic, well-informed decisions about technology advancements
* Drives adoption and implementation of technical methods in specialized fields in line with the latest product development methodologies
* Creates durable, reusable software frameworks that are leveraged across teams and functions
* Influences across business, product, and technology teams and successfully manages senior stakeholder relationships
* Champions the firm's culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 10+ years applied experience.
* Strong understanding of highly distributed systems including synchronous vs asynchronous communications, message serialization and schema evolution, idempotency, transactional boundaries, and resiliency
* Expertise in C/C++ programming language
* Demonstrated prior experience with influencing across functions and teams and delivering value at scale
* Experience leading complex projects supporting system design, testing, and operational stability
* Exposure to cloud-based solutions and overall cloud infrastructure
* Expertise in Computer Science, Computer Engineering, Mathematics, or a related technical field
Preferred qualifications, capabilities, and skills
* AWS Certification
* Ability to re-engineer large C/C++ frameworks u...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-11-29 07:33:11
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Leverage your deep technical expertise and leadership to guide cutting-edge projects, fostering growth and innovation in a dynamic environment.
As a Lead Technical Program Manager in Consumer & Community Banking and Operations Technology, you will drive the successful delivery of complex technology projects and programs that will help reaching business goals across the firm.
Leveraging your deep knowledge of technical principles, practices, and theories is essential for developing innovative solutions, while simultaneously effectively managing resources, budgets, and high-performing teams.
Your strong analytical reasoning and adaptability skills will enable you to navigate through ambiguity and change, ensuring that technology initiatives align with business goals.
With advanced communication and stakeholder management abilities, you will foster productive working relationships and influence decision-making to achieve mutually beneficial outcomes.
As a subject matter expert, you will contribute to the development of operational plans and risk management strategies, ensuring the highest quality and professionalism in service delivery.
Job responsibilities
* Develop and execute comprehensive project plans, incorporating technical requirements, resource allocation, and timelines to ensure on-time delivery of technology solutions.
* Identify and mitigate risks, proactively addressing potential roadblocks and implementing contingency plans to maintain project and program momentum.
* Collaborate with cross-functional teams, including engineering, product, and business stakeholders, to define program scope, objectives, and deliverables, ensuring alignment with overall business goals.
* Utilize advanced analytical reasoning to assess program performance, identify areas for improvement, and implement data-driven optimizations to enhance efficiency and effectiveness.
* Champion the adoption of agile methodologies and technical solutions, fostering a culture of continuous learning and innovation within the team.
* Running metrics, sources for data, dash boarding, presenting book of work.
* Managing book of work within PDO (product data operations) space.
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in technical program management, leading complex technology projects and programs in a large organization.
* Advanced expertise in stakeholder management, with the ability to establish productive working relationships and influence decision-making across cross-functional teams and clients.
* Advanced experience in utilizing technical fluency, including knowledge of vendor products and managing vendor relations, to enable on-demand access to shared pools of applications and services.
* Proven track record of effectively managing resources, budgets, and high-performing teams in a fast-paced, agile environment.
* Demonstrated proficiency in applyin...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-11-29 07:33:11
-
General Summary: Researches, develops, designs and integrates PLC controllers and drive systems for the purpose of supporting manufacturing operations.
Benefits and Culture
We offer a competitive compensation and benefits package designed to help employees live a healthier life, build rewarding careers and save for the future.
Reser's offers choices whenever possible, because we recognize the diverse and ever changing needs of our employees.
Full-time employee benefits include medical, dental, vision, AD&D, life, 401(k) with discretionary match, wellness programs, paid time off, company paid holidays and a variety of voluntary benefit options.
We strive to be your Employer of Choice.
As one of our five cornerstones, this means that we go all-out to create an environment that shows we are committed to investing in employee growth and creating a culture of belonging where employees want to build a lasting career.
Visit our website to learn more about our competitive benefit programs - https://www.resers.com/careers/#benefits
Principal Duties and Responsibilities
1.
Builds, troubleshoots, repairs and maintains programmable logic controller systems.
2.
Makes program modifications as needed for efficient operation of plant machinery.
3.
Designs and builds control cabinets for new or existing machinery within the plant.
4.
Works in partnership with machine vendors, maintenance management, and operations to design and develop effective automated PLC control and drive systems to support the production requirement and goals.
5.
Provides direction and train maintenance personnel in corrective maintenance and installation of electronic equipment.
6.
Implements new control systems on existing systems migrating toward the Rockwell platform.
7.
Creates self-diagnosis routines and alarms to simplify future troubleshooting efforts.
8.
Establishes protocols and is responsible for system access, backups and data recovery.
9.
Performs work on various systems including but not limited to: Rockwell Software including RSLogix 5000 & Factory Talk View, motion/servo control, regular Variable Frequency Drives, controls communication protocols including RS-232, RS-485, Ethernet, Ethernet IP, Devicenet, diagnosing and interpreting instrumentation signals including HART, 4-20ma, and 0-10v.
10.
Partners with IT department to ensure line serves are maintained and updated as needed.
11.
Maintains Lockout/Tagout, CPR, First Aid, Confined Space Entry and other safety related certifications.
12.
Ensures strict adherence to OSHA, ISO TS 16949, ISO 14001 and other standards.
13.
Works independently without direct supervision.
14.
May perform work on other projects, tasks, or duties as assigned.
Job Specifications
11.
Technical, trade, or engineering graduate with focus on industrial electrical or industrial automation preferred.
Equivalent experience considered in lieu of education requirement.
2.
Experience with and abi...
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Type: Permanent Location: Topeka, US-KS
Salary / Rate: Not Specified
Posted: 2025-11-29 07:33:09
-
Will work Friday - Tuesday
Must have own tools.
General Summary
Performs preventative and urgent maintenance of production machinery and equipment.
Principal Duties and Responsibilities
1.
Effectively perform the duties associated with the MT 1 job description.
2.
Prioritize downtime issues to meet production needs.
3.
Read and interpret blueprints and wiring diagrams.
4.
Perform intermediate electrical duties (minor troubleshooting, starters, sensors, etc.)
5.
Troubleshoot and effectively repair equipment with timing and programmable logic controls (PLCs).
6.
Communicate appropriately with all departments, customers and other engineering and production functions, attend meetings on site as required.
7.
Assist with the installation of new equipment as required.
8.
Perform additional duties as assigned including, but not limited to all facilities related tasks and work on special projects as required or assigned by the Facilities and Maintenance Manager.
Job Specifications
1.
Effectively fulfill all requirements of the MT 1 job description.
2.
In depth knowledge of OSHA safety standards and regulations.
3.
High school diploma or equivalent required, technical certificate or degree preferred.
4.
3-5 years of experience working as a multi-craft industrial technician.
5.
Proven intermediate knowledge of mechanical, electrical, hydraulic, and pneumatic systems maintenance.
6.
Demonstrated intermediate troubleshooting skills.
7.
Ability to lift and manipulate heavy equipment.
8.
Excellent time-management skills
9.
Work flexible hours, weekends, and holidays.
Working Conditions
1.
Processed and refrigerated foods manufacturing plant.
2.
Wet or dry environment with temperatures ranging from 25f to 115f.
3.
Lifting up to 50lbs repeatably.
4.
Production demands may require short notice overtime and weekend scheduling.
Recipe for Success
Reser’s is the leading provider of fresh refrigerated deli salads, side dishes, and prepared foods for the supermarket, club store, and food service industries.
Family owned and operated, Reser’s has been a proud sponsor of good times at racetracks, picnics, BBQs, music festivals, and affordable family meals since 1950.
Reser’s family of brands include Reser’s American Classics, Main St Bistro, Stonemill Kitchens, and more.
With more than 4,500 employees, Reser’s operates 14 facilities in the US, Mexico, and Canada and actively supports the communities it serves.
Benefits and Culture
We offer a competitive compensation and benefits package designed to help employees live a healthier life, build rewarding careers and save for the future.
Reser's offers choices whenever possible, because we recognize the diverse and ever changing needs of our employees.
Benefits include medical, dental, vision, AD&D, life, 401(k) with discretionary match, wellness programs, paid holidays and vacation time to name few!
We strive to be your Employer of Choice.
As one of ou...
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Type: Permanent Location: Hillsboro, US-OR
Salary / Rate: Not Specified
Posted: 2025-11-29 07:33:08
-
Join us in reshaping the future!
Job Summary:
As Data operation senior Associate, you will provide insights, make recommendations, and enable data-driven decision-making.
Strong project management, data analysis, and strategic thinking skills are also essential for this position.The Machine Learning and Intelligent Operations team, part of the CCB Data & Analytics organization, is seeking a talented and highly motivated Senior Quantitative Analytics Associate.
This role requires strong communication skills to serve as a trusted partner to product teams and business leaders across CCB, CIB, MLIO, and AI4Ops.
You will lead initiatives to establish strong communication networks across the Quad and various product teams, supporting the scaling of MLIO/AI4Ops solutions.
These efforts are aimed at reducing operating expenses, improving efficiencies, and enhancing the customer experience.
The successful candidate will be knowledgeable about products and understand how analytics informs the product roadmap.
Job Responsibilities:
* Conduct exploratory data analysis to understand operational environment, identify trends, and support data-driven decision-making across various servicing and operations functions.
* Drive various products towards data informed decisions through building a robust understanding of the data environment in operations, MLIO and other data sources.
* Focus on improving customer and agent experience while reducing operating expenses for the Ops space.
* Apply gained business knowledge to improve efficiency, reduce costs, and enhance the performance of operations.
* Work closely with cross-functional teams across engineering, design, and product to ensure the successful rollout of ML/AI solutions into business processes and systems.
* Help overseeing data collection, cleaning, and preprocessing to ensure high-quality input for machine learning models and analytics projects.
* Develop and deliver clear, concise reports and visualizations to communicate findings and recommendations to stakeholders, including senior management.
* Have strong project management skills and independently troubleshoot business problems
* Leverage the agile process to deliver a wide range of business and product-focused analytics, including building and updating business cases, exploratory analysis to identify product enhancement opportunities, generating feature performance metrics and dashboards, and crafting data stories and presentations of key findings to stakeholders.
Required Qualifications, Capabilities, and Skills:
* 3+ years of related experience.
* Bachelor's degree in a quantitative or related field.
* Experience delivering analytics solutions following an Agile (Scrum or Kanban) methodology.
* Ability to communicate effectively with senior leaders to enable collaboration, decision-making, and transparency, with excellent presentation skills.
* Hands-on experience with st...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2025-11-29 07:33:06
-
You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
....Read more...
Type: Permanent Location: Fitchburg, US-WI
Salary / Rate: Not Specified
Posted: 2025-11-29 07:33:05
-
JPMorgan Chase is seeking a highly skilled and experienced Vice President to join our Consumer & Community Bank Financial Control team.
As a Financial Controller - Vice President within the Consumer & Community Bank Financial Control team, you will lead and manage the financial control team supporting the Consumer & Community Bank line of business, ensuring accurate and timely financial reporting.
Job responsibilities:
* Oversee the implementation and maintenance of financial controls, policies, and procedures to ensure compliance with regulatory requirements and corporate standards
* Manage the reconciliation and substantiation processes for the general ledger, ensuring accuracy and completeness of financial data
* Collaborate with cross-functional teams to support strategic business and financial initiatives and provide insights into financial performance
* Analyze financial data to identify trends, variances, and opportunities for improvement
* Develop and maintain strong relationships with key stakeholders, including senior management, auditors, and regulatory bodies
* Drive process improvements and efficiencies within the financial control function
* Provide leadership, mentorship, and development opportunities to team members
Required qualifications, capabilities and skills:
* Bachelor's degree in Finance, Accounting, or a related field
* Minimum of 6 years of experience in financial control, accounting, or related roles, with a strong background in the banking or financial services industry
* Experience with reconciliation and substantiation of the general ledger
* Proven track record of managing and leading high-performing teams
* In-depth knowledge of financial control processes, regulatory requirements, and accounting principles
* Strong analytical, problem-solving, and decision-making skills
* Excellent communication and interpersonal skills, with the ability to influence and collaborate with stakeholders at all levels
* Proven expertise as a project subject matter expert, with a demonstrated ability to successfully provide robust requirements and govern user acceptance testing
* Proficiency in financial software and tools, including Excel and financial reporting systems
Preferred qualifications, capabilities, and skills:
* MBA or CPA preferred
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 ...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-11-29 07:33:02
-
J .P.
Morgan's Corporate & Investment Bank is a global leader across banking, markets and investor services.
The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries.
J.P.
Morgan delivers an end-to-end solution for clients seeking exceptional financial and regulatory reporting services.
We embrace a culture of continuous learning, and we are passionate about using technology and process improvements that enable our world class team to achieve great results for clients.
As an Operations Post Trade Compliance Associate within the Post Trade Compliance team, you will drive structure and discipline around each initiative using standard project deliverables and frameworks, including establishing scope and performing detailed business impact analysis in support of management decisions.
Additionally, you'll define roles and responsibilities, establish and document requirements, resolve resource/scheduling conflicts, escalate and ensure issues/decisions are resolved, manage changes to project scope, document and complete testing requirements, create and manage implementation plans, and lead/participate in meetings at the operational and project level.
You'll provide continuous feedback on project status and issues and serve as the overall escalation point to ensure the project tracks to original expectations.
Job responsibilities
* Oversee and manage a team, providing guidance, work allocation, and performance reviews
* Lead project management efforts and maintain large-scale client relationships, managing complex 40 Act and Pension and/or Advisor client requests independently
* Plan and strategize the department's post-trade investment guideline reporting process and report distribution
* Utilize trade order management systems (e.g., Charles River) and leverage compliance functionalities within these systems
* Provide compliance-related guidance and regulatory expertise to large clients by reviewing and interpreting client mandates
* Present product capabilities and regulatory impacts to clients and prospective clients
* Partner with internal functional groups and clients to implement and oversee product enhancements and technology improvements
Required qualifications, capabilities, and skills
* Bachelor's Degree in Finance, Accounting, or a related field, or equivalent experience
* 5 plus years of related industry experience in Trade Compliance Monitoring, Investment Operations, or Client Service
* Proven client service and management skills, particularly with large and complex Asset Managers/Owners and/or Investment Advisors
* Solid understanding of Fixed Income and Equity markets
* Strong knowledge of the Investment Company Act of 1940, Investment Advisers Act of 1940, Dodd-Frank, and other derivatives regulations, with an overall understanding of regulations relating to pension plans, advisers, and/or mutual funds
...
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Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-11-29 07:33:01
-
The Trusts & Estates and Tax Operations team within Wealth Management (WM) supports the Global Trusts & Estates practice and WM Banking teams by coordinating and completing various domestic and foreign fiduciary tax reporting obligations.
The team is responsible for ensuring all federal, state and foreign filings are completed timely and accurately by the firm's third-party tax vendor.
The incumbent will be a key member of the Tax Technical & Advisory team located in Chicago, IL and Newark, DE.
The qualified candidate will be experienced in a variety of sub-specialty areas including state taxation of trusts, GST, estate tax, tax-exempt trusts, foreign tax reporting obligations (UK, France, Israel, etc.) and US tax reporting for foreign trusts.
As a Trusts and Estates Tax Operations Vice President on the Tax Technical and Advisory team, you will be part of a team located in Chicago, IL and Newark, DE that supports global teams of trust professionals.
You will partner closely with internal and the firm's third-party accounting firm to review and set tax policies, opine on complex planning and compliance scenarios and assess the impact of changing domestic and foreign tax compliance regulations.
You will work directly with trust officers, clients, family offices and outside advisors to ensure complete and accurate fiduciary tax filings.
Job responsibilities
* Serve as a subject matter expert for fiduciary tax matters
* Support global trust teams on all tax matters including but not limited to estate and gift tax, generation-skipping transfer tax, fiduciary income tax and international transfer tax implications, and foreign tax reporting.
* Prepare and present substantive tax training to the Trusts and Estates practice
* Partner with team members to review and support preparation of various tax forms (e.g.
1041, 990, 5227, 706, 706-GST, etc.)
* Support non-resident alien (NRA) reporting and withholding for trust beneficiaries
* Review governing documents to ensure tax attributes are correct
* Review state filing positions for accuracy
* Identify and execute on automation opportunities
* Ad hoc research and projects and required
Required qualifications, capabilities, and skills
* 7 years of relevant tax experience at a corporate fiduciary, Big 4 public accounting firm, or law firm.
* BA/BS or equivalent.
* Expertise in trust and estate taxation, including Forms 1041 and 706.
* Expertise in charitable trust taxation, including Forms 990 and 5227.
* Experience with foreign informational filings, including Forms 3520, 3520-A, 5471, and 5472.
* Experience with US tax reporting for foreign trusts, including Form 1040-NR.
* Superior written and verbal communication skills.
* Excellent organizational skills with the ability to manage multiple tasks.
* Proficiency in MS Office Suite.
* Willingness to work beyond core business hours as needed.
* Risk and c...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-11-29 07:33:00
