-
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: Canoga Park, US-CA
Salary / Rate: Not Specified
Posted: 2025-07-04 09:22:07
-
Join our team to play a pivotal role in mitigating tech risks and upholding operational excellence, driving innovation in Artificial Intelligence and Machine Learning (AI/ML) risk management.
As a Tech Risk & Controls Lead in Cybersecurity and Technology Controls line of business, you will be responsible for identifying, and mitigating compliance and operational risks in line with the firm's standards.
You will also provide subject matter expertise and technical guidance to technology-aligned process owners, ensuring that implemented controls are operating effectively and in compliance with regulatory, legal, and industry standards.
By partnering with various stakeholders, including Product Owners, Business Control Managers, and Regulators, you will contribute to the reporting of a comprehensive view of AI/ML technology risk posture and its impact on the business.
Your advanced knowledge of risk management principles, practices, and theories will enable you to drive innovative solutions and effectively manage a diverse team in a dynamic and evolving risk landscape.
Job responsibilities
* Ensure effective identification, quantification, communication, and management of AI/ML technology risk, focusing on root cause analysis and resolution recommendations
* Develop and maintain robust relationships, becoming a trusted partner with LOB technologists, assessments teams, and data officers to facilitate cross-functional collaboration and progress toward shared goals
* Execute reporting and governance of controls, policies, issue management, and measurements, offering senior management insights into control effectiveness and inform governance work
* Proactively monitor and evaluate control effectiveness, identify gaps, and recommend enhancements to strengthen risk posture and regulatory compliance
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in technology risk management, information security, or related field, emphasizing risk identification, assessment, and mitigation
* Familiarity with AI/ML risk management frameworks, industry standards, and financial industry regulatory requirements
* Proficient knowledge and expertise in data security, GenAI/LLM & AI systems, risk assessment & reporting, control evaluation, design, and governance, with a proven record of implementing effective risk mitigation strategies
* Demonstrated ability to influence executive-level strategic decision-making and translating technology insights into business strategies for senior executives
Preferred qualifications, capabilities, and skills
* Experience with security and technology risk management approaches for GenAI/LLM and Agentic AI Systems.
* CISM, CRISC, CISSP, or similar industry-recognized risk and risk certifications are preferred
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small bus...
....Read more...
Type: Permanent Location: Atlanta, US-GA
Salary / Rate: Not Specified
Posted: 2025-07-04 09:22:06
-
Bring your expertise to JPMorganChase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorganChase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Credit Risk Analyst on the Specialty Finance Risk Team, you will support the risk management of a national portfolio of non-bank financial entities focused on residential mortgage originations, commercial/consumer finance, fintech and other financial service industries.
You will work closely with Securitized Products, Corporate and Investment Bankers, Treasury Services and Traders to analyze, structure, risk grade and approve credit exposures.
Job Responsibilities
* Assist in the risk management of the portfolio, maintaining an understanding of clients' businesses
* Develop foundational knowledge of the residential mortgage finance and other specialty finance markets
* Participate in due diligence meetings, which may be virtual or at the client's office
* Conduct financial analysis to assess the strength of corporate counterparties and identify key risks
* Monitor the portfolio to ensure internal risk grades remain accurate
* Work closely with coverage bankers and product partners to develop structures appropriate for the risk profile of the client and/or assets to be financed
* Support the assessment of stress or downside credit scenarios, including validating cash flow models
* Prepare/author written credit analysis and recommendations for senior credit officers
Required Qualifications, Capabilities and Skills
* Bachelor's degree in a quantitative discipline
* Strong interest in Commercial/Corporate Banking/lending or Structured Finance
* Excellent verbal and written communication skills
* Strong organizational skills and attention to detail
* Ability to collaborate with teammates along with internal and external stakeholders
* Strong work ethic with an ability to meet deadlines while multi-tasking
Preferred Qualifications, Capabilities and Skills
* Prior experience in Commercial/Investment Banking, especially with a credit, structing and/or market focus
* Proficiency in Excel and PowerPoint
* Interest in residential mortgage, specialty finance, and/or securitization
* Basic/general understanding of credit, documentation, and transaction processes
* Ability to perform well under pressure in a demanding 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 unde...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-07-04 09:22:05
-
Join a role that's central to our technological resilience, offering a unique opportunity to shape the firm's Artificial Intelligence and Machine Learning (AI/ML) tech risk strategy and enhance industry compliance.
As a Tech Risk & Controls Director in the Cybersecurity Technology and Controls line of business, you will play a pivotal role in shaping and implementing the firm's technology risk management strategy.
Leveraging your advanced knowledge and expertise in AI/ML 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
* Conduct in-depth root cause analysis to identify underlying issues in technology risk governance and compliance, ensuring comprehensive implementation and effective AI/ML risk mitigation strategies.
* Stay abreast of AI/ML technology trends and risk scenarios, integrating insights into the firm's risk management framework to proactively address emerging threats.
* Support the design and evaluation of compensating controls that mitigate emerging risks, leveraging firm risk management strategies and industry best practices to enhance the firm's resilience against evolving cyber threats.
* 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
* 7+ years of experience or equivalent expertise in ...
....Read more...
Type: Permanent Location: Atlanta, US-GA
Salary / Rate: Not Specified
Posted: 2025-07-04 09:22:04
-
We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Lead Software Engineer at JPMorgan Chase within the Consumer & Community Banking, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
* Executes creative software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems
* Collaborate with product managers to integrate machine learning capabilities into product requirements.
* Translate requirements into technical specifications and designs, incorporating machine learning models.
* Develops secure high-quality production code, and reviews and debugs code written by others
* Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
* Leads evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture
* Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies
* Adds to team culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on Software Engineering / Machine Learning concepts and 5+ years applied experience
* 5+ years of Hands-on practical enterprise experience delivering system design, application development, testing, and operational stability
* Advanced in one or more programming language(s) Python and AWS deployment
* Proficient in all aspects of the Software Development Life Cycle
* Advanced understanding of CI/CD, Application Resiliency, Automation and Security
* Demonstrated proficiency in software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning)
* Practical cloud native experience in AWS
* Extensive experience in utilizing Terraform for infrastructure as code, enabling efficient provisioning and management of cloud resources
* Leverage Spark for big data processing and analytics, optimizing data workflows and enhancing performance in distributed computing environments
Preferred qualifications, capabilities, and skills
* Experience in building complex and scalable Software solutions on AWS
* Proficiency in building machin...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-07-04 09:22:03
-
The New York & East Region Event team supports client events from concept to execution, for the J.P.
Morgan's US Private Bank, the Associate will play a role in the event strategy for the markets in the region, bringing creative ideas, suggested venues and proposed content to the market with considerable thought to strategic execution.
Planner will assist manager and colleagues with all work related to any in-person or virtual event responsibilities including content development, speaker readiness, data tracking, client experience, execution, follow-up and impact.
As an Events Management Associate supporting J.P.
Morgan's US Private Bank you will create and execute client events from concept to execution for the NY & East Region.
You will interact with colleagues on the global events team and the larger marketing group, bankers and product partners, and senior management so that we can ensure a consistent and distinctive experience for clients which underscore our business strategies.
You will primarily focus on local/regional client events, but will be involved in large events targeting a global client base, you will also work on multiple event projects simultaneously, ranging from large events, to intimate roundtable dinner discussions, both in-person and virtual experiences.
Job responsibilities:
* Understand business objectives and help develop an event strategy that supports business goals
* Create and execute high-touch events consistent with J.P.
Morgan Private Bank brand standards
* Maintain budgets and event calendar with strong emphasis on data management, list keeping, and operational efficiencies; invoice processing
* Secure event venues; contract audio visual companies and other associated vendors as required to execute programs
* Manage data entry and leverage our events management platform to build and track events, manage RSVPs pre and post event and ROI analysis
* Manage event email communications via our event management platform, including the invitation, reminders, and post event communications
* Manage onsite event staffing which may include registration desk management, distribution of materials, oversight of presentations/AV needs, speaker handling, and coordination with vendors
* Coordinate pre-event tasks such as briefing templates, production of name badges, place cards, menu cards, printed materials; seating assignments for events; packing and shipping of event supplies
* Coordinate post-event tasks such as final data management and event debrief documents
* Participate in weekly regional team meetings, budget calls, and multiple banker meetings providing event updates
* Liaise with other J.P.
Morgan lines of business, in order to leverage and consolidate ideas, shared resources and cross sell event opportunities
* Lend support on ad-hoc special projects
Required qualifications, capabilities, and skills:
* 4+ years prior experience in event managemen...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-04 09:22:02
-
Join a role that's central to our technological resilience, offering a unique opportunity to shape the firm's Artificial Intelligence and Machine Learning (AI/ML) tech risk strategy and enhance industry compliance.
As a Tech Risk & Controls Director in the Cybersecurity Technology and Controls line of business, you will play a pivotal role in shaping and implementing the firm's technology risk management strategy.
Leveraging your advanced knowledge and expertise in AI/ML 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
* Conduct in-depth root cause analysis to identify underlying issues in technology risk governance and compliance, ensuring comprehensive implementation and effective AI/ML risk mitigation strategies.
* Stay abreast of AI/ML technology trends and risk scenarios, integrating insights into the firm's risk management framework to proactively address emerging threats.
* Support the design and evaluation of compensating controls that mitigate emerging risks, leveraging firm risk management strategies and industry best practices to enhance the firm's resilience against evolving cyber threats.
* 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
* 7+ years of experience or equivalent expertise in ...
....Read more...
Type: Permanent Location: Atlanta, US-GA
Salary / Rate: Not Specified
Posted: 2025-07-04 09:22:01
-
The Account Manager will provide support to hedge fund clients serviced out of the New York Prime Brokerage office.
The successful candidate will represent the Prime Brokerage and Financing capabilities to current and prospective clients.
Job Responsibilities:
* Develop strategic relationships with key decision makers at the client and strengthen existing client relationships through daily interactions, meetings and events.
* Actively engage clients with respect to new products, new technology, and new regulatory topics in Prime Finance
* Capitalize on client relationships to influentially direct Prime Finance business and revenue increasing opportunities
* Utilize quantitative analysis for client metrics, balance trends, and portfolio construct to optimize their balance mix, return metrics, and revenue
* Deliver other products of the firm to the client by holistically analyzing client business
* Take charge of client experience inclusive of product, technology and operations across cash equity, fixed income and synthetic Prime Finance
* Lead and implement initiatives that are focused on improving client experience and Prime Finance products
Required Qualifications, Capabilities, and Skills:
* Ability to manage and build strong relationships with clients
* Energetic self-starter with an appetite for learning the business, motivated to enhance and build on our current product offering
* Enjoy working in a fast paced environment
* Oral presentation, persuasive speaking, and negotiation skills are a must
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.
We are an equal opportunity employer and pla...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-04 09:22:00
-
JOB DESCRIPTION
Combined Insurance, A Chubb company, is seeking a Claim Adjuster to join our fast-paced, high energy, growing company.
We are proud of our tradition of success in the insurance industry of nearly 100 years.
Come join our team of hard-working, talented professionals!
The Claims Adjuster (Chubb Workplace Benefits) is responsible for contacting claimant and /or service providers to request information needed in order to process claim - includes written correspondence and phone calls.
They will evaluate claims based on documentation received including responses from claimant and providers.
Will need to handle multiple priorities simultaneously, be self-directed and meet service level expectations.
The adjuster must demonstrate customer centricity in all aspects of their job by performing actions with empathy and expertise.
RESPONSIBILITIES:
* Efficiently and accurately adjudicate claims in accordance with the policy terms, established guidelines and regulations.
* Conduct eligibility claim review by evaluating claim submission and comparing to policy benefits.
* Request additional information from policyholders, providers and others as necessary to finalize claim.
* Actively manage inventory and ongoing claim adjudication.
* Effectively communicate with customers using empathy and professionalism via phone and written correspondence.
* Interface with Policyholders and Agents answering a variety of questions through different service channels.
* Develop a broad understanding of our products and systems.
* Meet Department standards for time, service and quality.
* Ability to maneuver between system applications confidently to find information and respond to customer needs in a timely manner.
* Collaborate with other team members and leadership to ensure effective customer service.
* Actively engage in Continuous Improvement initiatives and identify process and efficiency enhancements.
* Participate in required training
* Performs other duties as assigned
COMPETENCIES:
* Problem Solving: Takes an organized and logical approach to thinking through problems and complex issues.
Simplifies complexity by breaking down issues into manageable parts.
Looks beyond the obvious to get at root causes.
Develops insight into problems, issues and situation.
* Continuous Learning: Demonstrates a desire and capacity to expand expertise, develop new skills and grow professionally.
Seeks and takes ownership of opportunities to learn, acquire new knowledge and deepen technical expertise.
Takes advantage of formal and informal developmental opportunities.
Takes on challenging work assignments that lead to professional growth
* Initiative: Willingly does more than is required or expected in the job.
Meets objectives on time with minimal supervision.
Eager and willing to go the extra mile in terms of time and effort.
Is self-motivated and seizes opportunities to make a dif...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-07-04 09:21:58
-
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: Thibodaux, US-LA
Salary / Rate: Not Specified
Posted: 2025-07-04 09:21:58
-
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: Little Rock, US-AR
Salary / Rate: Not Specified
Posted: 2025-07-04 09:21:57
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Ankeny, US-IA
Salary / Rate: Not Specified
Posted: 2025-07-04 09:21:55
-
Organization Description
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing.
We're proud to lead the U.S.
in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
We offer a broad array of credit cards to meet the needs of individuals and small businesses, including Chase-branded and co-branded cards in partnership with well-known companies and organizations.
Job Description
As a Senior Associate, HNW Card Product Portfolio Strategy within our Consumer & Community Banking division, you will be a key player in promoting growth and delivering on our product vision for our High Net Worth customer segment and the J.P.
Morgan Reserve card portfolio.
You will leverage your industry experience and analytical skills to develop and execute key product initiatives and strategies, while maintaining a customer-focused approach.
This role provides an opportunity to work cross-functionally, influence product decisions, and contribute to the success of our credit card services.
Key Responsibilities:
* Support development of our product line strategy through industry awareness and competitive insights, market research studies, and customer segmentation and behavior analysis
* Analyze customer feedback and behavior dynamics that will drive product decisions and prioritization; act as liaison between HNW Card team and Data & Analytics
* Support cross functional working teams in order to deliver on our product roadmap, including value proposition, pricing, and business case development
* Develop materials for Business Reviews with executive leadership and other forums by crafting a comprehensive story of the High Net Worth Card Product strategy
* Develop & execute product benefit language (e.g.
claims, footnotes, terms, and legal documentation)
* Manage finance processes for partner benefits (spend approval, invoices)
* Manage employee product testing and other LRCC programs
Required qualifications:
* 3+ years of industry experience in product strategy or product development in the credit card or payments industry
* Proactive, strategic, and results driven with the ability to prioritize and manage multiple complex initiatives and deliverables at the same time
* Understanding of customer insights, P&L dynamics, and data analysis to inform product decisions
* Excellent written and verbal communication skills across varying seniority levels internally and externally
* Strong relationship management skills and ability to influence and drive recommendations within a highly matrixed Company structure
* Excel in building executive level presentations
* Effective in a fast-paced, deadline-oriented environment
* BS degree or equiva...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-04 09:21:55
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
....Read more...
Type: Permanent Location: Portland, US-OR
Salary / Rate: Not Specified
Posted: 2025-07-04 09:21:54
-
Embark on a rewarding journey as a Client Onboarding Associate at JPMorganChase, where you'll lead the charge in delivering exceptional treasury and banking product implementations.
Utilize your project management skills to create seamless onboarding experiences, build strong client relationships, and drive satisfaction from the very first interaction.
Join a diverse and innovative team, and unlock endless opportunities for personal and professional growth in a dynamic global environment.
As an Onboarding Associate within JPMorganChase, you will play a pivotal role in leading and executing strategic initiatives that support our business.
Your expertise in client onboarding project management will be crucial in guiding new and existing clients through the transition to the Chase banking platform.
You will leverage your broad understanding of this professional field to analyze and solve problems, make informed decisions, and ensure compliance with our policies.
Your ability to influence and persuade others, coupled with your emotional intelligence, will be key in managing conflicts and fostering collaboration.
You will also be expected to continually challenge and improve our operating platform, demonstrating your commitment to continuous improvement.
Your role will have a significant impact on our department, and your decisions will shape our short-term outcomes.
Job responsibilities
* Lead the execution of strategic initiatives in client onboarding, ensuring a smooth transition for new and existing clients to the Chase banking platform.
* Utilize broad knowledge in client onboarding program management to analyze and resolve complex issues, ensuring compliance with technical standards and policies.
* Leverage emotional intelligence and influence to manage conflicts, foster collaboration, and develop trust within the team and with clients.
* Drive continuous improvement in our operating platform, using innovation and design thinking techniques to enhance efficiency and resilience.
* Plan and organize the day-to-day work of the team, ensuring progress within established professional procedures and organization policy.
Required qualifications, capabilities, and skills
* Demonstrated ability to manage and execute strategic initiatives effectively in a professional setting, with skills equivalent to at least 1 year of experience.
* Proven ability to lead client onboarding processes, with a focus on transitioning clients to new banking platforms.
* Demonstrated proficiency in conflict management, with a track record of resolving conflicts and fostering collaboration in a professional setting.
* Experience in driving continuous improvement in operating platforms, using innovation and design thinking techniques.
* Proficiency in data and tech literacy, with a willingness to understand and implement new/emerging technologies that impact business.
Preferred qualifications, capabilities, and skills
...
....Read more...
Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2025-07-04 09:21:52
-
Embark on a rewarding journey as a Client Onboarding Associate at JPMorganChase, where you'll lead the charge in delivering exceptional treasury and banking product implementations.
Utilize your project management skills to create seamless onboarding experiences, build strong client relationships, and drive satisfaction from the very first interaction.
Join a diverse and innovative team, and unlock endless opportunities for personal and professional growth in a dynamic global environment.
As an Onboarding Associate within JPMorganChase, you will play a pivotal role in leading and executing strategic initiatives that support our business.
Your expertise in client onboarding project management will be crucial in guiding new and existing clients through the transition to the Chase banking platform.
You will leverage your broad understanding of this professional field to analyze and solve problems, make informed decisions, and ensure compliance with our policies.
Your ability to influence and persuade others, coupled with your emotional intelligence, will be key in managing conflicts and fostering collaboration.
You will also be expected to continually challenge and improve our operating platform, demonstrating your commitment to continuous improvement.
Your role will have a significant impact on our department, and your decisions will shape our short-term outcomes.
Job responsibilities
* Lead the execution of strategic initiatives in client onboarding, ensuring a smooth transition for new and existing clients to the Chase banking platform.
* Utilize broad knowledge in client onboarding program management to analyze and resolve complex issues, ensuring compliance with technical standards and policies.
* Leverage emotional intelligence and influence to manage conflicts, foster collaboration, and develop trust within the team and with clients.
* Drive continuous improvement in our operating platform, using innovation and design thinking techniques to enhance efficiency and resilience.
* Plan and organize the day-to-day work of the team, ensuring progress within established professional procedures and organization policy.
Required qualifications, capabilities, and skills
* Demonstrated ability to manage and execute strategic initiatives effectively in a professional setting, with skills equivalent to 3+ years of experience.
* Proven ability to lead client onboarding processes, with a focus on transitioning clients to new banking platforms.
* Demonstrated proficiency in conflict management, with a track record of resolving conflicts and fostering collaboration in a professional setting.
* Experience in driving continuous improvement in operating platforms, using innovation and design thinking techniques.
* Proficiency in data and tech literacy, with a willingness to understand and implement new/emerging technologies that impact business.
Preferred qualifications, capabilities, and skills
* ...
....Read more...
Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2025-07-04 09:21:52
-
JOB DESCRIPTION
Chubb is seeking a motivated and experienced Executive Assistant to provide support to the two Executive Vice Presidents, the Head of North America HR and the Head of Global Talent Acquisition and select of their direct reports.
The ideal candidate will have prior experience supporting senior leaders, possess exceptional organizational skills, demonstrate a strong service orientation, and maintain a professional demeanor while contributing to a positive workplace culture.
Success in this role will involve delivering consistent support to multiple stakeholders with customization as time and capacity allow.
This role will report directly to the Executive Vice President, Head of North America HR and will be based in Philadelphia, PA, with a required in-office presence of four days per week.
Key Responsibilities:
* Provide administrative support, including managing calendars, scheduling meetings, appointments, and travel arrangements for the leaders and their respective teams.
This may involve organizing meetings, conference calls, webinars, and other events with multiple participants, as well as technology set-up, troubleshooting, and preparing agendas and materials for pre- and post-meeting distribution.
* Process expense reports, invoices and other financial documentation as required leveraging Concur, Coupa BuyNow and DocuSign.
* Monitor time-sensitive deadlines to assist the HR Leaders in managing competing priorities.
Proactively identify opportunities to enhance process efficiency.
* Assist in planning and supporting HR events and employee engagement initiatives in the several offices.
* Maintain organizational charts and distribution lists for efficient communication.
* Provide administrative support for special projects as assigned.
QUALIFICATIONS
Education
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign...
....Read more...
Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-07-04 09:21:51
-
Vice President, U.S.
Custody Product Management
Global Custody Product Management is seeking a Vice President-level U.S.
Custody Product Manager to oversee all aspects of custody services in the U.S.
market.
The successful candidate will manage the firm's custodial obligations related to U.S.
securities across both U.S.
depositories.
This role requires strong engagement skills to collaborate effectively with internal and external clients, stakeholders, and colleagues at all levels.
Key responsibilities include driving U.S.
initiatives, navigating industry and regulatory changes, and enhancing product differentiation to maintain a competitive edge.
Job responsibilities
* Lead the modernization, growth, and maintenance of the U.S.
custody strategy.
* Liaise with local market infrastructure and service providers.
* Develop and execute market initiatives in alignment with the global direction of the Securities Services product line.
* Clearly articulate our competitive proposition and key differentiators, including significant business drivers, opportunities, and risks.
* Represent the custody product and its clients in interactions with local regulators, and act as the lead advocate with market infrastructure and trade representative groups.
* Contribute to the service documentation related to the product.
* Plan and deliver a coordinated program of innovative market information to clients efficiently and in various formats.
* Coordinate across Operations, Client Service, and Technology to ensure product development aligns with the overall market strategy.
* Partner with local and functional Compliance to ensure the custody product operates within all relevant regulatory frameworks.
* Maintain a strong focus on risk and controls, ensuring issues are identified, escalated, and managed effectively and transparently.
* Contribute to client change requests concerning the market.
* Demonstrate principled leadership in aspects of culture and conduct.
Required qualifications, capabilities, and skills
* Possess a thorough understanding of the operating model for the U.S.
market.
* Comprehensive knowledge of the custody lifecycle, including safekeeping, settlement, and all aspects of asset servicing such as corporate actions, income processing, proxy services, and tax products.
* In-depth understanding of market participants, local regulations, client requirements, and market practices, demonstrated through established relationships, past experience, and previous achievements.
* Proven track record in delivering and managing change effectively.
* Exceptional communication and presentation skills, with the ability to convey clear, concise messages and leverage the broader organization to achieve objectives.
* Strong analytical, problem-solving, and process re-engineering skills.
* Highly motivated and energetic self-starter with a strong sense of ownership.
...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-07-04 09:21:49
-
JOB DESCRIPTION
Chubb's Energy Practice is an exciting and dynamic place for individuals who are seeking career opportunity and advancement.
The Commercial Insurance team has an opening for a Senior Underwriter to join our Energy Practice (salary and title commensurate with experience level).
This is a high-impact role that is focused on growing a Property and Casualty book comprised of Package, Automobile, Pollution, Workers' Compensation, Umbrella and International.
Multi-line experience is encouraged.
ABOUT THE ROLE
The Underwriter with Chubb's Energy department will manage approximately a $7-10 million renewal book of business in their assigned territory.
The Underwriter will have a new business goal of $1-$1.5M.
The Underwriter must develop book growth and maintain internal and external relationships.
This individual will also have accountability for the financial performance of this book of business, achieving growth for the branch.
We are seeking someone who will identify opportunities for growth within new and existing production sources, identify cross-sell opportunities, conduct agency planning/goal setting and make regular broker and insured visits based on monthly goals.
The assigned territory will be diverse and can include agents in the Midwest, Pacific or New York Region.
Demonstration of the following skills and abilities:
* Strong sales and marketing skills along with the ability to position accounts and close deals.
* Demonstrated success in marketing, producer/book management and new business development.
* Ability to successfully negotiate on all levels with both internal and external partners and nurture key producer relationships.
* High proficiency with the underwriting process and risk analysis.
* Effective desk management.
* Ability to effectively interact with customers and coworkers at all levels.
* Knowledge and proficiency with underwriting technical issues, compliance, coverage, products, pricing & strategies.
* Results orientation, entrepreneurial spirit, business acumen, self-motivation and strong ability to work in a collaborative team environment.
* Responsible for the professional development, retention, and performance assessment of team members.
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or oppo...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-07-04 09:21:49
-
JOB DESCRIPTION
This leadership role is focused on Chubb's commitment to manage and grow our Major Account segment by aligning internal resources to provide exceptional overall service to Chubb key clients and brokers in the Midwest Region, which includes 14 Branches and 13 States.
As a main point of contact for large customers and as the driver of opportunities for all applicable product lines, this role demonstrates Chubb's commitment to deploy its global coverage and risk management capabilities to meet the specialized needs of large global customers.
This approach, blending external client engagement with Chubb's vast array of product capability leads to an exciting and fulfilling role as a Major Account Segment Leader.
Key Deliverables Include:
Regional Production:
* Participate in establishing and executing strategies to achieve financial plans for all applicable product lines in the Major Accounts Segment.
* Strategic Market Visibility: Consistent and frequent contact with our brokers and clients.
* Continuous Market Cultivation: To assure Target submission flow for Major Account product lines and services
* Messaging: Promotion and understanding of new products and/or initiatives
* Presentation and cross divisional proposal coordination
* Market and competitor intelligence
* Drive the positioning and negotiations associated with delivering profitable transactions
* Cultivate "zero to two line" accounts into more deep-rooted Chubb clients.
* Identify and foster key broker relationships in order to access the key decision makers for Major Accounts.
Leadership:
* Educate line of business underwriters; develop a culture of cross selling that promotes the purchase of Chubb's coverage and achieves a deep penetration of accounts.
* Share appropriate guidance to line of business leadership on meeting the customer's coverage and risk management needs.
* Provide regional leadership by building and executing multi-line customer retention and acquisition strategies.
Define sales strategies, lead and drive the sales process, , facilitate priorities and coordinate resolution of conflicting priorities on target prospects and existing accounts
* Coordinate with local Business Unit leaders on agenda for meetings when key Home Office management visits the region.
* Client Development and Servicing:
* Run the Region's Client Executive (CE) Program and Client Advisory Board (CAB).
Rotate members on and off the Board.
Work with the Global Client Executives (GCE) to select clients that embrace the GCE role.
* Take on CE responsibility for up to 7 clients.
* Be a focal point for clients on a regular basis to discuss service issues including the execution of stewardship meetings.
* Understand client's business and operations as well as risk management and related insurance purchase philosophies.
* Know totality of current relationship, account profitability, key ...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-07-04 09:21:48
-
JOB DESCRIPTION
Midwest Private Equity Industry Practice Manager (AVP/ VP)
We are seeking a Midwest Private Equity Manager to help lead and grow Chubb's Private Equity Industry Practice in the Midwest region.
This strategic, client-facing role is responsible for developing direct relationships with private equity firms and their brokers, aligning internal resources, and delivering tailored insurance solutions across all Chubb products.
Position title will ultimately be offered based on experience.
Major Responsibilities:
* Create a visible presence in the marketplace to enhance the Chubb Private Equity brand and strengthen relationships within the industry.
* Serve as the key relationship manager for private equity clients and M&A brokers across the territory to drive growth and account retention.
* Lead strategic account planning, including data analysis, goal setting, and measurable PE firm portfolio penetration.
* Coordinate and influence across functions, including all Chubb product lines, claims, and service support teams to provide effective client solutions.
* Communicate client strategy internally and ensure global alignment, including coordination with Chubb Overseas General (COG).
* Develop deep understanding of private equity firms' investment strategies, operating models, and risk philosophies.
* Track portfolio activity to identify new business opportunities and deliver relevant Chubb products and services.
QUALIFICATIONS
* 7+
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-07-04 09:21:47
-
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions, combined with cutting-edge financial technology and the most welcoming and friendly service, you'll be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch.
You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers.
You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
* Acts as the standard bearer of Chase and creates a world-class customer experience
* Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
* Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
* Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
* Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
* Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
* Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
* Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
* Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
* Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
* Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
* Ability to work branch hours including weekends and evenings
* High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, and ...
....Read more...
Type: Permanent Location: Franklin, US-WI
Salary / Rate: Not Specified
Posted: 2025-07-04 09:21:46
-
JOB DESCRIPTION
* Direct oversight of $7-$10 MM renewal book of business in the Southwest and/or Pacific South Regions
* Execution upon Individual and Team Financial goals with respect to Growth, New Business, Retention, Rate and Profitability
* Execution upon Individual and Team Service goals with respect to Policy Issuance and Underwriting File Integrity
* Ensure Data Integrity on assigned book of business
* Performance of Self Audits
* Proper use of reinsurance on assigned book of business
* Production focus on high margin portfolio class business
* Execution of business strategy based upon portfolio class and customer type
* Work with Product Management team
* Developing relationships with Southwest and/or Pacific South Region brokers
* Developing relationships with internal stakeholders - including Branch Managers, Marketing Managers, and Global Client Executives - supporting the Southwest and/or Pacific South Regions
* Travel to Southwest and/or Pacific Branches and respective markets for broker/client meetings
* Stewardship of large accounts within the Southwest and/or Pacific South Regions
* Adherence to Delegated Authority Statement
QUALIFICATIONS
* 6+
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
....Read more...
Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2025-07-04 09:21:45
-
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: Springdale, US-AR
Salary / Rate: Not Specified
Posted: 2025-07-04 09:21:44
-
JOB DESCRIPTION
This position supports the achievement of established renewal and new business goals related to profitable growth, customer service, development and maintenance of panel relationships within Chubb's Underwriting Service Branch.
Main Responsibilities:
* Build and maintain producer relationships, triaging, underwriting, and servicing Private/Not-For-Profit (PNP) renewal and new business accounts within the Small Commercial and Commercial market classes.
* Work in conjunction with local branch counterparts to execute profitable underwriting strategies and build strong customer relationships in accordance with Financial Lines goals.
* Determine coverages based on the analysis of appropriate account information, compliance with underwriting guidance, and developing strategies to help mitigate claim exposure.
* Responsible for negotiations, efficient desk management, relationship building, and maintain a renewal book as well as closing upsell and cross-sell new business opportunities utilizing various sales techniques.
QUALIFICATIONS
Education
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients.
The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and local operations globally.
At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it.
Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities of employment, without regard to race, color, religious creed, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, mental and physical disability, medical condition, genetic information, military and veteran status, age, and pregnancy or any other characteristic protected by law.
Performance and qualifications are the only basis upon which we hire, assign, promote, compensate, develop and retain employees.
Chubb prohibits all unlawful discrimination, harassment and retaliation against any individual who reports discrimination or harassment.
....Read more...
Type: Permanent Location: Simsbury, US-CT
Salary / Rate: Not Specified
Posted: 2025-07-04 09:21:43