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JOB DESCRIPTION
The HR Business Partner collaborates with leaders to establish and implement HR strategies and tactics.
You will be part of Chubb's HR team and play an important role in aligning our people with our business strategies to achieve business objectives, create a compelling employee value proposition and enhance employee engagement.
You will engage with our HR Centers of Excellence to implement HR plans and support managers and employees within your assigned areas, which mainly includes our North America Claims Service Centers.
This role will operate on a hybrid schedule (3 days in office, 2 days remote) out of our Phoenix, AZ or O'Fallon, MO offices.
Primary responsibilities:
* Drive plans to attract, retain and develop talent and effectively deploy Chubb's human capital as a distinct competitive advantage.
* Provide advice, coaching, and support to business leaders and other managers to execute on talent strategies, including acquisition, development, assessment, succession, retention and engagement.
* Effectively engage with employees to provide advice and guidance and be an employee advocate where appropriate.
* Support clients on performance management and attendance issues.
* Partner with HR colleagues in the Centers of Excellence to develop and implement programs aligned to our HR strategies.
* Collaborate with other HR generalists and the AVP HR Business partner in support of North America Claims Service Centers or other client areas as assigned.
QUALIFICATIONS
* 3+
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: O Fallon, US-MO
Salary / Rate: Not Specified
Posted: 2024-12-07 07:28:06
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JOB DESCRIPTION
DESCRIPTION:
Reinspect open and closed claims involving contractors from the Chubb Trusted Service Network and other vendors to validate the loss inspection, nature of the loss, coverage provided, scope of damage, and construction estimate.
The selected candidate may also be asked to assist the Property Field Staff in validating the reconstruction process is moving ahead within expected timelines and other ad hoc tasks.
Further, the selected candidate will conduct periodic meetings with the preferred vendors in their assigned territory to provide quality and customer service feedback in order to improve the overall quality of Chubb's Trusted Service Network as well as act as the primary resource for complaint resolution involving network vendors.
The selected candidate will work with the First Party Audit Team and core leadership team to identify OSA(Outside Adjuster) training opportunities in the application of technology and the adherence to the Property Best Practices Guidelines; contact policyholders and Independent adjusters; maintain an active diary of re-inspections and training opportunities; adhere to all statutory regulations and unfair claim practices acts; adhere to Chubb's Code of Conduct standards: effectively communicate with all internal and external customers
Primary location: New York, Long Island, Outer Boroughs
PLEASE NOTE:
The position is a remote position working out of your home or local branch.
Travel throughout the assigned territory is required with the occasional need for overnight travel to more remote areas.
Travel outside of your assigned territory may be required to support other offices with catastrophic losses.
*Outside of your regular duties you may be asked to contribute to the property discipline needs in varying capacities.
EDUCATION:
* Bachelor's degree strongly preferred.
Industry credentials such as AIC, SCLA or CPCU are a plus.
Candidates should possess a minimum of five years of Outside property claims or re-inspecting experience and have:
* Knowledge of insurance contracts, investigative techniques, legal requirements and regulations; an ability to develop and maintain strong business relationships with internal (Home Office Claim Management, the First Party Audit Team, Field Claim staff) and external (policyholder, agent, vendor) customers
* A strong demonstrated knowledge of Outlook, Word, Excel, CoreLogic Tools, Symbility and/or Xactimate, and the Tablet PC
* Knowledge of current construction methods and costs; an ability to write their own estimates and complete both a contents and building (personal/commercial) valuation
* Excellent written and verbal communication skills; strong customer service orientation
* Strong analytical and negotiation skills; experience in training others on claim handling practices; a strong understanding of the Property Best Practices Guidelines.
ABOUT US
Chubb is a world leader in insurance.
With operations in ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-12-07 07:28:05
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JOB DESCRIPTION
Underwriter Responsibilities:
* Generate new business of approximately $1.2M annually and manage a $3M-5M renewal book.
* Meet or exceed financial goals including rate, growth, profit, retention, and new business.
* Build and maintain successful producer relationships to achieve retention and new business development.
* Meet with San Francisco brokers and customers, individually or as part of a Chubb team, to make sales presentations and present on marketplace conditions & Chubb capabilities.
* Utilize agency travel to build a robust prospect pipeline.
* Collaborate with underwriters, operations, claims, marketing, and home office leadership as necessary.
* Work in a team environment with other Underwriters and Underwriting Associates.
QUALIFICATIONS
Qualifications:
* Strong
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: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2024-12-07 07:28:04
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JOB DESCRIPTION
The Lower Middle Market (LMM) Region Lead is a high-impact role leading core underwriting activities and production processes for their respective US Region through a team of 8 to 12 matrixed new business underwriters.
This team will have no renewal or mid-term servicing responsibilities, therefore the ability to drive and manage an effective new revenue generation process is paramount.
This position will report to the Lower Middle Market Segment Lead with matrix reporting relationship to Commercial Insurance (CI) Regional.
They will work collaboratively with regional CI leaders and distribution to achieve budgeted new business growth targets.
The position requires a candidate with both strong underwriting and relationship-building competencies to interact with internal and external stakeholders at all levels.
Strong collaboration and partnership with Operations will be necessary to execute the underwriting and workflow processes.
Additionally, this position has accountability for audit results, compliance scores, the delegation of underwriting authority and will review and coordinate above authority referrals.
This position will be involved with LMM hiring processes within the region and will be heavily involved in training and development.
Primary responsibilities:
* Drive new business production through multiple branches and distribution sources.
* Approve deals within assigned authority limits, ensuring timely and accurate decision-making.
* Manage underwriter productivity, including coaching and mentoring on desk-management skills for both generalist and specialty underwriters.
* Analyze production, profitability, business mix, and underwriter productivity across industries, lines, and branches and develop actions to improve results.
* Collaborate with partners in Field Underwriting and Distribution to develop and implement local-market tactics.
* Collaborate with Distribution partners on sales execution, agency management, and agency communications.
* Ensure adherence to audit and compliance requirements, including executing self-audits.
* Contribute to talent management for matrixed staff, including performance assessments and compensation planning.
* Build and maintain superior relationships at all levels, both internal and external.
* Travel as needed.
* Make independent decisions and recommendations to the LMM Segment Lead on the process for acquiring new business.
* Maintain and manage superior relationships at all levels - internal and external.
QUALIFICATIONS
Knowledge,
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, excepti...
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Type: Permanent Location: Los Angeles, US-CA
Salary / Rate: Not Specified
Posted: 2024-12-07 07:28:03
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JOB DESCRIPTION
As a Custom Solutions Renewal Underwriter you will be accountable for managing a book of business of E&S policies post-issuance.
The Renewal Underwriter crafts, documents and underwrites endorsements, inspections, and is responsible for quoting renewal business.
This includes evaluating requests for bespoke solutions with customized language for Premier accounts, understanding of the company's current CAT strategy, and routing to the appropriate Custom Solutions resource in a timely, efficient, professional and accurate manner.
The successful candidate will also provide solutions for certain international policies along with acting as a resource and contact for commercial exposures as a part of an expanded capabilities approach.
Key Responsibilities
* Underwrite issued Custom Solutions policies within assigned territory, which includes applying knowledge of coverage forms, rating plans and guidelines in selection and pricing of individual risks, change requests, and renewals.
* Process transactions and renewal business in a timely and efficient manner in order to grow revenues and maintain retention and profitability.
* Review, analyze and underwrite endorsements and appraisals by evaluating exposures, rates, policy terms within company underwriting policies.
* For exposures outside of your authority, review submission information with the underwriter, research and provide analysis of account information, and ensure overall compliance
* Compile and document risk reports
* Coordinate reports such as registry, excess tracking, and other servicing reports
* Utilize Custom Solutions platform, SharePoint as well as local drives, PLUW, Risk ID, iClaims and other tools in gathering information for account review.
Complete risk reports for risk documentation or referral to the Underwriter.
* Review, verify and publish all documents and track tools and templates
* Research and respond to Producer inquiries on renewals
* Serve as the first point of contact for internal and external contacts on account related matters
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, ma...
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Type: Permanent Location: Whitehouse Station, US-NJ
Salary / Rate: Not Specified
Posted: 2024-12-07 07:28:03
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JOB DESCRIPTION
Overall Role Responsibilities:
The Claims Investigator position is responsible for identifying trends related to fraudulent claims activity, monitoring high-risk markets, and establishing and maintaining relationships with vendors to effective conduct fraud investigations.
The Fraud Examiner will play a crucial role in detecting, investigating, and preventing fraudulent activities, safeguarding the program's reputation, and minimizing financial losses.
This position will also provide support to management by completing assigned tasks related to claims handling, compliance, reporting, and data analytics.
Fraud Detection and Investigation:
* Analyze data and identify patterns, trends, and anomalies indicative of potential fraudulent activity.
* Conduct thorough investigations into suspected fraud cases, gathering evidence, documenting findings, and recommending appropriate actions to the claims team.
* Coordinate with the client and external partners to enhance fraud prevention and investigation strategies.
* Continuously evaluate existing fraud detection tools and techniques, exploring new technologies and methodologies to enhance fraud detection capabilities.
* Establish fraud claims handling processes, workflows, and best practices.
Ensure compliance by the claims team through audits and coaching.
Market Monitoring:
* Identify high-risk markets and sectors prone to fraudulent activities based on historical data and industry reports.
* Develop and maintain a detailed understanding of fraud trends prevalent in identified markets.
* Regularly monitor and assess fraud risks associated with specific markets, implementing proactive measures to minimize the impact of fraudulent activities.
Vendor Management:
* Establish and maintain relationships with vendors providing fraud investigation services.
* Collaborate with vendors to define clear expectations, service level agreements, and deliverables.
* Regularly evaluate vendor performance to ensure quality, accuracy, and timeliness of investigations.
* Develop and maintain a network of alternative vendor partnerships to ensure options for scaling or replacing vendors as needed.
Reporting and Documentation:
* Prepare comprehensive reports and documentation summarizing fraud investigations, methodologies used, and outcomes.
* Present findings and recommendations to management, providing insights to enhance fraud prevention measures.
* Maintain accurate records, organizing and archiving information to ensure compliance with internal policies and regulatory requirements.
QUALIFICATIONS
* Two
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 i...
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Type: Permanent Location: Overland Park, US-KS
Salary / Rate: Not Specified
Posted: 2024-12-07 07:28:02
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Leverage your analytic skillset to unlock the future of product innovation and help shape how clients experience our offerings with the right pricing and positioning.
As a Market and Product Expansion Manager in Digital Commercialization & Market Management , you are an integral part of the team whose work supports the successful release and adoption of products.
As a core contributor of the team, you align the needs of clients in the market, as well as the price and position of our products.
Job responsibilities
* Conducts comprehensive pricing analysis to evaluate market trends, competitor pricing strategies, and client behavior
* Performs market research to understand the local needs and requirements for product improvements
* Synthesizes region, industry, competitive and client insights to inform executive business recommendations and decisions
* Develops and maintains a deep understanding of our products and services to effectively tailor collateral to specific markets
* Partners effectively with sales, solution specialists, marketing, legal/controlling/compliance, business management and more, across lines of business
* Communicates regulatory guidelines to Product Managers to ensure our products meet risk and compliance requirements and are delivered on time
* Advises on the available standards, methods, tools, and applications relevant to the regulatory environment to ensure our products meet all necessary risk and compliance checks
* Leads and/or contributes to strategic Go-to-Market initiatives
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in Product, Technology, or Project Management
* Strong understanding of risk management and controls, regional and local nuances, and governance requirements
* Proven ability to comprehend and interpret market regulatory requirements to confirm and secure required market approvals and operational requirements
* Proficiency in Microsoft Word, Excel, and PowerPoint
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location.
For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2024-12-07 07:27:58
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Shape the future of user experience with strategic design initiatives that blend business needs and user insights.
As a Vice President of Visual and Experience Design in Wealth Management, you will play a pivotal role in shaping the user experience across our products and services.
Leveraging your deep knowledge of design and research practices to lead strategically important initiatives and develop innovative solutions that align with business requirements and user needs.
As a subject matter expert, collaborate with cross-functional teams, guide, and mentor junior designers, and foster a culture of inclusivity and accessibility.
Your expertise in experience strategy and inclusive design will ensure that our offerings are not only visually appealing but also accessible and user-friendly, enhancing the overall customer experience.
Job responsibilities
* Develop and execute design/research strategies for complex projects and ensure alignment with business objectives and user needs across multiple product areas
* Diagram service flows and product features, design wireframes, and prototype interactions for key touchpoints as you lead end-to-end design initiatives within a specific domain.
* Role-model the adoption of inclusive design practices and accessibility guidelines, mentor junior designers and foster a culture of diversity and inclusion
* Collaborate with cross-functional teams to integrate user experience design into the product development processes and ensure seamless and customer-centric solutions
* Analyze market trends, gather feedback from user research, and learn from data insights to inform design decisions and optimize user experiences across various platforms and channels
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in user experience and user interface design
* Demonstrated ability to create visual representations of user journeys, such as storyboarding, wireframes, and prototypes
* Demonstrated experience in inclusive design and accessibility guidelines, with the ability to incorporate diverse perspectives and abilities into design solutions
* Proven ability to develop experiences that meet or exceed the initial proposal of a product or experience, including the development of transformational innovation strategies and the creation of 'north star' representations to drive customer-centric decision-making
* Advanced technical literacy, including an advanced understanding of client-side technologies, APIs, microservices, and the components of the technology stack, as well as their impact on user experience
* Experience operating within a design system and contributing to components
Preferred qualifications, capabilities, and skills
* Design leadership
* Design strategy and design thinking expertise
Chase is a leading financial services firm, helping nearly half of America's households and small businesses ac...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2024-12-07 07:27:56
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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: Mount Dora, US-FL
Salary / Rate: Not Specified
Posted: 2024-12-07 07:27:55
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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: Kansas City, US-MO
Salary / Rate: Not Specified
Posted: 2024-12-07 07:27:55
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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'll be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch.
You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers.
You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
* Acts as the standard bearer of Chase and creates a world-class customer experience
* Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
* Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
* Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
* Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
* Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
* Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
* Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
* Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
* Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
* Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
* Ability to work branch hours including weekends and evenings
* High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, and ...
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Type: Permanent Location: West Des Moines, US-IA
Salary / Rate: Not Specified
Posted: 2024-12-07 07:27:51
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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: Leawood, US-KS
Salary / Rate: Not Specified
Posted: 2024-12-07 07:27:48
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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'll be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch.
You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers.
You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
* Acts as the standard bearer of Chase and creates a world-class customer experience
* Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
* Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
* Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
* Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
* Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
* Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
* Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
* Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
* Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
* Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
* Ability to work branch hours including weekends and evenings
* High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, and ...
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Type: Permanent Location: Myrtle Beach, US-SC
Salary / Rate: Not Specified
Posted: 2024-12-07 07:27:47
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Business Relationship Manager is for you.
As a Business Relationship Manager II (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education and advice.
You'll manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
* Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $1.5 million
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships.
Regularly review processes and strategies with manager, making adjustments as needed
* Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 3 years' experience in a Business Banking Relationship Management role or related business lending experience
* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
* Determine and balance priorities on a daily basis to achieve bu...
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Type: Permanent Location: Cedarhurst, US-NY
Salary / Rate: Not Specified
Posted: 2024-12-07 07:27:45
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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: Pawleys Island, US-SC
Salary / Rate: Not Specified
Posted: 2024-12-07 07:27:41
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Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients.You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategywhiledeveloping partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.
Job Responsibilities
* Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships.
* Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
* Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
* Lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
* Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
* Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms.
* Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships
Required Qualifications, Capabilities and Skills
* 10+ years of cash management, sales and relationship management experience
* Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
* Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
* Excellent verbal and written communication skills
* Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
* Strong time management, organizational and planning skills
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree
* Certified Treasury Professional designation
* Strong creative solution and problem-solving abilities
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.
JPMorganChase, ...
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Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2024-12-07 07:27:40
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as an Associate Banker is for you.
As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services.
Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to drive new client acquisition in partnership with the bankers
* Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
* 3+ years in a similar banking, venture, credit or treasury role
* Outstanding professional reputation and integrity
* Strong leadership skills required
* Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
* Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
* Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree preferred
* Superior knowledge of the market dynamics and its business environment preferred
* Excellent problem solving, oral, and written communication skills
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location.
For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contribution...
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Type: Permanent Location: Dallas, US-TX
Salary / Rate: Not Specified
Posted: 2024-12-07 07:27:36
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You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations.
Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients.
As a Product Manager in Cross Currency Solutions, you are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle.
As a core leader, you are responsible for acting as the voice of the customer and developing profitable products that provide customer value.
Utilizing your deep understanding of how to get a product off the ground, you guide the successful launch of products, gather crucial feedback, and ensure top-tier client experiences.
With a strong commitment to scalability, resiliency, and stability, you collaborate closely with cross-functional teams to deliver high-quality products that exceed customer expectations.
Job responsibilities
* Develops a product strategy and product vision that delivers value to customers
* Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap
* Owns, maintains, and develops a product backlog that enables development to support the overall strategic roadmap and value proposition
* Builds the framework and tracks the product's key success metrics such as cost, feature and functionality, risk posture, and reliability
* Lead end-to-end North America Cross Currency Wires product delivery processes including intake, dependency management, release management, product operationalization, delivery feasibility decision-making, and product performance reporting, while escalating opportunities to improve efficiencies and functional coordination
* Provide payments subject matter expertise to own, maintain, and execute on a product backlog that enables development to support the overall strategic roadmap and value proposition
* Lead completion of change management activities across functional partners and ensures adherence to the firm's risk, controls, compliance, and regulatory requirements
* Leverage specific payment rail knowledge to define requirements for critical flows and infrastructure within the overall product; work with engineers, architects and designers to build the optimal technical and user experience strategies
* Write Jira stories and epics in support of data integration in product development, adhering to agile hygiene standards
* Understand and analyze industry trends with Cross Currency Solutions and cash management, risk and regulatory developments, and competitive landscape
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in product management or a relevant domain area
* Advanced knowledge of the product development life cycle, design, and data analytics
* Proven ability to lead product life cycle act...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2024-12-07 07:27:35
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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
* Bilingual English/ Spanish Required
Preferred qualifications, capabilities, and skills
* ...
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Type: Permanent Location: Irving, US-TX
Salary / Rate: Not Specified
Posted: 2024-12-07 07:27:35
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Enjoy teaching/leading new product roll outs? Help train our customers on card product functionality, processes and enhancements.
As a Card Product Training Associate within the Commercial & Investment Bank, you will be responsible for driving and coordinating all aspects of the setup of bank products and services for new and existing Commercial Bank clients including the training of our clients in their card management portal.
Job Responsibilities
* Train Commercial Card clients on all product offerings including Commercial Card industry knowledge mostly via, phone/Zoom and potentially on site
* Deliver webinars with multiple clients and 1:1 training session with specific clients
* Manage training projects from creation through delivery with on-going check points to determine future needs
* Conduct demos for prospects and/or existing clients
* Develop new training initiatives for internal and external clients based on the goals and objectives of the Commercial Card organization
Required Qualifications, Capabilities, and Skills
* Commercial Card knowledge/experience and at least 1 years' experience in training clients
* BA/BS degree or relevant experience
* Strong facilitation skills and ability to deliver programs and present to both large and small audiences
* Superior interpersonal, oral and written communication skills along with strong analytical thinking/decision making abilities
* Strong knowledge of adult learning theory and facilitation technique
* Client focused orientation: excellent client management/relationship management skills
* Excellent partnering skills yet can work independently and resilience in a constantly changing environment: flexible & adaptable
* Experience in coaching or mentoring others and proven ability to successfully manage conflict
Preferred Qualifications, Capabilities, and Skills
* Knowledge of Smartdata and PaymentNet platforms
* Passion for learning new operating models, technologies, and industry trends
* Technical client consulting experience to support technical roles
* PMP or other Project Management Certifications
Joining our diverse and innovative global organization will provide you with endless opportunities for career and personal growth.
* Become a part of our many Business Resource Groups, employees who come together on topics such as ethnicity, gender, age, accessibility, special interests and more
* Help the community through expansive volunteer opportunities
* Join one of our focus groups aimed at Innovation and Transformation, creating the future experience for our clients and employees
Some travel may be required (10%) to visit clients and internal partners
Final Job Grade and officer title will be determined at time of offer, and may differ from this posting.
Please note this role is not eligible for employer immigration sponsorship.
Same Posting Description for Internal and Externa...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2024-12-07 07:27:32
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as an Associate Banker is for you.
As an Associate Banker in Middle Market, you will work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Banker Associate you are responsible for helping bankers cover new prospects, deepen existing client relationships, complete portfolio reviews, build market share and drive internal and external client dialogue.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services.
Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to drive new client acquisition in partnership with the bankers
* Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
* 3+ years in a similar banking, venture, credit or treasury role
* Outstanding professional reputation and integrity
* Strong leadership skills required
* Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
* Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
* Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree preferred
* Superior knowledge of the market dynamics and its business environment preferred
* Excellent problem solving, oral, and written communication skills
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location.
For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contribution...
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Type: Permanent Location: Denver, US-CO
Salary / Rate: Not Specified
Posted: 2024-12-07 07:27:30
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At Chase, you will focus on business results by offering options and finding solutions to help our customers.
The Call Center Collection Specialist's work is creative, exciting, and different every day.
As a Specialist II in Collections, you will take a mix of inbound and outbound calls while collecting on overdrawn or past due accounts.
By building a strong rapport with your customer, you will be able to make an impact on the business.
Your passion for customer service, inner competitiveness will allow you to excel in our fast paced
Job responsibilities
* Works in a call center environment that requires 100% phone-based customer interaction
* Demonstrates excellent communication, negotiation, and decision-making skills, while staying engaged with our customers
* Communicates with customers in a metrics-driven environment
* Navigates multiple technologies while demonstrating resiliency and extreme adaptability in a fast-paced environment
* Takes ownership of each customer interaction while treating them with respect and responding with empathy
* Works both independently and in a team environment
* Abides by all applicable regulatory and departmental practices and procedures
Required qualifications, capabilities, and skills
* Reading and speaking in both Spanish and English fluently is required for this role
* Minimum of 2 years of customer interaction or customer support experience required, either by phone or face-to-face
* Minimum of 1 year computer experience required, utilizing multiple computer applications in a Windows-based environment
* High school diploma or GED required
Preferred qualifications, capabilities, and skills
* Ability to multitask using a computer and simultaneously provide customer support
* Comfortable in a fast-paced, consistently changing environment
* Previous experience working in a Collections, Sales, Retail or Customer Service industry
* Have a passion for helping people by solving problems, presenting, and explaining solutions
Work Schedule:
Candidates must be willing and able to work schedules during our operating hours, which may include evenings and weekends.
Specific schedule information will be provided by the Recruiter.
This position requires that you attend trainings as scheduled.
Training hours may not coincide with your regularly scheduled hours.
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 ...
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Type: Permanent Location: San Antonio, US-TX
Salary / Rate: Not Specified
Posted: 2024-12-07 07:27:27
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as an Associate Banker is for you.
As an Associate Banker in Middle Market, you will have the opportunity to work both independently and as part of a team to introduce our comprehensive solutions to clients.
In your role as a Banker Associate, you will be instrumental in helping us cover new prospects, deepen existing client relationships, complete portfolio reviews, and build market share.
You will promote both internal and external client dialogue, and will be expected to have a deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services.
As a key player in our multinational team, you will work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core.
We value your interest in cross border businesses, cultural sensitivity, commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
Our Banker Associates are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Commercial Card and Merchant Services.
Multinational Associates work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail.
This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to drive new client acquisition in partnership with the bankers
* Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
* 3+ years in a similar banking, venture, credit or treasury role
* Outstanding professional reputation and integrity
* Strong leadership skills required
* Demonstrated ability to develop and retain new and profitable relationships in a highly competitive environment
* Ability to assess risks inherent in complex credit transactions and mitigate, structure and negotiate accordingly
* Extensive knowledge of products and services
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree preferred
* Superior knowledge of the market dynamics and its business environment preferred
* Excellent problem solving, oral, and written communication skills
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 gov...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2024-12-07 07:27:27
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J.P.
Morgan Advisors, the ultra-high net worth division of J.
P.
Morgan Wealth Management, offers U.S.
based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world.
Our small size and broad scope allow us to customize solutions tailored to clients' specific needs.
As a Client Service Associate with J.P.
Morgan Advisors, you will be the primary point of contact for all deposit account service-related needs of a J.P.
Morgan Advisors client.
You will be responsible for establishing, maintaining and building client relationships.
You will work in a team-oriented environment with Financial Advisors, Sales Associates, Product Management, Middle Office and operations teams to deliver a seamless and integrated client experience across all deposit products.
This position offers the option to obtain Series 7 and Series 63 licenses.
Responsibilities:
* Provide high quality, high touch service to J.P.
Morgan Advisors clients across the deposit product offering.
* Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures
* Research, follow-up and resolve client inquiries and problems through effective interaction with clients, advisors, product partners, branch/operations areas and other staff in a timely and professional manner
* Manage general account inquiries and maintenance, including but not limited to transactions, balance, address changes and signer changes
* Coordinate and follow through on account inquiry, transaction and maintenance requests across products and services including account opening and funding, USD and foreign currency monetary transactions, credit drawdowns/paydowns, credit and debit card requests, statement requests, tax reporting inquiries and support of online service.
Required qualifications, capabilities, and skills:
* Ability to work both independently and as a team player
* Excellent communication skills, both written and oral
* Ability to multi-task and manage priorities effectively
* Ability to adapt to a rapidly changing business and technology environment
* Exceptional problem-solving skills
* Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Internet/Intranet
* Ability to learn proprietary software and databases
Preferred qualifications, capabilities, and skills:
* College degree or equivalent experience
* Financial services and/or banking industry experience
* 1-3 years of client service 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 h...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2024-12-07 07:27:26
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Company
Federal Reserve Bank of Philadelphia
The Federal Reserve Bank of Philadelphia is one of the 12 regional Reserve Banks that, together with the Board of Governors in Washington, D.C., make up the Federal Reserve System.
It helps formulate and implement monetary policy, supervises banks and bank and savings and loan holding companies, and provides financial services to depository institutions and the federal government.
The Federal Reserve Bank of Philadelphia serves eastern and central Pennsylvania, southern New Jersey, and Delaware.
*
*
* A cover letter is requested to be submitted with your application for consideration
*
*
*
Collect, monitor, analyze and ensure the integrity of financial institutions prepared non-complex or semi-complex financial and structure reports including: income and balance sheet statements, consolidated statements and other accounting statements and bank structure reports.
Analyzes statements and reports in accordance with Board of Governors (BOG) and other FR guidelines for use in support and determination of the safety and soundness of banking organizations, monetary policy, and reserve bank operations.
Contacts and counsels reporting entities.
This is entry level work under direct supervision.
Operations
* Collect, evaluate, and analyze bank financial and structure reports under direction using standard applications and software.
* Work with guidance and consults with senior staff and management in review and evaluation of data anomalies and bank explanatory information.
* Refer complex or unusual cases to senior staff or management.
* Monitor deadlines and provides senior staff with periodic status reports and interacts with other analysts to ensure completeness of data and resolution of discrepancies.
Analytical
* Edit and analyzes non-complex structure data and financial reports and statements for conformity with accounting principles and regulatory requirements.
* Communicate with financial institutions to investigate and resolve unusual fluctuations in data.
* Develop comprehension of basic and extended editing concepts.
* Apply basic analysis, editing, data extraction, and viewing techniques to analyze data, detect errors, maintain accurate reporting panels and provide meaningful explanatory information.
* Understand the business or financial condition of assigned institutions.
* Successfully complete select courses and/or on-the-job training to deepen and broaden functional knowledge including applicable regulations and developments related to the banking industry, as well as data retrieval techniques and editing methodologies.
* Enhance professional development by reading technical memoranda, report instructions, user guides, press releases, and other professional literature.
* Demonstrate basic knowledge of bank accounting and banking regulation.
Other duties and responsibilities
* May assist in the drafting and review of memos and...
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Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2024-12-07 07:27:24
