-
Join a team at the forefront of transformative change, where you'll help shape the future of JPMorganChase's Corporate Third Party Oversight (CTPO) program.
CTPO is responsible for developing, deploying, and overseeing firmwide programs that ensure the effective use of third parties and inter-affiliates to accomplish JPMorganChase's strategic objectives.
As a Project Manager - Sr.
Associate within the CTPO organization, you will operate in a dynamic environment, executing high-impact projects that align with strategic priorities and drive operational efficiency.
You'll champion processes and technologies that strengthen risk controls, enhance productivity, and elevate user experience across the organization.
You will manage multiple strategic projects end-to-end, defining success criteria and tracking progress against established benchmarks.
This includes creating and executing comprehensive project plans with clearly defined milestones, tasks, dependencies, and risk mitigation strategies.
Through stakeholder engagement sessions, you'll gather requirements, solicit feedback, and ensure alignment across diverse groups.
Your responsibilities extend to issue tracking, escalation, and resolution, as well as proactive monitoring of project risks.
You'll develop clear communications and project artifacts that support seamless initiative delivery and provide transparent status reporting to stakeholders at all levels.
Working collaboratively with CTPO business subject matter experts and cross-functional teams, you'll prioritize project activities to maximize impact.
Job responsibilities:
* Manage multiple projects related to key strategic initiatives from inception through closure.
* Define project success criteria and measure progress against established benchmarks.
* Create and execute project plans (Excel/MS Project/PowerPoint), including tracking key milestones and associated tasks, dependencies, and risks.
* Engage and interact with relevant stakeholders during requirements-gathering sessions, feedback sessions, focus groups, and user groups.
* Manage issue tracking, escalation, and resolution, and identify and monitor project risk trends and concerns.
* Develop project-related communications and create project artifacts in support of the overall delivery of initiatives.
* Report project status to key stakeholders using standard formats.
* Work closely with CTPO business SMEs, JPMC LOB contacts, and Product, Technology, Control, Reporting, and Data Science teams to review and prioritize project activities.
* Be a proactive risk manager and an advocate of standard risk-control principles to preserve the safety of the firm.
Required qualifications, capabilities and skills:
* Bachelor's degree
* 3+ years of proven experience in leading complex cross-functional projects from initiation to closure and bringing measurable improvements.
* Experience with process improvement and operational e...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-05-09 08:43:36
-
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
...
....Read more...
Type: Permanent Location: San Diego, US-CA
Salary / Rate: Not Specified
Posted: 2026-05-09 08:43:35
-
Your Job
Join Molex as a Global Demand Planner and take ownership of the demand forecast for your assigned products.
You will work closely with sales, marketing, product management, and customers to build a reliable 24-month forecast.
Your goal is to improve forecast accuracy, support profitability, and help the supply team meet customer demand while minimizing excess inventory.
Our Team
Established in 1938, Molex delivers comprehensive electronic solutions for various markets, including data communications, telecommunications, consumer electronics, industrial, automotive, commercial vehicle, aerospace and defense, medical, and lighting.
With over 40,000 employees and more than 100,000 products, Molex is an integral part of Koch Industries, the second largest privately-owned company in the United States with $125B in revenue, according to Forbes.
Headquartered in Lisle, IL, Molex operates globally with a presence in over 40 countries.
The Copper Solutions Business Unit (CSBU) designs and manufactures high-speed cable and connector products used for AI compute and networking applications by hyperscale and datacom customers such as AWS, Google, Nvidia, Meta, Alibaba, Bytedance and others.
This business is currently experiencing significant growth as part of the broader Artificial Intelligence ecosystem.
What You Will Do
* Develop mid- and long-term forecasts using sales data, market trends, and business input
* Work with cross-functional teams to align on assumptions and resolve forecast gaps
* Monitor forecast accuracy and continuously improve results
* Load and maintain forecasts in systems such as SAP and Maestro
* Identify risks such as demand spikes or supply constraints and communicate them clearly
* Support new product launches and product phase-outs
* Drive process improvements to reduce forecast error and bias
* Help ensure strong customer replenishment performance
Who You Are (Basic Qualifications)
* Bachelor's degree (Supply Chain, Business, Finance, Economics, or similar)
* 1+ years of experience in a fast-paced corporate environment
* Experience or understanding of Sales, S&OP, or Supply Chain
* Flexibility to attend occasional weekly evening calls with international stakeholders
* Strong interpersonal skills - approachable and confident communicator; comfortable with challenge, quick to adapt, and consistently proactive in driving results.
What Will Put You Ahead
* Previous experience in a similar industry or with comparable products
* Experience with SAP, Power BI, or forecasting tools (Maestro, Oracle, JDA, etc.)
* Basic knowledge of statistical forecasting tools
* Able to communicate in Mandarin (verbal and written) - fluency not required
For this role, we anticipate paying $70,000 - $110,000 per year.
This role is eligible for variable pay, issued as a monetary bonus or in another form.
At Koch companies, we are entrepreneurs.
This ...
....Read more...
Type: Permanent Location: Lisle, US-IL
Salary / Rate: Not Specified
Posted: 2026-05-09 08:43:34
-
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...
....Read more...
Type: Permanent Location: Columbia, US-SC
Salary / Rate: Not Specified
Posted: 2026-05-09 08:43:34
-
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 con...
....Read more...
Type: Permanent Location: Humble, US-TX
Salary / Rate: Not Specified
Posted: 2026-05-09 08:43:33
-
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...
....Read more...
Type: Permanent Location: Northbrook, US-IL
Salary / Rate: Not Specified
Posted: 2026-05-09 08:43:32
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
....Read more...
Type: Permanent Location: Amarillo, US-TX
Salary / Rate: Not Specified
Posted: 2026-05-09 08:43:31
-
You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as an Associate Banker is for you.
As an Associate Banker inEmerging MiddleMarket Banking, you will play a key role in supporting companies with annual revenues between $20 million and $100 million.
You'll work both independently and as part of a dynamic team to introduce our comprehensive suite of financial solutions, help senior bankers uncover new prospects, deepen existing client relationships, and drive market growth.
You will be expected to possess a comprehensive understanding of our full range of financial solutions, including Credit, Treasury Services, International Banking, Commercial Card, and Merchant Services.
You will collaborate closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core teams.
You will demonstrate a genuine interest in cross-border business, cultural sensitivity, a strong commitment to teamwork and partnership, and consistently upholds the highest standards of work ethic and attention to detail.
Please note: This role is not eligible for employer sponsored immigration support of any kind.
Job Responsibilities
* Champion a culture of innovation and a customer-centric mindset
* Stay up-to-date with industry trends to identify opportunities for innovation and strategic partnerships
* Provide proactive support to senior bankers across the team
* Drive new client acquisition, both independently and in collaboration with bankers
* Navigate the EMM ecosystem and develop meaningful relationships with internal and external partners
* Embrace a culture of respect, diversity and inclusion
Required Qualifications, Capabilities and Skills
* 4+ years in a similar banking, venture, credit or treasury role
* Outstanding professional reputation and integrity
* Strong leadership and teamwork skills required
* Proven ability to develop and retain profitable client relationships in a competitive environment
* Expertise in assessing and structuring complex credit transactions, including risk mitigation and negotiation
* Deep knowledge of banking products and services
Preferred Qualifications, Capabilities and Skills
* Bachelor's degree preferred
* Superior knowledge of the market dynamics and its business environment preferred
* Excellent problem-solving, oral, and written communication skills
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including...
....Read more...
Type: Permanent Location: Little Rock, US-AR
Salary / Rate: Not Specified
Posted: 2026-05-09 08:43:30
-
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...
....Read more...
Type: Permanent Location: Birmingham, US-AL
Salary / Rate: Not Specified
Posted: 2026-05-09 08:43:29
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's affluent clients, as well as other branch clients.
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
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
Share the value of Chase Private Client with eligible clients.
* Actively manage assigned clients and their banking relationships through an advice-based approach to recommend the best products and services for their financial needs.
* Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs.
* Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want.
* Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs.
* 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 sales experience with proven success in acquiring new clients, deepening relationships, and revenue generation.
* Ability to create memorable experiences for our clients - elevate the client experience.
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs.
* Ability to resolve client issues quickly and effectively with attention to detail - providing consistent client experience.
* Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training.
* High school degree, GED, or foreign equivalent.
* The Securities Industry Essential (SIE) exam, ...
....Read more...
Type: Permanent Location: Great Neck, US-NY
Salary / Rate: Not Specified
Posted: 2026-05-09 08:43:28
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
....Read more...
Type: Permanent Location: Fond Du Lac, US-WI
Salary / Rate: Not Specified
Posted: 2026-05-09 08:43:27
-
Are you ready to take your media expertise to the next level and make a real impact on a high growth business?
As a Paid Social Lead-Vice President on the Paid Media team, you will be the driving force behind dynamic and powerful paid media campaigns that will position the line of business as a transformative leader in the category.
Working hand in hand with internal and external media partners, you'll have the opportunity to shape and execute game-changing strategies that will connect with audiences and drive business results.
As part of the paid social team, you will work in a highly collaborative team-oriented environment that enables you to harness your expertise, creativity and analytical skills to make a tangible impact to the line of business you will be supporting, within the group you sit in and the centralized media team as a whole.
Job Responsibilities:
* Partner with our media agency on tactical media plan execution, and campaign optimizations for the lines-of-business in your purview.
This includes oversight of external and internal agencies
* Manage the day-to-day relationship with the lines-of-business within your purview and be responsible for thoroughly understanding their business objectives and how that relates to their paid media goals
* Develop proactive paid social strategies that meet their business needs and become a trusted advisor for the business
* Lead internal business projects and the onboarding of new platforms for The Firm
* Ensure campaign planning, buying, optimizations, and reporting meet quality assurance checkpoints
* Collaborate with cross-functional teams across paid media, brand and analytics, as well as external partners
* Partner closely with legal and controls and the social listening team on all social operations projects
* Support the Head of Paid Social on enterprise related projects ranging from social partner management to developing industry POVs related to social media landscape and best practices
Required qualifications, capabilities and skills:
* 6+ years of paid media buying experience with a focus on social media, ideally within the financial services vertical.
* Experience managing external media agencies and executive clients
* Ability to manage end-to-end projects/campaigns independently with minimal oversight
* Advanced skills in Excel, as well as social media analytics (measurement, benchmarks, campaign reporting)
* Strong presentation skills and a strategic thinker and strong writer who can build a narrative with exceptional attention to detail
* Expert knowledge of all social media ads managers
* Strong ability to problem-solve and think critically; attention to detail and data curiosity
* A strategic thought leader; ability to self-start, produce high-quality work and challenge status quo, while also managing your pod and providing mentorship to those team members
Preferred qualifications, capabiliti...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-05-09 08:43:26
-
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...
....Read more...
Type: Permanent Location: Cincinnati, US-OH
Salary / Rate: Not Specified
Posted: 2026-05-09 08:43:26
-
If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.
As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM.
You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share.
As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships.
Job Responsibilities
* Acquire, retain and deepen a portfolio of approximately 40-50 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
* Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners
* Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects
* Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship
* Understand the personal financial goals and needs of the owner(s).
Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
* Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services.
Leverage service team to deliver an outstanding client experience
* Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements
Required qualifications, capabilities, and skills
...
....Read more...
Type: Permanent Location: Manhattan Beach, US-CA
Salary / Rate: Not Specified
Posted: 2026-05-09 08:43:25
-
At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise.
As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice.
You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines.
With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business.
Job responsibilities
* Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations.
* Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage-whether short-term, medium-term, or long-term-through a comprehensive and personalized planning approach.
* Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services.
This includes regularly engaging in in-person consultations with prospects and clients at their places of business and other locations.
* Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication.
* Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance.
* Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth.
* Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities.
* Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise.
* Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence.
Required qualifications, capabilities, and skills
* Possess 10+ years in Financial Services, including affluent or complex relationship management and business development.
* Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business.
* Maintain a high-net-worth referral network to...
....Read more...
Type: Permanent Location: Del Mar, US-CA
Salary / Rate: Not Specified
Posted: 2026-05-09 08:43:25
-
If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.
As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice.
You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.
Job Responsibilities
* Acquire, manage, and retain a portfolio of 100 - 130 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
* Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
* Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
* Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business.
Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships.
Regularly review processes and strategies with manager, making adjustments as needed
* Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
* Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
* Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
* General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
* Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
* Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to escalate or handle independently
* Determine and balance priorities on a daily basis to achieve b...
....Read more...
Type: Permanent Location: Fort Worth, US-TX
Salary / Rate: Not Specified
Posted: 2026-05-09 08:43:24
-
We are looking for a leader who is passionate about using data to accelerate product development, drive business growth, and improve the Chase customer experience.
As a Data Owner Lead, within the Card Data Team, you will impact faster innovation through the use of its data, while simultaneously ensuring that data is of good quality and well-protected and be accountable for all data in the respective Card product.
Job Responsibilities:
* Create plans for the development and delivery of product data to support strategic business objectives, business operations, advanced analytics, and metrics and reporting and m anage direct or matrixed staff to execute specific data-related tasks.
* Work with key partners to drive an understanding of the data and its use within the business and provide subject matter expertise with respect to the content and use of data in the product and associated business area.
* Identify the scope of critical data within their product, ensuring that the prioritized data is well-documented as to its meaning and purpose, and classified accordingly with metadata to enable its understanding and control.
* Support the aligned Data & Analytics lead for their product by identifying data required to be integrated into analytics platforms to support analytics projects and document requirements for the accuracy, completeness, and timeliness of data within the product, and coordinate resources to deliver data quality requirements.
* Develop processes and procedures to identify, monitor, and mitigate data risks for data in the product, including risks related to data protection, data retention and destruction, data storage, data use, and data quality and manage the execution of tasks to comply with Firmwide policies, standards, and procedures related to the integrity and protection of data in the product.
* Develop strong relationships with product data delivery partners and data consumers, including leaders in the Business, Technology, Analytics, Operations, Risk and Control functions.
* Understand and mitigate risks, bottlenecks, and inefficiencies in the product development lifecycle with respect to data and track and manage workstreams and associated KPIs to ensure deliveries are successful.
Required capabilities, qualifications, and skills:
* 6+ years of industry experience in a data-related field; Bachelor's degree required
* Experience managing delivery across multiple workstreams with varying timelines.
* Subject matter expertise in business or product data or processes
* Technical knowledge of d ata management, data engineering, data pipelines, data modeling, data architecture and governance.
* Knowledge of cloud platforms like AWS, Google or Azure, and/or experience with big data technologies like Hadoop, Spark, Alteryx, Snowflake
* Demonstrated ability to manage delivery timelines, and ensure our product and organization is on track to meet our goals.
...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-05-09 08:43:23
-
Join a team that brings equity stories to life for investors.
As a Roadshow Coordinator, you will be the operational heartbeat behind high-profile equity marketing, ensuring every meeting, update, and logistics detail drives a seamless client experience in a dynamic, fast-paced environment.
Your proactive mindset, professionalism, and precision will help deliver best-in-class execution for internal stakeholders and external clients.
Job summary : Based in New York, the Roadshow Coordinator supports the Equity Roadshow Deal Desk by coordinating end-to-end logistics for primarily US equity marketing roadshows.
You will organize live and virtual meetings across cities and time zones, manage travel and technology set-ups, and deliver timely schedules and updates to clients and internal teams.
The role requires exceptional attention to detail, strong communication, sound judgment in confidential situations, and the ability to thrive amid shifting priorities while maintaining a client-first mindset.
Job responsibilities
* Coordinate equity marketing roadshows for primarily US equity deals, partnering closely with deal teams and clients
* Plan and manage logistics for live meetings across cities, including scheduling, cars, flights, and hotels
* Set up and support virtual engagements (e.g., Zooms, conference calls), ensuring smooth execution and attendance
* Send daily schedule updates to clients and internal groups with changes, confirmations, and contingencies clearly documented
* Communicate professionally with internal and external stakeholders via phone and email; escalate issues with urgency and clarity
* Apply sound judgment in confidential situations; proactively identify and resolve risks or conflicts in schedules and logistics
* Leverage technology and best practices to improve workflow efficiency and client experience across engagements
Required qualifications, capabilities, and skills
* Proficiency in Microsoft Office, including Excel and PowerPoint; familiarity with an event management system
* Outstanding organizational and communication skills; responsive, reliable, and client-service oriented
* Demonstrated tact and good judgment in confidential situations; proven experience interacting with clients
* Ability to thrive in a fast-paced environment; strong time management, multi-tasking, and prioritization skills; team player
* Creative problem-solving abilities with a strong ability to leverage technology and best practices
* Ability to adapt procedures, processes, and techniques to support full roadshow execution
* Bachelor's degree (college degree) required
Preferred qualifications, capabilities, and skills
* 1-3 years of experience in roadshow marketing and/or corporate access
* Experience coordinating executive or client-facing events with complex, multi-city logistics
* Comfortable managing virtual meeting platforms and conference call technol...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-05-09 08:43:23
-
Join our dynamic and high-energy team as a Consumer Direct Home Lending Advisor at Chase Home Lending.
Leverage your exceptional knowledge and understanding of home lending products to serve as the primary point of contact for your customers throughout the life of the loan.
Our Home Lending team will support you with their demonstrated expertise in this area of specialization.
You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.
This role offers a unique opportunity to grow your career and make a significant impact on our business.
As a Consumer Direct Home Lending Advisor within the Chase Home Lending team, you will guide clients through the home lending process, ensuring strong sales results.
Utilizing your extensive knowledge of home lending products, you will act as the main point of contact for your customers throughout the loan duration.
You will comply with all regulatory requirements while marketing and promoting Chase's financial products.
Job Responsibilities
* Lead Generation & Conversion: Convert warm inbound inquiries and leads into qualified mortgage applications using proactive, consultative selling.
* Manage CRM: Efficiently record customer interactions and follow-up activities in our CRM system.
* Conduct hone Consultations: Conduct thorough phone consultations to guide clients through the mortgage process.
* Ensure Regulatory Compliance: Uphold all industry regulations and manage associated risks.
* Retain Clients: Provide exceptional post-application support to build long-term client relationships
Required Qualifications, Capabilities, and Skills
* Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) or relevant financial software.
* Self-motivated, detail-oriented, and organized, with the ability to manage multiple tasks and meet deadlines.
* Excellent oral and written communication skills.
Ability to adhere to an in-office work schedule and participate in on-site training Monday through Friday, with varying hours.
Preferred Qualifications, Capabilities, and Skills
* Bachelor's degree or equivalent experience in finance, business, or a related field.
* 2+ years of experience in mortgage sales, banking, or related financial services, with a strong understanding of mortgage products.
* Strong adaptability and time management skills, with a proven track record of exceeding sales targets and delivering exceptional conversion rates
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 c...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2026-05-09 08:43:22
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As a Branch Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
....Read more...
Type: Permanent Location: Glendale, US-AZ
Salary / Rate: Not Specified
Posted: 2026-05-09 08:43:21
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
* Speaking in both English and Spanish is required for this role.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-05-09 08:43:20
-
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...
....Read more...
Type: Permanent Location: Worth, US-IL
Salary / Rate: Not Specified
Posted: 2026-05-09 08:43:20
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Las Vegas, US-NV
Salary / Rate: Not Specified
Posted: 2026-05-09 08:43:19
-
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood.
We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.
Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences.
You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
....Read more...
Type: Permanent Location: Spring Branch, US-TX
Salary / Rate: Not Specified
Posted: 2026-05-09 08:43:18
-
At JPMorganChase Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
As an Investment Professional (Licensed, Partially Licensed, or Unlicensed) in JPMorganChase Wealth Management, you will have the opportunity to demonstrate customer obsessed behaviors when assisting our internal and external clients with their brokerage accounts, to help them reach their financial goals and dreams.
Additionally, you will see first-hand how our capital markets are impacted by local and global events in this fast-moving, dynamic industry.
Job Responsibilities
• Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone
• Discuss Individual Retirement Accounts, such as Traditional and Roth IRAs
• Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transactions
• Drive client growth and retention by combining client engagement practices with AI-powered tools to improve accuracy, efficiency, and enhance decision-making
Required qualifications, capabilities, and skills
• Licensing (one of the following): (a) Valid and active Series 7 and Series 63 or (b) SIE, Series 7 and Series 63 (or equivalent) must be obtained within 90 days of employment
• Strong compliance record in prior position(s) and ability to hold a registration in all 50 states
• Ability to create and foster strong partnerships with business partners, working independently as well as in a team environment
• Capacity to manage multiple priorities in a fast-paced environment and be adaptive to change
• Ability to diagnose and resolve client inquiries and requests as well as identify opportunities to deepen client relationships
Preferred qualifications, capabilities, and skills
• 1 or more years of relevant retail or financial service customer service experience
• Flexibility, self-motivation, coachability, and passionate for helping people
• Excellent communication and customer service skills, ability to display a high level of professionalism, and ability to adapt conversations to meet the needs of a diverse client base
Additional information
• Must be able to work onsite Monday through Friday from 8:30am - 5:00pm during training and/or licensing.
Following training, transition to a hybrid environment, where team members work in the office three days a week and work remote two days.
• Department is open the following hours: Monday-Friday 7 AM - 8 PM EST, Saturday 8 AM - 5 PM EST.
The working hours for this role will be assigned and may fall into any of the department operating hours.
Candidate may be required to work non-standard schedule (example: four 10 hour days vs.
five 8 hour days)
Chase is a leading...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-05-09 08:43:18
