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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch 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: Saint Augustine, US-FL
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:29
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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 Investment Associate in J.P.
Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management.
Job responsibilities
* Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades
* Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation
* Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports
* Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires
* Support business unit operational procedures and compliance requirements (e.g.
completion of required operational forms and documentation)
* Prioritize daily work, track progress for current work, and consistently meet deadlines
* Maintain and foster team culture
Required qualifications, capabilities, and skills
* A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment
* If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
* A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P.
Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC.
Annuities are made available through Chase Insurance Agency, Inc.
(CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc.
in Florida.
JPMS, CIA and JPMorgan Chase Bank, N.A.
are affiliated companies under the common control of JPMorgan Chase & Co.
Products no...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:28
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Sequim, US-WA
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:28
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Join our dynamic team as a Client Service Delivery Associate II and become a vital part of our mission to elevate client experiences.
As a Client Service Delivery Associate II within JPMorganChase, you will play a pivotal role in enhancing our client relationships by providing exceptional customer service and operational support.
Your broad knowledge of banking principles and practices will be instrumental in addressing client inquiries, processing transactions, and troubleshooting complex issues.
Your proficiency in strategic planning and change management will enable you to identify opportunities for improvement and drive initiatives that enhance service delivery.
Your role will also involve liaising with various departments, ensuring compliance with technical standards and policies, and making decisions that have a direct impact on our departmental outcomes.
Your ability to influence and manage internal stakeholders will be key in achieving our shared goals.
Job responsibilities
* Deliver comprehensive client service by troubleshooting issues and protecting against financial and reputational damage.
* Facilitate change management processes, ensuring strategic communications and mitigating stakeholder impact.
* Advise clients using market product knowledge while maintaining awareness of industry practices.
* Optimize service delivery by implementing process automation initiatives and building strong client relationships.
* Monitor and resolve trade discrepancies, conducting root cause analysis and managing fails effectively.
Required qualifications, capabilities, and skills
* Demonstrate proficiency in detecting and preventing fraudulent transactions to protect clients and the institution.
* Ability to liaise with various departments to ensure compliance with technical standards and organizational policies.
* Skilled in influencing and managing internal stakeholders to drive mutually beneficial outcomes and develop collaborative relationships.
* Expertise in facilitating change management and strategic communication with strong negotiation and communication skills.
* Proficiency in digital literacy and the implementation of emerging technologies.
* Strong analytical, technical, and problem-solving skills with keen attention to detail.
Preferred qualifications, capabilities and skills
* Capability to analyze processes and recommend improvements for quality and efficiency.
* Skilled in driving continuous improvement initiatives to enhance client experiences.
* Experience in client-facing roles across multiple business areas and functions.
* Strong analytical, problem-solving, and decision-making skills for effective independent work.
* Knowledge of the securities industry and back-office operations, with the ability to proactively identify areas for improvement.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions t...
....Read more...
Type: Permanent Location: Brooklyn, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:28
-
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: Milwaukie, US-OR
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:27
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The Self-Directed Investing product organization within J.P.
Morgan Wealth Management empowers clients to take control of their financial futures by providing a comprehensive suite of digital tools and resources.
We focus on delivering an intuitive and seamless online investing experience, enabling clients to independently manage their investment portfolios with confidence.
The organization is committed to innovation, client satisfaction, and maintaining the highest standards of service, making it a key component of J.P.
Morgan's holistic wealth management offerings.
As a Product Manager on the Core Investing team, you will play a pivotal role in enhancing the digital experience for our wealth clients.
You will be responsible for delivering and enhancing a variety of features on web and mobile that allow clients to discover and implement investment ideas across multiple asset classes.
Your role will involve collaborating with cross-functional teams, including design, engineering, and data analytics, to deliver meaningful solutions.
Job responsibilities
* Supports the development of our product strategy and roadmap
* Collects and analyzes metrics on product performance to inform decision-making
* Contributes to solution discovery through collaboration with cross-functional teams to identify potential solutions that address user needs and align with business goals
* Writes product requirements and oversee successful build, test, and launch for new features
* Serves as an expert on existing features, engaging with internal stakeholders to triage client input where needed
* Analyze competitor trends and internal insights to identify opportunities for improvement, implementing innovative solutions that enhance client satisfaction and engagement
Required qualifications, capabilities, and skills
* 2 years of experience or equivalent expertise in product management, project management, or a relevant domain area
* Developing knowledge level of the product development life cycle
* Exposure to product life cycle activities including discovery and requirements definition
* Knowledge of data analytics and data literacy
* Familiarity with retail investing and basic understanding of investment vehicles (e.g., Stocks, ETFs, Bonds, Mutual Funds, Options)
Preferred qualifications, capabilities, and skills
* Experience and interest in self-directed investing strongly preferred.
To be eligible for this program, you must be authorized to work in the United States.
We do not offer any type of employment-based immigration sponsorship for this program.
Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve thei...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:26
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The Chief Administrative Office (CAO) Strategy & Process Improvement (S&PI) team is the firm's in-house advisory team committed to delivering high-impact, strategic solutions which address JPMC's most urgent needs.
As a Strategy & Process Improvement Associate, you will make crucial business decisions that strengthen operating models, enhance employee or client experience, and improve the firm's bottom line in collaboration with senior leaders including the Chief Administrative Officer and the Chief Operating Officer of the firm.
Your projects will span global operations, administrative functions, and firmwide initiatives across lines of business.
You will frequently focus on addressing complex and emerging business opportunities such as: firmwide AI adoption, product operating model strategy, and firmwide bureaucracy streamlining.
S&PI follows a hypothesis-driven, empirical approach to problem solving, a similar approach to that adopted by major consulting firms (e.g., McKinsey, Bain, BCG).
Project teams are structured similarly to consulting industry teams, with small, 2-4 person teams across our NYC and Dallas locations dedicated to a project for up to 6 months.
Projects begin by establishing a strong fact-base and understanding of the problem, followed by working closely with businesses on both short-term and long-term solutions, and culminating in a recommendation meeting with senior leadership.
Job Responsibilities
* Own a well-scoped workstream within a project, which could span process improvement, organizational change, and functional strategy efforts
* Develop project-specific content and domain knowledge quickly and actively participate in team problem-solving sessions
* Gather, model, and analyze data to test hypotheses, identifying trends and key insights
* Produce presentation materials to summarize findings and recommendations and influence senior leaders
* Help guide client interviews to gather baseline information and work with internal client teams to define business pain points and opportunities
* Work closely with stakeholders to develop and refine recommended solutions to address issues
* Establish excellent relationships with internal clients and colleagues
* Manage workstream deadlines and timeframes, proactively escalating issues as needed
* Be receptive to coaching and feedback via apprenticeship model
* Collaborate effectively with project Vice President, Analysts, and Associates to drive the project to completion
Required Qualifications, Capabilities, And Skills
* 2.5+ years of experience with a top-tier management consulting firm, internal consulting organization, or corporate strategy team
* Strong problem-solving and issue identification skills
* Skills gathering, analyzing, and synthesizing data from multiple sources using Excel
* Ability to manage key elements of a workstream to completion, escalating and seeking help where necessary
Pref...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:26
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Lakewood, US-WA
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:26
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: San Jose, US-CA
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:25
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* 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
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
* College degree or military equivalent.
* Experience adhering to banking policies, procedures, and regulatory r...
....Read more...
Type: Permanent Location: Fort Collins, US-CO
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:25
-
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 Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will welcome and assist clients that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Meet with branch assigned clients, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* 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
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* Ability to work branch hours including weekends and some evenings.
Preferred qualifications, capabilities, and skills
* College degree or military equivalent.
* Experience adhering to banking policies, procedures, and regulatory r...
....Read more...
Type: Permanent Location: Walla Walla, US-WA
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:25
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As a Select Growth Advisor to 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 will provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Ideal candidates will possess strong analytical skills, a deep understanding of wealth management, and the ability to collaborate effectively with senior advisors to deepen with and serve clients.
* Support a thriving book of business by delivering personalized investment solutions to clients by relying on thought leadership and relationship-building skills.
Through a focus on relationship management, you should be able to grow the practice
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Foster a client-centric planning process and ensure implementation of financial planning strategies
* Attend product rollouts, ideation calls, and research meetings to stay current on all investment products and services, and showcase the ability to share these updates with clients
* Deliver on a client engagement process that supports proactive and reactive communication, including responding to market volatility, providing account reviews with advice, and updating financial plans and goals through our planning software
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Develop and implement marketing strategy including social media, client-specific presentation materials, and hosting client events
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
* Champion and support your teammates' success and the goals of the bank, while fostering teamwork and collaboration with partners and cross functional teams
Required qualifications, capabilities, and skills
* A minimum of 4 years of financial services experience
* Demonstrated success in cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* Demonstrated understanding of investment products and services
* Understanding of market performance and market trends
* Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently Ability to communicate effectively with clients and team members while maintaining professionalism.
* A valid and active Series 7 license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Series 66 (63/65) license is required or must be obtaine...
....Read more...
Type: Permanent Location: Boca Raton, US-FL
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:24
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If you are passionate about supporting initiatives and executing processes that enhance efficiency and the client experience, then a role as a Business Solutions Banker is for you.
As a Business Solutions Banker in Business Banking, you will be helping to improve the lives of our clients and the well-being of their businesses by offering financial solutions, education and advice.
You will manage a portfolio of business or Not-for-Profit clients, and build relationships through providing financial education and innovative solutions with a focus on client experience.
Job responsibilities
* Deliver an outstanding experience to Chase Business Banking clients by proactively providing comprehensive business banking solutions tailored to the financial needs and circumstances of the businesses
* Plan and conduct regularly-scheduled, agenda-based meetings with each client to understand their needs and goals; identify their banking needs, analyze current product usage, and pinpoint growth opportunities through Zoom and phone engagement; engage with clients through screen share tools to educate, guide, and assist the client with Chase online systems
* Use knowledge of banking, industry trends and internal tools to identify, recommend, and promote solutions that best serve the client while still working within risk parameters that protect the bank and ensure profitability of the portfolio
* Manage a portfolio of 225-275 high value business banking or Not-for-Profit clients by cultivating relationships to ensure a seamless client experience throughout Chase
* Understand the client's short-term and long-term capital needs to identify and manage credit opportunities up to $250,000
* Understand the client's cash flow cycle to identify Cash Management, Card, and Payment Solutions to help streamline and optimize processing efficiency for the client.; understand and recommend ways to keep clients' funds and accounts protected
* Own client experience from end-to-end, engaging appropriate service teams to resolve issues; own the survey results for all assigned clients; and know when to escalate issues that require additional assistance or resolution
Required qualifications, capabilities, and skills
* Minimum 3 years' experience in a Business Banking Relationship Management or portfolio management role, or related business experience
* Maintain strong Zoom/phone-based and written communication skills with individuals at all levels internally and externally
* Ability to proactively build relationships with clients and internal partners, and influence others in a fast-paced environment to achieve desired outcomes
* Ability to take initiative and develop rapport to build and maintain client relationships virtually; to identify opportunities and issues by asking targeted questions to assess current client needs and goals; and to assess and recommend viable and appropriate solutions for the client
* General ...
....Read more...
Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:24
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J.P.
Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management.
Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world.
The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds.
For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
As a Trust Administrator within the Global Trusts & Estates Practice, you will play a crucial role in delivering our Trusts and Estates services.
You will work under the supervision of the Trust Officer in the administration of accounts, ensuring the proper set-up of account records, communicating with beneficiaries and co-trustees, and handling ongoing day to day administration of accounts.
You will also be responsible for risk management, client relationship management, and personal development and training.
This role provides an opportunity to develop your skills in the trust and estates industry, work with a diverse range of clients, and contribute to a team with a long history of excellence in serving as a corporate fiduciary for families.
Job Responsibilities :
* Work with the Account Opening Group to open estate or trust accounts.
* Interpret the governing instrument and applicable law to ensure the proper set-up of account records, including payments, fee schedules (when appropriate) and tax records.
Communicate with beneficiaries and co-executors or co-trustees to outline administrative procedures.
* Analyze Wills and trust documents for legal, tax, administrative and investment issues and coordinate delivery of services.
* Handle ongoing day to day administration of accounts, and proactively manage account base in an effort to avoid and minimize service and operational issues.
* Work with Tax Officers and trust counsel to resolve tax issues
* Assist the Trust Officer to maintain current information on beneficiaries and their changing needs and circumstances in order to prudently carry out the firm's fiduciary duties and to provide superior client service.
* Assist Trust Officer to partner with client's other advisors (attorney, accountant); highly respected by external professional advisor community.
* Develop, retain and deepen client relationships.
* Assist the Trust Officer and partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the trust and estate business.
This includes participating in team discussions and strategy around structuring, pricing and closing trust and estate services including: estates, family trusts, charitable trusts, and specialized Delaware trusts.
Required Qualifications, Skills and Capabilities
* Bachelor's degree required
* Relevant years of e...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:24
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
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Type: Permanent Location: Las Vegas, US-NV
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:24
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Are you ready to shape the future of executive talent? Join a team where your expertise drives high-impact searches and builds trusted relationships.
This role offers the chance to collaborate globally, develop industry insights, and grow as a strategic advisor.
You'll make a difference by mentoring others and influencing key hiring decisions.
As an Vice President in the Executive Search team, you lead end-to-end recruitment for senior roles, delivering the highest level of client service and developing as a strategic talent advisor.
You collaborate with colleagues worldwide, build industry expertise, and help shape the team's culture.
Your work matters by connecting top talent with opportunities that drive business success and personal growth.
Job Responsibilities
* Create and present effective search strategies to clients
* Conduct industry and company research, mapping executive talent and sharing market insights
* Reach out to candidates to generate interest, obtain referrals, and gather market intelligence; Conduct in-depth interviews to assess candidate qualifications and fit
* Write candidate assessments and present qualified candidates to clients
* Manage candidate relationships throughout the search lifecycle, keeping stakeholders informed
* Prepare and present status reports to clients, managing client relationships
* Develop market presence and personal brand as an expert within a specific industry
* Partner with colleagues to build productive, trusting relationships and foster collaboration
* Mentor and develop junior search professionals, contributing to team initiatives
* Ensure accuracy, quality, and integrity of all search information and deliverables
* Lead multiple concurrent projects, delivering high-quality work on time while upholding professionalism and ethics
Required Qualifications, Capabilities, and Skills
* Minimum of 5 years of executive search experience
* Strong written, verbal, and presentation communication skills
* Proven ability to collaborate and influence clients and candidates
* Demonstrated expertise in managing full recruitment lifecycle
* Experience working within a scalable organization, in corporate or go-to-market functions
Preferred Qualifications, Capabilities, and Skills
* Undergraduate BA/BS degree
* Financial services experience is a plus
* Experience in candidate targeting, pitch development, and market research
* Success managing multiple projects and working across teams
* Ability to run searches independently
* Skill in identifying market trends and synthesizing information
* Experience mentoring and developing others; Ability to build relationships with diverse stakeholders
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 an...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:23
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Marshall, US-TX
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:23
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
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Type: Permanent Location: Jacksonville, US-FL
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:23
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JOB DESCRIPTION
Combined Insurance, a Chubb Company, is seeking an Agency Initiatives and Enablement Manager to join our fast-paced, high energy, growing company.
We are proud of our tradition of success in the insurance industry of over 100 years.
Come join our team of hard-working, talented professionals!
Job Summary
* The Agency Initiative and Enablement Manager will report to the Combined U.S.
AVP and will support the department leading field-facing initiatives focused on sales tools and technology.
Responsibilities
* Leads Agency initiatives comprised of independent cross-functional, cross-departmental teams and consultant team members assigned to the Agency initiative ensuring timely delivery of Agency initiative and all deliverables.
* Creates risk management plan to identify, analyze, monitor, and respond to risks associated with all Agency initiative to ensure ability to achieve expected outcomes, on time and on budget.
* Leads activities required to maintain and complete all Agency initiative documentation.
Obtains appropriate level of approval for all Agency initiative documentation assigned to ensure appropriate understanding of expectations among stakeholders.
* Ensures timely and accurate completion of all team members' assigned duties and responsibilities to meet executive leaderships' expectations.
* Leads and/or participates in managing Agency initiative integration, scope, time, costs, and quality components.
* Communicates Agency initiative status to team and business owners throughout the duration of the assignment and post implementation to make certain all impacted stakeholders understand risks, issues and activities related to the Agency initiative.
* Communicates the status, risk and issues associated with each Agency initiative component to the team and leaders within the organization and leads the actions required (corrective or not) to ensure intended outcomes are achieved.
* Develops agency initiative cost estimates, budgets, and initiates cost control measures to endure Agency initiative budgets are met.
* Provides leadership, coaching, and guidance on a continuous basis to Agency initiative team members in the areas of initiative lifecycle, operating procedures, processes, and practices.
* If appropriate, coordinate vendor and staff efforts related to Agency initiative execution.
* Supports all stages in the life cycle of Agency initiatives, including the early stages of definition, CBA generation and initial approval by Governance Committees.
* Performs other related duties and activities as required.
QUALIFICATIONS
ABOUT US
OUR BENEFITS
As a Chubb corporate employee, you have access to one of the most comprehensive benefit plans in the business, designed to meet your needs and help you reach your financial goals.
More details can be found here.
Chubb is committed to supporting its employees with a comprehensive compensation pack...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:22
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At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Renton, US-WA
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:22
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JOB DESCRIPTION
The Sr.
Business Operations Production Support Manager is responsible for overseeing the contract fulfillment production support team daily business activities, improving overall business functions, managing team resources, and ensuring operational efficiency.
This role collaborates with cross-functional teams to drive process improvements, support strategic initiatives, and ensure alignment with organizational goals.
The Manager should have deep knowledge of product contracts, business strategies and operations to effectively support the implementation of technology, tools, and training that enhances the customer and employee experience.
This role acts as a bridge between business operations and IT, ensuring and overseeing the management of incident resolution, root cause analysis, and continuous improvement initiatives.
KEY RESPONSIBILITIES:
* Lead and manage the Contract Fulfillment production support team to ensure timely resolution of incidents and delivery of initiatives.
* Serve as the primary point of contact for escalations related to contract production issues.
* Coordinate with IT, development, and business teams to resolve complex issues and implement long-term solutions.
* Develop and maintain production support processes, documentation, and best practices.
* Analyze incident trends and drive process improvements to reduce recurring issues.
* Oversee and manage daily business tasks and operational processes to ensure efficiency and effectiveness, including contract generation.
* Analyze business processes and identify areas for improvement.
* Lead and mentor operations staff, fostering a culture of high performance.
* Coordinate with HR, Finance, IT, and other departments to ensure seamless operations.
* Support strategic planning and execution of business product initiatives.
* Ensure compliance with company policies, industry regulations, and legal requirements.
* Demonstrate knowledge operations processes and technology platforms
* Support miscellaneous administrative processes as needed such as user administration and issue resolution
* Maintain positive working relationships with related departments and resolve customer issues using judgment in escalating issues as appropriate.
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
* In...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:22
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We have a passion for helping our customers, taking care of our employees, building relationships, and delivering extraordinary customer service.
Using the latest banking solutions combined with cutting-edge banking technology you'll be front and center representing our brand and problem solving to offer our customers the best solutions for their financial needs.
You are passionate about people, helping to improve the lives of our customers through financial solutions, education, and advice.
As an Expansion Regional Support Lead in Wealth Management, you will support the region to ensure an optimal operating environment.
You will represent our brand, problem-solve to offer our customers the best solutions for their financial needs and help improve the lives of our customers through financial solutions, education, and advice.
Reporting to the Regional Director - Wealth, you will serve as a liaison to the Expansion Market Directors - Wealth.
You will drive the execution of key strategies and tactics that focus on growth and a world-class client experience, collaborating with key partners across Wealth Management and One Chase partnerships.
Job responsibilities
* Leads and tracks regional focus on Deposit and Investment growth plans across markets, while identifying opportunities to develop, strengthen and/or deliver action plans and best practices to key bank partners and align people objectives across the region and within markets
* Partners with Divisional support team to assist in the coordination, implementation and messaging of key business initiatives along with sharing of best practices in delivering on our passion to meet and exceed our customers expectation
* Leads identification and sharing of best practices delivering on our passion to exceed our customer expectations
* Partners with Market Directors and Branch Managers to support Banker performance and development through onboarding and training, workshops in the field to improve Banker effectiveness and product knowledge
* Coordinates with Business Manager to understand scorecard results, coordinate business review plans and content all while partnering with Finance and Business Analysis Manager to meet staffing targets, with a focus on recruitment process and attrition tracking
* Focuses on the Employee Experience by coordinating with Culture Council to understand and implement opportunities and recommendations on engagement
* Drive integration and strengthen relationships with internal business partners at the region level, including Branch Management, Consumer Banking, Home Lending, Business Banking, and Card, to deliver a seamless client experience.
* Champion cross-functional collaboration and communication to support the One Chase vision, ensuring Advisors are equipped to leverage solutions, strategies, and expertise from across the firm.
* Coordinate with divisional support teams and business managers to implement key initiatives...
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Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:21
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JOB DESCRIPTION
Chubb Group of Insurance Company's is currently seeking an Underwriter to join the Southwest Financial Institutions Team as a Property and Casualty Underwriter.
Main responsibilities include:
* Underwrite and negotiate renewals and new business with a defined set of agents within the Southwest Region
* Lines of business include commercial package (including product liability and errors and omissions), automobile, umbrella, international and workers compensation for Life Sciences.
* Achieve favorable rate and retention within given territory
* Underwriting duties will include account rounding and cross selling opportunities.
* Marketing and servicing accounts based on Chubb guidelines
* Develop strong relationships with independent agents and brokers and oversee counterparts in order to successfully manage our business, which may require travel to producer location
QUALIFICATIONS
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.
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Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:21
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Portland, US-OR
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:21
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Do you enjoy solving key strategic issues that require analytical approaches? If you have a knack for bringing the power of data to key stakeholders that can change the game, then this opportunity is for you!
As a Senior Associate Analytics Solutions within our Consumer Community Banking ( CCB) Affluent Data & Analytics team, you will support sales and service channel Data Science initiatives within the CCB Affluent segment.
Your role will be a mix of consulting (problem solving, thought leadership, client management), project management (building plans, stakeholder communication), and analysis.
You will have an opportunity to apply a range of skills to a broad range of challenges, learn about a new financial services channel, and apply knowledge of innovative technologies and methods (e.g.
design thinking, generative AI, Intelligent Automation).
You will work directly with our internal clients to develop, implement, and track strategic initiatives from a Data & Analytics perspective and own the end to end analytics journey communicating business insights.
Ultimately, you will help develop and execute actionable data science and analytical solutions in a consulting-style environment to drive efficiency across the JPMorgan Chase Affluent Channel.
Job responsibilities:
* Serve as a consultant aiming to solve business problems that drive qualitative and quantitative business value
* Design and execute implementation plans across prioritized initiatives ranging from product enhancements to experiments.
* Manage relationships with business partners including supporting presentations to Senior leaders.
* Leverage design thinking practices to develop strategic, end-to-end, scalable solutions; coach others to inject the same practices into their work.
* Synthesize analytical findings for consumption by internal analytical clients and senior executives.
* Identify new project opportunities helping to grow our business pipeline for respective books of work.
* Partner with business and technology teams to set quantifiable goals, advise on strategies, and experiment to achieve business objectives.
* Own the project and development from inception to completion, encompassing tasks such as gathering detailed requirements, data preparation, result generation, and data visualization.
* Uphold the highest standards of data integrity and security, aligning with both internal and external regulatory requirements and compliance protocols.
* Stay updated on industry trends as well as test new tools and techniques to address business challenges.
Required qualifications, capabilities and skills:
* 3+ years of industry experience in consulting, solution design, or business analytics roles (e.g., marketing analytics, sales analytics, business insights)
* Experience with data analytics and/or visualization techniques (e.g.
SQL, Python, Tableau, Alteryx), as well as big data technologies (e.g.
Hadoop, Cassan...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-02-08 07:08:20
