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You will be joining JPMorgan Chase, a leading global financial services firm where our people and the diverse perspectives they bring are central to our success.
This role offers the opportunity to work within a high-performing, inclusive team focused on delivering accurate, timely Net Asset Value (NAV) calculations.
You will play a critical role in the fund accounting lifecycle and contribute to initiatives that enhance processes, controls, and systems through ongoing optimization and improvement efforts.
As a Fund Servicing Analyst within the Global Fund Services team, you will be part of a global operating model responsible for high-quality NAV delivery.
You will partner closely with operational teams across regions, providing oversight and support of daily production to ensure consistent, accurate, and on-time NAVs.
This role is well-suited to someone with strong attention to detail, the ability to prioritize and execute time-sensitive deliverables, and a collaborative, solutions-oriented mindset that thrives across organizational boundaries.
Job Responsibilities
* Produce accurate and timely Net Asset Values and assist management and global business partners with relevant inquiries
* Perform daily oversight and quality assurance functions in a global operating environment through the use of workflow and exception-based accounting tools
* Ensure all scheduled work is completed by agreed deadlines with the proper evidence and documentation as mandated by corporate policy, regulatory reviews, and internal audit
* Ensure compliance with all controls and procedures outlined in the procedures manual and general company policies
* Work closely with internal new business and operational readiness teams through the onboarding process of new client mandates
* Develop a thorough knowledge of your client base, prospectus, and documentation
* Identify efficiencies and areas for improvement to reduce risk and increase efficiency
Required qualifications, capabilities and skills
* Thorough understanding of the theoretical and technical nature of mutual fund accounting and administration, including basic accounting fundamentals and theories
* Ability to work independently and be effective in a fast-paced global operating environment and a matrix management organization to deliver results
* Excellent communication, influencing, and negotiation skills with the ability to develop and maintain collaborative relationships both internally and with external clients
* Strong analytical, problem-solving, critical thinking, and decision-making skills
* Expert use of Microsoft Office and experience with exception-based accounting tools, as well as transaction- or general ledger-based accounting systems
Preferred qualifications, capabilities and skills
* Previous team leadership experience and experience working with multiple vendors, clients, and shared services (internally and externally)
* E...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2026-07-10 10:25:28
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The Global Trusts & Estates Practice is an integral part of the services we offer to clients.
With over 170 years of experience in serving as a corporate fiduciary for families, it is important that our Trusts and Estates services are delivered by the most capable people, with technical experience as well as the ability to interact well with a variety of types of families and individuals.
When JPMorgan is appointed as corporate executor or trustee of a trust includable in the gross estate of the decedent for estate tax purposes, it is the Estate Administrator's role to support the Estate Officer and partner with Wealth Advisors, Bankers, Investors, and Trust Officers to grow the trust and estate business
JP Morgan Chase & Co.
is a leading global financial services firm with assets of more than $2 trillion, over 260,000 employees and operations in over 60 countries.
It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking Commercial Banking, Consumer and Community Banking.
Through collaboration, intellectual curiosity and creativity, you can accomplish extraordinary things at J.P.
Morgan.
Our people do outstanding work by partnering with clients and each other to generate positive change in our local and global communities every single day.
We are committed to your growth and development.
We offer opportunities across all of our businesses that can take you in any direction you want to go and leaders who will support you in getting there.
The J.P.
Morgan Private Bank offers high net worth individuals and families personalized, comprehensive financial solutions that integrate sophisticated investment management, capital markets, trusts & estates and banking capabilities.
For over 7 consecutive years we have been voted number 1 in the U.S.
for overall private banking services by Euromoney , and we have been specifically recognized for our succession planning, advice and trust services.
Job Responsibilities:
* You will work with the Account Opening Group to open estate or trust accounts
* You will interpret the governing instrument and applicable law to ensure the proper set-up of account records, including payments, fee schedules (when appropriate) and tax records.
Communicate with beneficiaries and co-executors or co-trustees to outline administrative procedures
* You will analyze Wills and trust documents for legal, tax, administrative and investment issues and coordinate delivery of services
* Handle ongoing day to day administration of accounts, and proactively manage account base in an effort to avoid and minimize service and operational issues.
* Oversee the work performed by various operational groups
* Identify risk that might be incurred in connection with an estate or trust, consistent with any applicable policies and procedures governing the risk in question
* Utilize risk management tools, such as the overdraft report, daily transaction report...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-07-10 10:25:27
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The Not-for-profit Healthcare team within JPMorganChase's Public Finance Group consistently ranks as the #1 team in the industry by market share, serving the largest NFP healthcare systems in the country.
As an Analyst, you will work closely with senior bankers and team members to develop financing and strategic advisory transaction ideas, prepare presentations and plans of finance, respond to requests for proposals (RFPs), and support the deal execution process while ensuring regulatory and compliance duties are achieved.
J.
P.
Morgan's Public Finance department delivers investment banking solutions for the complex financing needs of the firm's public sector clients throughout the country.
Client teams are based regionally and by industry sectors (Infrastructure, Healthcare, Higher Education, Housing, Energy and Environmental, etc.).
The Public Finance Group provides exposure to all aspects of the capital markets by working closely with our sales and trading, underwriting, derivatives, and debt capital markets desks for prospective and live transactions.
Job responsibilities:
* Assist in the creation of business development plans for target accounts.
* Support deal identification; help generate and evaluate strategic and financing ideas and options for clients.
* Assist in executing financing transactions; prepare numbers (new money, refunding, restructuring analysis with DBC and Excel) and review debt profiles; coordinate with internal and external parties and ensure regulatory compliance.
* Support the execution of strategic advisory transactions with the healthcare team and corporate M&A, where appropriate.
* Prepare client presentations, analysis, and responses to requests for proposals (RFPs).
* Collaborate with team members and support internal coordination to maximize the firm's resources in support of client efforts.
* Organize and participate in client meetings and calls; assist in preparing for the J.P.
Morgan Healthcare conference.
Required qualifications, capabilities, and skills:
* Bachelor's degree with relevant internship or work experience in public finance or investment banking.
Knowledge and understanding of the following areas: NFP healthcare systems, financial markets, interest rate movements, economic indicators, municipal bonds, and deal timelines and processes.
* Experience or coursework in the following areas: developing financial models to structure bond transactions, performing new money and refunding analyses using DBC including variable and fixed rate bonds, participating in the execution of senior managed deals, due diligence activities, analyzing and structuring debt, analyzing financial legal documentation, presenting financing and credit analysis plans, creating investor presentations.
* Strong work ethic, self-motivated, detail-oriented, and confident; ability to work with supervision.
Strong communication (verbal, written, and active listening), quantitativ...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-07-10 10:25:27
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We have an exciting and rewarding opportunity for you to take your software engineering career to the next level.
As a Software Engineer III at JPMorganChase within the Community & Consumer Bank - CX Loyalty Travel team, you serve as a seasoned member of an agile team to design and deliver trusted market-leading technology products in a secure, stable, and scalable way.
You are responsible for carrying out critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
* Regularly provides technical guidance and direction to support the business and its technical teams, contractors, and vendors
* Develops secure and high-quality production code, and reviews and debugs code written by others
* Drives decisions that influence the product design, application functionality, and technical operations and processes
* Serves as a function-wide subject matter expert in one or more areas of focus
* Actively contributes to the engineering community as an advocate of firmwide frameworks, tools, and practices of the Software Development Life Cycle
* Influences peers and project decision-makers to consider the use and application of leading-edge technologies
* Adds to the team culture of opportunity, inclusion, and respect
* Ability to tackle design and functionality problems independently with little to no oversight
* Leverages enterprise-authorized AI coding assist tools within the work environment to improve code quality, delivery speed, and productivity across complex deliverables (e.g., code generation/refactoring, unit test creation, documentation), while validating outputs through peer review, automated testing, and secure coding standards; contributes learnings and reusable patterns to improve broader team effectiveness.
* Applies knowledge of tools within the Software Development Life Cycle toolchain, including enterprise-authorized AI-assisted development and automation capabilities, to improve the value realized by automation
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience
* Advanced in programming languages Java, Python or Node.js
* Strong proficiency with RAG architectures - chunking strategies, embedding models, vector stores (Pinecone, OpenSearch, pgvector, FAISS)
* Experience with AI orchestration frameworks: LangChain, LlamaIndex, Semantic Kernel, or CrewAI
* Hands-on experience with AWS Bedrock, Anthropic Claude models, and model invocation APIs
* Proven prompt engineering skills - system prompts, few-shot, chain-of-thought, tool use, structured outputs
* Experience building conversational AI: chatbots (text) and voicebots (speech-to-text, text-to-speech integration)
* Proficiency with AWS services (Lambda, Step Functions, API Gateway, S3, DynamoDB, S...
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Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2026-07-10 10:25:26
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We welcome you to join one of the world's top five most admired and prominent companies.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.
Come join us to be the best financial services company in the world which is formed to foster a creative, inclusive work environment that always values employees' personal and professional development.
As a Fund Servicing Analyst within JPMorgan Chase, you will play a crucial role in our fund servicing operations.
Your primary focus will be on executing routine transactions and collaborating with various teams.
You will also apply your knowledge of fund servicing to ensure smooth operations, while also identifying opportunities for process improvements.
Your emotional intelligence will help you build strong relationships and influence better outcomes.
This role is an excellent opportunity to develop your skills and contribute to our team's success.
Job responsibilities
* Execute routine fund servicing transactions, ensuring accuracy and adherence to established guidelines and procedures.
* Collaborate with operations to streamline processes and enhance efficiency in fund servicing operations.
* Stay vigilant about cybersecurity practices, proactively detecting possible threats and deploying strategic measures to safeguard information and systems.
* Utilize active listening and questioning skills to understand and address client needs, fostering strong relationships and promoting deeper understanding.
* Contribute to continuous improvement initiatives, applying innovation and design thinking techniques to enhance the efficiency and resilience of our operating platform.
Required qualifications, capabilities, and skills
* Baseline knowledge or equivalent expertise in fund servicing operations, with a focus on executing routine transactions and process improvements.
* Proven ability to apply active listening and questioning techniques to understand and address client needs effectively.
* Experience in continuous improvement initiatives, with a focus on applying innovation and design thinking techniques to enhance operational efficiency.
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...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2026-07-10 10:25:26
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We're seeking a highly motivated Associate or Vice President to join our Quantitative Trading & Research (QTR) team in New York.
The role blends quantitative development with close engagement with Trading and Risk to deliver impactful solutions.
Position Summary:
As an Associate or Vice President on the Quantitative Trading & Research team, you will partner closely with both XVA trading and Counterparty Credit risk.
You will help in developing of quantitative models to enhance pricing and risk management.
Job responsibilities
* Design and develop models/analytics for pricing and management of XVA, Margin and Counterparty Credit Risk, from research to product deployment.
* Partner with Trading and Risk to translate business needs into quantitative solutions, provide ongoing production support including incident triage and root-cause analysis.
* Own end-to-end delivery with Technology on implementation, testing and deployment.
* Drive model governance and continuous improvement in partnership with Model Validation, including documentation, controls, and ongoing performance monitoring.
Required qualification, capabilities, and skills
* Advanced degree in a quantitative field (or Bachelor's with 2+ years relevant experience).
* Strong understanding of probability/statistics and derivatives pricing; demonstrated ability to develop new quantitative approaches.
* Strong programming in Python and/or C++;
* Clear communicator with strong ownership, problem-solving skills, and ability to thrive in a fast-paced, collaborative environment.
Preferred qualification, capabilities, and skills
* Agentic AI and data pipeline/processing experience a plus.
* Product development lifecycle experience a plus.
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, tuition reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and benefits will be provided during the hiring process....
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-07-10 10:25:25
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Bring your Expertise to JPMorgan Chase.
As part of Risk Management and Compliance, you are at the center of keeping JPMorgan Chase strong and resilient.
You help the firm grow its business in a responsible way by anticipating new and emerging risks, and using your expert judgement to solve real-world challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in-class.
As an Workplace Solutions Operational Risk Lead Manager within our diverse and inclusive Workspace Solutions Team, you will have the opportunity to promote and instill a strong culture of operational risk management.
You will join a team of risk & compliance professionals from a diverse range of backgrounds and experience who collectively ensure that the Firm's Compliance, Conduct and Operational Risk (CCOR) Management Framework is implemented and functions effectively within Workplace Solutions.
We are looking for an Operational Risk Lead Manager who is a solution-oriented, customer-focused specialist, used to working in an agile environment.
The role is global in nature with oversight for North America, EMEA and Asia business activities.
Job Responsibilities
* Participate in change management and new business initiatives to identify and assess risks, challenge the proposed control environment, and recommend approval (or not) of the change.
* Provide oversight on risk assessment for operational risks in Workplace Solutions (business units, regional and legal entity levels)
* Prepare materials for regional board meetings, control committees / forums to inform on the outcomes of Operational Risk Management activities
* Assist in developing testing activities using a risk-based approach, and oversee the execution of proposed testing
* Perform assessments of areas of emerging risk or potential control gaps to identify issues for the business to remediate, documenting and sharing analysis with key business stakeholders
* Engage with global horizontal risk programs (e.g., Business Resiliency, Third-Party Outsourcing, Data Management) to ensure that business practices remain in line with firmwide changes;
* Review operational risk events that resulted in financial losses to assess and challenge root cause analysis, recurrent themes and remediation, and drive value-added changes;
* Support Operational Risk engagement in regulatory deliverables (e.g.
MFSA and FINRA), including targeted exams;
* Promote cross line of business consistency and adoption of best practices collaborating with other Operational Risk colleagues, as well as control functions such as Investment Risk, Legal, Compliance
* Promote and instill a strong culture of Operational Risk Management, collaborating with the business and second-line functions to continually improve operational processes, support safe business growth, and inf...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2026-07-10 10:25:24
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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 - 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 heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings.
* Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate and assist clients with day-to-day banking transactions including 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 - partnering with other branch team members 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 sol...
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Type: Permanent Location: Minnetonka, US-MN
Salary / Rate: Not Specified
Posted: 2026-07-10 10:25:23
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Become a member of a team where you can contribute significantly to shaping the future of a world-renowned and influential company.
Among top performers, you can make a direct and meaningful impact.
As a Senior Lead Infrastructure Engineer at JPMorgan Chase within the Enterprise Technology - Network Services Group, you exhibit both depth and breadth of knowledge regarding software, applications, and technical processes across multiple technical disciplines.
You also have a specialization in a specific domain within infrastructure engineering to drive programs or initiatives consisting of multiple technologies and applications.
Job responsibilities
* Applies deep technical expertise and problem-solving methodologies focused on analyzing complex data and systems, anticipating issues, and finding ways to mitigate risk
* Uses enterprise-authorized AI capabilities within the work environment to accelerate analysis of complex infrastructure signals and documentation of mitigation options, validating outputs and handling operational data according to sensitivity and security requirements
* Works with other platforms to architect and implement changes required to resolve issues and modernize the organization and its technology processes
* Be responsible for infrastructure engineering in accordance with business requirements
* Drives results and implements multiple complex programs
* Drives thought leadership within the product line
* Responsible for infrastructure engineering in accordance with business requirements and executes work according to compliance standards, risk and security, and business objectives
* Leads reuse-first adoption of AI-assisted practices across delivery and automation routines to reduce recurring issues, ensuring changes are validated, traceable and auditable, and aligned to resiliency and security expectations
* Considers upstream/downstream system or technical implications and advises on mitigation actions
* Advises junior engineers and technologists
* Adds to team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on infrastructure engineering concepts and 5+ years applied experience
* 5+ years of full stack network design and deployment
* Operating knowledge of one or more areas of infrastructure engineering such as software defined networks / zero touch provisioning, SD-WAN, fabric switching, Wi-Fi, and network security technologies and practices.
* Proficient in specific network infrastructure technology and programming languages (e.g., Python, Ansible, etc.)
* Technical knowledge across multiple domains
* Knowledge of one or more areas of infrastructure engineering such as: hardware, networking terminology, databases, storage engineering, deployment practices, integration, automation, scaling, resilience or performance assessments
* De...
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Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2026-07-10 10:25:22
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You belong to the top echelon of talent in your field.
At one of the world's most iconic financial institutions, where infrastructure is of paramount importance, you can play a pivotal role.
As an Infrastructure Engineer III at JPMorgan Chase within the Enterprise Technology - Network Services Group, you utilize strong knowledge of software, applications, and technical processes within the infrastructure engineering discipline.
Apply your technical knowledge and problem-solving methodologies across multiple applications of moderate scope.
Job responsibilities
* Applies technical knowledge and problem-solving methodologies to projects of moderate scope, with a focus on improving the data and systems running at scale, and ensures end to end monitoring of infrastructure and applications
* Uses enterprise-authorized AI capabilities within the work environment to accelerate monitoring and capacity analysis and documentation, validating outputs and handling operational data according to sensitivity and security requirements
* Resolves most nuances and determines appropriate escalation path
* Executes conventional approaches to build or break down technical problems while considering upstream and downstream data and systems or technical applications
* Drives the daily activities supporting the standard capacity process applications
* Partners with application and infrastructure teams to identify potential capacity risks and govern remediation statuses
* Be accountable for making significant decisions for a project consisting of multiple technologies and applications
* Applies reuse-first, AI-assisted approaches to identify recurring capacity risks and improve remediation workflows, ensuring changes are validated and aligned to resiliency and security expectations
Required qualifications, capabilities, and skills
* Formal training or certification on infrastructure engineering concepts and 3+ years applied experience
* 2+ years of network operations experience
* Operating knowledge of one or more areas of infrastructure engineering such as software defined networks / zero touch provisioning, SD-WAN, fabric switching, Wi-Fi, and network security technologies and practices.
* Proficient in specific network infrastructure technology and programming languages (e.g., Python, Ansible, etc.)
* Strong knowledge of one or more infrastructure disciplines such as hardware, networking terminology, databases, storage engineering, deployment practices, integration, automation, scaling, resilience, and performance assessments
* Demonstrated experience using enterprise-authorized AI capabilities within the work environment to support infrastructure engineering workflows with strong validation habits and awareness of data sensitivity.
* Ability to review and validate AI-assisted recommendations before implementation, escalating when uncertain and ensuring outcomes align to resiliency, secu...
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Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2026-07-10 10:25:22
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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 Relationship Banker in a Chase Branch, 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.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* 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.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* 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 quickly and effectively resolve client issues 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, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and ...
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Type: Permanent Location: Rossford, US-OH
Salary / Rate: Not Specified
Posted: 2026-07-10 10:25:21
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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 Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first.
You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success.
You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients.
Job responsibilities
* Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence.
* Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments.
* Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust.
* Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation.
* Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry.
* Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community.
* Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures.
Required qualifications, capabilities, and skills
* You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture.
* You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
* You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success.
* You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently.
* You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies.
* You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and exci...
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Type: Permanent Location: Bismarck, US-ND
Salary / Rate: Not Specified
Posted: 2026-07-10 10:25:20
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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 - 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 heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings.
* Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate and assist clients with day-to-day banking transactions including 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 - partnering with other branch team members 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 sol...
....Read more...
Type: Permanent Location: San Marcos, US-TX
Salary / Rate: Not Specified
Posted: 2026-07-10 10:25:18
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Job Summary
The Program Manager will aggregate and analyze feedback from multiple listening posts-including Tell Us, client complaints, and survey programs-to identify trends, root causes, and emerging pain points.
This role is primarily focused on internal feedback channels, including daily triage, escalation management, and thematic analysis.
The Program Manager will work closely with senior leaders and cross-functional partners to translate insights into clear priorities and guide alignment on improvement actions.
The role ensures that feedback is surfaced, prioritized, and actioned by the appropriate business, product, and technology teams.
It offers broad exposure across the Private Bank, including senior leadership, product teams, and client-facing professionals.
You will convert high-volume, multi-channel feedback into prioritized opportunities that influence product and process roadmaps across the Private Bank.
This role sits at the intersection of experience, product, and operations and is measured by speed-to-insight and actionability.
It provides a unique opportunity to shape experience improvements by ensuring the voice of employees and clients is clearly understood and reflected in business priorities.
Job responsibilities
* Manage end-to-end internal feedback processes, including triage, escalation, and coordination with subject matter experts.
* Analyze feedback data to identify trends, root causes, and systemic pain points across employee and client journeys into a clear narrative with recommended actions.
* Synthesize insights into clear, actionable priorities and present to senior leadership and stakeholders.
* Partner with cross-functional teams (business, product, technology, service) to align on ownership and prioritization of improvements.
* Influence roadmaps and decision-making through data-driven recommendations.
* Develop and deliver reporting (weekly, quarterly, ad hoc) to provide transparency into key themes, trends, and progress.
* Connect insights across multiple listening posts to ensure a holistic view of the experience.
Required qualifications, capabilities, and skills
* Strong analytical and problem-solving skills with ability to synthesize large data sets into clear insights
* Proven ability to influence without direct authority and guide alignment across diverse stakeholders
* Passion for improving employee and client experiences through insight-driven change and for fixing broken processes
* Excellent written and verbal communication skills, including executive-level presentations
* High attention to detail and strong organizational skills
* Collaborative, team-oriented mindset with the ability to operate across functions
Preferred qualifications, capabilities, and skills
* Wealth management experience preferred
* Python proficiency to clean and streamline feedback analysis, automate trend reporting, and accelerate insight gener...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-07-10 10:25:16
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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 - 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 heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings.
* Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate and assist clients with day-to-day banking transactions including 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 - partnering with other branch team members 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 sol...
....Read more...
Type: Permanent Location: Lakeland, US-FL
Salary / Rate: Not Specified
Posted: 2026-07-10 10:25:16
-
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: Arlington Heights, US-IL
Salary / Rate: Not Specified
Posted: 2026-07-10 10:25:14
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You are customer focused and enjoy learning about financial solutions for middle market clients.
A role as a Commercial & Specialized Industries Banking/Treasury Analyst is for you.
As an Analyst in Commercial & Specialized Industries, you will work both independently and as part of a team to introduce a broad spectrum of banking & payments solutions to clients.
As an analyst in the hybrid banking/treasury rotation you are responsible for supporting Bankers, and Treasury officers through business development, deal execution and client management.
The Commercial & Specialized Industries Analyst Program is a rotational experience designed to expose you to the many areas of direct client work across banking, treasury, and credit analysis with client-facing work, as well as extensions of these functions through strategic project work and more.
Throughout your program timeline you will hone your financial and client-facing skills to build your career in the financial services industry.
Job Responsibilities
* Work on financial models to support financing transactions
* Assist in the completion of credit approval memos
* Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis)
* Learn how to identify treasury product solutions to benefit clients' long-term planning
* Develop an understanding of the full breadth of J.P.
Morgan products and service offerings
* Conduct client and prospect research to support business development effort
Required Qualifications, Capabilities and Skills
* Minimum GPA 3.2 required
* Superior analytical, leadership, interpersonal and written/verbal communication skills
* Keen attention to detail and creative mindset
* Proven ability to multi-task and meet deadlines in a fast-paced environment
* Exhibit sound judgement, agility, and the ability to work as a team player
Preferred Qualifications, Capabilities and Skills
* 1+ years relevant experience post-college graduation; experience in financial services, accounting, or a related field is a plus
* Completed BA/BS degree (Business, Finance & Accounting preferred; all majors considered)
* Some exposure to credit fundamentals and/or previous client exposure is a plus
* Knowledge of the market dynamics and its business environment preferred
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, sk...
....Read more...
Type: Permanent Location: Nashville, US-TN
Salary / Rate: Not Specified
Posted: 2026-07-10 10:25:14
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Come join us as a Team Lead!
As a Client Service Team Lead within the Payments team, you will be responsible for the overall success of Client Service Account Managers who have direct responsibility for servicing a portfolio of large corporate or financial institution clients.
Your role as Client Service Team Lead will include responsibility for: Human Resource functions (including performance management, career planning, development, training and performance issues), Operational Controls, Compliance Adherence and Staff Readiness Communication for your industry.
You will ensure the Client Service Account Managers are providing the highest level of servicing to customers, including problem resolution on very complex and non-routine client impacting issues.
You will advise management on all service and administrative matters.
Job responsibilities:
* Oversee a specific portfolio of clients and align client needs to bank solutions.
Provides value-added bank, product, and industry insight to clients
* Act as the point of escalation and resolution for service issues liaises with bank partners to manage complex issues, sensitive closings and structuring relationship alignment events
* Coach team and monitor service delivery performance to ensure client satisfaction
* Provide strategic direction, leading, motivating, encouraging and coaching for optimum performance.
Builds a winning culture that aligns with business objectives
* Identify training opportunities to enrich personal and career development
* Provide an inclusive, collaborative and productive environment for all Client Service Account Managers
Required qualifications, capabilities and skills:
* Minimum of 7+ years of relevant industry and/or functional and/or management experience
* In depth knowledge of Core and Complex Domestic and International Treasury products
* Strong leader and people manager with ability to assess the big picture in complex situations
* Creative thinker and problem solver, able to manage through conflict, with a strong ability to adapt to changing priorities
* Ability to lead complex issues, engage appropriate business and external partners and influence at all levels
* Excellent interpersonal skills coupled with an ability to use sound judgment to prioritize and act with sense of urgency when required
* Ability to work under pressure, prioritize appropriately, meet tight deadlines and juggle multiple demands simultaneously
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 ...
....Read more...
Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2026-07-10 10:25:13
-
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 - 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 heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings.
* Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate and assist clients with day-to-day banking transactions including 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 - partnering with other branch team members 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 sol...
....Read more...
Type: Permanent Location: Lake Havasu City, US-AZ
Salary / Rate: Not Specified
Posted: 2026-07-10 10:25:12
-
Contribute to innovative experience design that blends user needs with business goals in the fast-paced environment of financial services.
As an Experience Design Senior Associate on the Commercial & Investment Bank (CIB) Payments team, you will play a pivotal role in shaping the user experience of our products and services by leveraging advanced experience design principles.
You will collaborate with cross-functional teams to create innovative, inclusive, and accessible solutions for a diverse range of users.
As a core contributor, you will align user needs with business goals, navigate complex problems, and drive strategic thinking.
Your impact will be significant across the design, architecture, and functionality of our products-ensuring a seamless and enjoyable experience for our customers.
Job responsibilities
* Design and develop smart interactions to solve specific user problems and ensure consistency across multiple products, platforms, and stakeholders while adhering to industry best practices.
* Apply advanced knowledge of information architecture and storyboarding to create user-centric designs that enhance navigation, findability, and overall user satisfaction.
* Conduct data-driven analyses to inform design decisions and create design strategies from research insights.
* Collaborate with cross-functional teams to incorporate inclusive design principles and accessibility guidelines, ensuring products and services cater to a diverse range of users.
* Operate with an iterative design mindset; incorporate user feedback and insights to continuously improve the overall user experience.
* Assist in analyzing market trends, user research studies, and user behavior analyses to inform design decisions and contribute to the team's strategic thinking.
* Clearly communicate and present design work to stakeholders, executives, and internal teams.
Required qualifications, capabilities, and skills
* 3+ years of experience in a user experience design role focused on improving digital products and services.
* Proven ability to create visually appealing and functional user experiences for prototyping and development using vibe coding and industry-standard tools (e.g., Figma, VS Code, Copilot, Claude Code).
* Demonstrated experience designing and optimizing user experiences across multiple platforms, including web, mobile, and other digital channels.
* Experience interpreting complex, ambiguous requirements and translating them into actionable insights for informed decision-making.
* Proficient understanding of inclusive design principles, accessibility guidelines, and assistive technologies, with a track record of creating accessible and inclusive digital experiences.
* Strong skills in wireframing, journey mapping, and prototyping.
Preferred qualifications, capabilities, and skills
* Experience with AI workflows for design and/or code-based prototyping (e.g., Claude, Cursor, ...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2026-07-10 10:25:11
-
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: Bridgeville, US-PA
Salary / Rate: Not Specified
Posted: 2026-07-10 10:25:10
-
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 - 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 heard and cared for, leveraging a tablet to manage lobby traffic, check clients into the waiting queue, and schedule/cancel client meetings.
* Exceed client expectations by providing account servicing and maintenance as well as opening new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate and assist clients with day-to-day banking transactions including 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 - partnering with other branch team members 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 sol...
....Read more...
Type: Permanent Location: Lakewood Ranch, US-FL
Salary / Rate: Not Specified
Posted: 2026-07-10 10:25:09
-
Modernize how CMBS deals get done.
Partner across Banking, Trading, Underwriting, and Technology to streamline workflows, strengthen data quality, and deploy AI-enabled tools that accelerate origination, execution, and asset management.
Job Summary
As an Analyst on the Quantitative Trading & Research team, you will be an embedded Quantitative Strategist within the CMBS business, applying AI engineering, analytics, and automation across the full deal lifecycle - origination, execution, portfolio monitoring, and reporting.
You will have direct exposure to senior investment professionals and broad coverage of CRE finance and structured credit markets.
Job Responsibilities
* Build working knowledge of CMBS/CRE deal workflows; target high-impact automation opportunities
* Design and deploy ML/LLM solutions that reduce turnaround time, minimize errors, and sharpen analytical insight
* Build document-intelligence tools to summarize and extract structured data from legal, underwriting, and ac Materials
* Deliver controlled draft-generation workflows for front-office content (investment summaries, credit memos, IC materials) with human-in-the-loop review
* Build Python tools and data pipelines for market monitoring, deal sourcing, scenario analysis, and portfolio performance reporting
* Partner with Technology and business stakeholders to embed solutions into origination, distribution, risk, and
* asset-management systems, including third-party data platforms
Required Qualifications, Capabilities, and Skills
* Bachelor's or higher in a quantitative discipline (CS, Engineering, Data Science, Finance, Real Estate)
* 3+ years as a quantitative strategist or in a related role - quantitative finance, data engineering, or applying ML/LLMs to production workflows
* Strong Python; proven ability to build reliable tools and pipelines on a centralized data warehouse and platform framework
* Hands-on with structured and unstructured data; familiarity with vector databases, fine-tuning, evaluation
* frameworks, and RAG/MCP patterns for LLM integration
* Ability to decompose complex workflows, identify root causes, and deliver scalable improvements with minimal supervision
* Strong written and verbal communication; able to convey technical concepts to credit and non-technical partners
* Strong cross-functional partnering across Banking, Trading, Underwriting, and Technology
Preferred Qualifications, Capabilities, and Skills
* Experience embedding AI and analytics into front-office workflows on AWS and enterprise systems; rapid prototyping in deal-driven environments
* Working knowledge of and background in CMBS/CRE origination, underwriting, securitization, surveillance, or structured credit modeling
* Familiarity with CMBS relative value analytics, financing facilities, collateral monitoring, and mark-to-market
JPMorganChase, one of the oldest financial institutions, of...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2026-07-10 10:25:08
-
Bank Loan Administration is responsible for capturing trade instruction, settlements, and lifecycle events for bank loan assets under Fund Services.
The team partners with various internal and external parties, including but not limited to, fund accounting, client services, fund managers, as well as agent banks.
As a Fund Servicing Analyst / Associate within the Bank Loan Administration team, you will play a crucial role in managing the trade instruction capture, settlements, and lifecycle events for bank loan assets within our Fund Services division.
You will work closely with a network of internal and external partners, including fund accounting, client services, fund managers, and agent banks, to ensure seamless operations and exceptional client service.
Job responsibilities
* Understand of all aspects of Syndicated/Private loan or deal administration functions (including all aspects of funding)
* Be responsible for the bank loan life cycle events including paydown, drawdown, interest rate resets, payment-in-kind interest calculations, delayed compensation accruals / calculations and trade settlements
* Understand all aspects of reconciliations (Position/stock and Cash)
* Develop a thorough knowledge of our client base and build relationships with Investment Managers and other related third parties.
Work closely with your clients to resolve queries and provide first level account service
* Create, maintain and update procedures for client specific deliverables
* Review of daily controls and communication of any new training or procedural changes to the team; ensure that all controls and procedures outlined in the procedures manual and general company policies are complied with across all groups
* Ensure all scheduled work is completed by agreed deadlines, checklists are signed, and files contain all required documentation; work cooperatively and effectively with others to set goals, resolve problems, and make decisions that enhance organizational effectiveness
* Assist in testing and implementation of system enhancements as required
Required qualifications, capabilities, and skills
* Bachelor's degree in Finance or Accounting , with minimum 2 years' relevant work experience in bank debt / leveraged loan operations
* Excellent communication and relationship/partnership-building skills both with team members as well as other business partners
* Strong attention to detail with a control mindset, time management, planning skills and the ability to handle multiple competing priorities
* Demonstrates flexibility and willingness to accept new assignments and challenges in a rapidly changing environment
* Strong decision-making skills, ability to identify problems and propose solutions.
Exhibit initiative to raise issues to appropriate/relevant parties when needed
Preferred qualifications, capabilities, and skills
* Knowledge of LSTA/LMA standard documents, such as Trade Conf...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2026-07-10 10:25:08
-
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 Relationship Banker in a Chase Branch, 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.
You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch.
Job responsibilities
* Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment.
* Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations.
* 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.
* Adhere to policies, procedures, and regulatory banking requirements.
Required qualifications, capabilities, and skills
* 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results.
* 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 quickly and effectively resolve client issues 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, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements.
All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials an...
....Read more...
Type: Permanent Location: Lancaster, US-PA
Salary / Rate: Not Specified
Posted: 2026-07-10 10:25:07
