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Summary
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 continue...
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Type: Permanent Location: Nashville, US-TN
Salary / Rate: Not Specified
Posted: 2025-03-30 08:13:52
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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
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 ...
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Type: Permanent Location: Gardena, US-CA
Salary / Rate: Not Specified
Posted: 2025-03-30 08:13:51
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Bring your expertise to JPMorgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As a Country Risk Associate within the Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
In Country Risk Management, you will be part of a team that evaluates countries across various factors, assigns country risk ratings and manages country risk concentrations via a variety of limits for the firm.
The Country Risk Management team also assesses downside risk scenarios and their potential implications to the Firm, provides input into firmwide capital stress testing exercises and identifies material risk concentrations and potential vulnerabilities.
The team's focus is global and requires partnership within Country Risk Management, in addition to working across all lines of business in the Firm and with other risk disciplines, risk reporting, corporate groups, technology, LOBs and regulators.
Job responsibilities
* End-to-end delivery of Country Risk's input into firmwide capital stress testing exercises as well as the Firm's Material Risk Identification processes
* Analyze potential impact of various stress scenarios on country ratings, work closely with country coverage team on projecting ratings paths and other inputs into the Firm's capital stress testing exercises
* Conduct analysis and interpretation of firmwide capital stress testing exercises results at the country level to inform strategic decision-making
* Maintain qualitative models to support stress testing activities and ensure their accuracy and relevance and adapt them to evolving regulatory and internal model review expectations and standards
* Identify opportunities to enhance related methodologies and processes, incorporating new data sources and analytical techniques, enhance related data visualization and insights
* Stay informed about changes in regulatory guidelines and industry best practices related to capital stress testing
* Support broader Country Risk Management team initiatives, as needed
Required qualifications, capabilities, and skills
* Undergraduate degree in economics, finance, information technology, mathematics, computer science or related discipline
* Prior experience in financial modeling, risk management, or a related field.
* Alteryx certification (Core) is a must.
* Proficiency in technical skills, including proficiency in Python, Tableau and Alteryx
* Excellent analytical, problem-solving, and critical-thinking skills.
Detailed oriented wo...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-03-30 08:13:51
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You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
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Type: Permanent Location: Syracuse, US-NY
Salary / Rate: Not Specified
Posted: 2025-03-30 08:13:50
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As a Sr.
Specialist I you will work in a team environment verifying the accuracy of loan and lease documentation in order to meet contractual obligations of our dealer network.
In addition, you will enter and validate information into the system regarding the transaction and verify the accuracy of the information to meet bank and federal requirements.
You will have responsibility for communicating with our dealer network by inbound and outbound calls regarding contract status'.
Responsibilities :
• Uses independent analysis and exercises judgment to determine if applicable standards are met
• Identifies contract package irregularities, utilizes available resources for resolution and prepares packages for return to dealer for corrections
• Communicates relevant issues to the appropriate Underwriter, Dealer, Dealer Relationship Manager and escalate appropriate issues to the supervisor
• Communicate with dealers via inbound and outbound calls
Qualifications
• 2 years of data review, customer service and/or retail sales experience
• Excellent communication, interpersonal and problem solving skills
• Proficient analytical skills
• Working knowledge of Microsoft Office products to include Word and Excel
Preferred Skills
2 years of documentation review and/or customer service
• Auto Finance experience
• Knowledge of lease or loan processing
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 including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.
We are an equal opportunity employer and place a high value on diversity and inclusion at our company.
We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-03-30 08:13:49
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We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Assists clients and the branch team by helping with new account openings when needed
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their fina...
....Read more...
Type: Permanent Location: Winter Haven, US-FL
Salary / Rate: Not Specified
Posted: 2025-03-30 08:13:48
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We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Assists clients and the branch team by helping with new account openings when needed
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their fina...
....Read more...
Type: Permanent Location: Valrico, US-FL
Salary / Rate: Not Specified
Posted: 2025-03-30 08:13:47
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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 in the U.S.
Private Bank, 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
* Proactive, takes initiative, and uses critical thinking to solve problems
* MBA, JD, CFA, or CFP preferred
* Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
* Demonstrates strong organizational skills and applies a disciplined and organized approach thr...
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Type: Permanent Location: Scottsdale, US-AZ
Salary / Rate: Not Specified
Posted: 2025-03-30 08:13:46
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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
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 program entries.
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's...
....Read more...
Type: Permanent Location: Apple Valley, US-CA
Salary / Rate: Not Specified
Posted: 2025-03-30 08:13:45
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At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A.
OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUD...
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Type: Permanent Location: Cranston, US-RI
Salary / Rate: Not Specified
Posted: 2025-03-30 08:13:43
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Your seniority as a security engineer puts you in the ranks of the top talent in your field.
Play a critical role at one of the world's most iconic financial institutions where security is vital.
As a Security Engineer III at JPMorgan Chase within the Cybersecurity & Technology Controls, you serve as a seasoned member of a team that works to deliver software solutions that satisfy pre-defined functional and user requirements with the added dimension of preventing misuse, circumvention, and malicious behavior.
Carry out critical technology solutions with tamper-proof, audit defensible methods across multiple technical areas within various business functions in support of the firm's business objectives
Job responsibilities
* Executes security solutions design, development, and technical troubleshooting with the ability to apply knowledge of existing security solutions to satisfy security requirements for internal clients (e.g., product, platform, application owners)
* Creates secure and high-quality production code and maintains algorithms that run synchronously with appropriate systems
* Applies specialized tools (e.g., vulnerability scanner) to analyze and correlate incident data to identify, interpret, and summarize the probability and impact of threats when determining specific vulnerabilities
* Leads delivery of continuity-related awareness, training, educational activities, and exercises
* Adds to team culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on security engineering concepts and 3+ years applied experience
* Experience developing security engineering solutions
* Proficient in coding in one of more languages
* Overall knowledge of the Software Development Life Cycle
* Solid understanding of agile methodologies such as CI/CD, application resiliency, and security
* Proficient in AWS services
* Experience defining and implementing infrastructure as Code (IaC) using Terraform, and associated automation tooling
Preferred qualifications, capabilities, and skills
* Cloud computing related certifications with an AWS focus are strongly preferred, such as Certified Solutions Architect, DevOps Engineer, or similar
* Able to implement complex business logic in Python, Bash, PowerShell, and other scripting languages
* Specific experience deploying commercial software at scale into an enterprise environment
* Knowledge in Cyber Security fundamentals
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 process...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-03-30 08:13:41
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You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch.
You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
You will help acquire new clients by actively soliciting referrals and developing internal and external sources.
Job responsibilities
* Shares the value of Chase Private Client with clients that may be eligible
* Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs
* Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
* Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Adheres to policies, procedures, and regulatory banking requirements
Required qualifications, capabilities, and skills
* Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships
* 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation
* Beginning Oct.
1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role
* Compliance with Dodd Frank/Truth in Lending Act
*
* High school degree, GED, or foreign equivalent
* Adherence to policies, procedures, and regulatory banking requirements
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Excellent communication skills
* College degree or military equivalent
* Experience cultivating relationships with affluent clients
* Strong team orientation with a commitment of long-term career with the firm
Dodd Frank/Truth in Lending Act
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As su...
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Type: Permanent Location: Springfield, US-TN
Salary / Rate: Not Specified
Posted: 2025-03-30 08:13:40
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We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As a Branch Operations Lead Trainee in Branch Banking, you collaborate with the Branch Manager, branch employees and One Chase colleagues to ensure customer financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory banking requirements.
A Branch Operations Lead Trainee is passionate about taking care of our customers and employees, providing an exceptional customer experience, and working with the Branch Manager to set the tone in the Branch.
A typical day consists of assisting customers and performing transactions.
You will also look for opportunities to make customers lives easier by setting up self-service options and building relationships.
Throughout the week, you will schedule time to review branch operations and share updated policy and procedures with branch employees.
This results in the business is adhering to control expectations.
Job responsibilities
* Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture
* Engages clients as they enter the branch by welcoming them and making customers feel appreciated, performing transactions, managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
* Introduces customers to the branch team who will build relationships and assist with specialized financial needs
* Makes customers' lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Supports the Branch Manager with all aspects of branch operations, including loss control, compliance, and audit standards
Required qualifications, capabilities, and skills
* High school degree, GED, or foreign equivalent
* Detail-oriented, organized, and have the ability to multi-task with a dedication to follow policies, procedures, and regulatory banking requirements
* Availability to work Branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Demonstrated abil...
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Type: Permanent Location: Telluride, US-CO
Salary / Rate: Not Specified
Posted: 2025-03-30 08:13:40
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Take your engineering expertise to new heights by joining a team of exceptionally talented professionals and solidify your place among top performers in the industry.
As a Principal Cybersecurity Architect at JPMorgan Chase within the Cybersecurity and Technology Controls organization, you provide expertise to enhance and develop architecture platforms based on modern cloud-based technologies as well as support the adoption of strategic global solutions.
Leverage your advanced architecture capabilities to identify, communicate, and mitigate risk, and collaborate with colleagues across the organization to drive best-in-class outcomes.
We are looking for an experienced Principal Cybersecurity Architect to join our team as a specialist in Cloud Security.
The candidate will be responsible for designing secure cloud infrastructure architectures for our enterprise Artificial Intelligence/Machine Learning (AI/ML) applications.
The role requires a cloud security leader who is passionate about AI/ML architecture and can solve complex security configurations through innovation.
You will apply your in-depth cloud security knowledge and expertise to all aspects of AI/ML development lifecycle, as well as partner continuously with your many product stakeholders.
You'll work in a collaborative, trusting, thought-provoking environment-one that encourages diversity of thought and creative solutions that are in the best interests of our customers.
Job responsibilities
* Provide thought leadership for securing on premise and cloud based AI/ML solution architecture
* Design comprehensive security architectures for cloud infrastructure projects
* Design secure networks and systems based on industry standards and best practices
* Identify and address security vulnerabilities, security risks, and other compliance issues
* Perform regular audits of all cloud infrastructure
* Participate in application and system hardening activities
* Develop and document security policies, procedures, and processes
* Conduct security risk assessments using various tools and processes
* Create and communicate threat models
* Partner with product managers to identify, quantify, and communicate all security risks.
* Drive innovation and ensure that JPMC maximizes the business benefits while minimizing security risk across your product
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 10+ years applied experience
* Advanced Technical knowledge in architecting, designing, and Integrating security solutions in a large-scale enterprise of highly distributed applications
* Experience designing/delivering secure cloud infrastructure architectures for our enterprise AI/ML applications
* Strong knowledge of AI/ML security concepts, threats, and vulnerabilities including Generative AI and Large Language Models
* Demonstrated proficiency in s...
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Type: Permanent Location: Seattle, US-WA
Salary / Rate: Not Specified
Posted: 2025-03-30 08:13:38
-
J.P.
Morgan Wealth Management (JPMWM) is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business, J.P.
Morgan Advisors, J.P.
Morgan Self-Directed Investing (digital platform), J.P.
Morgan Investments Direct, and J.P.
Morgan Personal Advisors.
J.P.
Morgan (our Remote Wealth Management offering).
The J.P.
Morgan Wealth Management business is undergoing significant growth initiatives with a key focus being the development of a remote advice and wealth management channel.
As an Associate within National Branch Field Strategy and Execution, you will play a key role in building the new business and integrating within the existing J.P.
Morgan Wealth Management infrastructure.
This role will contribute to giving the Field (leadership, advisors, etc.) the necessary operating models, tools, and resources needed to successfully provide a world class experience to our advisors the clients we serve.
Job Responsibilities
* Drive the translation of the client and advisor experience strategy into tangible business solutions
* Define & recommend enhancements to detailed processes and operating models
* Support and manage end-to-end field implementation of strategic initiatives
* Guide and influence key stakeholders towards strategic decision-making
* Organize related in-flight programs that cross-impact are dependent on your assigned workstream, project, or program
* Identify challenges, gaps, and opportunities for improvement (and report findings in a simple, compelling way)
Required qualifications, skills, and capabilities.
* Strength in project management, problem resolution, effective communication, product knowledge, and marketing
* Flexibility and the ability to quickly adapt within a dynamic environment
* Analyze and prioritize alternative solutions to drive results
* Create and deliver compelling presentations for senior leadership
* Team orientation, high energy level, positive thinker
* 3+ years of experience in project management and financial services, preferably wealth management and financial planning
* Experience in strategic consulting or process improvement
* Demonstrated experience leading & contributing to large, complex projects (planning, designing, documenting, communicating)
* Familiarity with end-to- end bank infrastructure (Advisors, client service, product, technology, operations, training, and controls)
* Strong storytelling and presentation skills (written and verbal)
* Bachelor's degree
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...
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Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2025-03-30 08:13:37
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: Hollywood, US-CA
Salary / Rate: Not Specified
Posted: 2025-03-30 08:13:35
-
If you want to make valuable contributions to your team and expand your career and skills in mortgage underwriting, then an Underwriting position within JP Morgan Chase has a great opportunity for you.
With highly supportive leadership and programs to foster growth and career mobility, your skills and capabilities can increase and be fine-tuned to make you more agile and versatile in reaching your career potential.
In addition, you will communicate decision (approval, suspense, denial) to appropriate individuals within JPMorgan Chase, uphold fair lending practices of JPMorgan Chase Mortgage, meet targets for productivity, quality, and customer satisfaction, and perform second review of contract underwritten denials.
As an Underwriter IV- Mortgage in the Consumer and Community Bank, you will be responsible for the analysis of underwriting file for Capacity, Capital, Character, Collateral, and Condition.
You will also be responsible for the communication of the outcome of that analysis.
This includes ensuring that loan request meets program and product specifications or counter-offer when appropriate.
You must follow investor guidelines in the process to ensure compliance.
Meet compliance and regulatory requirements.
Job responsibilities
* Ensure that loan transaction meets investor assumption transfer of ownership guidelines
* Ensure that loan request meets program and product specifications or counter-offer, when appropriate
* Communicate decision of loan (approval, suspense, denial) to appropriate individuals within JPMorgan Chase
* Uphold fair lending practices of JPMorgan Chase Mortgage
* Meet productivity targets for productivity, quality, and customer satisfaction
* Contribute continually to the success of the business, customers, profitability and controls
* Contribute to the initiatives that improve our business
Required qualifications, capabilities, and skills
* Minimum 3+ years Conventional mortgage underwriting experience
* Minimum 2+ years' Government mortgage underwriting experience
* HUD (US Department of Housing and Urban Development) Direct Endorsement (DE) and VA (Veteran Affairs) credit
* Expertise in Government, Agency and Jumbo guidelines as well as understanding of Government lending
* Demonstrated high productivity and quality in prior role in a consistent manor
* Demonstrates ability to work in a team, and coach/mentor others
* Strong verbal and written communication skills and strong analytical, decision making, and negotiation skills
Preferred qualifications, capabilities, and skills
* Demonstrates understanding of the end to end origination and/or assumptions process flow
* Knowledge of Mortgage insurance policies
* Experience in creative solutions, exceptions justification, and customer focus
This position is in office 5 days a week.
Chase is a leading financial services firm, helping nearly half of America's households and smal...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-03-30 08:13:34
-
Campbell Global is a leading global investment manager focused on forestland.
We are widely recognized as an authority on both forest management and timberland investing.
Based in Portland, Oregon, we have nearly four decades of experience in forestland management and value creation.
A pioneer in the field, over the last 40+ years we have managed 5 million acres worldwide for pension funds, foundations, and other institutional investors.
Campbell Global is a subsidiary of J.P.
Morgan.
JOB SUMMARY:
As an Associate in Portfolio Management at Campbell Global, you will play a pivotal role in supporting the development and execution of client investment strategies.
Your work will involve timely and accurate client reporting, portfolio analysis, and project support to the Portfolio Management group.
You will have the opportunity to work with global timberland portfolios that span our core investment regions (North America, Latin America, and Australasia).
JOB RESPONSIBILITIES:
* Write, update, and review periodic client reports.
* Develop presentation materials for and participate in client meetings.
* Evaluate client reports to ensure integrity and accuracy by performing reconciliations, perform product pricing analysis and budget variance analysis.
* Complete and respond to consultant and client data reporting and analysis requests, as well as other ad hoc requests that support client relationships.
* Develop financial models and projected return analysis to support portfolio investment decisions.
* Coordinate with other functions within the firm on portfolio projects and initiatives.
* Improve and document client reporting and portfolio analysis processes.
Required qualifications, capabilities, and skills
* B.S.
Degree and three years' work experience in a related field or an equivalent combination of education, training and experience resulting in the knowledge and skills required to perform the job.
* Intermediate knowledge of accounting practices and guidelines, and an ability to analyze financial statements.
* Demonstrated analytic, financial analysis, and problem-solving capabilities.
Excellent interpersonal, presentation, writing, and communication skills.
* Demonstrated organizational skills.
Must be able to perform multiple tasks efficiently and work well under deadline situations.
Preferred qualifications, capabilities, and skills
* MBA, CFA, CAIA, or working toward that designation.
* Knowledge of the timber investment industry.
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 asse...
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Type: Permanent Location: Portland, US-OR
Salary / Rate: Not Specified
Posted: 2025-03-30 08:13:33
-
Drive data-driven insights and strategies to enhance customer experiences and business outcomes within our Consumer & Community Banking division.
Primary Description:
Join our dynamic analytics team to leverage data and analytics in delivering innovative insights and solutions for the Connected Banking Portfolio of digital products to drive measurable business impact and customer outcomes.
As a Quant Analytics Senior Associate on the Connected Banking Analytics team, you will work closely with cross-functional teams to develop and execute analytical projects that align with our strategic objectives.
You will be responsible for synthesizing data, conducting analyses, and delivering actionable insights to drive business performance.
Job Responsibilities:
* Utilize strategic, analytical, and data science skills to tackle a wide range of challenges within the enterprise.
* Develop and implement analytical solutions by organizing diverse requirements with a high tolerance for ambiguity and strong problem-solving abilities.
* Create innovative solutions to answer key business questions by leveraging existing data assets or creating new ones; scale experimentation, integrate real-time data, and deliver on personalization goals.
* Collaborate with Product, Strategy, Technology, and Design organizations to transform strategic priorities into a prioritized analytics roadmap, adapting quickly as client guidance evolves.
* Communicate practical data insights in a compelling manner that is actionable by senior leadership through presentations, discussions, and visualizations.
* Manage multiple projects simultaneously with minimal guidance, ensuring timely delivery and alignment with strategic objectives.
* Apply experimentation methodologies, such as A/B testing, to optimize and personalize business strategies.
Required Qualifications, Capabilities, and Skills:
* Bachelor's degree in a relevant quantitative field (e.g., Statistics, Economics, Applied Math, Operations Research, Physics, Data Science fields).
* 4+ years of industry experience in business analytics roles (e.g., digital analytics, customer analytics, marketing analytics, sales analytics, business insights).
* Proficiency with modern data science and analytics tools (e.g., SQL, Python, R).
* Experience in Cloud environments (AWS, Snowflake).
* Understanding of modern data mining, quantitative research, and data science techniques (e.g., machine learning, behavioral analytics).
* Strong communication skills to convey complex information in an understandable, compelling, and persuasive manner to senior executives, business, and technology partners.
* Ability to work effectively in project teams with a proven track record of being detail-oriented, innovative, creative, and strategic.
Preferred Qualifications, Capabilities, and Skills:
* Experience in Adobe Analytics, Tableau, Alteryx; experience with Machine Learning,...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-03-30 08:13:31
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: Salt Lake City, US-UT
Salary / Rate: Not Specified
Posted: 2025-03-30 08:13:30
-
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As a Branch Operations Lead Trainee in Branch Banking, you collaborate with the Branch Manager, branch employees and One Chase colleagues to ensure customer financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory banking requirements.
A Branch Operations Lead Trainee is passionate about taking care of our customers and employees, providing an exceptional customer experience, and working with the Branch Manager to set the tone in the Branch.
A typical day consists of assisting customers and performing transactions.
You will also look for opportunities to make customers lives easier by setting up self-service options and building relationships.
Throughout the week, you will schedule time to review branch operations and share updated policy and procedures with branch employees.
This results in the business is adhering to control expectations.
Job responsibilities
* Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture
* Engages clients as they enter the branch by welcoming them and making customers feel appreciated, performing transactions, managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
* Introduces customers to the branch team who will build relationships and assist with specialized financial needs
* Makes customers' lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Supports the Branch Manager with all aspects of branch operations, including loss control, compliance, and audit standards
Required qualifications, capabilities, and skills
* High school degree, GED, or foreign equivalent
* Detail-oriented, organized, and have the ability to multi-task with a dedication to follow policies, procedures, and regulatory banking requirements
* Availability to work Branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Demonstrated abil...
....Read more...
Type: Permanent Location: Colorado Springs, US-CO
Salary / Rate: Not Specified
Posted: 2025-03-30 08:13:28
-
Join our dynamic Business Management team, where innovation meets strategy.
As a trusted advisor, you'll play a pivotal role in supporting fast-growing tech startups and early-stage healthcare companies.
Dive into a world where your insights drive key initiatives and optimize business performance.
Be part of a team that values creativity, collaboration, and continuous improvement.
If you're ready to make an impact, we want to hear from you!
As a Senior Associate in the Innovation Economy Business Management team, you will lead strategic initiatives and provide data-driven insights to support business leaders in optimizing performance and achieving growth goals.
With a focus on developing data infrastructure and support for the innovation economy, you will work with tech startups and healthcare companies.
Your role will involve executing independent tasks, contributing to strategic initiatives, and providing data-driven insights to support decision-making processes.
Job responsibilities
* Provide high-level responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis
* Project manage and deliver key work streams and tasks
* Coordinate team activities and prepare materials for town halls, employee recognition, and strategy working sessions
* Communicate effectively with key business partners to understand projects and drive next steps
* Participate in collaborative initiatives with team members and global managers, looking for ways to continually simplify, improve, and add value to existing business processes
* Organize complex information strategically and compellingly, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques
* Create wireframes and mock-ups quickly and iteratively for management presentations, reports, and dashboards
* Perform data-driven trend analysis with effective storytelling, message clarity, and analysis visualization
* Communicate key business metrics and their importance, both financial and non-financial, to support data-driven decision-making
* Identify key business risks on the platform and drive resolution of mitigating controls
Required qualifications, capabilities and skills
* Bachelor's degree in Business, Finance, Economics, or other related area
* 6+ years of experience in Business Management or COO role
* Strong analytical skills with the ability to interpret complex data and provide actionable insights
* Proficiency in software and digital tools such as Excel, Alteryx, and Qlik dashboards
* Excellent communication skills, both written and verbal, with the ability to convey complex information clearly
* Proven experience delivering timely, high-quality presentations and/or reporting for various projects and stakeholders
* Attention to detail is a must with continuous focus on design excellence
* Demonstrated intellectual curiosity...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-03-30 08:13:26
-
Are you a strategic thinker, passionate about leading and delivering solutions to nonprofit healthcare organizations? You have found the right team.
As a Healthcare Treasury Consultant within our team of dedicated professionals, you will lead and assist in the planning and execution of treasury consulting services for nonprofit organizations looking to improve or revamp their treasury and cash operations structure and processes.
Your role will involve business process re-engineering across Treasury, AP and AR.
Furthermore, you may be responsible for providing best practices, insights, and recommendations to support our clients' growth, including their journey towards treasury transformation.
Job Responsibilities
* Successfully lead and execute consulting engagements from kick-off and discovery to analysis and recommendations with ability to conduct deep dive analysis and solutioning based on client's needs
* Identify key needs of client's treasury operations, understand pain points, and create customized recommendations highlighting optimized internal processes backed by quantifiable metrics from data gathered
* Effectively communicate to CFOs, Treasurers, and senior leadership within the client organization to pitch, execute and present the results of a consulting engagement
* Facilitate cross-functional coordination and communication with Treasury Sales, Bankers, product, and other firm stakeholders to drive client solutioning and support
* Create and promote (as a speaker at client and industry events) innovative and forward-thinking treasury content that strengthen the firm's publicly available thought leadership and collateral
* Develop content that can be leveraged by sales and banking teams to further dialogue with their clients
* Develop and deliver training to internal teams (sales, banking, middle office, consulting peers) on industry or treasury topics
Required Qualifications, Capabilities and Skills
* Requires a BA/BS degree
* Requires 7+ years of progressive treasury experience in healthcare and/or treasury consulting experience with expert-level knowledge of global Treasury and Cash Management including but not limited to Revenue Cycle and AP processes and daily cash processes
* Outstanding ability to analyze problems, identify new insights, communicate effectively and confidently (both oral and written) actionable recommendations, mobilize internal networks and garner support from cross-functional partners
* Strong project management skills; well-organized, structured approach; ability to achieve tight timelines on complex deliverables across teams
* Team player with strong interpersonal leadership and influencing skills - ability to interact at all levels of the organization in a peer-like way to facilitate the negotiation of critical matters on behalf of the client - and always able to consider diverse perspectives to get the best outcome
* Advanced/Strong Mic...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-03-30 08:13:25
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: Rancho Palos Verdes, US-CA
Salary / Rate: Not Specified
Posted: 2025-03-30 08:13:24
-
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education and advice tailored to suit their financial needs.
As a Branch Operations Lead Trainee in Branch Banking, you collaborate with the Branch Manager, branch employees and One Chase colleagues to ensure customer financial transactions are completed accurately and efficiently, while complying with all policies, procedures, and regulatory banking requirements.
A Branch Operations Lead Trainee is passionate about taking care of our customers and employees, providing an exceptional customer experience, and working with the Branch Manager to set the tone in the Branch.
A typical day consists of assisting customers and performing transactions.
You will also look for opportunities to make customers lives easier by setting up self-service options and building relationships.
Throughout the week, you will schedule time to review branch operations and share updated policy and procedures with branch employees.
This results in the business is adhering to control expectations.
Job responsibilities
* Works with the Branch Manager to set the tone of the branch environment to provide an exceptional customer experience and a dynamic and engaging culture
* Engages clients as they enter the branch by welcoming them and making customers feel appreciated, performing transactions, managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
* Introduces customers to the branch team who will build relationships and assist with specialized financial needs
* Makes customers' lives easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week
* Supports the Branch Manager with all aspects of branch operations, including loss control, compliance, and audit standards
Required qualifications, capabilities, and skills
* High school degree, GED, or foreign equivalent
* Detail-oriented, organized, and have the ability to multi-task with a dedication to follow policies, procedures, and regulatory banking requirements
* Availability to work Branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* Demonstrated abil...
....Read more...
Type: Permanent Location: Sherman Oaks, US-CA
Salary / Rate: Not Specified
Posted: 2025-03-30 08:13:23
