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Wealth Management - Private Bank - PLP Borrower Specialist
JPMorgan Chase & Co.
is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries.
It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
J.P.
Morgan Asset & Wealth Management, is a global leader in investment and wealth management.
Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world.
The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds.
For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
J.P.
Morgan Private Bank advises the world's wealthiest families and helps them achieve their desired goals.
Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.
As apart of the Professional Loan Program (PLP) team, we offer tailored loan programs to employees of our private equity clients, to enable them to personally co-invest in the funds being managed by their firms.
We also use the PLP to offer loans or lines of credit to new partners at professional service firms to finance their partnership equity purchases.
Job Responsibilities:
* As the new client's main point on contact, you will be responsible for introducing the Professional Loan Program by sending a customized Program Welcome Letter, sending application, collecting and reviewing information for underwriting, and collaborating with internal teams to complete onboarding, including Know Your Client ("KYC") due diligence.
* Partner directly with clients, internal Middle Office teams and required third parties (Family office representatives, notaries, couriers, and borrowers counsel) to manage deal progression and closing ensuring an overall excellent client experience.
* Act as primary owner of the existing loan portfolio while performing various aspects of sales and credit management:
+ Proactively manage upcoming covenant and annual review deadlines to collect information from clients in a timely manner to prevent past dues.
+ Work closely with our counterparts on capital calls & distributions and serve as a primary point of contact for client's program related questions and potential modification requests (e.g., loan increases).
+ Own escalations and collaborate directly with the Client Service Groups to resolve credit related service inquiries.
+ Maintain client interaction reports across the Professional Loan Program (PLP) portfolio.
* Assist Private Banker...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-08-07 10:19:48
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If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice.
You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
* Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships.
Regularly review processes and strategies with manager, making adjustments as needed
* Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
* Determine and balance priorities on a daily basis to achieve bus...
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Type: Permanent Location: Westminster, US-CO
Salary / Rate: Not Specified
Posted: 2026-08-07 10:19:47
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At JPMorgan Chase, we are passionate about helping our customers, supporting our employees, and building lasting relationships.
Using the latest banking solutions and cutting-edge technology, you'll represent our brand and deliver extraordinary customer service.
If you are committed to improving lives through financial solutions, education, and advice, join us and make a difference.
Job Summary
As a Senior Associate Project Manager in JPMorgan Private Client, you will report to the Client Experience Support Lead and manage multiple projects and initiatives that support the divisional agenda.
You will collaborate with key partners across the Affluent segment and other lines of businesses using your strong communication and project management skills to deliver results and enhance the client experience.
Job responsibilities
* Manage and deliver multiple projects and initiatives supporting the JPMorgan Private Client business.
* Collaborate with partners across the Affluent segment and other lines of businesses to drive project success.
* Champion the client experience model, ensuring divisional execution meets and exceeds client expectations.
* Direct project activities, monitor details, and set priorities to ensure timely delivery.
Conduct root cause analyses and recommend actionable solutions.
* Identify and document best practices to drive continuous improvement.
* Develop and implement value-adding business solutions independently.
* Prepare standard and ad hoc management reports and presentations for leadership.
Participate in operational and project meetings, providing feedback on project status and serving as the escalation point to keep projects on track.
* Execute commitments with urgency and a solution-focused mindset.
* Identify risks and escalate project issues promptly, helping to resolve them effectively.
Required qualifications, capabilities, and skills
* 3+ years of experience managing projects in a client-focused environment.
* Proven ability to collaborate with Consumer Banking, Wealth Management, and Business Banking teams.
* Strong interpersonal skills with the ability to interact with all levels of executive management.
Demonstrated problem-solving and creative thinking abilities.
* Excellent communication skills, attention to detail, and follow-through.
* Advanced proficiency in Microsoft PowerPoint, with the ability to create compelling presentations for executive audiences; strong skills in Word and Excel.
Preferred qualifications, capabilities, and skills
* Experience in financial services or banking environments.
* Project management certification (e.g., PMP) is a plus.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put ou...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-08-07 10:19:47
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
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Type: Permanent Location: Round Rock, US-TX
Salary / Rate: Not Specified
Posted: 2026-08-07 10:19:46
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Join a team where your analytical and organizational skills directly contribute to protecting millions of customers.
In this role, you'll work at the intersection of product, engineering, and data - helping build the infrastructure that powers real-time fraud detection and risk decisioning.
You'll grow your product craft in a fast-paced environment that values execution, collaboration, and impact.
As a Product Associate Senior Associate in Trust & Security, you will support the product team responsible for data modernization across Chase's Trust & Security data ecosystem.
You will help maintain product artifacts, gather and document requirements, track delivery progress, support stakeholder routines, and contribute to the execution of a next-generation data platform on AWS - working across Product, Engineering, Architecture, Operations, Risk, and Controls to support scalable capabilities that strengthen fraud detection, decisioning, and customer protection.
Job responsibilities
* Support product managers in executing the Trust & Security data modernization roadmap by documenting priorities, delivery milestones, adoption measures, and key dependencies.
* Assist assigned product workstreams through discovery, requirements gathering, backlog refinement, delivery tracking, launch readiness, and post-launch measurement.
* Coordinate with Product, Engineering, Architecture, Operations, Risk, and Controls partners to track dependencies, risks, readiness criteria, and migration-related follow-ups.
* Analyze operational, stakeholder, and platform inputs to identify product improvement opportunities, adoption trends, delivery gaps, and areas requiring escalation.
* Maintain product artifacts including roadmaps, requirements, status updates, success metrics, meeting notes, action trackers, and decision logs.
* Document technical, operational, regulatory, and control requirements in partnership with product managers and cross-functional stakeholders to support delivery planning and adoption readiness.
* Support readiness planning with platform owners and operations teams by tracking parity needs, non-functional requirements, operational controls, and runbook inputs.
* Coordinate delivery activities for next-generation platform capabilities that improve access to trusted, governed, real-time signals for fraud detection and decisioning use cases.
* Support documentation of shared data contracts, data quality expectations, freshness targets, lineage needs, and governance standards in partnership with Engineering, Architecture, and data owners.
* Track product health, adoption progress, delivery milestones, consumer onboarding, migration readiness, and open dependencies, preparing updates and escalation materials for product leadership.
Required qualifications, capabilities, and skills
* 3+ years of experience in product management, technology delivery, data analysis, business analysis, operations, ris...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-08-07 10:19:45
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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 and ...
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Type: Permanent Location: Joliet, US-IL
Salary / Rate: Not Specified
Posted: 2026-08-07 10:19:45
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Be at the heart of transforming visions into market-ready products, while you navigate through and solve complex challenges.
In this dynamic environment, you ensure smooth product delivery and support change initiatives, marking a significant step in your career growth and innovation journey.
As a Senior Product Delivery Associate in Digital & Design, you are trusted with enabling the delivery of products in a stable and scalable way.
Work with cross-function teams, build key relationships, and enable the product to continuously deliver value.
Job responsibilities
* Collaborates with the Product Delivery Manager to execute on key delivery tasks and identify ways to boost efficiencies
* Supports the completion of change management activities across functional partners and monitors adherence to the firm's risk, controls, compliance, and regulatory requirements
* Raises blockers and other impediments to the Product Delivery Manager to manage dependencies and ensure adequate resources
* Facilitates the delivery process for major project deliverables including Project Plan, Business and Functional Requirements, Analysis & Design (participation and sign-off), Internal and External readiness & post go-live support to clients, utilizing shareable project manager tools to manage and create visible progress updates for key stakeholders.
* Manages project initiatives supported on global client-facing platforms.
This includes managing projects on a day-to-day basis to deliver on-time and on-budget per business specifications
* Supports the development and approval of the project's business case
* Manages project life cycle phases, such as Initiation, Development (requirements, design, build, test), and Implementation (implementation and project closure)
* Coordinates and leads "virtual team" resources located in multiple global locations
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise in product management or a relevant domain area
* Demonstrated performance in either product management or relevant domain area
* Experience executing operational management and change readiness activities
* Experience in product deployment processes
* Direct and manage business partners, technology resources, subject matter experts, user interface design, QA, UAT, and all other groups involved in the end-to-end process needed to define, design and deploy product capabilities
* Strong communication skills with both verbal and written
Preferred qualifications, capabilities, and skills
* Developed knowledge of the product development life cycle
* Possesses knowledge of electronic banking products and systems, including high and low volume payment systems (SWIFT, Money Transfer, ACH)
* Demonstrates strong relationship management skills.
Proven ability to quickly build trust and rapport with others in order to structure problems, build co...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-08-07 10:19:44
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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 the firm's 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 the firm's clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISK...
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Type: Permanent Location: Bristol, US-WI
Salary / Rate: Not Specified
Posted: 2026-08-07 10:19:44
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At JPMorganChase, you'll be at the forefront of delivering exceptional customer service, where each day presents the same opportunities to make a meaningful difference.
You'll engage in creative and exciting work, consistently offering innovative solutions and options to assist our valued customers.
While the duties may be routine, your role remains dynamic and impactful, enabling you to build strong relationships and contribute to our business success.
As a Specialist I in Fraud at JPMorganChase, you will be the first point of contact for our clients, providing exceptional customer service for various financial products.
Your role involves handling inbound calls, building strong customer relationships, and offering innovative solutions to meet client needs.
You'll thrive in a fast-paced call center environment, leveraging your communication, multitasking, and results-oriented skills.
You will be working within a well-defined framework, performing routine tasks and following established procedures, with any non-standard issues referred to your supervisor.
Job responsibilities
* Manages a high volume of inbound calls (potentially over 100 daily), delivering comprehensive support for financial products
* Utilizes customer service expertise to interpret needs and deliver continuous insights
* Navigates multiple computer systems with efficiency, demonstrating adaptability and resilience
* Excels both independently and collaboratively, driving team success and achieving goals
* Follows all regulatory and departmental practices and procedures diligently
* Takes ownership of each customer interaction while treating them with respect and responding with empathy
Required qualifications, capabilities, and skills
* Reading and speaking in both Spanish and English fluently is required for this role
* Communication, information gathering, and decision-making skills
* Customer interaction and support skills with at least 1 year of experience in phone or face-to-face settings, while being able to multitask with computer systems and work accurately
* Ability to manage complex customer interactions using empathy, composure, and sound judgment
* Ability to adjust to new situations and effectively navigate different cultural contexts and workplace environments
* Adaptability and efficiency in fast-paced, dynamic, and results-driven environments
* Ability to solve problems and effectively present and explain solutions
* Ability to learn products and systems quickly, embrace challenges as opportunities, and actively seek feedback to improve performance and achieve goals
* Proficient computer literacy skills, with experience in using technology to solve problems and communicate in a professional setting
* High school diploma or GED required
Preferred qualifications, capabilities, and skills
* Developing ability to use data to understand issues and opportunities
* Develo...
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Type: Permanent Location: San Antonio, US-TX
Salary / Rate: Not Specified
Posted: 2026-08-07 10:19:43
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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 the firm's 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 the firm's clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISK...
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Type: Permanent Location: Rockford, US-IL
Salary / Rate: Not Specified
Posted: 2026-08-07 10:19:42
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$2 trillion and operations in more than 60 countries.
We serve millions of U.S.
consumers and many of
the worlds most prominent corporate, institutional and government clients.
We are a leader in asset
management, wealth management, investment banking, private equity, financial services for consumers,
financial transaction processing, small business and commercial banking.
The J.P.
Morgan Private Bank offers individuals and families personalized, comprehensive financial
solutions that integrate sophisticated investment management, capital markets, trusts & estates and
banking capabilities.
For over 7 consecutive years we have been voted number 1 in the U.S.
for overall
private banking services by Euromoney, and we have been specifically recognized for our succession
planning, advice and trusts.
Trusts & Estates services and capabilities are an integral part of the Private Bank's offering to
clients.
With over 170 years of experience in serving as a corporate fiduciary for families, it is important
that our Trusts and Estates services are delivered by the most capable people, with technical experience
as well as the ability to interact well with a variety of types of families and individuals.
As an Estate Professional, you will support a team of Estate Officers and Administrators in the
management of fiduciary accounts.
Under their supervision, the Estate Professional assists in the daily
management of the estate and terminating trust accounts in accordance with the Bank's fiduciary
responsibilities as trustee and executor.
You will perform diverse administrative functions requiring
confidentiality, initiative, thoughtfulness, and follow-through.
CORE RESPONSIBILITIES:
• Client Engagement - provide exceptional client service while performing client call backs,
collection of client documentation, responding to client inquiries and requests
• Risk & Controls - adhere to and maintain the firm's controls policies and procedure as well as
protecting client assets against fraud
• Estate Administration - partner with Estate Officers and Estate Administrators in all aspects of
estate administration, including approval of transaction processing and preparation of trust, estate
and financial specific documents.
Understand the estate disposition process and proactively
engage Estate Professional responsibilities
• Partnership - effectively collaborate with respective client facing teams and internal business
groups to deliver and execute client transactions
QUALIFICATIONS:
Communication
• Exemplary interpersonal skills
• Excellent telephone etiquette
• Superior oral and written communication skills
Work Ethic
• Ability to handle complex and challenging situations from origination to completion
• Strong initiative, energy and confidence to complete projects with limited supervision
• Good judgment and discretion, as Estate Professionals work with highly confidential information
• Must exhibit a high degree of motivation, sense of ...
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Type: Permanent Location: Jackson, US-WY
Salary / Rate: Not Specified
Posted: 2026-08-07 10:19:42
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At JPMorganChase, you'll be at the forefront of delivering exceptional customer service, where each day presents the same opportunities to make a meaningful difference.
You'll engage in creative and exciting work, consistently offering innovative solutions and options to assist our valued customers.
While the duties may be routine, your role remains dynamic and impactful, enabling you to build strong relationships and contribute to our business success.
As a Specialist I in Fraud at JPMorganChase, you will be the first point of contact for our clients, providing exceptional customer service for various financial products.
Your role involves handling inbound calls, building strong customer relationships, and offering innovative solutions to meet client needs.
You'll thrive in a fast-paced call center environment, leveraging your communication, multitasking, and results-oriented skills.
You will be working within a well-defined framework, performing routine tasks and following established procedures, with any non-standard issues referred to your supervisor.
Job responsibilities
* Manages a high volume of inbound calls (potentially over 100 daily), delivering comprehensive support for financial products
* Utilizes customer service expertise to interpret needs and deliver continuous insights
* Navigates multiple computer systems with efficiency, demonstrating adaptability and resilience
* Excels both independently and collaboratively, driving team success and achieving goals
* Follows all regulatory and departmental practices and procedures diligently
* Takes ownership of each customer interaction while treating them with respect and responding with empathy
Required qualifications, capabilities, and skills
* Communication, information gathering, and decision-making skills
* Customer interaction and support skills with at least 1 year of experience in phone or face-to-face settings, while being able to multitask with computer systems and work accurately
* Ability to manage complex customer interactions using empathy, composure, and sound judgment
* Ability to adjust to new situations and effectively navigate different cultural contexts and workplace environments
* Adaptability and efficiency in fast-paced, dynamic, and results-driven environments
* Ability to solve problems and effectively present and explain solutions
* Ability to learn products and systems quickly, embrace challenges as opportunities, and actively seek feedback to improve performance and achieve goals
* Proficient computer literacy skills, with experience in using technology to solve problems and communicate in a professional setting
* High school diploma or GED required
Preferred qualifications, capabilities, and skills
* Developing ability to use data to understand issues and opportunities
* Developing skills in using AI technology for automation and prompt writing
Work Schedule
Candid...
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Type: Permanent Location: San Antonio, US-TX
Salary / Rate: Not Specified
Posted: 2026-08-07 10:19:41
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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: Kingwood, US-TX
Salary / Rate: Not Specified
Posted: 2026-08-07 10:19:40
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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
Federal Deposit Insurance Act
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this posit...
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Type: Permanent Location: Diamond Bar, US-CA
Salary / Rate: Not Specified
Posted: 2026-08-07 10:19:40
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Help shape the development of Commercial Banking professionals through innovative, high-impact learning experiences.
As a Learning Lead III, you will partner with business leaders and subject matter experts to deliver scalable training programs that strengthen capabilities, drive performance, and support business growth.
You'll have the opportunity to influence learning strategy, leverage data to enhance program effectiveness, and create engaging experiences for learners across the organization.
If you are passionate about learning, stakeholder partnership, and delivering measurable results, this role offers a rewarding opportunity to make a lasting impact.
Job Summary
As a Learning Lead III on the Commercial Banking Learning team, you will deploy best-in-class training for front office professionals.
You will partner closely with business leaders, subject matter experts, and internal stakeholders to develop, launch, facilitate, and continuously enhance learning programs that strengthen employee capabilities and business performance.
You will serve as a trusted learning advisor, translating business priorities into learner-centered experiences that are scalable, practical, measurable, and aligned with organizational objectives.
Job Responsibilities
* Partner with senior business stakeholders and subject matter experts to conduct needs analyses, establish learner-centered objectives, develop training strategies, and execute learning programs.
* Own the end-to-end development and delivery of learning programs, including curriculum design, content curation, facilitation planning, logistics, speaker preparation, post-program activities, and evaluation.
* Design and deliver scalable learning experiences that drive consistency while supporting audience-specific customization across lines of business, markets, industries, and learner groups.
* Facilitate and moderate in-person and virtual learning experiences while supporting participants, stakeholders, and facilitators throughout program delivery.
* Serve as a trusted learning advisor by translating business priorities into practical, high-impact training solutions that support measurable outcomes.
* Develop and continuously improve training materials, case studies, facilitator guides, communications, accessibility enhancements, and learner resources.
* Manage participant enrollment, program communications, stakeholder updates, and learning logistics to ensure a seamless learner experience.
* Partner with conference centers, Training Administration, facilitators, and business stakeholders to coordinate facilities, technology, materials, and program operations.
* Create, manage, analyze, and communicate learning metrics, survey feedback, and executive-level reporting to support data-driven decision-making and continuous improvement.
* Establish and share best practices while coaching facilitators, colleagues, and business partners on learning desig...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-08-07 10:19:39
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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 & Investment 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 ...
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Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2026-08-07 10:19:38
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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 and ...
....Read more...
Type: Permanent Location: Spring, US-TX
Salary / Rate: Not Specified
Posted: 2026-08-07 10:19:38
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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 - 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 heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings.
* Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate and assist clients with day-to-day banking transactions including 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 - partnering with other branch team members 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 sol...
....Read more...
Type: Permanent Location: Wellesley, US-MA
Salary / Rate: Not Specified
Posted: 2026-08-07 10:19:37
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Join a team that helps protect the systems and data that power a global financial institution.
You will work hands-on with modern detection and response capabilities, partnering with technologists across the firm to reduce risk and improve resilience.
This role offers meaningful exposure to evolving threat activity, investigative work, and continuous improvement of operational security practices.
As a Security Operations Associate at JPMorganChase within the Detection and Response Operations team, you contribute to safeguarding digital assets by proactively detecting, assessing, and responding to threats, vulnerabilities, and security incidents.
You use sound judgment to investigate and resolve cybersecurity issues while improving existing processes and response playbooks.
You collaborate across teams to drive coordinated security practices and help raise security awareness through clear guidance and documentation.
Job responsibilities
* Conduct security investigations, including log review, triage, and root-cause analysis of suspicious activity
* Perform threat hunting to identify adversary behaviors across endpoints, networks, and cloud environments
* Assess vulnerability impact by validating exposure, mapping to affected assets, and recommending mitigation actions
* Use Security Information and Event Management (SIEM) and detection tooling to improve alert fidelity and response time
* Analyze malware and suspicious files, emails, and artifacts to determine intent, scope, and containment actions
* Partner with cross-functional teams to implement coordinated security processes, standards, and operating procedures
* Contribute to incident response activities, including containment, eradication, recovery support, and post-incident review
* Propose and implement improvements to detection content, runbooks, and response playbooks to strengthen security posture
Required qualifications, capabilities and skills
* Formal training or certification on security operations concepts and 2+ years applied experience
* Demonstrated ability to analyze security events using logs from endpoints, network devices, and cloud services
* Working knowledge of scripting used to automate security tasks (for example, Python, PowerShell, or similar)
* Strong understanding of authentication, authorization, identity controls, and cryptographic concepts
* Experience using security tools such as SIEM platforms, intrusion detection, endpoint detection, and malware analysis utilities
* Familiarity with the MITRE ATT&CK framework and applying it to investigations and threat hunting
* Proven investigative mindset, including hypothesis-driven analysis, evidence validation, and attention to detail
* Strong written communication skills, including clear documentation of findings, actions taken, and recommendations
Preferred qualifications, capabilities and skills
* Experience supporting security...
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Type: Permanent Location: Seattle, US-WA
Salary / Rate: Not Specified
Posted: 2026-08-07 10:19:37
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The Global Clearing Product Solutions Specialists (PSS) team is responsible for product performance, strategy, and development of USD, EUR, GBP clearing delivered to banks, fintechs, broker-dealers, and non-bank financial institutions globally.
Global Clearing supports an $1,000MM P&L and is a critical driver of the international growth agenda for the global Payments business.
The Product Solutions Specialist will be responsible for driving and supporting the execution of Global payments (USD/EURO/GBP wires).
This includes defining sales strategy, proactive client analysis, responding to client requests for proposals, and developing solutions and pricing strategies.
As such, the role involves working with Sales, Client Service, and Global Clearing Product teams to ensure the appropriate coordination and growth of the associated revenue and market share.
In addition, the individual will have to speak to new technologies and innovations such as APIs, Blockchain, and Artificial Intelligence (AI) that are driving changes in the payments landscape.
As a Senior Product Solutions Associate in North America Global Clearing PSS you are a significant contributor to a team that defines and configures complex product solutions for key client relationships and prospect opportunities.
You draw from research and client feedback to develop unique product solutions in partnership with Sales and coordinate with product teams to support new product development.
This is an ideal role for someone passionate about payments and delivering solutions to clients, has strong relationship-building skills, analytical skills, leadership capabilities, and a "can-do" attitude.
The candidate should be energized by continuous personal improvement, proactively seeking out new skills and perspectives, exhibiting openness to coaching from senior colleagues, and contributing to the development of their peers and analysts.
Job responsibilities
* Perform detailed data analysis for both client-specific requests and quarterly business reviews with senior management.
* Manage the sales pipeline, including target list development, aligning growth strategies with Sales, and reporting to Senior Management.
* Create and present meaningful project-based reports to clients and Senior Management during quarterly reviews.
* Foster strong partnerships with the global PSS team, Financial Institutions Sales, Product Management, and Business Management.
* Supports the strategic definition and configuration of optimal solutions that address clients' needs and objectives through collaboration with our clients and other internal teams such as Sales and Product
* Contributes to the construction of pricing proposals and value analysis reports to demonstrate product benefits to clients
* Delivers compelling oral and written presentations with associated technical skills in building sales decks and training collateral
* Establishes forums to coordinate across t...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2026-08-07 10:19:36
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a 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 and ...
....Read more...
Type: Permanent Location: Spartanburg, US-SC
Salary / Rate: Not Specified
Posted: 2026-08-07 10:19:35
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As 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 - 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 heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings.
* Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate and assist clients with day-to-day banking transactions including 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 - partnering with other branch team members 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 sol...
....Read more...
Type: Permanent Location: Baton Rouge, US-LA
Salary / Rate: Not Specified
Posted: 2026-08-07 10:19:35
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As 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 - 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 heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings.
* Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate and assist clients with day-to-day banking transactions including 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 - partnering with other branch team members 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 sol...
....Read more...
Type: Permanent Location: Lafayette, US-LA
Salary / Rate: Not Specified
Posted: 2026-08-07 10:19:34
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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 - 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 heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings.
* Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate and assist clients with day-to-day banking transactions including 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 - partnering with other branch team members 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 sol...
....Read more...
Type: Permanent Location: Yuma, US-AZ
Salary / Rate: Not Specified
Posted: 2026-08-07 10:19:32
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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
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Kennesaw, US-GA
Salary / Rate: Not Specified
Posted: 2026-08-07 10:19:30
