-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: Northampton, US-MA
Salary / Rate: Not Specified
Posted: 2025-02-27 07:50:04
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We are seeking a highly skilled and experienced Investment Banking Vice President to join our dynamic Equity Capital Markets, Healthcare team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
Job Summary
As a Vice President in Equity Capital Markets, Healthcare team, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products.
You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises.
Job Responsibilities
* Acting as the primary day-to-day client point of contact and lead banker on deals
* Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward
* Refining marketing/execution materials for maximum client impact
* Overseeing the creation of financial projection models
* Identifying and managing all risks in a given deal
* Liaising with other internal and external parties on transactions (eg.
lawyers, accountants, counterparties)
* Leading client negotiations, Q&A process and management interviews
Required qualifications, capabilities, and skills
* Prior work experience in an investment banking front office role.
* Experience in training junior bankers
* Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
* Very strong quantitative and analytical skills (including Excel modelling and valuation work)
* Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
* Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
* Ability to comfortably interact with clients in a professional and mature manner
* Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable eq...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-27 07:50:04
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We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients
* Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals
* Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the hear...
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Type: Permanent Location: Des Moines, US-IA
Salary / Rate: Not Specified
Posted: 2025-02-27 07:50:02
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You are a strategic thinker, passionate about delivering solutions to clients.
You have found the right team.
As a Payments Sales Associate in the Real Estate Payments Sales team, you will be responsible for assisting Payments Sales Managers (PSMs) with the management of cross-functional/regional deals.
This includes supporting proactive client engagement, collaboration with multiple internal partners, and development of solutions to meet strategic and complex needs of our corporate clients.
You will also support important relationship management initiatives such as billing and pricing, interest rate management, escalation tracking and resolution, etc.
Job Responsibilities
* Understanding clients' business goals, environments, strategies, and industry trends to better determine their requirements and identify potential new business opportunities for J.P.
Morgan Payments via appropriate solution(s); traditional cash management, FX, International payments, liquidity.
* Develop account plans, briefing memos and support relationship reviews in partnership with the client service organization; understand the client's account structure, cash flow, product usage and global setup
* Develop strong relationships within client's Treasury organizations - anticipate client needs/challenges and proactively engage appropriate J.P.
Morgan Payments partners to develop comprehensive solutions
* Coordinate/negotiate KYC and onboarding documentation, internal credit processes, and help manage seamless integration with implementation partners - engage appropriate escalation points where necessary to meet client needs while managing expectations
* Review and analyze transactional data to identify key trends, risks, pricing/billing inefficiencies and conduct pricing analysis and provide go forward strategy/recommendations
* Think outside the box, identify new ways to advance team wide initiatives, and contribute as the voice of the client in cross-functional partner engagement to ensure alignment with broader firm wide interests and the client's objectives
Required qualifications, capabilities, and skills
* 2 + years experience in cash management, transaction banking, merchant acquiring or related field
* Strong verbal and written communication skills with the ability to synthesize complex problems into concise conclusions
* Goal oriented with the ability to foster innovation and solve problems creatively
* Strong time management, organizational and planning skills and ability to manage multiple priorities concurrently with keen attention to follow-up coordination
* Ability to mobilize internal networks and resources
Preferred qualifications, capabilities, and skills
* Knowledge and understanding of the JPMorgan Treasury Services products, pricing philosophy, and billing process/procedures, a plus
* BA/BS
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit ...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-02-27 07:50:01
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We are seeking a highly skilled and experienced Investment Banking Vice President to join our dynamic Equity Capital Markets, PCM team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.
Job Summary
As a Vice President in Equity Capital Markets, Private Capital Markets team, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products.
You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises.
Job Responsibilities
* Acting as the primary day-to-day client point of contact and lead banker on deals
* Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward
* Refining marketing/execution materials for maximum client impact
* Overseeing the creation of financial projection models
* Identifying and managing all risks in a given deal
* Liaising with other internal and external parties on transactions (eg.
lawyers, accountants, counterparties)
* Leading client negotiations, Q&A process and management interviews
Required qualifications, capabilities, and skills
* Prior work experience in an investment banking front office role.
* Experience in training junior bankers
* Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
* Very strong quantitative and analytical skills (including Excel modelling and valuation work)
* Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions
* Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team
* Ability to comfortably interact with clients in a professional and mature manner
* Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeita...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-27 07:50:01
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Join J.P.
Morgan's Global Banking team as an Associate in Business Development, where you will play a key role in driving our focus on private capital markets.
This is your opportunity to execute strategic initiatives, build key relationships, and drive growth within a dynamic and supportive environment.
As an Associate in Business Development within Capital & Advisory Solutions, you will be a key contributor to our efforts across geographic region and across our national practice for assigned industry sectors.
You will work with private business owners, providing strategic advice on growth and ownership transition, while helping connect them with potential investors.
Your role will be important in supporting relationships between various client segments of the Commercial & Investment Bank, by leveraging J.P.
Morgan's extensive network and resources to position the firm as a strategic advisor.
The Business Development team collaborates across the Global Banking franchise, including Commercial Banking, Global Corporate Banking, and Investment Banking, focusing on US-based small and mid-cap private businesses up to $100 million in EBITDA.
By partnering with sponsor coverage and industry bankers, the team delivers actionable idea flow to investor clients across private equity, strategics, family offices, and sovereign wealth funds, and is uniquely positioned to generate opportunities across M&A and other private capital transaction scenarios from the firm's wholesale client base.
Job Responsibilities:
* Support client engagement responsibilities for geographic regions and our national practice for dedicated industry sectors.
* Prepare for, and engage in strategic dialogue with private business owners on growth and ownership transition.
* Help facilitate targeted introductions to potential investors.
* Collaborate with sponsor coverage and corporate and investment bankers to track investment strategies of priority investor clients.
* Generate accurate and relevant buyer intelligence for J.P.
Morgan-led M&A and private placement processes.
* Conduct internal marketing to commercial and private bankers to source new opportunities.
* Work closely with senior management to maintain and update business development and sponsor-specific data pipeline.
Required Qualifications, Capabilities, and Skills:
* Minimum of 2 years of experience in private capital market roles, including advisory, industry sponsor coverage, or private equity.\"
* Understanding of M&A transaction dynamics, including valuation, liquidity options and deal structuring.
* Ability and willingness to mentor junior resources and help meet key client deliverables and timelines.
* Series 79, 63, and SIE licenses at time of hiring, or obtain within 120 days of onboarding
Preferred Qualifications, Capabilities, and Skills:
* Strong communication skills with internal stakeholders and business owners.
* Self-starter with adap...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-02-27 07:50:00
-
Join J.P.
Morgan's Global Banking team as an Associate in Business Development, where you will play a key role in driving our focus on private capital markets.
This is your opportunity to execute strategic initiatives, build key relationships, and drive growth within a dynamic and supportive environment.
As an Associate in Business Development within Capital & Advisory Solutions, you will be a key contributor to our efforts across geographic region and across our national practice for assigned industry sectors.
You will work with private business owners, providing strategic advice on growth and ownership transition, while helping connect them with potential investors.
Your role will be important in supporting relationships between various client segments of the Commercial & Investment Bank, by leveraging J.P.
Morgan's extensive network and resources to position the firm as a strategic advisor.
The Business Development team collaborates across the Global Banking franchise, including Commercial Banking, Global Corporate Banking, and Investment Banking, focusing on US-based small and mid-cap private businesses up to $100 million in EBITDA.
By partnering with sponsor coverage and industry bankers, the team delivers actionable idea flow to investor clients across private equity, strategics, family offices, and sovereign wealth funds, and is uniquely positioned to generate opportunities across M&A and other private capital transaction scenarios from the firm's wholesale client base.
Job Responsibilities:
* Support client engagement responsibilities for geographic regions and our national practice for dedicated industry sectors.
* Prepare for, and engage in strategic dialogue with private business owners on growth and ownership transition.
* Help facilitate targeted introductions to potential investors.
* Collaborate with sponsor coverage and corporate and investment bankers to track investment strategies of priority investor clients.
* Generate accurate and relevant buyer intelligence for J.P.
Morgan-led M&A and private placement processes.
* Conduct internal marketing to commercial and private bankers to source new opportunities.
* Work closely with senior management to maintain and update business development and sponsor-specific data pipeline.
Required Qualifications, Capabilities, and Skills:
* Minimum of 2 years of experience in private capital market roles, including advisory, industry sponsor coverage, or private equity.\"
* Understanding of M&A transaction dynamics, including valuation, liquidity options and deal structuring.
* Ability and willingness to mentor junior resources and help meet key client deliverables and timelines.
* Series 79, 63, and SIE licenses at time of hiring, or obtain within 120 days of onboarding.
Preferred Qualifications, Capabilities, and Skills:
* Strong communication skills with internal stakeholders and business owners.
* Self-starter with ada...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-02-27 07:49:59
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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: Avon, US-CT
Salary / Rate: Not Specified
Posted: 2025-02-27 07:49:57
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: Nampa, US-ID
Salary / Rate: Not Specified
Posted: 2025-02-27 07:49:55
-
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As a Branch Operations Lead Trainee in Branch Banking, you collaborate with the Branch Manager, branch employees and One Chase colleagues to ensure customer financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory banking requirements.
A Branch Operations Lead Trainee is passionate about taking care of our customers and employees, providing an exceptional customer experience, and working with the Branch Manager to set the tone in the Branch.
A typical day consists of assisting customers and performing transactions.
You will also look for opportunities to make customers lives easier by setting up self-service options and building relationships.
Throughout the week, you will schedule time to review branch operations and share updated policy and procedures with branch employees.
This results in the business is adhering to control expectations.
Job responsibilities
* Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture
* Engages clients as they enter the branch by welcoming them and making customers feel appreciated, performing transactions, managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
* Introduces customers to the branch team who will build relationships and assist with specialized financial needs
* Makes customers' lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Supports the Branch Manager with all aspects of branch operations, including loss control, compliance, and audit standards
Required qualifications, capabilities, and skills
* High school degree, GED, or foreign equivalent
* Detail-oriented, organized, and have the ability to multi-task with a dedication to follow policies, procedures, and regulatory banking requirements
* Availability to work Branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Demonstrated abil...
....Read more...
Type: Permanent Location: Dumfries, US-VA
Salary / Rate: Not Specified
Posted: 2025-02-27 07:49:54
-
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: Washington, US-DC
Salary / Rate: Not Specified
Posted: 2025-02-27 07:49:53
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-02-27 07:49:51
-
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: Lake Geneva, US-WI
Salary / Rate: Not Specified
Posted: 2025-02-27 07:49:47
-
Join a role that's central to our technological resilience, offering a unique opportunity to shape the firm's tech risk strategy and enhance industry compliance.
As a Tech Risk & Controls Director in Corporate Technology Cybersecurity and Tech Controls, you will play a pivotal role in shaping and implementing the firm's technology risk management strategy.
Leveraging your advanced knowledge and expertise in technology-risk disciplines, you will identify, oversee, and mitigate compliance and operational risks in line with the firm's standards.
You will collaborate with various stakeholders, including Product Owners, Business Control Managers, and regulators, to develop and maintain a comprehensive view of the technology risk posture and its impact on the business.
Your ability to make calculated decisions, manage large teams, and drive strategic projects will be crucial in ensuring the firm's adherence to regulatory obligations and industry best practices.
Your work will contribute to the long-term success and resilience of the organization in an ever-evolving technology landscape.
Job responsibilities
* Develop and implement technology risk management strategies, policies, and processes to identify, assess, and mitigate risks, and drive strategic projects and initiatives to enhance the firm's technology risk management capabilities, in line with industry best practices and the firm's standards and regulatory requirements
* Identify and escalate emerging and upstream technology risk through execution of the Firm's management framework tools, including risk event management, reporting, and action plan tracking, and provide expert counsel to stakeholders and constituents regarding their security obligations, facilitating acceptable outcomes
* Establish and maintain strong relationships with internal and external stakeholders, including key cross-functional team leads, regulators, and auditors, to ensure compliance with legal, regulatory, and industry standards
* Manage reporting and governance of overall controls, policies, issue management, and measurements, etc., providing insight to senior leaders into effectiveness of controls and inform governance work
Required qualifications, capabilities, and skills
* Formal training or certification on technology risk management concepts and 10+ years applied experience.
In addition, 5+ years of experience leading technologists to manage, anticipate and solve complex technical items within your domain of expertise
* Demonstrated expertise in risk management frameworks, industry standards, and regulatory requirements relevant to the financial industry
* Proven ability to lead large teams, manage cross-functional projects, influence executive-level strategic decision-making, and effectively translate technology insights to business strategy in communications with senior executives
* Advanced knowledge and experience leading data security, risk assessment & reportin...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-02-27 07:49:46
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The Corporate & Investment Bank is a global leader across investment banking, wholesale payments, markets and securities services.
The world's most important corporations, governments and institutions entrust us with their business in more than 100 countries.
We provide strategic guidance, raise capital, manage risk and extend liquidity in markets around the world.
Clients turn to our industry-leading Markets, Sales and Research team to offer clients unique market insights on sectors and companies, and actionable ideas using research to make well-informed investment decisions.
Teams understand products across asset classes and help clients structure solutions that manage risk, enhance yield and solve complex financial problems.
As an FX Sales Analyst, you will be responsible for maintaining and developing key client relationships, including day-to-day execution of all FX products we are responsible for distributing.
You will need the ability to be fluent in the mechanics of these products to effectively navigate among a broad range of clients and provide them with idea generation and market insights.
In addition, you will bring a collaborative approach working with our business partners in Trading, Research, Investment Banking, Legal, Credit, Treasury and colleagues across Corporate Derivatives Marketing (CDM) including Rates, Commodities and Equity Derivatives to provide comprehensive coverage across the platform.
Job Responsibilities
* Model, structure, and market foreign exchange products to corporate clients
* Price and execute live foreign exchange spot, forward, and option trades
* Track FX market activity and JPM Research, while being able to update clients on market developments and prepare written commentary
* Collaborate on analytical work and presentation materials for discussions with clients on currency risk management
* Present hedging solutions to new clients and prospects
* Work with broader client coverage team including banking, treasury services, and credit to address client needs and educate teams internally on foreign exchange
* Work with trading, middle and back-office functions to support client trading activity
* Operate as part of a team, collaborating across offices and resources
* Effectively execute and organize onboarding of new clients, review data analytics around client opportunities, and follow up on new business
Required qualifications, capabilities, and skills
* 1+ year of experience in FX
* Strong time management, prioritization, and multi-tasking abilities to navigate live transactions and daily tasks.
Ability to work in a high volume, fast paced environment and be able to absorb information quickly and accurately with extreme attention to detail
* Ability to develop and manage client relationships
* A desire to succeed individually and be a member of a winning team.
Solid team player that partners well with stakeholders across the platform...
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Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2025-02-27 07:49:44
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Commercial Banking (CB) delivers extensive industry knowledge, local expertise, and dedicated service to over 24,000 global clients, including corporations, municipalities, financial institutions, and not-for-profit organizations, along with nearly 35,000 real estate investors/owners.
Our strategic priority is to ensure best-in-class management metrics, analytics, and reporting programs to optimize operational performance.
Join our Finance & Business Management team as an Analytics Solutions Senior Associate, where you'll lead the strategy and execution of our business reporting and analytics program.
This high-visibility role offers direct interaction with senior stakeholders and the opportunity to develop a best-in-class program that enhances operational performance.
As an Analytics Solutions Senior Associate within the Reporting and Analytics team, you will spearhead the strategy and execution of business reporting and analytics.
Your responsibilities will include collaborating with senior leaders to promote the business analysis agenda, with a particular emphasis on delivering insights and strategic initiatives.
You will manage a high-volume reporting workload and foster robust partnerships with IT and data management teams.
Job Responsibilities:
* Define, monitor, and report key management metrics around the health of an operations program.
* Manage a high-volume and high-complexity reporting and analytics book of work with rigorous project management discipline.
* Partner with senior leaders to advance the business analysis and reporting agenda, focusing on operational efficiency, cost modeling, and quality enhancements.
* Define, design, and drive high-priority strategic initiatives with senior-level visibility.
* Develop a deep understanding of systems and processes to extract insights and recommend IT enhancements.
* Develop strong partnerships with IT application owners and data management teams to align on continual improvement.
Required Qualifications, Skills, and Capabilities:
* 5 years of experience in Analytics, MIS, Operations Research, or Management Consulting roles with a focus on Financial Services.
* Ability to serve as a strategic business consultant with proven ability to manage high-profile data insights and reporting initiatives.
* Strong quantitative and problem-solving skills.
* Knowledge and experience with various analytical and statistical methodologies.
* Excellent communication and global client partnership ability.
* Competent in using data technology to solve complex business problems, with expertise in Business Intelligence toolsets and database platforms (e.g., QlikSense, Tableau, Business Objects, Python, R, SQL/Oracle/Teradata, Alteryx).
Preferred Qualifications, Skills, and Capabilities:
* Experience in Big Data platforms and technologies (Hadoop, Hive, Pig, Spark).
* Experience supporting banking operations.
* BA/BS in a quant...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-02-27 07:49:42
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We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As an Associate Banker- Market Expansion in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated including managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures and performing account origination for consumer clients
* Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals
* Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the hear...
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Type: Permanent Location: Billings, US-MT
Salary / Rate: Not Specified
Posted: 2025-02-27 07:49:40
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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 Investment Associate in J.P.
Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
* Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
* Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
* Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
* Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
* Support business unit operational procedures and compliance requirements (e.g.
completion of required operational forms and documentation)
* Prioritize daily work, track progress for current work, and consistently meet deadlines
* Maintain and foster team culture
Required qualifications, capabilities, and skills
* A valid and active Series 7 license is required
* If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P.
Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC.
Annuities are made available through Chase Insurance Agency, Inc.
(CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc.
in Florida.
JPMS, CIA and JPMorgan Chase Bank, N.A.
are affiliated companies under the common control of JPMorgan Chase & Co.
Products not available in all states.
Chase is a leading financial se...
....Read more...
Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2025-02-27 07:49:39
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You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations.
Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients.
As an Event Management Product Manager in Global Banking, you will be responsible for onboarding and integrating Stova as the event management platform for Global Banking and Payments.
You will ensure that Stova meets the needs of our users and aligns with our business goals.
You will work closely with cross-functional teams, including tech, event operations, design, marketing, and sales, to deliver a seamless and efficient event management solution.
Job responsibilities
* Lead the product development lifecycle for the Event Management Platform, from concept to Minimum Viable Product and beyond, ensuring alignment with business objectives and stakeholder needs.
* Collaborate with marketing, technology, and operations teams to define and prioritize product features and enhancements.
* Develop and maintain a detailed product roadmap, outlining key milestones and deliverables for each phase of the platform's development.
* Define product requirements and create detailed specifications for platform features, including registration, website management, email communication, attendee management, and reporting.
* Oversee the integration of third-party tools and systems, such as Customer Relationship Management (CRM) and finance applications, to enhance platform functionality.
* Ensure compliance with security and branding standards, including the implementation of Single Sign-On and subdomain routing for email communications.
* Monitor product performance and user satisfaction, using analytics and reporting data to drive continuous improvement.
* Communicate product vision and updates to stakeholders, including Commercial Investment Banking Marketing Operations, technology partners, and event management teams.
Required qualifications, capabilities, and skills
* Bachelor's degree
* 4 + years of experience in Product Management or Product Development.
* Experience with Event Management Platforms such as Stova (formerly known as Aventri) or RainFocus.
* Strong product ownership skills, including experience in designing and delivering product solutions.
* Excellent listener, strategic thinker, and problem solver.
* Superior written and verbal communication skills; strong attention to detail.
* Ability to work in a highly regulated, fast-paced, and matrixed environment.
* Must be flexible and able to reprioritize depending on business needs.
Preferred qualifications, capabilities, and skills
* Demonstrated knowledge of digital marketing strategies and tactics, preferably in a B2B environment.
* Technical skills desired: database management, basic HTML/CSS, marketing automation, Excel, PowerPoint, pr...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-02-27 07:49:38
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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 Investment Associate in J.P.
Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
* Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
* Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
* Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
* Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
* Support business unit operational procedures and compliance requirements (e.g.
completion of required operational forms and documentation)
* Prioritize daily work, track progress for current work, and consistently meet deadlines
* Maintain and foster team culture
Required qualifications, capabilities, and skills
* A valid and active Series 7 license is required
* If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P.
Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC.
Annuities are made available through Chase Insurance Agency, Inc.
(CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc.
in Florida.
JPMS, CIA and JPMorgan Chase Bank, N.A.
are affiliated companies under the common control of JPMorgan Chase & Co.
Products not available in all states.
Chase is a leading financial se...
....Read more...
Type: Permanent Location: Miami, US-FL
Salary / Rate: Not Specified
Posted: 2025-02-27 07:49:37
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Leverage your analytic skillset to unlock the future of product innovation and help shape how clients experience our offerings with the right pricing and positioning.
You are a passionate, self-starter eager to join a fast-paced, customer- and commercially-focused team.
You have a passion for understanding and designing holistic experiences, not just for our clients, but also for their end customers.
You also demonstrate a relentless drive toward delivering simplicity and continuous improvement by partnering across the organization.
You seek to assist in envisioning the broader picture to develop solutions that supersede distinct products across pay-in, manage and pay-out, while ensuring we understand the competitive landscape and are able to develop and execute a successful go-to-market strategy.
As a Market and Product Expansion Manager in Embedded Finance & Solutions, you are an integral part of the team whose work supports the successful release and adoption of products.
As a core contributor of the team, you align the needs of clients in the market, as well as the price and position of our products.
In this role, you will be instrumental in driving meaningful revenue, informed by your work to discern market trends, customer insights, and competitive intel.
You will partner closely with product managers and functional leads to develop capabilities and package them into truly differentiated solutions while working closely with Sales to equip them with the tools necessary to succeed in the market.
The Embedded Finance & Solutions organization is focused on leading in one of the most innovative segments of global payments.
We serve platform customers, including software providers, online marketplaces, gig service companies, and other third-party service providers who aim to seamlessly integrate payments within their own ecosystems.
Job responsibilities
* Conducts comprehensive pricing analysis to evaluate market trends, competitor pricing strategies, and client behavior
* Performs market research to understand the local needs and requirements for product improvements
* Develops and maintains a deep understanding of our products and services to effectively tailor collateral to specific markets
* Communicates regulatory guidelines to Product Managers to ensure our products meet risk and compliance requirements and are delivered on time
* Advises on the available standards, methods, tools, and applications relevant to the regulatory environment to ensure our products meet all necessary risk and compliance checks
* Drives commercial strategy and growth plan, including defining how we should commercialize our existing products and develop complementary products
* Assesses and enhances product profitability, analyzing cost structures and revenue streams to identify opportunities
* Leverages communication and diplomacy skills to work cross-organizationally to influence others, driving results/change and im...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-02-27 07:49:36
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JPMorgan Securities LLC (JPMS LLC) is a licensed broker-dealer and investment adviser registered with the SEC and FINRA.
It is also a Municipal Securities Dealer, Futures Commission Merchant, Commodity Pool Operator, and registered as a swap dealer and Security-Based Swap Dealer.
JPMS LLC conducts investment banking and securities and futures business, specializing in a wide range of financial products for clients worldwide.
Join JPMS LLC, a leader in global financial services, and play a pivotal role in shaping our control environment.
As a Legal Entity Control Manager, you'll have the opportunity to collaborate with senior stakeholders and drive compliance initiatives that impact our business worldwide.
As a Legal Entity Control Manager within the JPMS LLC Control Management team, you will support the LE Oversight and Control governance framework.
You will partner with Lines of Business (LOBs) and Functional groups to gather data, develop risk views, and conduct annual LE Risk Assessments.
Your role involves driving compliance with regulations, highlighting control weaknesses, and managing audits and regulatory requirements.
Job Responsibilities:
* Serve as a key integration point to ensure collaboration between stakeholders across LOBs and Functional groups.
* Execute processes supporting LE Operational Risk and Control Governance and facilitate the LLC Control Forum.
* Develop, maintain, and produce LE metrics and manage reporting on Operational & Compliance risk.
* Organize meetings and scorecard reporting for centralized analysis of control issues.
* Support LE risk assessment needs and ongoing regulatory obligations.
* Partner with Compliance to manage regulatory relationships and exam management.
* Oversee development and implementation of training materials and communication.
* Perform ongoing analysis of program-related data and develop ad-hoc reports.
* Gain exposure to senior stakeholders and support presentation of program updates.
Required Qualifications, Capabilities, and Skills:
* Bachelor's degree in business, accounting, or equivalent experience.
* Ability to work across LOBs and functions at a senior level, meeting deadlines and delivering high-quality work.
* Experience in financial services with a background in controls, audit, quality assurance, operational risk management, or compliance.
* Excellent verbal and written communication skills, relationship-building, and influencing skills.
* High proficiency with PowerPoint/PitchPro and Macro.
Preferred Qualifications, Capabilities, and Skills:
* Familiarity with markets products and processes.
* Experience engaging with senior management and challenging stakeholders when necessary.
* Ability to execute on multiple competing priorities within tight time frames.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-02-27 07:49:32
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You will be joining one of the world's top five most admired and prominent companies.
For JPMorgan, people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.
You will get the opportunity to work in a diverse team that will ensure high quality Net Asset Value (NAV) delivery.
You will play one of the most important roles in the fund accounting cycle and have the opportunity to enhance business processes and systems through different optimization projects.
Come join us and be a part of one of the best financial services companies in the world.
As a Fund Accounting Analyst within the Global Fund Services team, you will get the opportunity to work in a diverse team responsible for ensuring high quality Net Asset Value (NAV) delivery.
You will work closely within a global network of operational teams, providing oversight and support of daily production with an overall focus on accurate and timely delivery of daily NAVs.
You would be the perfect fit for us if you have great attention to detail, the ability to prioritize and execute time sensitive tasks, and have a passion to deliver solutions across organizational boundaries.
Fund Accounting Operations offers the opportunity to work within a hybrid environment.
Job responsibilities
* Produce accurate and timely NAVs
* Perform daily oversight and quality assurance functions in a global operating environment through the use of workflow and exception based accounting tools
* Ensure all schedule work is completed by agreed deadlines with the proper evidence and documentation as mandated by corporate policy, regulatory reviews and internal audit
* Ensure compliance with all controls and procedures outlined in the procedures manual and general company policies
* Work closely with internal new business and operational readiness teams through the on-boarding process of new client mandates
* Develop a thorough knowledge of your client base, prospectus, documentation, etc.
* Identify efficiencies and areas for improvement to reduce risk and become more efficient
Required qualifications, capabilities, and skills
* Have a thorough understanding of the theoretical and technical nature of mutual fund accounting and administration, including basic accounting fundamentals and theories
* Ability to work independently and be effective in a fast-paced global operating environment and a matrix management organizations to deliver results
* Excellent communication, influencing and negotiation skills with the ability to develop and maintain collaborative relationships both internally and with external clients
* Analytical skills, problem solving, good critical thinking and decision-making skills
* Expert use of Microsoft Office and experience with exception based accounting tools as well as transactions or general ledger based accounting systems
* Bachelor's Degree or equivalent experience
Prefe...
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Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-02-27 07:49:31
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Join JP Morgan Chase & Co, a global leader in financial services, as an Associate Product Manager in our Corporate Finance - Financial Analysis - P&A Innovation and Transformation team.
We're seeking team members with a unique blend of business and technical knowledge to help us redefine forecasting solutions.
As a Product Manager, you'll develop roadmaps, manage project delivery, and maintain relationships across the firm.
You'll also work closely with Corporate Technology and other lines of business to ensure quality solution delivery.
This role offers an exceptional opportunity to make a difference in a respected financial institution operating in 150 countries.
A possible suggestion for a Job Summary following the required format could be: \"As a Corporate Finance - Financial Analysis - P&A Innovation and Transformation Product Manager - Senior Associate within the P&A Innovation and Transformation Team, you will be responsible for defining and launching the next generation of forecasting solutions and capabilities.
You will work closely with various teams across the firm to ensure the delivery of high-quality solutions, while also maintaining relationships and managing day-to-day project delivery.
This role provides an opportunity to innovate and promote change within a leading financial institution.
Job responsibilities:
* Identify, analyze, and lead process improvements/change management, Implement and manage reporting tools to track product performance and generate actionable insights.
* Analyze what customers need and want, use prioritization techniques to determine which features or products would meet those demands.
* Partner with peers and product managers across Financial Analysis, with Technology counterparts, and with LoB stakeholders across the firm.
* Develop a communications strategy to market the product and provide training and support to internal teams and end-users on new product features and updates.
* Document requirements and lead backlog refinement sessions by breaking Epics down into user stories.
* Support triaging and issue resolution to meet end user's needs before ultimately operationalizing them for handoff to BAU support for areas of the product that you own.
* Provide on-time and accurate reporting, as well as ongoing updates to all project team members and notify all stakeholders of any shifting priority upfront to allow for informed decision making.
Consolidate bullet points in this section.
Required qualifications, capabilities, and skills:
* Bachelor's degree in Technology, Finance, Mathematics, Engineering or related majors
* Demonstrated experience with agile product planning, issue resolution and negotiation
* Experience developing and designing financial analysis tools such as: FP&A/Forecasting, Finance Workflow/Automation, Financial Reporting, Analytics/Dashboarding
* Data analysis experience with a passion for technology
* Superior verbal...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-02-27 07:49:28
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: Hampton, US-VA
Salary / Rate: Not Specified
Posted: 2025-02-27 07:49:23
