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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will take your clients on a first-class journey to home ownership and deliver strong sales results.
You will put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
* Partners with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and can function well within formal and dotted-line reporting relationships
* Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances
Required qualifications, capabilities, and skills
* Minimum three years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
* Bachelor's degree or equivalent work experience in sales and/or real estate
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, informatio...
....Read more...
Type: Permanent Location: Providence, US-RI
Salary / Rate: Not Specified
Posted: 2025-12-05 07:50:30
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Are you excited to provide best in class client experience to our customer base, do you drive execution effectively and you enjoy taking on ownership of clients and the delivery of our product suite to them? You have found the right team!
As a Letter of Credit Product Advisory Associate in the Commercial Bank, you will be supporting the team's Vice Presidents in managing Letter of Credit transactions.
You will be interacting directly with clients in partnership with our Commercial bankers on relationship management and product delivery activities for our Standby Letter of Credit (SBLC) offering.
You will provide consistent, high quality service to ensure excellent client experience.
You will take on ownership of a complex product and are responsible for the end-to-end process.
You will directly interact with our customers, and gain in-depth insight into the workings of our internal teams, e.g., deal team leads, credit, legal, compliance and business management, relating to credit decisioning, product set up and product execution.
Job Responsibilities
* Support Vice Presidents in managing a portfolio of clients whilst building strong relationships with our customers and internal banking teams dedicated to your portfolio.
* Advise our Commercial Bank US customers and bankers around best practices on Letter of Credit structuring and set up.
* Set expectations around product delivery and help our customers with the Letter of Credit execution by providing them with a smooth end to end product delivery.
* Facilitate the Letter of Credit process and provide the clients with clear guidance and transparency on the process
* Prepare marketing materials detailing our Letter of Credit offering to be distributed to clients
* Conduct reporting of new opportunities and key deal metrics to ensure pertinent data is being accurately captured
* Coordinate with various internal, cross regional teams such as Banking, Trade Finance, Credit, Legal and other functions to ensure efficient Letter of Credit execution.
* Consult with clients on new facilities, amendments to or cancellations of Letters of Credit.
* Manage, oversee, and escalate for a broad range of topics, such as structuring, collateral, documentation and the complex implementations.
* Know credit appetite and coordinate discussions when a new credit need arises including partnering with the Underwriter and Credit Teams to facilitate set up of Letters of Credit facilities, and Cash Collateral, if needed.
Required Qualifications, Capabilities and Skills
* 3+ years' experience in Commercial banking, sales, operations, with Trade Finance / Letter of Credit experience
* Proven ability to build and develop relationships.
Willingness to build a strong internal network will be critical to success
* Must possess strong verbal and written communications skills with the ability to adjust messaging for different audiences including our clients C-s...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-05 07:50:29
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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...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-05 07:50:28
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Indianapolis, US-IN
Salary / Rate: Not Specified
Posted: 2025-12-05 07:50:27
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth.
You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.
You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job Responsibilities
* Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
* Generate business results and acquire new assets, both from existing client base and new client acquisition
* Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
* Partner with internal specialists to provide interdisciplinary expertise to clients when needed
* Connect your clients across all lines of business of J.P.
Morgan Chase & Co.
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required qualifications, capabilities, and skills
* Six plus years of work experience in Private Banking or Financial Services
* Bachelor's Degree required
* Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Proven sales success and strong business acumen
* Strong community presence with an established network
* Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
* Focuses on the client experience and works tirelessly on the client's behalf
Preferred qualifications, capabilities, and skills
* MBA, JD, CFA, or CFP preferred
* Proactive, takes initiative, and uses critical thinking to solve problems
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-05 07:50:26
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships.
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances.
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your con...
....Read more...
Type: Permanent Location: Highland Park, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-05 07:50:25
-
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: Saint John, US-IN
Salary / Rate: Not Specified
Posted: 2025-12-05 07:50:24
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The Payments organization is a motivated, forward-thinking team comprised of high talent product managers with a singular focus of delivering innovative payment services via the most important platforms of today and tomorrow.
We seek to transform customer experiences, simplify the ways we do business, and aim for product excellence.
We value controls, simplicity, and consistency in the capabilities and features we deliver.
As a Senior Product Associate in Connected Commerce on the Tokenization team, you will have a strong passion to provide superior customer experience and develop solutions that best meet customer needs.
Job responsibilities:
* Collaborate with product, analytics, business, and engineering partners to lead and develop product and design strategies.
* Create simple, intuitive product experiences for complex data insights and workflows to help customers understand a proposed solution
* Provide Tokenization domain knowledge to the agile development team and facilitating workshops
* Work closely with the analytics team to track and curate actionable reports/metrics
* Work with Product Owners and other stakeholders to convert the business needs, initiatives into user stories and process flows for the development team and other stakeholders
* Work closely with developers and testers to ensure the team correctly translates requirements into working technical designs, test plans and scripts to serve customer needs
* Conduct pre-release reviews which could include regression testing and Quality assurance to certify the release as production ready
Required qualifications, capabilities, and skills
* 3+ years of experience in product management, financial services, and digital.
* Passion for understanding customer needs and demonstrated ability to build digital products
* Ability to think strategically and to connect the dots to the bigger picture, while still comfortable diving into the details required to ensure successful execution
* Proven success in collaborating, influencing, and guiding decisions with multiple stakeholders, including team members across product, technology, and design
* Strong understanding of product development using Agile / Scrum
* Bachelor's degree or equivalent work experience
Preferred qualifications, capabilities, and skills
* Experience in online payments including wallets and digital payment journeys
* Knowledge of Application Programming Interfaces and engineering practices
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 heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package in...
....Read more...
Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2025-12-05 07:50:23
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As a key member of the Embedded Finance Commercialization team within J.P.
Morgan Payments, you will shape and execute growth strategy for Embedded Payments.
This role requires a strategic thinker with strong analytical capabilities.
You will collaborate cross-functionally between product, sales and commercialization to drive long-term business outcomes, leveraging data-driven insights and commercial acumen to position J.P.
Morgan as a leader in Embedded Payments.
You will be part of one of the most innovative areas of the bank, with direct access to client feedback, the opportunity to rapidly expand your expertise in payments, technology, and go-to-market (\"GTM\") strategy, and play a pivotal role in bringing one of the newest products in the bank to full scale.
Job responsibilities
* Define and articulate high-potential market segments for Embedded Payments product suite, building replicable strategies to accelerate adoption and growth.
Researches and analyzes market trends, competitor strategies, and client insights to identify opportunities for product/gtm improvements.
* Build and manage lead funnels through targeted inbound and outbound campaigns; launch and optimize GTM engines by identifying ideal client profiles, developing business cases, and influencing product roadmaps.
* Serve as the bridge between product, sales, and clients-translating complex technical concepts into commercially impactful strategies for diverse audiences.
* Collect, transform, and analyze large, imperfect data sets to generate actionable insights; leverage analytics to guide decision-making and surface strategic recommendations to leadership.
Experience with Excel required.
Deep understanding of sales technology stacks and revenue operations is a plus.
* Interact with sales partners and clients .
Ability to distill complexity into executive-level presentations, using data to highlight key challenges, opportunities, and recommendations for senior stakeholders.
Required qualifications, capabilities and skills
* 2+ years of experience or equivalent expertise in Product Strategy, Strategy, commercial and / or corporate banking; wholesale payments experience is nice to have but not necessary
* Demonstrated ability to explain technical concepts to both business and technical audiences
* Proven experience manipulating, interpreting, and deriving business recommendations from large, disperse data sets.
* Emerging knowledge of risk management and controls, regional and local nuances, and governance requirements
* Understand product development lifecycle
* Proficiency in Microsoft Word, Excel, and PowerPoint
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 w...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-05 07:50:22
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Join a dynamic Chase Branded Cards Go to Market team and play a pivotal role in shaping the future of Chase Branded Cards.
As Senior Associate, Go to Market Delivery, you will help bring to market innovative card products, delivering market-leading value to millions of consumers and small businesses.
Job Summary:
As a Senior Associate, Go to Market Delivery, you will support go to market planning and execution of card product launches and refreshes across Chase Branded Cards flagship portfolios (Slate, Freedom, Sapphire, and Ink).
You will partner with VP, Go to Market Lead to establish robust go to market program, oversee overarching go to market plan, and driving delivery of key milestones and resolution of strategic issues, ensuring successful market launches of innovative card products in a complex, matrixed environment.
This is a unique opportunity to help accelerate Chase Branded Cards roadmap and bring to market the next generation of Chase Branded Cards.
Job responsibilities:
* Drive delivery of high-impact strategic initiatives in a complex matrix environment, partnering with cross-functional teams to bring best-in-class card products to market.
* Manage complex, integrated program from ideation to execution, including planning, development of project plans, deliverable tracking, and milestone management to ensure timely and seamless delivery.
* Lead launch readiness forums with senior leaders across card business and functional partners, ensuring readiness and alignment across all stakeholders.
* Support delivery of comprehensive go-to-market plans to amplify impact across customer-facing channels, e.g., acquisition, branch, and servicing.
* Identify and address key milestones, strategic issues, and interdependencies, driving them to resolution across all stakeholders.
* Build strong relationships with Chase Branded Card product and marketing teams, business partners, and cross-functional teams.
* Become an expert in new product launches, supporting development of evergreen product launch and go-to-market playbook.
Required qualifications, capabilities, and skills:
* 3+ years of experience in product marketing, go to market strategy, product leadership, consulting, or corporate development, preferably in financial services or payments.
* Proven ability to develop high impact strategies, execute complex initiatives, and deliver results in a complex, matrixed environment.
* Excellent organization and project management skills, with strong attention to detail and a drive to execute tasks effectively and efficiently.
* Strong orientation towards understanding customer needs and delivering solutions that exceed expectations for both external and internal customers.
* Strong analytical and solution-oriented skills, with the ability to structure problems, frame decisions, and drive resolutions.
* Strong ability to identify and articulate connections across complex systems ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-05 07:50:21
-
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: Lansing, US-MI
Salary / Rate: Not Specified
Posted: 2025-12-05 07:50:21
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Bring your industry trends and knowledge to our team and shape exceptional user experiences through cutting-edge research, influencing product design and functionality.
As an Experience Research Senior Associate in the Global Client and Employee Experience (GCEX) organization, you will play a pivotal role in shaping user experiences across our products and services.
Leveraging advanced proficiency in research methods, analysis, and both quantitative and qualitative techniques, identify customer needs and translate them into actionable insights and recommendations.
You will act as a core contributor to aid in developing research studies that answer user needs.
Your work will directly impact the design, architecture, and functionality of our offerings, collaborating with cross-functional teams to contribute to discussions on design and research, and leading the decision on which methods best suit key design questions.
Job responsibilities
* Conduct and execute research studies using advanced research methods, such as surveys, interviews, ethnography, and quantitative and qualitative techniques, to gather customer insights
* Analyze and interpret data, identify patterns and trends, and provide actionable recommendations to inform user experience design decisions and facilitate improvements in customer satisfaction and engagement
* Collaborate with cross-functional teams to ensure the integration of user insights into product development processes based on research findings
* Contribute to the creation and refinement of experience research strategies and connect craft work to business goals and success metrics, taking into consideration downstream implications
* Stay current with industry trends and incorporate knowledge into team insights
* Foster an environment where risk/control issues are escalated, and threats are anticipated, identified, and addressed pro-actively
* Leverage insights to create organizational momentum by combining storytelling with strategic rigor: go beyond reporting of data to provide internal functions and lines of businesses with the strategic narratives and actionable insights they need to make business decisions
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise in generative and evaluative user experience research, employing advanced research methods and techniques
* Demonstrated proficiency in both quantitative and qualitative research methods, including survey and interview design, ethnography, and data analysis
* Advanced knowledge of user experience design principles and practices, with a focus on how ethnographic principles influence effective user experiences
* Advanced understanding of current research methodologies, with the ability to review and understand how to apply current research practices to better inform experience designs
* Strong strategic and analytical skills, with the ability to uncover d...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-12-05 07:50:19
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Join our dynamic team in Firmwide Americas Privacy, where you will play a pivotal role in shaping and enhancing our global privacy program.
This is an exciting opportunity to work across a complex global organization, delivering cross-functional initiatives that drive compliance and innovation.
Your expertise will be crucial in navigating privacy regulations and fostering a culture of data protection.
As a Vice President- Firmwide Americas Privacy Advisory in the Firmwide Privacy Office, you will support the ongoing development of our privacy program, with a particular focus on US financial privacy requirements.
You will work closely with key stakeholders to implement privacy strategies that align with our firm's goals.
Your role will be instrumental in ensuring that our privacy practices meet global standards and support our data-driven initiatives.
Job responsibilities:
* Advise on application of privacy requirements in connection with complex new initiatives and partner with stakeholders to ensure requirements are properly implemented
* Advise on data exposure and privacy incidents
* Engage with stakeholders to conduct privacy by design reviews
* Support the conduct of formal and informal privacy risk assessments
* Monitor and respond to changes in the privacy regulatory environment
* Support the firm's readiness programs to address changes in the privacy regulatory environment
* Design, develop, enhance, implement and administer critical programs across privacy domains
* Draft and manage governance documentation such as policies, standards and procedures
* Support the development of privacy controls to mitigate privacy risks
* Develop and deliver privacy training, content and programs
* Partner with key stakeholders across the firm to deliver on complex initiatives
Required qualifications, capabilities, and skills:
* Significant experience counseling and advising on privacy requirements in multiple jurisdictions across multiple functions and lines of business.
* Expert knowledge of privacy laws and regulations, with a particular focus on those relating to financial institutions (e.g., GLBA, FCRA and CalFIPA, as well as CalOPPA, CCPA, GDPR, and others around the world)
* Experience with the conduct of data protection impact assessments
* Experience in evaluating and responding to data exposure incidents
* Ability to work independently and in a self-directed manner
* Ability to successfully operate across businesses and functions with strong influencing and relationship management skills
* Proven ability to advise on privacy requirements for new initiatives.
Preferred qualifications, capabilities, and skills:
* J.D.
and experience as a practicing privacy lawyer at a financial institution, technology company or otherwise
* Experience in privacy at a financial institution or other regulated institution
* Experience with the three lines ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-05 07:50:17
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or...
....Read more...
Type: Permanent Location: Hayward, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-05 07:50:17
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
....Read more...
Type: Permanent Location: Palm Bay, US-FL
Salary / Rate: Not Specified
Posted: 2025-12-05 07:50:16
-
At JPMorganChase, you'll be at the forefront of delivering exceptional customer service, where each day presents the same opportunities to make a meaningful difference.
You'll engage in creative and exciting work, consistently offering innovative solutions and options to assist our valued customers.
As a Bilingual Spanish and English Speaking Account Service Specialist II within JPMorganChase, you will be the first point of contact for our clients, providing exceptional customer service for various financial products.
Your role involves handling inbound calls, building strong customer relationships, and offering innovative solutions to meet client needs.
You'll thrive in a fast-paced call center environment, leveraging your communication, multitasking, and results-oriented skills.
You will be working within a well-defined framework, performing routine tasks and following established procedures, with any non-standard issues referred to your supervisor.
Job responsibilities
* Manages a high volume of inbound/outbound calls (potentially over 100 daily), delivering comprehensive support for financial products
* Demonstrate c ustomer service expertise to interpret needs and deliver continuous insights
* Leverage multiple computer systems with efficiency, demonstrating adaptability and resilience
* Demonstrate both independently and collaboratively, driving team success and achieving goals
* Ensure all regulatory and departmental practices and procedures are followed diligently
* Maintain ownership of each customer interaction while treating them with respect and responding with empathy
Required qualifications, capabilities, and skills
* Fluency in both Spanish and English, including reading and writing
* Two years of experience in customer interaction and support, either over the phone or in person, with the ability to multitask using computer systems and maintain accuracy
* Ability to adapt to new situations and successfully navigate diverse cultural contexts and workplace environments
* Ability to manage complex customer interactions using empathy, composure, and sound judgment
* Proven adaptability and efficiency in fast-paced, dynamic, and results-oriented settings
* Strong problem-solving skills with the capability to clearly present and explain solutions
* Quick learner of products and systems, with a proactive approach to embracing challenges, seeking feedback, and continuously improving performance to achieve goals
* Proficient computer literacy skills, with experience in using technology to solve problems and communicate in a professional setting
* High school diploma or GED
Preferred qualifications, capabilities, and skills
* Ability to use data to understand issues and opportunities
* Possess skills in using AI technology for automation and prompt writing
Work Schedule
Our operation is active 24 hours a day, 7 days a week.
Candidates must be willin...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-12-05 07:50:15
-
You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations.
Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients.
As a Product Manager in Merchant Services, eCommerce Payments Products and Solutions, you are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle.
As a core leader, you are responsible for acting as the voice of the customer and developing profitable products that provide customer value.
Utilizing your deep understanding of how to get a product off the ground, you guide the successful launch of products, gather crucial feedback, and ensure top-tier client experiences.
With a strong commitment to scalability, resiliency, and stability, you collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations.
Job responsibilities
* Develops a product strategy and product vision that delivers value to customers
* Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap
* Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition
* Builds the framework and tracks the product's key success metrics such as cost, feature and functionality, risk posture, and reliability
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in product management or a relevant domain area
* 3+ years of experience in the payment space; Payment networks, Issuer, ISV, Payfac or other relevant experience
* Advanced knowledge of the product development life cycle, design, and data analytics
* Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
* Experience navigating governance processes and managing diverse stakeholder groups
Preferred qualifications, capabilities, and skills
* Demonstrated prior experience working in a highly matrixed, complex organization
* Familiarity with software product development life cycle
* Familiarity with payments, merchant services, merchant acquiring, payment processing, and fintech payments products
* Experience in strategy consulting a plus
* MBA degree a plus
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 ...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-12-05 07:50:14
-
You are customer focused and enjoy learning about financial solutions for middle market clients.
A role as a Commercial & Specialized Industries Banking/Treasury Analyst is for you.
As an Analyst in Commercial & Specialized Industries, you will work both independently and as part of a team to introduce a broad spectrum of banking & payments solutions to clients.
As an analyst in the hybrid banking/treasury rotation you are responsible for supporting Bankers, and Treasury officers through business development, deal execution and client management.
The Commercial & Specialized Industries Analyst Program is a rotational experience designed to expose you to the many areas of direct client work across banking, treasury, and credit analysis with client-facing work, as well as extensions of these functions through strategic project work and more.
Throughout your program timeline you will hone your financial and client-facing skills to build your career in the financial services industry.
Job Responsibilities
* Work on financial models to support financing transactions
* Assist in the completion of credit approval memos
* Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis)
* Learn how to identify treasury product solutions to benefit clients' long-term planning
* Develop an understanding of the full breadth of J.P.
Morgan products and service offerings
* Conduct client and prospect research to support business development effort
Required Qualifications, Capabilities and Skills
* Minimum GPA 3.2 required
* Superior analytical, leadership, interpersonal and written/verbal communication skills
* Keen attention to detail and creative mindset
* Proven ability to multi-task and meet deadlines in a fast-paced environment
* Exhibit sound judgement, agility, and the ability to work as a team player
Preferred Qualifications, Capabilities and Skills
* 1+ years relevant experience post-college graduation; experience in financial services, accounting, or a related field is a plus
* Completed BA/BS degree (Business, Finance & Accounting preferred; all majors considered)
* Some exposure to credit fundamentals and/or previous client exposure is a plus
* Knowledge of the market dynamics and its business environment preferred
This role is not eligible for employer sponsored immigration support of any kind.
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...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-12-05 07:50:14
-
You have an obsession 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'll 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.
You've successfully collaborated with colleagues and worked as part of a team to achieve business results.
As a Private Client Banker, 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'll manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You'll help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job Responsibilities
* Share the value of Chase Private Client with clients that may be eligible
* Actively manage their banking relationship through an advice-based approach, ensuring each client receives the best products, services for their needs
* Partner with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs
* Make 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
* Adhere 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
* Minimum of one year Branch Banking Banker, or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating and maintaining customer relationship, 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 required
* 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 strongly preferred
* Experience cultivating relationships with affluent clients is strongly preferred
* Strong team orientation with a commitment of long-term career with the firm
Dodd Fran...
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Type: Permanent Location: Stuart, US-FL
Salary / Rate: Not Specified
Posted: 2025-12-05 07:50:12
-
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: Waterloo, US-IA
Salary / Rate: Not Specified
Posted: 2025-12-05 07:50:11
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
....Read more...
Type: Permanent Location: Albuquerque, US-NM
Salary / Rate: Not Specified
Posted: 2025-12-05 07:50:10
-
You are customer focused and enjoy learning about financial solutions for middle market clients.
A role as a Commercial & Specialized Industries Banking/Treasury Analyst is for you.
As an Analyst in Commercial & Specialized Industries, you will work both independently and as part of a team to introduce a broad spectrum of banking & payments solutions to clients.
As an analyst in the hybrid banking/treasury rotation you are responsible for supporting Bankers, and Treasury officers through business development, deal execution and client management.
The Commercial & Specialized Industries Analyst Program is a rotational experience designed to expose you to the many areas of direct client work across banking, treasury, and credit analysis with client-facing work, as well as extensions of these functions through strategic project work and more.
Throughout your program timeline you will hone your financial and client-facing skills to build your career in the financial services industry.
Job Responsibilities
* Work on financial models to support financing transactions
* Assist in the completion of credit approval memos
* Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis)
* Learn how to identify treasury product solutions to benefit clients' long-term planning
* Develop an understanding of the full breadth of J.P.
Morgan products and service offerings
* Conduct client and prospect research to support business development effort
Required Qualifications, Capabilities and Skills
* Minimum GPA 3.2 required
* Superior analytical, leadership, interpersonal and written/verbal communication skills
* Keen attention to detail and creative mindset
* Proven ability to multi-task and meet deadlines in a fast-paced environment
* Exhibit sound judgement, agility, and the ability to work as a team player
Preferred Qualifications, Capabilities and Skills
* 1+ years relevant experience post-college graduation; experience in financial services, accounting, or a related field is a plus
* Completed BA/BS degree (Business, Finance & Accounting preferred; all majors considered)
* Some exposure to credit fundamentals and/or previous client exposure is a plus
* Knowledge of the market dynamics and its business environment preferred
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader...
....Read more...
Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-05 07:50:10
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and ex...
....Read more...
Type: Permanent Location: Albuquerque, US-NM
Salary / Rate: Not Specified
Posted: 2025-12-05 07:50:09
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
....Read more...
Type: Permanent Location: Redondo Beach, US-CA
Salary / Rate: Not Specified
Posted: 2025-12-05 07:50:08
-
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: Tucson, US-AZ
Salary / Rate: Not Specified
Posted: 2025-12-05 07:50:08
