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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, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P.
Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC.
Annuities are made available through Chase Insurance Agency, Inc.
(CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc.
in Florida.
JPMS, CIA and JPMorgan Chase Bank, N.A.
are affiliated companies under the common control of JPMorgan Chase & Co....
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Type: Permanent Location: Corsicana, US-TX
Salary / Rate: Not Specified
Posted: 2024-08-29 08:29:34
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Company
Federal Reserve Bank of Richmond
When you join the Federal Reserve—the nation's central bank—you’ll play a key role, collaborating with leading tech professionals to strengthen and protect our economic, financial and payments systems.
We invest in contemporary and emerging technology each year to support the Federal Reserve and our economy, and we’re building a dynamic and diverse team for our future.
Bring your passion and expertise, and we’ll provide the opportunities that will challenge you and propel your growth—along with a wide range of benefits and perks that support your health, wealth, and life.
In addition to competitive compensation, we offer a comprehensive benefits package that includes tuition assistance, generous paid time off, top-notch health care benefits, child and family care leave, professional development opportunities, a 401(k) match, pension, and more.
All brought together in a flexible work environment where you can truly find balance.
About the Opportunity
The Information Technology Services (ITS) Demand and Portfolio Management department has an immediate opening for a Business Analyst at the Senior level, reporting to the ITS Business Enablement Manager.
As the Business Analyst, you will provide research and analyze data to identify appropriate solutions and provide recommendations to solve problems and issues related to ITS Demand and Portfolio Management.
You will provide guidance in identifying and developing processes and procedures that are effective and meet requirements; and plan and execute solutions and provide consultation to clients, colleagues and management.
You will also use your technical expertise in Tableau/Power BI to create dashboards.
You will participate in Federal Reserve System or customer workgroups concerning areas related to ITS or your role as a Business Analyst.
What You Will Do:
* Perform complex analysis of major business issues and search for and recommend sustainable solutions using established methodology and tools.
* Reviews and conducts analysis of budget, forecast, and actual expenditures within FedPPM (Clarity) and provides timely, relevant and accurate reporting of the results of organization's performance to facilitate decision-making towards the achievement of the budget and strategic plan.
* Review, compile, and analyzes detailed and complex statistics and data for major business issues, and provide guidance and collaboration in completing analysis, information or process mapping, and/or alignment of the business and related areas.
* Lead process improvement and solution discussions and present outcomes and actionable recommendations to senior management.
* Develop and design new processes of major and critical nature, and coordinate the updating of existing business processes.
* Leverage technical expertise to develop reports and dashboards.
Qualifications:
* Bachelor’s degree or higher; concentration in a bus...
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Type: Permanent Location: Richmond, US-VA
Salary / Rate: Not Specified
Posted: 2024-08-29 08:29:34
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Company
Federal Reserve Bank of New York
Working at the Federal Reserve Bank of New York positions you at the center of the financial world with a unique perspective on national and international markets and economies.
You will work in an environment with a diverse group of experienced professionals to foster and support the safety, soundness, and vitality of our economic and financial systems.
What we do:
Responsible for receiving, processing, and distributing new and previously circulated currency and coin to depository institutions to meet public demand for legal tender.
Activities also include accepting unfit and excess cash from depository institutions, government agencies and others, destroying unfit currency, and distributing new or fit currency both domestically and internationally.
Your role as Currency Support Associate:
* Experienced team member providing operational and administrative support for front line Cash Operations.
Functions as an SME to support training, compile metrics, conducts reviews of source documentation, and participates in internal and system initiatives.
* Acted as seasoned individual contributor.
Works independently with limited supervision and may manage projects/processes.
Coaches and reviews the work of other professionals.
* Influences others regarding policies, practices, and procedures.
Tactical - focused on the plans to achieve goals and objectives the "how", Transactional - carries out defined steps or processes.
* Supports the processing floor to deliver strong compliance and productivity results.
What we are looking for:
* Highly effective at influencing without independent authority when managing assignments requiring staff interactions.
* Support the Compliance team's activities for the Difference Analysis System and large difference reviews.
* Coordinates Bank and System training for staff.
* Conducts Treasury required counterfeit certifications for the operations staff.
* Assigned as a management designee to perform select Operations Lead tasks.
* Complies and shares daily/monthly reports for area metrics.
* Participates in internal and System workgroups/initiatives.
* Performs due diligence review of operations source documentation.
Salary Range: $75000 - $85000 / year
We believe in transparency at the NY Fed.
This salary range reflects a variety of skills and experiences candidates may bring to the job.
We pay individuals along this range based on their unique backgrounds.
Whether you’re stretching into the job or are a more seasoned candidate, we aim to pay competitively for your contributions.
Our Touchstone Behaviors—Communicate Authentically, Collaborate Inclusively, Drive Progress, Develop Others, and Take Ownership—help shape the culture of the Bank.
They also provide a shared language for how we work together and achieve success, and they set clear expectations for leading with impact at every st...
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Type: Permanent Location: East Rutherford, US-NJ
Salary / Rate: Not Specified
Posted: 2024-08-29 08:29:33
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Be an integral part of an agile team that's constantly pushing the envelope to enhance, build, and deliver top-notch technology products.
As a Senior Lead Software Engineer at JPMorgan Chase within the Corporate Sector in Kubernetes Product team , you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
Drive significant business impact through your capabilities and contributions, and apply deep technical expertise and problem-solving methodologies to tackle a diverse array of challenges that span multiple technologies and applications.
Job responsibilities
* Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors
* Develops secure and high-quality production code, and reviews and debugs code written by others
* Drives decisions that influence the product design, application functionality, and technical operations and processes
* Automating Infrastructure-as-code, using Terraform, VRA, ansible and other infrastructure automation tools.
Automating networking and O/S configuration from building images, configuring file system layouts and automating BGP peering up through CRI, CNI & CSI configuration for Kubernetes clusters
* Automating the installation, upgrade, scaling and management of a large and rapidly growing fleet of Kubernetes clusters.
Develop custom platform control plane webhooks, CRDs and operators and more that provide a secure opinionated platform
* Produces architecture and design artifacts for complex applications while being accountable for ensuring design constraints are met by software code development
* Adds to the team culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Proficiency in multiple modern programming languages, ideally including one of Go, Python, React, Java,
* Experience working with modern private & public cloud infrastructure platforms - Kubernetes, AWS EKS Terraform, Ansible and other automation tools
* Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages
* Ability to tackle design and functionality problems independently with little to no oversight
* Practical cloud native experience
* Experience in Computer Science, Computer Engineering, Mathematics, or a related technical field
Preferred qualifications, capabilities, and skills
* Experience in Infrastructure Architecture designs
* Experience in GCP GKE ecosystems a plus
* Knowledge of industry-wide technolog...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2024-08-29 08:29:32
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
* Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships
* Builds role as the internal and external mortgage expert and maintains good relationships with customers.
* Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances
Required qualifications, capabilities, and skills
* Bachelor's degree or equivalent work experience in sales and/or real estate
* 3+ years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position.
Note that any felony conviction within the last seven years will disqualify you from consideration for this position.
Your conti...
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Type: Permanent Location: San Antonio, US-TX
Salary / Rate: Not Specified
Posted: 2024-08-29 08:29:31
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JOB DESCRIPTION
The Global Head of Media Relations and Financial Communications is responsible for developing and deploying communications strategies globally for two separate and important disciplines.
The successful candidate will be an experienced media relations and financial communications leader, with experience in the financial services sector, preferably in the insurance sector.
S/he has been highly effective in a global, complex and highly matrixed business environment and publicly traded companies.
The candidate will be responsible for executing a media relations agenda that is explicitly linked to, and clearly supports, the overall objectives of the company and its leadership.
As a senior media relations counselor, this person must have the ability to work with and advise business and functional leaders, including the senior executive team, while also having the required drive to own the media space and operate as the go-to external communications leader and functional expert.
S/he must possess deep, proven experience in media relations, including issues and crisis management globally, and possess long-standing relationships with the media in the financial services space, particularly with the top-tier media.
At the same time, the individual will be responsible for producing or contributing to a range of financial and investor-related communications, including the annual report, quarterly earnings press release and employee summary, financial information in company brochures and presentations, and various investor presentations, working closely with the company's finance and investor relations teams.
As such, the individual will possess a high degree of fluency with financial and accounting terminology and principles and serve as point for the global communications team for all official Chubb financial communications-related content.
The Global Head of Media Relations and Financial Communications will sit at our 550 Madison Ave, New York, NY office.
Primary Responsibilities:
* In coordination with senior leadership, the ideal candidate will be responsible for implementing a media relations and financial communications strategy that is aligned with business objectives and ensuring that it is integrated and consistently articulated and adhered to
* Oversee media relations efforts and proactive outreach globally; coordinate and oversee media efforts across regions, businesses and functions
* Manage financial communications for quarterly earnings and other public company financial announcements; support writing components of the annual report and other investor-related corporate communications materials
* Ensure that the communications, marketing and investor relations strategy is closely aligned - driving collaboration and integration across the broader organization to maximize premium, and mitigating and getting ahead of any reputational risks
* Improve and increase adoption of established processes and p...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-08-29 08:29:31
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JOB DESCRIPTION
AVP -Regional Property Manager
We are looking for a strategic and dynamic leader to partner with branch and distribution management to profitably grow the NYC Property book which is currently $30,000,000.
Responsibilities:
Responsible for the profit, growth and fostering of internal and external relationships of a Commercial Insurance Property book within the New York Region.
Directly accountable for the middle market Property branch underwriting operation and results, including driving new business production and retention efforts in New York City.
Responsible for matrix reporting of Property business in NY Region, including offices in New Jersey, White Plains and Uniondale.
This position will also engage with our Marine core to drive opportunities more broadly in the NY market.
This Manager is responsible for hiring, retention, performance management, compensation and technical training and coaching and development for Property underwriting staff.
The Manager is also responsible for advancing the sales and marketing expertise of the local Property team, as well as the matrix Property organization in the region.
Specific responsibilities include:
P&L - Accountability (premium, profitability, and growth, retention, and expense plans/results) for middle market Property business serviced within the branch offices.
Portfolio Management/LOB - Direct profit and loss responsibility for field (middle market) business; coordination, agency management, and production responsibility across CI Property product portfolio.
Coordination and collaboration with the Underwriting Center in Whitehouse Station, NJ.
Underwriting Strategy Execution - Manages execution of new middle market underwriting and renewal underwriting strategy for Property.
Technical UW/Referral Resource - In collaboration with Product, serves as technical resource for referrals and underwriting authority.
Point of contact for branch risks which fall outside of field authority; coordinate efforts with Home Office/Product and Segment leaders.
Quality Assurance - Monitors underwriting quality with the Self Audit process.
Marketplace Focus - Develop opportunities particular to the marketplace and provide customized approaches on market conditions and agency needs.
Marketing Strategy and Execution - Works closely with Field Operations on development and execution of marketing strategy and coordinates marketing and production activities in Property.
Business Development - Directs business development activities and provides guidance for implementing sales and/or product launches.
Producer Management: -Primary responsibility for managing regional/local producer plant; responsible for cohesive and consistent agency management strategies across assigned locations.
Facilitates product education/appetite; serves as point person for key local producer relationships.
Budget and Expense Administration - Oversees business and budget planning for property business produced wi...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-08-29 08:29:30
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JOB DESCRIPTION
Senior Underwriter - Life Science NYC/ Long Island
Chubb is the world's largest publicly traded property and casualty insurer.
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.
Chubb is currently seeking a Commercial Lines - Life Science Underwriter to join its -Technology Insurance Specialty Practice with a focus on Life Sciences
This position will support both NYC and Long Island business and individual will need to travel to both locations.
Main responsibilities include:
* Financial performance, including profit, rate, retention, and identifying account round and cross-sell opportunities for a book of commercial business consisting of Life Science accounts.
* Underwrite and negotiate new lines and renewals on a commercial line's portfolio of $7.5M in Life Science business.
* Lines of business include commercial package, product liability, automobile, umbrella, workers compensation, and international lines including foreign clinical trial policies for Life Sciences business.
* Develop and maintain strong relationships with brokers to successfully produce, manage and grow our business.
QUALIFICATIONS
* Solid
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: New York, US-NY
Salary / Rate: Not Specified
Posted: 2024-08-29 08:29:29
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JOB DESCRIPTION
Chubb Associate
Chubb is looking for an aspiring insurance professional with aBachelor's Degree to join our Chubb Associate Program.
As the industry leader in Property & Casualty insurance, Chubb is an employer of choice for a student aspiring to develop a meaningful career in a fast-paced, diverse company.
This is a full-time position and a compelling opportunity to join a global, growing, financially stable and successful company.
We have designed our Chubb Associate Program to hone your skills and talents and help you reach your career goals.By joining the Chubb Associate Program, you will be part of an experience that supports the well-rounded development of critical business skills which in turn contributes to the future success of our company.
Our blended program is designed to include hands-on business assignments in a variety of disciplines, interactive classroom instruction, team assignments and direct interaction with other early career professionals as well as with many of our senior executives.As part of this program you will receive:
* Challenging assignments and the opportunity to contribute to the result of a team;
* Business training unique to a career at Chubb;
* Technical training to deepen your skill level within your chosen discipline; and an understanding of our broader industry;
* Interpersonal effectiveness training to help you gain strong communication and interactive skills;
* Access to additional training to compliment your professional development.
We are excited about and committed to the Chubb Associate Program because we believe that we are developing talented professionals with the potential to become Chubb's leaders of the future.
Who are we looking for?
Successful professionals at Chubb come from many backgrounds and experiences and bring that rich diversity with them to our company.They also have some things in common and these attributes will lead to your success at Chubb:
* Results orientation: a demonstrated ability to meet commitments under pressure
* Practical intellectual agility: capable and confident in absorbing new information
* Personal capacity: accepting and welcoming of additional responsibility over time
* Communication skills: an ability to communicate successfully in various settings
* Interpersonal/teamskills:works effectively with all colleagues and collaborates within and across departments
* Initiative: an ability to take full ownership of work and show initiative as needed
* Customer focused: service oriented, recognizing the importance of understanding client needs
* Integrity and work ethic: a commitment to hard work and a high ethical conduct
* Successful academic record: Minimum GPA of 3.0.
Successful candidates will be:
* Curious; passionate about learning
* Flexible and adaptable; a change agent
* Resilient and resourceful
* Collaborative; able to lead and follow
QUALIF...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2024-08-29 08:29:29
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JOB DESCRIPTION
We are seeking an experienced Auto Portfolio Management Lead to join our team at Chubb North America.
As the VP - Auto Portfolio Management Lead, you will play a critical role in ensuring the success and profitability of our Auto Line of Business for Commercial Insurance (Middle Market).
Your responsibilities will include continuous monitoring and strategic management of the line of business, ensuring alignment with the ever-evolving nature of the industry.
Collaboration with cross-functional teams will be instrumental in creating enhanced account-level outcomes.
Additionally, you will be responsible for developing advanced low touch underwriting flows, determining the best underwriting approaches, identifying target market segments, integrating third party data, and establishing metrics to assess the performance of our new business and renewal policies.
Job Responsibilities:
* Continuously monitor the health and performance of the Auto Line of Business, identifying areas for improvement and implementing appropriate strategies to drive positive outcomes.
* Lead the development of advanced low touch underwriting flows, including determining the optimal underwriting approach, and identifying target market segments.
* Define and establish metrics that effectively measure the success and performance of new business acquisition and renewal policies.
* Stay informed about industry trends, regulatory changes, and technological advancements that impact the Auto Line of Business.
Identify opportunities, risks, and emerging trends, and provide strategic recommendations to protect underwriting results over time.
* Build and maintain effective relationships with internal stakeholders, external partners, and industry professionals to foster collaboration.
* Analyze claims and pricing study data to uncover loss drivers impacting the Auto portfolio and recommend tactical and strategic changes to drive performance.
* Partner with Other LOB Teams and Industry Practice Leaders on mix and pricing management.
Collaborate with Analytics, Actuarial, Claims and other corporate teams as appropriate.
* Define requirements for portfolio monitoring capabilities (data, reports, tools, visualizations).
* Advance Auto Underwriting by creating and aggregating guided underwriting rules and identifying opportunities to incorporate new data sources and advanced analytics into digitization.
* Measure results of initiatives/actions vs.
expectations and communicate findings across stakeholders to create feedback loops and support a learning culture.
* Work in an agile environment in collaboration with Portfolio Managers across other Lines of Business to drive consistency and efficiency across lines.
QUALIFICATIONS
Knowledge
Education:
Bachelor's
ABOUT US
Chubb is a world leader in insurance.
With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal...
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Type: Permanent Location: Whitehouse Station, US-NJ
Salary / Rate: Not Specified
Posted: 2024-08-29 08:29:28
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JOB DESCRIPTION
The Work Lead will be responsible for assisting with a team of operations processing professionals to ensure efficient and accurate handling of operational tasks and workflows.
The successful candidate will possess strong leadership skills, exceptional attention to detail, effective communication skills, and a deep understanding of operational processes.
They will play a critical role in driving and maintaining operational excellence and delivering high-quality results.
The Work Lead will also be responsible for providing technical assistance, completing quality audits, and helping with work assignments, in addition to developing coaching and management skills.
This individual should have analytical and problem-solving skills, be able to multi-task, work independently, collaborate well in a team environment, take responsibility for decisions, and have good organizational skills.
Responsibilities:
The ideal candidate will utilize their advance knowledge of the rating and inventory systems to perform complex tasks.
This individual will need to facilitate effective business relationships by delivering timely, accurate and comprehensive responses to customers.
They will need to provide technical assistance, help with audits, and assign work through the work inventory tools.
In addition, the candidate will research issues, run reports, and stay late on close nights to ensure zero carry over.
Other responsibilities include:
* Collaborating with team members to promote a positive and motivating work environment.
* Identify areas of improvement, and implement corrective actions as needed.
* Identify process inefficiencies and bottlenecks, recommend and implement solutions to enhance operational effectiveness.
* Oversee and ensure accurate and timely processing of operational tasks.
* Monitor and report on productivity and progress to stakeholders and management.
* Serve as a point of contact for internal stakeholders regarding operational processes and issues.
* Collaborate closely with other team leads, managers, and departments to ensure seamless coordination and cross-functional alignment.
* Demonstrate technical knowledge and expertise by answering all questions for the business/products; provide support and direction for Processing Service Representative.
* Conduct regular quality assurance checks to maintain a high level of accuracy and compliance on transactions for Processing Service Representative.
QUALIFICATIONS
Requirements:
* Bachelor's
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 ex...
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Type: Permanent Location: Simsbury, US-CT
Salary / Rate: Not Specified
Posted: 2024-08-29 08:29:28
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Bring your expertise to JP Morgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You support the firm's growth in a responsible way by anticipating new and emerging risks.
Further, using expert judgement you work 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 Transaction Risk Management Senior Associate in Middle Market Banking Group, you play a key role in monitoring and reviewing intraday and overnight overdrafts that result from Treasury Service Products.
The team is charged with effectively balancing client payments flows with prudent risk management.
The team interacts with Credit Officers, Coverage Bankers, Treasury Service Officers and Client Service Professionals.
The work is fast pace and varied due to the number of different client situations that are encountered.
Team members often say, I learn something new every day.
The work revolves around Treasury Service Products and allows you to learn how Treasury Service products interact in daily cash management for the client.
You will use a number of different systems, both mainframe and web based to identify patterns of behavior and what is normal for a given client.
Job Responsibilities:
* Review of payment activity in both domestic and international DDAs
* Approval of overnight overdrafts within your authority with escalation to Credit for overdrafts above your authority.
* Follow up with coverage team (Banker, Treasury Service Officer, Client Service Officer or Credit Officer) or directly with client on aged overdrafts.
* Investigate intraday overdraft over limits to determine if under lying facility or account structure needs to change to improve payment flow.
* Approval or escalation to credit of intraday overdrafts related to wire or book transfer activity, automated clearing house (ACH) transactions and items related to international collections.
* Review of Treasury Service related facilities, like intraday lines or operating lines that support treasury products.
Required Qualifications, Skills and Capabilities:
* At least 3 years of experience in Customer Service, Treasury Service Product Management or related areas
* To be a self-starter capable of working in a time sensitive environment
* Excellent communication skills
* PC literate with proficiency in MS Outlook, MS Work and MS Excel
* Comfortable prioritizing daily work on your own
* Good problem solving skills
About Us
Across JPMorgan Chase, we serve millions of customers and many of the world's most prominent corporate and government clients.
Our mission is to build a stronger, more equitable economy, and we strive to make a positive impact everyday with our customers in their communities.
We are pro...
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Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2024-08-29 08:29:27
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We have an obsession 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...
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Type: Permanent Location: Seattle, US-WA
Salary / Rate: Not Specified
Posted: 2024-08-29 08:29:26
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We have an obsession 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 f...
....Read more...
Type: Permanent Location: Draper, US-UT
Salary / Rate: Not Specified
Posted: 2024-08-29 08:29:26
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Company
Federal Reserve Bank of Minneapolis
We have a vacancy for a Manager of Information Technology (IT) on our TRIM (Treasury Retail Investment Manager) Team.
This team is a shared service that builds/maintains components and provides design services for subscribing applications.
To be considered for this position you must be a U.S.
Citizen.
As an IT Manager –you are responsible for providing thought leadership for the data team and lead a team of data engineers, developers and analysts within the TRIM program.
You must bring a deep technical background specializing in data architecture, analysis, design, and development of solutions while also being a strong collaborator and communicator. You will also be responsible for shepherding the team towards successful on-time delivery of projects and other ongoing deliverables.
You will be expected to build strong partnerships with product, development, information security and other dependent teams to ensure quality team deliverables meet expectations.
The Bank believes in flexibility to balance the demands of work and life while also recognizing the necessity of connecting and collaborating with our colleagues in person.
Onsite work is an essential function of this position, and you are expected to be in the office 2 days per week for meetings and team collaboration, unless directed otherwise by your supervisor.
Responsibilities:
* Work with business stakeholders and executives to identify opportunities that enable data architecture, analysis, design, and development of data solutions in support of their tactical and strategic objectives.
* Lead data team(s) in defining and delivering on key milestones for the data migration workstream.
* Partner with teams including App Dev, Product, and Quality within the agile framework.
* Define and implement industry-best practice standards in cloud-based data platforms.
* Exhibit and manage a culture that drives innovation and continuous improvement through servant leadership.
* Manage and collaborate on the prioritization of product/feature backlog and provide input into the program's roadmap.
* Provide project planning and management for moderate to complex projects.
* Oversee staffing, performance management, staff development, salary recommendations, and terminations.
* Support official staff in the effective and efficient administration of the department, which includes planning and ensuring resource alignment, and developing and monitoring operational performance metrics to ensure on-time delivery meeting business objectives.
* Provide program leadership with a variety of written communications including status reports on projects and objectives, presentations, and detailed analysis of test issues and solutions.
* Oversee the planning and development of technical requirements, use cases/scenarios, and design solutions.
* Accountable for achi...
....Read more...
Type: Permanent Location: Minneapolis, US-MN
Salary / Rate: 168749
Posted: 2024-08-29 08:29:25
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We have an obsession 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 f...
....Read more...
Type: Permanent Location: Naperville, US-IL
Salary / Rate: Not Specified
Posted: 2024-08-29 08:29:24
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We have an obsession 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...
....Read more...
Type: Permanent Location: Shreveport, US-LA
Salary / Rate: Not Specified
Posted: 2024-08-29 08:29:24
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Company
Federal Reserve Bank of New York
Working at the Federal Reserve Bank of New York positions you at the center of the financial world with a unique perspective on national and international markets and economies.
You will work in an environment with a diverse group of experienced professionals to foster and support the safety, soundness, and vitality of our economic and financial systems.
The Bank believes in work flexibility to balance the demands of work and life while also connecting and collaborating with our colleagues in person.
Employees can expect to be in the office a couple of days per week as needed for meetings and team collaboration and should live within a commutable distance.
What we do:
As a member of the EPC development team you will be building the next generation distributed data storage and processing systems that can outperform specialized SQL query engines in relational query performance, yet provide the programming abstractions to support diverse workloads ranging from ETL to data consumption across various analytical models.
Your role as a Cloud Developer Engineer:
* Design, develop, support, and maintain automated business intelligence products using Alteryx/Tableau.
* Rapidly design, develop, and implement reporting applications that embed KPI metrics and actionable insights into the operational, tactical, and strategic activities of key business functions.
Knowledge of Qualtrics is a plus.
* Possess a robust technical background in Databricks, enabling you to guide teams through complex technical challenges.
* Good understanding of GitLab, CI/CD Pipeline and Devops.
* Utilize Python for data manipulation, automation, and integration tasks for Data Pipeline development.
* Write and optimize SQL queries for data extraction, transformation, and loading processes.
What we are looking for:
* Experience in data cleansing, data blending, data validation, data transformation, data normalization using Alteryx Designer
* Experience with Alteryx tool install, upgrades and creating a highly available, scalable, secure and resilient infrastructure.
* Be instrumental in helping to build the process flows using Alteryx, Cloudera and Tableau.
* Experience in AWS resources for building data workflows, transformations using AWS Glue, EKS, S3, DynamoDB & Redshift.
* Knowledge of RDBMS, NoSQL, Key/Value databases.
* Familiarity with Agile Framework and Scrum methodology
Salary Range: $87900 - $119200 / year
We believe in transparency at the NY Fed.
This salary range reflects a variety of skills and experiences candidates may bring to the job.
We pay individuals along this range based on their unique backgrounds.
Whether you’re stretching into the job or are a more seasoned candidate, we aim to pay competitively for your contributions.
Our Touchstone Behaviors—Communicate Authentically, Collaborate Inclusively, Drive Progress, Develop Others, and T...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: 88000
Posted: 2024-08-29 08:29:23
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The Cyber security and Technology Controls Adoption Readiness Assessment team manages planning and execution of technology platform assessments as well as ensure readiness and remediation across all applicable technology platforms at the bank.
As an Assessments & Exercises Senior Associate within the Cyber and Tech Controls line of business, you will help enhance the firm's cybersecurity or resiliency posture by using industry-standard assessment methodologies and techniques to proactively identify risks and vulnerabilities in people, processes, and technology.
Collaborate with the team to design and execute risk-driven tests and simulations.
Evaluate preventative controls, incident response processes, and detection capabilities.
Your ability to make informed decisions and foster continuous improvement will allow you to contribute to the achievement of the team's operational goals and the mitigation of cyber and resiliency risks.
Job Responsibilities:
* Assess and perform IT general control and application control testing; facilitate identification of findings, relevant compensating controls, remediation, validation, and closure of findings within defined timeframes
* Execute on multiple controls adoption readiness assessments performed by various members of the team
* Evaluate the functionality of existing and new technology platforms to drive adherence to control standards
* Track and communicate overall progress of various program, ensuring complete and timely reporting on program status to senior management stakeholders
* Ensure key risks impacting controls audits are addressed prior to initiation of audits
* Work with internal and external stakeholders to understand and document various current-state control processes and process flows
* Examine results of internal / external audits for potential cross-impacts on other programs
* Ensure quality standards are achieved in development and maintenance of program documentation
Required Qualifications, Capabilities, and Skills :
* Formal training or certification on audit functions or 2+ years of IT controls experience as a practitioner / lead with a "Big Four" or top IT consulting firm.
* Knowledge of information technology and auditing of IT general controls (SOx / SOC 1 / SOC 2)
* Ability to simultaneously execute on multiple on-going assessments across different groups of stakeholders
* Ability to initiate meetings, problem solving to identify solutions to issues and deliver quality results in a deadline-driven environment
* High energy and a passion for the delivery of high-quality project outcomes
* Highly motivated, self-starter that can work autonomously and can independently take initiative to learn new technologies using various resources
* Results oriented, strong sense of ownership, detail oriented, quality-focused
* Ability to work effectively in a global team environment and drive results in a matri...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2024-08-29 08:29:21
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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.
For those in eligible roles, discret...
....Read more...
Type: Permanent Location: San Antonio, US-TX
Salary / Rate: Not Specified
Posted: 2024-08-29 08:29:20
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You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Here at Chase, you 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
* 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 such, an employment offer for this position is conti...
....Read more...
Type: Permanent Location: Eastlake, US-OH
Salary / Rate: Not Specified
Posted: 2024-08-29 08:29:19
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Join our dynamic team as an Auto Underwriter II (Jaguar Land Rover Financial Group) in our Auto Finance team.
As an Underwriter II, you will review credit policies and/or pricing exceptions and assist in daily operations that include decisioning automobile applications by our clients.
You will structure decisions to enhance relationships.
Your role requires an emphasis on response time, quantity of applications processed, and quality of applications approved.
You will meet or exceed agreed upon goals for return on equity, volume, conversion ratios, and other business metrics.
You will also initiate sales calls via telephone, and where appropriate, prepare written follow-up.
Additionally, you will provide prompt, accurate responses to all internal and external customer inquiries.
Job responsibilities
* Review and recommend credit decision to more senior underwriters based on amount requested and policy requirements.
* Review credit applications and render the appropriate credit decision within credit policy requirements and in compliance with all regulations.
* Review and approve automobile applications submitted by our clients, placing an emphasis on response time, quantity of applications processed, and quality of applications approved.
* Meet or exceed agreed upon goals for return on equity, volume, conversion ratios, and other business metrics.
* Initiate sales calls via telephone, and where appropriate, prepare written follow-up.
* Provide prompt, accurate responses to all internal and external customer inquiries.
Required qualifications, capabilities and skills
* Minimum of three years Credit/Auto Finance experience
* Experience reviewing credit bureau reports.
* Working knowledge of credit philosophy and policies, and loan documentation
* Ability to learn Bank's policies and procedures, as well as its products and services.
* Good analytical skills supported by excellent written and verbal communication skills.
* Ability to apply good judgement and learn credit policy and documentation
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.
For those in eligible roles, discretionary incentive compensation which may be 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 p...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2024-08-29 08:29:19
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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: Fort Thomas, US-KY
Salary / Rate: Not Specified
Posted: 2024-08-29 08:29:18
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Job Profile:
Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
You will have a unique opportunity to grow your career while making a significant impact on our business.
As a Senior Home Lending Advisor in Chase Home Lending, you will take your clients on a first-class journey to home ownership and deliver strong sales results.
You will put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job responsibilities
* Coaches and mentors the branch team by providing training on products and services.
* Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
* Partners with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts
* Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and can function well within formal and dotted-line reporting relationships
* Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances
Required qualifications, capabilities, and skills
* Minimum three years of mortgage lending and proven sales experience in retail banking
* Knowledge of real estate market in local area
* Excellent written and oral communication skills
* Knowledge of FHA, VA, FNMA, and FHLMC guidelines
Preferred qualifications, capabilities, and skills
* FHA/VA sales experience
* Marketing, promoting, relationship building, and consulting skills
* Intermediate PC skills in a Windows environment
* Bachelor's degree or equivalent work experience in sales and/or real estate
This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators.
As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, informatio...
....Read more...
Type: Permanent Location: Valley Stream, US-NY
Salary / Rate: Not Specified
Posted: 2024-08-29 08:29:17
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Join our Corporate Responsibility Core Operations team as a Senior Associate within the core operations team.
This role offers a unique opportunity to support global payments processing and operational processes, making a significant impact on our philanthropic and employee giving programs.
As a Senior Associate in Corporate Responsibility Core Operations, you will support end-to-end global payments processing, account reconciliations, and customer service for nonprofit organizations.
This role offers a unique opportunity to join a team making a significant impact on our philanthropic and employee giving programs.
Reporting to the Core Operations & Regulatory Reporting Executive Director, you will work closely with Corporate Controllers, Corporate Finance, CR Tech, and the Core Operations Team.
This role requires independence, flexibility, strong process improvement skills, and attention to detail.
Job responsibilities:
* Manage an optimal operations payment environment, support process changes and manage daily team requests.
* Payments processing, account reconciliations, nonprofit outreach, and due diligence.
* Utilize meaningful metrics to ensure process health.
* Implement process improvement initiatives for efficiency and effectiveness.
* Ensure strong, compliant, and risk-averse operational processes.
* Maintain audit readiness and manage audit requests.
Required qualifications, capabilities, and skills:
* Minimum of 3 years of related experience
* Strong aptitude for analyzing and developing solutions.
* Advanced Excel skills and LLM Suite applications.
* Team-oriented and detail-oriented.
* Flexibility and willingness to embrace change.
* Ability to identify business needs and implement solutions.
* Ability to interact independently with business partners.
* Strategic thinking and financial planning skills.
Preferred qualifications, capabilities, and skills:
* Experience in financial services, payments, accounting, operations or change management.
* Strong problem-solving and project management skills.
* Advanced Excel skills (Pivot tables, functions, array formulas, visualizations).
* Knowledge of query processing for software platforms (vendor proprietary tools, SQL, ETL, Alteryx, Tableau).
* Flexibility and adaptability to change.
* Active contributor to team meetings and stakeholder interactions.
* Excellent oral and written communication skills, customer service mindset a plus.
JPMorgan Chase & Co., 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...
....Read more...
Type: Permanent Location: Washington, US-DC
Salary / Rate: Not Specified
Posted: 2024-08-29 08:29:16
