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As a Personal Advisor, in J.P.
Morgan's Wealth Management's National Branch Personal Advising group, you will partner with clients to create custom financial plans based on their goals.
You will meet with clients primarily through scheduled appointments via video or phone, build a personalized financial plan for each client, and match clients with investment portfolios that are designed and managed by J.P.
Morgan's Chief Investment Officer.
You will also provide advice to existing clients as they need it, helping them navigate shifting priorities around their finances and their lives.
Personal Advisors will work in a full time based office environment to support the full book of clients.
• Leverage experience and understanding of investments, wealth planning, credit and banking concepts to help clients achieve their financial goals
• Convert high quality leads into new clients and help to maintain those relationships
• Utilize a "solution-oriented" mindset to work towards best possible outcomes for all clients
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their day
• Educate clients on the digital products available to them to better monitor, maintain and achieve their financial goals.
Required qualifications, capabilities, and skills:
• A valid and active Series 7
• A valid and active Series 66 (63/65) license is required or ability to obtain within 60 days of starting in the role as a condition of employment
• This role requires you to be licensed in all states
Preferred qualifications, capabilities, and skills:
• At least 3 years of relevant financial services or brokerage experience strongly preferred with focus on financial planning
• Bachelor's degree preferred
• CFP preferred
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental...
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Type: Permanent Location: Irvine, US-CA
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:06
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We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Program Banker Analyst in the U.S.
Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients.
As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program.
Promotional opportunities within J.P.
Morgan are based on our business needs and the Analyst's performance.
The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning.
Job Responsibilities
* Help devise customized financial strategies for existing and prospective clients
* Prepare pitch books and meeting materials
* Collaborate with integrated team members to analyze balance sheets and understand a clients' investment objectives to produce customized recommendations that consider appropriate risk/return objectives
* Become an expert in a range of proprietary models to provide recommendations on tailored solutions
* Conduct research and analysis; assist with product development and prospecting efforts
* Research client inquiries and manage follow up communication and materials
* Assume significant responsibility, as you progress in your role, by interacting frequently with senior management and working directly with clients
Required Qualifications, Capabilities, and Skills
* Bachelor's degree with a minimum overall GPA of 3.2
* No more than two years of work experience following completion of undergraduate program
* Demonstrated aptitude for sales and client relationship management
Preferred Qualifications, Capabilities, and Skills
* Superior multi-tasking and organizational skills
* Excellent communication skills and poise giving presentations
* Genuine interest in financial markets and macro-level economic trends
* Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions
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...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:04
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Join our Investment Solutions team as a dynamic Business Manager.
Drive growth, implement change, and optimize performance while working with top Business Heads and key stakeholders.
Shape strategies, achieve goals, and mitigate risks.
Apply now!
As a Vice President on the Business Management team within the Investment Solutions unit you will work with Business Heads and key stakeholders to drive growth and implement change.
You will help develop and execute business strategies and priorities, ensuring our firm's goals are clear and achievable.
Your work will focus on optimizing performance through key initiatives.
As trusted advisors Business/Group Heads, you will identify, escalate, and mitigate operational business risks.
Job responsibilities:
* Collaborate with Business Heads to execute and provide strategic advice on business priorities.
* Align business goals and objectives with priorities and initiatives, serving as a thought partner to Business Heads on key business decisions.
* Lead high-impact initiatives to drive innovation and transformation across managed solutions platforms.
* Communicate effectively with key business partners, including portfolio management, manager research, alternative research, product development and trading, to understand projects and drive next steps.
* Provide a high level of responsiveness to executive ad-hoc requests related to results, presentation development, and analysis for key stakeholders.
* Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in PowerPoint techniques.
* Create management presentations and reporting for senior management.
* Project manage and deliver key workstreams and tasks.
Identify key business risks on the platform and drive the resolution of mitigating controls.
* Participate in collaborative initiatives with team members and global managers, continually seeking ways to simplify, improve, and add value to existing business processes.
* Build an understanding of current-state processes and identify weaknesses, gaps, and opportunities for improvement.
* Collaborate with functional partners across the organization to help achieve business objectives.
Required qualifications, capabilities, and skills
* At least 6+ years of relevant experience in the wealth management or asset management industry, or in a consulting, project management, or business management capacity.
* Demonstrates a strong commitment and dedication to their work.
* Possesses exceptional writing abilities, capable of drafting clear, concise, and professional documents and communications.
* Excels in a fast-paced, dynamic environment, effectively managing multiple tasks and priorities, even amidst high levels of activity and noise.
* Brings a creative spark and a passion for innovation, consistently seeking new and improved ways to serve clients and enhance processes.
...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:04
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Are you customer-focused, an analytical thinker and passionate about delivering solutions to clients? Then you've found the right team.
As a Treasury Sales Support Associate in Commercial Term Lending, you will play an integral part in onboarding new clients, managing business relationships, and helping achieve portfolio growth objectives.
You will provide support to Treasury Management Officers (TMOs) by initiating high-quality implementation requests, ensuring correct billing, and guaranteeing proper internal controls and policies are followed.
You will develop your working knowledge of Treasury Services products and hone your skills over time for a successful career within JPMorgan Chase.
Job responsibilities
* Provide subject matter expertise, confirm scope, products, and services
* Assist with client call preparation by creating relationship review materials, account plans, and conducting customer research
* Coordinate with Sales and implementation regarding potential client change requests
* Support ad-hoc requests
* Participate in process improvement initiatives designed to improve workflow resulting in an enhanced client experience
* Apply required control procedures
* Coordinate with internal partners to ensure successful implementation, product ramp-up and accurate pricing/billing
Required Qualifications, Capabilities and Skills
* Bachelor's Degree required
* Demonstrates the ability to understand Treasury Solutions products, pricing philosophy, and billing process and procedures
* Superior verbal and written communication skills with the ability to mobilize internal networks and resources
* Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
* Highly proficient in Microsoft Office (PowerPoint, Excel and Word) with superior analytical and quantitative 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.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuit...
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Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:03
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• Du bist für die Vorbereitung und freundliche Ausgabe von Speisen und Getränken verantwortlich.
• Du befüllst Vitrinen und Verkaufsflächen.
• Du kassierst.
• Du hältst deinen Arbeitsplatz hygienisch sauber und reinigst die Tische.
• Du kümmerst dich um die richtige Handhabung /Aufbewahrung/ Kühlung der Lebensmittel.
• Du interessierst dich für Gastronomie & Lebensmittel.
• Du hast gute Deutschkenntnisse und bist mind.
18 Jahre alt.
• Idealerweise bringst du erste Erfahrung in der Arbeit in einem Gastronomiebetrieb mit.
• Auch in stressigen Situationen bewahrst du in deinem Team die Ruhe.
SMÅRT für dein Konto:
Das Mindestentgelt für diese Position beträgt auf Basis einer Vollzeitbeschäftigung (40 Wochenstunden) € 2.380,- brutto pro Monat. Diese Stelle wird in Teilzeit mit 16 und 24 Wochenstunden besetzt, das entspricht einem monatlichen Bruttoentgelt von € 952 und € 1.428 .
Deine Arbeitszeiten bei 16 Wochenstunden:
Laut Dienstplan vorwiegend Freitag und Samstag, die Tage können aber variieren an 2 Tagen pro Woche von Montag bis Samstag.
Deine Arbeitszeiten bei 24 Wochenstunden:
Laut Dienstplan vorwiegend Freitag und Samstag, die Tage können aber variieren an 3 Tagen pro Woche von Montag bis Samstag.
Deine Benefits:
• Ein sicherer Arbeitsplatz mit einem Einstiegsgehalt über dem Kollektivvertrag in einem inklusiven und werteorientierten Unternehmen
• ONE IKEA Bonus (jährlich bei Zielerreichung für alle Mitarbeiter:innen)
• Ein Dienstplan, abgestimmt auf deine Bedürfnisse, 4 Wochen im Vorhinein
• Freie Sonn – und Feiertage
• Weiterbildungs- und Aufstiegsmöglichkeiten im In- und Ausland
• Lebens- und private Unfallversicherung
• 15% Einkaufsrabatt
• kostenfreies Essen an Arbeitstagen
weitere Vorteile findest du auf IKEA.at/Jobs
SEI SMÅRT GANZ DU SELBST: WIR GLAUBEN AN KARRIERE OHNE BARRIERE
In Schubladen denken wir nur, wenn es um Kommoden geht.
Deshalb setzen wir auf die Förderung von Geschlechtergerechtigkeit, einen bunten Mix aus Generationen, die Inklusion von Personen mit Behinderungen und einen offenen Umgang mit Religion, Glaube und Weltanschauung.
Mehr zu Inklusion, Vielfalt und Gleichheit bei IKEA findest du unter: Inklusion, Vielfalt & Gleichheit am Arbeitsplatz - IKEA Österreich
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Type: Permanent Location: Salzburg, AT-5
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:03
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The Chief Data & Analytics Office (CDAO) at JPMorgan Chase is responsible for accelerating the firm's data and analytics journey.
This includes ensuring the quality, integrity, and security of the company's data, as well as leveraging this data to generate insights and drive decision-making.
The CDAO is also responsible for developing and implementing solutions that support the firm's commercial goals by harnessing artificial intelligence and machine learning technologies to develop new products, improve productivity, and enhance risk management effectively and responsibly .
As an Executive Director on the Machine Learning Center of Excellence (MLCOE) team, you will be responsible for applying advanced machine learning techniques to a variety of complex tasks.
These tasks include natural language processing, speech analytics, time series, reinforcement learning, and recommendation systems.
You will work closely with different teams and actively contribute to our knowledge sharing community.
In a highly collaborative environment, you will partner with business professionals, technologists, and control partners to implement solutions into production.
Your passion for machine learning should be evident, and you should be willing to dedicate time to learning, researching, and experimenting with new innovations in the field.
Your expertise in Deep Learning and Large Language Models, coupled with hands-on implementation experience, strong analytical thinking, a deep desire to learn, and high motivation, will be crucial for this role.
Job Responsibilities
* Research and explore new machine learning methods through independent study, attending industry-leading conferences, experimentation and participating in our knowledge sharing community
* Develop state-of-the art machine learning models to solve real-world problems and apply it to tasks such as natural language processing (NLP), speech recognition and analytics, time-series predictions or recommendation systems
* Collaborate with multiple partner teams such as Business, Technology, Product Management, Legal, Compliance, Strategy and Business Management to deploy solutions into production
* Drive Firm wide initiatives by developing large-scale frameworks to accelerate the application of machine learning models across different areas of the business
Required qualifications, capabilities, and skills
* PhD in a quantitative discipline, e.g.
Computer Science, Electrical Engineering, Mathematics, Operations Research, Optimization, or Data Science, with at least five years of industry or research experience in the field.
Or an MS with at least eight years of experience.
* Solid background in NLP or speech recognition and analytics, personalization/recommendation and hands-on experience and solid understanding of machine learning and deep learning methods
* Extensive experience with machine learning and deep learning toolkits (e.g.: TensorFlow, PyTorch, NumPy, Scikit...
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Type: Permanent Location: Seattle, US-WA
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:02
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Company
Federal Reserve Bank of Boston
This is a 2nd shift role (4pm - 1am ET), Wednesday thru Sunday.
Federal Reserve Financial Services (FRFS) delivers a suite of payments services to financial institutions via FedLine® Solutions, FedNowSM, Fedwire®, National Settlement Service (NSS), FedCash®, FedACH® (Automated Clearing House), and Check Services.
We are currently leading a strategic effort to transform FRFS to a national, enterprise-focused organization.
Through our evolved structure, we will meet the needs of the marketplace for new products and services more quickly, seek to provide a more robust and unified customer experience across our financial service offerings, and create new career growth opportunities for FRFS staff.
We are seeking leaders to set the vision, strategy, values, and priorities that enable FRFS to achieve its mission.
Our leaders must demonstrate a strategic, action-oriented mindset focused on intellectual curiosity, agility, accountability, and the ability to drive innovation through experimentation.
To achieve our vision for a people-focused organization with a strong collaborative and innovative culture, we expect our leaders to champion an inclusive environment and demonstrate our values in how we work and interact with each other and our broader community.
The Federal Reserve has developed a new interbank 24x7x365 real-time gross settlement (RTGS) service with integrated clearing functionality, called the FedNow Service.
This service enables financial institutions to provide their customers with the ability to send and receive payments any time, any day, and have full access to those funds within seconds.
This position is a unique opportunity to be part of this mission-critical Federal Reserve initiative that is transforming the payments landscape in the United States.
The position will be primarily on-site with residency commutable to one of our offices required.
The FNOC Sr.
Analyst will perform critical operational activities including monitoring, working with partner stakeholder teams to mitigate risks, support participant onboarding, and execute ongoing operational tasks for the FedNow Service.
Heavy emphasis will be focused on identifying opportunities to improve operational efficiency via process standardization and automation.
Provide expert guidance and technical support to clients and internal teams on all FedNow-related issues.
The Senior Analyst will demonstrate their subject matter expertise by acting as an escalation point to our Level 1 customer support team while fulfilling customer requests.
What will be expected of you –
* Develop deep expertise of the FedNow Service & stay up to date on all the latest releases and development
* Interview, develop, train, mentor and provide performance feedback for Analysts
* Laser focus on a world class, end-to-end customer experience
* Facilitate high pressure troubleshooting calls for Production issues
* Need to be a...
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Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:01
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Company
Federal Reserve Bank of Kansas City
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.
Federal Reserve Financial Services (FRFS) delivers a suite of payments services to financial institutions via FedLine® Solutions, Fedwire®, National Settlement Service (NSS), FedCash®, FedACH® (Automated Clearing House), Check Services, and the FedNow® Service.
In 2020, we undertook a strategic effort to transform FRFS from a product and support office framework to a national, enterprise-focused organization.
The enterprise structure integrated the prior retail, wholesale, cash, and customer relations product and support offices into a new organization, which was further joined by the FedNow team in early 2024.
Our North Star strategy, with the new structure, is to offer a fully integrated product suite that provides speed, resilience, and choice in meeting the payments needs of financial institutions across the United States.
Through our evolved structure, we will meet the needs of the marketplace for new products and services more quickly, seek to provide a more robust and unified customer experience across our financial service offerings, and create new career growth opportunities for FRFS staff.
We are seeking leaders to set the vision, strategy, values, and priorities that enable FRFS to achieve its mission.
Our leaders must demonstrate a strategic, action-oriented mindset focused on intellectual curiosity, agility, accountability, and the ability to drive innovation through experimentation.
To achieve our vision for a people-focused organization with a strong collaborative and innovative culture, we expect our leaders to champion an inclusive environment and demonstrate our values in how we work and interact with each other and our broader community.
This position is responsible for business application configuration, setup, maintenance, testing, analysis and troubleshooting in support of a comprehensive suite of retail and wholesale financial service products, including ACH, Check, Fedwire Funds, Securities and FedNow.
The Sr.
Systems Configuration Analyst demonstrates advanced understanding of business application systems supporting multiple Federal Reserve’s financial services offerings, the setup of routine to complex processing and accounting relationships for thousands of financial institutions within these systems in order to properly process and settle financial transactions, provides complex operational and technical support, and is a primary resource for troubleshooting or solving complex application and operational problems.
Successful execution of duties requires obtaining and authenticating financ...
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Type: Permanent Location: Kansas City, US-MO
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:01
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Company
Federal Reserve Bank of Minneapolis
Cash Ops Specialist I
Performs some or all of the following duties in a highly regulated operations area, strictly adheres to procedures and controls, and complies with all regulations, procedures and controls, including the Treasury Currency Operations Manual (TCOM), Federal Reserve System Custody Principles and Standards (CCPS) and internal procedures and controls.. Prepares currency and coin shipments for depository institutions efficiently and accurately to meet all quality standards..
Verifies all in-coming currency and coin shipments from depository institutions..
Verifies all supporting documentation with the currency and coin to ensure integrity and accuracy of the deposit.. Prepares currency for processing, operates high-speed currency equipment, verifies currency deposits from financial institutions, initiates adjustments, identifies counterfeit currency and balances team inventory while monitoring production and maintaining internal and Treasury procedures and controls.. Counts and manages a large quantity of currency or coin on a 1-4 member team..
Maintains custody control standards and ensures supporting documentation for all transactions is completed accurately..
Balances the team inventory on a daily basis through the cash application system.. Functions well in team oriented environment while working in close proximity with other employees.. Performs job responsibilities while maintaining quality and productivity goals and contributing to team performance.. Communicates effectively with co-workers, supervisor, and other Bank employees.. Performs other duties or responsibilities as needed or assigned..
Full Time / Part Time
Full time
Regular / Temporary
Regular
Job Exempt (Yes / No)
No
Job Category
Operations Family Group
Work Shift
First (United States of America)
The Federal Reserve Banks are committed to equal employment opportunity for employees and job applicants in compliance with applicable law and to an environment where employees are valued for their differences.
Always verify and apply to jobs on Federal Reserve System Careers (https://rb.wd5.myworkdayjobs.com/FRS) or through verified Federal Reserve Bank social media channels.
Privacy Notice
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Type: Permanent Location: Helena, US-MT
Salary / Rate: 44000
Posted: 2025-04-01 08:27:00
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Werde Postbote für Pakete und Briefe in Hemer
Was wir bieten
* 17,60 € Tarif-Stundenlohn inkl.
50% Weihnachtsgeld und regionaler Arbeitsmarktzulage
* Weitere 50% Weihnachtsgeld im November
* Bis zu 332 € Urlaubsgeld
* Du kannst sofort vorerst befristet in Vollzeit starten, 38,5 Stunden/Woche
* Möglichkeit der Auszahlung von Überstunden und zusätzlichen Vergütung durch bspw.
freiwillige Rufbereitschaft
* Ein krisensicherer Arbeitsplatz, garantierte Gehaltssteigerung gemäß Tarifvertrag und pünktliche Gehaltszahlungen
* Möglichkeit der Sprachförderung
* Kostenlose Bereitstellung von hochwertiger Arbeitskleidung
* Ausführliche Einweisung (bezahlt) – wir machen dich fit für die Zustellung
* Unbefristete Übernahme und Entwicklungsmöglichkeiten (bspw.
Standortleiter) bei guten Leistungen und offenen Positionen möglich
* Attraktive Mitarbeiterangebote wie z.B.
arbeitgeberfinanzierte betriebliche Altersvorsorge, Fahrradleasing, Rabatte bei Mobilfunkanbietern, etc.
Deine Aufgaben als Postbote bei uns
* Zustellung von Brief- und Paketsendungen mit zur Verfügung gestellten Hilfsmitteln
* Auslieferung an 5 Werktagen (zwischen Montag und Samstag)
* Sendungen im Durchschnitt unter 10 kg
* Zustellung mit unseren Geschäftsfahrzeugen, bspw.
vollelektrische Fahrzeuge
Was du als Zusteller bietest
* Du darfst einen Pkw fahren
* Du kannst dich auf Deutsch unterhalten
* Du bist wetterfest und kannst gut anpacken
* Du bist zuverlässig und hängst dich rein
Werde Postbote bei Deutsche Post DHL
Als Postbote bringst du den Menschen in deinem Bezirk Brief- und Paketsendungen.
Dabei lässt du dir von keinem Wetter die Laune verderben.
Auch Quereinsteiger oder Studenten sind bei uns herzlich willkommen, denn du zählst, wie du bist!
Wir freuen uns auf deine Bewerbung als Fahrer, am besten online! Klicke dazu einfach auf den 'Bewerben'-Button – auch ganz ohne Lebenslauf.
MENSCHEN VERBINDEN, LEBEN VERBESSERN
#werdeeinervonuns
#werdeeinervonunspostbote
#jobsNLEssen
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Type: Contract Location: Hemer, DE-NW
Salary / Rate: Not Specified
Posted: 2025-04-01 08:27:00
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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
* Independently 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
* 6+ 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
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 ...
....Read more...
Type: Permanent Location: Denver, US-CO
Salary / Rate: Not Specified
Posted: 2025-04-01 08:26:59
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Commercial Banker is for you.
As a Commercial Banker within the Middle Market Banking team, your role is to be the focal point of client acquisition and ongoing relationships; Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Banker, you are responsible for growing and retaining profitable relationships within the Middle Market and Specialized Industries target space.
Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and Chase Paymentech Solutions.
Our strongest Bankers have a methodical approach to the market activity and prospecting.
We deliver locally and therefore our ideal candidate has deep local connections and market knowledge.
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 further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required Qualifications, Capabilities and Skills
* 5+ years of experience in direct lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree and formal credit training preferred
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
* Excellent business judgment, strategic thinking, self-directed, proactive and creative
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 ...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-01 08:26:58
-
Company
Federal Reserve Bank of Atlanta
As an employee of the Atlanta Fed, you will help support our mission of promoting the stability and efficiency of the U.S.
economy and financial system.
Your work will affect the economy of the Southeast, the United States, and the world.
The work we do here is important, and how we do it is just as important as what we do.
We live our values of integrity, excellence, and respect every day.
We do the right thing, we do things right, and we treat people right.
A career at the Federal Reserve Bank of Atlanta gives you the chance to do work that touches lives and helps communities prosper.
We are a dynamic hybrid workplace environment that requires at least 2 days a week in the office.
Position Summary:
Manages one or more functional units within the Cash Services Department and may assume responsibility for the department in the Manager’s absence.
Ensures that currency/coin inventory needs of financial institutions and public citizens are met during normal operations and times of crisis.
Ensures operational compliance with Treasury regulations and internal governance/audit requirements in a highly controlled valuables handling environment and responsible for billions of dollars in assets daily.
Develops, trains, counsels, and evaluates operational staff.
Addresses operational problems by identifying and implementing viable resolutions.
Maintains extensive technical knowledge and ensures proper application of
all Cash governing procedures.
Supports implementation of policy and demonstrates critical thinking and adaptability/agility to meet continuous pace of change.
Performs and/or directs procedural and financial audits of operating units and recommends, develops, and implements programs to enhance quality, productivity, spend stewardship and operational resiliency.
May participate in projects or workgroups to advance department, Branch, District or Federal Reserve System initiatives and goals.
Key Responsibilities:
* Manages the operations of the Cash Services Department under the direction of the Cash Services Manager and may assume responsibility for the department in absence of the Manager.
Recommends, develops, and implements programs to improve quality, productivity, and operational resiliency.
Monitors department performance in relation to established operational measures.
Reviews daily and monthly operational reporting to ensure accuracy and compliance with operational and business resiliency metrics.
Performs and/or directs relevant operational studies and data analyses.
Addresses operational problems by identifying and implementing viable resolutions.
* Develops and supervises personnel at various levels.
Directs and/or conducts training in operational procedures and controls to enhance performance and ensure strict compliance with all applicable regulatory guidelines.
Prepares and administers thoughtful performance evaluations.
Counsels/coaches staff on p...
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Type: Permanent Location: Atlanta, US-GA
Salary / Rate: 1
Posted: 2025-04-01 08:26:58
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: Clinton Township, US-MI
Salary / Rate: Not Specified
Posted: 2025-04-01 08:26:57
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Preferred qualifications, capabilities, and skills
* Certified Financial Planning (CFP®) certification is preferred
* Bachelor's...
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Type: Permanent Location: Carlsbad, US-CA
Salary / Rate: Not Specified
Posted: 2025-04-01 08:26:57
-
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: Traverse City, US-MI
Salary / Rate: Not Specified
Posted: 2025-04-01 08:26:56
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
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Type: Permanent Location: Omaha, US-NE
Salary / Rate: Not Specified
Posted: 2025-04-01 08:26:55
-
As an Associate in Equity Research covering Construction Materials, you will become an industry expert, helping to conduct and facilitate industry analysis and company-specific coverage.
Job Summary:
Are you intellectually curious, highly communicative, an efficient writer, and good at building relationships, triangulating data, and solving puzzles? You have found the right team!
As an Associate in Equity Research covering Construction Materials, you will become an industry expert, helping to conduct and facilitate industry analysis and company-specific coverage.
This involves core research ranging from dissecting earnings releases and regulatory filings to assessing relevant news events, modeling financial statements and industry dynamics, performing detailed valuation work, writing research notes and sector pieces, and speaking to internal and external clients and management teams about the stocks and sector.
You will work with our partners in both Sales and Trading to provide comprehensive client coverage, including fulfilling client requests for market updates and market intelligence.
Research is fast-paced, demanding and intellectually stimulating.
We look for candidates who possess strong accounting, finance, quantitative and business writing and communication skills, as well as modelling, forecasting, and valuation experience.
Corporate and Investment Banking - Research
One of the world's most highly respected advisory franchises, J.P.
Morgan's fundamental and quantitative research provides thoughtful and differentiated analyses on sectors and companies and actionable ideas and thematic insights that empower our clients to make well-informed investment and strategic decisions.
Job Responsibilities:
* Build and maintain Excel-based models to forecast company financials and project industry dynamics
* Perform detailed valuation work to support stock recommendations
* Analyze complex data sets, news releases, regulatory filings, and industry events to shape your view of the industry and companies under coverage
* Write research notes on covered companies and sector reports and prepare presentations
* Build relationships and communicate effectively with internal and external clients, industry experts, and management teams
* Fulfill client requests in a timely and thorough manner
* Demonstrate intellectual curiosity and seek to generate ideas for differentiated research product
Required Qualifications:
* FINRA licenses Series 86 and Series 87
* Two to three years of experience in equity research and/or investment banking
* Strong accounting, finance, quantitative and business communication skills, as well as modelling, forecasting, and valuation experience
* Advanced level of proficiency in Excel
* Ability to multi-task and collaborate within a team environment as well as work independently
* High level of organizational skills, excellent attention to detail, and a prove...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-01 08:26:55
-
Are you a strategic thinker who is passionate about delivering exceptional support for Clients in Investment Middle Office Services (IMOS), Investment Book of Record (IBOR) and Trade Services, then this is the role for you.
As an Associate II in Investment Middle Office Services - Client Operations, your key responsibility will be to provide premier service delivery and ensure the accurate and timely delivery of the investment operations to our end clients.
You will deal with all stages of the lifecycle for each product, from broker matching to management of the client's custodial network, lifecycle events, ensuring timely settlement of trades and cash, management of claims and overdrafts, client/regulatory reporting and input into the production of our Investment Book of Record delivery (IBOR).
Ultimately, your key responsibility within the IMOS team will be to provide premier service delivery and ensure the accurate and timely delivery of the investment operations to our end clients.
Job Responsibilities
* Be a point of contact within the Global/Regional IMOS team for a client, or clients, and internal partners to build strong relationships in order to support key interactions and continued premier service delivery
* Take ownership and/or oversight of the various components of the daily operational activities essential to the construction and delivery of middle office services
* Be a communication source for escalation of issues, service updates, and progress updates for the Client or across internal partners.
* Seek opportunities and take ownership of initiatives to improve service levels and improved efficiency for J.P.
Morgan and the Client
* Build solid and interactive internal relationships with our global operations partners, client service and other products, including Front Office, Performance & Risk, and Compliance teams
* Have the ability to work cross functionally with technology, service, product and other operations teams to manage the entire IBOR service delivery
* Provide oversight and ownership of the IBOR, Reconciliations and transaction lifecycle management
Required Qualifications, Capabilities and Skills
* Excellent client facing skills & communication style, comfortable dealing with key clients
* Understanding of investment Operations, Trade Services, IBOR, Recon.
* Attested track record of successfully working to deadlines, with accountability and responsibility for independent workload
* Excellent problem solving skills to identify, understand and address operational and technical issues
* Strong communication skills, both written and verbal, including the ability to develop relationships across the various stakeholders including senior business executives
* Ability to be flexible, follow and meet tight deadlines, organize and prioritize work and meet the clients expectations
* Self-starter with ability to learn quickly
JPMorganChase, one of the ...
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Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-04-01 08:26:54
-
As an Associate Engineer, you will be a key player in our business strategy and execution.
You will participate in the \"full cycle\" of transactional execution including preparing marketing pitches, reviewing, and formulating financial analysis through engineering software, preparing, and presenting internal committee memoranda and client presentations.
You will play a role in implementing the execution function including working with analysts and associates, as well as assisting more senior bankers.
You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who can generate and execute their own transactions.
Working with a broader team in the region, you will be provided opportunities to be involved real-time in transactions that may include travel.
Job Responsibilities:
* Advise oil & gas clients on a variety of projects including M&A, A&D, and capital markets transactions
* Perform technical analysis and resource / valuation assessment for oil & gas assets across North America
* Perform economic modelling including production forecasting, type curve creation, inventory assessment, LOS analysis, review of commercial assumptions, etc.
* Be able to independently construct and maintain economic modeling software such as ARIES or PHDwin
* Perform a variety of technical analyses on completion trends, rig activity, depletion risk, well decline analysis, etc.
* Conduct market research from various platforms including Enverus, Woomdac, and Factset
* Maintain and update petroleum economics and reserves softwares and databases
Required capabilities, and skills
* Experience in technical evaluations of oil and gas assets across lower 48 conventional and unconventional play types
* Perform full field economic analysis leveraging prior experiences with cash flow analysis software (ARIES)
* Strong understanding of commonly used software programs such as Spotfire, Tableau, Excel, ArcGIS, QGIS and Microsoft Access
* Experience with fundamental reservoir engineering analysis such as decline curve analysis, LOE & commercial marketing analysis, type curve creation and competitor analysis
* Ability to generate and manage economic evaluation databases
* Perform technical data reviews unassisted (e.g.
PDP forecasting, inventory assessment, type curves, LOS evaluations, geologic assessments)
* Working knowledge of sub-surface geologic characteristics and showcase the ability to perform geologic assessments alongside the A&D team's geologists
* Assist and guide the development of key marketing materials and execution of mandates
* Design, prepare and administer data room presentations and exhibit the ability to manage virtual data rooms
* Consistently be a team player and can work alongside motivated colleagues that express a willingness to be successful and are driven to win
Required qualificatio...
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Type: Permanent Location: Houston, US-TX
Salary / Rate: Not Specified
Posted: 2025-04-01 08:26:54
-
The J.P.
Morgan Wealth Management Service Center Team: Our investment professionals work in a team based, call center environment assisting clients and prospects with investment account service requests and inquiries over the telephone and serve as experts on our online brokerage platform.
We focus on delivering quality interactions, serving a variety of unique types of accounts and client segments including Self-Directed Investing, Chase Private Client, and the JP Morgan Private Bank.
As a Client Service Leader within the J.P.
Morgan Wealth Management Client Service Center team, you will play a pivotal role in our mission to deliver an exceptional client experience and guide team members in making wise investment decisions.
Your responsibilities will include direct management of a team of Registered Representatives, where you will provide outstanding leadership and effective supervision.
You will be part of a fun, engaging, empowered, and inclusive team environment where we value each other and every client we serve.
Your leadership and supervision skills will be utilized in managing a team of Investment Professionals who focus on delivering quality interactions and serving a variety of unique account types and client segments, including Self-Directed Investing, Chase Private Client, and the JP Morgan Private Bank.
The team you manage is a part of a unique 2-year program, Financial Advisor Development Track (FADT), designed to help advance them from an Investment Professional to a Financial Advisor at the firm.
Job Responsibilities
* Create an outstanding employee experience and a winning culture, resulting in a place where people are excited to come to work every day
* Manage day-to-day employee activities, including coaching, timekeeping, performance management, recognition, and conducting disciplinary action when needed
* Develop employees through effective coaching and career development conversations
* Recruit and onboard new team members
* Schedule strategically and manage the floor tactically to meet service levels
* Speak with clients and handle escalations
* Conduct call observations to review the quality of service provided
* Resolve problems, conduct research, and address complaints
* Supervise licensed staff effectively, ensuring adherence to registration and compliance tasks
* Foster and develop partnerships across the enterprise
* Maintain an effective risk and controls environment by exercising sound judgment to protect our firm and clients
Operating hours: Our current target operating hours are Monday - Friday, 7 a.m.
- 8 p.m.
CST and Saturday, 7 a.m.
- 5 p.m.
CST.
Required qualifications, capabilities, and skills
* 3 + years of financial services or brokerage experience
* Strong business and investment acumen, and knowledge of investment products, Individual Retirement Accounts (IRAs), managed (wrap) accounts, and employee benefit programs required
* FI...
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Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-04-01 08:26:53
-
If you're ready to lead with ownership and precision, and have a knack for turning vision into reality, we want to hear from you! Unleash your passion for product innovation by spearheading customer-centric development, inspiring groundbreaking solutions, and shaping the future with your strategic vision, influence and execution!
We're seeking a detail-oriented leader who thrives in the weeds and has a proven track record of successfully driving innovation in an agile environment.
As a Product Director in Home Lending, you'll lead the charge in creating products and features that captivate and delight customers.
You'll harness your expertise to challenge the status quo, eliminate obstacles, and cultivate a culture of continuous innovation.
You'll partner with cross-functional teams to deliver transformative solutions and deliver best-in-class products.
Join us in redefining the future of Home Lending!
Job Responsibilities
* Define and Prioritize Product Backlog: Work closely with stakeholders to gather requirements, define user stories, and prioritize the product backlog to ensure alignment with business goals and customer needs.
* Collaborate with Development Teams: Engage daily with engineering and design teams to set strategy, clarify requirements, provide feedback, and ensure that product increments are delivered on time and meet quality standards.
* Conduct User Research and Testing: Organize and participate in user research sessions and usability testing to gather insights and validate product features, iterating based on feedback.
* Facilitate Agile Ceremonies: Lead and participate in agile ceremonies such as sprint planning, daily stand-ups, sprint reviews, and retrospectives to ensure effective team collaboration and continuous improvement.
* Monitor Product Performance: Analyze product performance metrics and user feedback to identify areas for improvement and make data-driven decisions to enhance the product.
* Communicate with Stakeholders: Regularly update stakeholders on product progress, challenges, and upcoming priorities, ensuring transparency and alignment across the organization.
* Develop Product Roadmaps: Create and maintain product roadmaps that outline the strategic direction and key milestones, ensuring they are communicated and understood by all relevant parties.
* Stay Informed on Industry Trends: Continuously research and stay informed about industry trends, competitor products, and emerging technologies to identify opportunities for innovation and differentiation
Required qualifications, capabilities, and skills
* 8+ years of experience or equivalent expertise successfully delivering products, projects, or technology applications.
* Customer-Centric Mindset: Demonstrate a deep understanding of customer needs and pain points, uncovering root cause, and use this knowledge to guide product development and prioritize features that deliver maximum value.
* Vision...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-04-01 08:26:52
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: Elkhorn, US-NE
Salary / Rate: Not Specified
Posted: 2025-04-01 08:26:52
-
The Global Fixed Income, Currency and Commodities team (GFICC) at J.P.
Morgan Asset Management is one of the world's deepest and best-resourced fixed income managers, with expertise across all major fixed income sectors, including niche markets.
Every investment decision in our fixed income solutions is underpinned by the proprietary research of a globally integrated team of sector specialists.
GFICC manages a broad range of strategies, through funds and/or separate accounts, including Core / Core Plus, Unconstrained, Short Duration, Long Duration, Stable Value, High Yield, Investment Grade Credit, Emerging Market Debt, Securitized and Tax-Aware strategies.
As an Investment Specialist in the Global Fixed Income, Currencies and Commodities (GFICC) team focused on the Core Plus strategy and based in New York, you will actively engage in developing and maintaining relationships between the investment desks, external clients and distribution teams.
You will represent your investment team on business-related matters, including but not limited to servicing clients; articulating the team's market views, positioning and performance; pitching for new business; marketing investment strategies; product development; and sales/retention strategy.
You should share our passion for creating an exceptional client experience and managing our business within a team-based structure.
Job Responsibilities
* Partner with Client Advisors on new business opportunities by representing fixed income capabilities in meetings and supporting the production of pitch materials and RFPs.
* Present at in-person and virtual client meetings and internal forums to discuss the current state of the fixed income markets, with a particular focus on the Core Plus strategy.
* Address client inquires regarding current market events and portfolio positioning.
* Train the J.P.
Morgan Asset Management sales force on fixed income and market topics.
* Partner with the Portfolio Management team on business strategy and coordination of client meetings.
* Partner with the Investment Specialist team to create and maintain fund, strategy and client presentations, marketing, performance commentary, and other client communications.
* Work closely with internal stakeholders on onboarding, guidelines, client reporting and product development initiatives.
Required qualifications, capabilities and skills
* Bachelor's Degree
* 5+ years of work experience in asset management
* Strong knowledge of Bloomberg, PowerPoint and advanced level of Excel
* Knowledge of global fixed income markets
* Superb written and verbal communication skills, as well as the proven ability to convey ideas effectively with passion and clarity
* Demonstrated track record in developing business across a range of investor segments
* Ability to meet tight deadlines while possessing strong attention to detail
* Adaptable, innovative, and results oriented, wi...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-04-01 08:26:51
-
Join our fun, high-energy team as a Consumer Direct 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 Consumer Direct Home Lending Advisor in Chase Home Lending, you will guide your clients through the process, ensuring strong sales results.
Utilizing your extensive knowledge and understanding of home lending products, you will act as the primary point of contact for your customers throughout the duration of the loan.
You will comply with all regulatory requirements while marketing and promoting the financial products offered by Chase.
Job Responsibilities
* Convert inbound and outbound leads into mortgage loan applications
* Source all business and logging all contacts with prospects
* Use consultative selling in a call center environment
* Recommend optimum product/rate program combinations to prospects
* Ensure compliance with applicable statues and procedures
* Provide feedback on lead quality
* Meet required sales performance for pre-established goal volume
Required qualifications, capabilities and skills
* Proficient with Microsoft Applications (Word, Excel and PowerPoint)
* Self-motivated and detail oriented
* Excellent oral and written communication skills
* Organized with a demonstrated ability to manage multiple tasks and meet deadlines in a timely manner
* Demonstrated ability in providing superior customer service and consultative selling
Preferred qualifications, capabilities, and skills
* Sales experience
* Call Center experience
* Marketing, promoting, relationship building, and consulting skills
* Experience in the Financial Services, Mortgage, Telecom, Auto, Medical or Education industries
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 continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.
In addition, this position requires National Mortgage Licensing Sys...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-04-01 08:26:50
