-
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: Greensboro, US-NC
Salary / Rate: Not Specified
Posted: 2025-05-10 08:46:02
-
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions, combined with cutting-edge financial technology and the most welcoming and friendly service, you'll be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs.
As a Branch Manager in Branch Banking, you will ensure the branch will meet and exceed customer expectations and will create a great customer experience in the branch.
You will direct all aspects of branch operations, grow the deposits and investments of the branch, and coach bankers and associate bankers.
You will also be responsible for creating an environment that influences the use of technology to meet the customers' needs of today and the future through collaboration with our partners in Chase Wealth Management, Business Banking, and Home Lending to provide a seamless experience for our customers.
Job responsibilities
* Acts as the standard bearer of Chase and creates a world-class customer experience
* Educates clients on how to use our digital platforms to bank and invest when, where, and how they want
* Builds partnerships with local businesses to build the brand in the local market area through strong community involvement
* Creates an environment that encourages team members to provide an exceptional customer experience and a dynamic and engaging culture
* Actively identifies, coaches, develops, motivates, and supports employees so that they can provide superior service to every customer
* Promotes a strong control environment to evaluate, manage, and conduct new and existing business by adhering to risk/control expectations, procedures, and processes
* Leverages and understands the generated Branch Scorecard to identify strategies to successfully grow deposits & investments for the branch
Required qualifications, capabilities, and skills
* Ability to set the tone of the branch to provide an exceptional customer experience and a dynamic, engaging culture
* Outstanding leadership experience with a proven, successful record of coaching and empowering employees to improved results
* Ability to organize and manage competing priorities effectively across branch locations while developing plans for growth
* Experience creating and maintaining a strong risk and control environment with demonstrated commitment to operational integrity and policies
* Ability to work branch hours including weekends and evenings
* High school degree, GED, or foreign equivalent
Preferred qualifications, capabilities, and ...
....Read more...
Type: Permanent Location: Great Falls, US-VA
Salary / Rate: Not Specified
Posted: 2025-05-10 08:46:01
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: Hilliard, US-OH
Salary / Rate: Not Specified
Posted: 2025-05-10 08:46:00
-
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: Seattle, US-WA
Salary / Rate: Not Specified
Posted: 2025-05-10 08:45:59
-
Embrace the challenge of steering complex tech projects, fostering growth and technical excellence in a dynamic environment.
Help drive part of our largest cloud migration encompassing an entire estate of 50K+ data products and 5K+ analysts from legacy on-premises platforms to our newly built data platforms on AWS cloud and Snowflake
As a Technical Program Manager in Consumer & Community Banking's Data & Analytics (D&A) group, You'll ensure the successful delivery of complex technology projects and programs that enable attainment of business goals across the firm.
You'll bring your experience to initiatives aimed at enhancing our technological landscape via the migration of data analyst users, applications, and datasets from on-premises to cloud-based platforms.
You'll need to collaborate with technology stakeholders to understand and address technical challenges, driving innovative solutions and mitigating risks
Job responsibilities
* Drive key components of the D&A cloud migration program, ensuring alignment with strategic objectives and timely execution of initiatives.
* Lead the migration of users and applications to target platforms on AWS cloud and Snowflake, coordinating with cross-functional teams to ensure seamless transitions.
* Act as a liaison between business and technical teams, ensuring clear communication and alignment of objectives.
* Collaborate with technology stakeholders to understand and address technical challenges, driving innovative solutions and mitigating risks.
* Utilize technical expertise, analytical acumen, problem solving and facilitation skills to provide leadership and guidance to supported teams working to address issues and plan efforts.
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in technical program management, leading complex technology projects and programs in a large organization.
* Advanced expertise in stakeholder management, with the ability to establish productive working relationships and influence decision-making across cross-functional teams and clients.
* Proven track record of effectively managing resources, budgets, and high-performing teams in a fast-paced, agile environment.
* Proficiency applying analytical reasoning and problem-solving techniques to break down business, technical, or operational objectives into manageable tasks and activities.
* Strong organizational capabilities and expertise in managing change effectively.
* Confidently influence and tactfully lead from the front without specific authority
* Effective leadership, communication, strategic thinking, and collaboration abilities.
Preferred qualifications, capabilities, and skills
* PMP or similar project management certification is a plus.
* Bachelor's or Master's degree in a technical field.
* Applicable cloud computing certifications are a plus.
Chase is a leading financial services firm, h...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-05-10 08:45:58
-
Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
As a Relationship Manager in Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates.
You will be responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing the full breadth of JPMorganChase capabilities addressing the client's full financial picture.
As part of a local team, you will collaborate with partners across various lines of business within JPMorganChase, leveraging referral networks to connect clients across all sectors.
This role offers the opportunity to take initiative, act entrepreneurially, and contribute to the Bank's growth in a team environment.
Job responsibilities
* Develop new and manage existing client relationships, providing exceptional service that exceeds expectations
* Look for ways to cultivate and deepen long-term primary banking, investments and lending relationships, regularly conducting in-person calls with prospects and clients at their places of business and other external locations
* Network and build strong relationships with referral sources and other centers of influence outside of the office environment to generate banking and investment leads
* Develop strong internal partnerships across all lines of business in order to best meet client's specific needs
* Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach
* Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Required qualifications, capabilities, and skills
* A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence
* Proven trusted relationship builder with a track record of delivering an exceptional client experience
* Demonstrated success driving sales growth by focusing on deepening relationship across multiple product lines and an ability to work collaboratively in a team environment to deliver solutions for clients
* Demonstrated understanding of investments, wealth planning, credit and banking concepts
* Required Licenses: Series 7 and 66 (or 63 and 65).
Unlicensed candidates considered, but required to obtain licenses within 150 days of start date
Preferred qualifications, capabilities, and skills
* A bachelor's degree
* Experience cultivating relationships through delivering Home or Business lending needs
This role is located in Sa...
....Read more...
Type: Permanent Location: San Francisco, US-CA
Salary / Rate: Not Specified
Posted: 2025-05-10 08:45:57
-
Own our Client's Technical Product Onboarding experience end to end! Use your Project Management expertise to manage complex technical treasury product implementations for JP Morgan Chase Clients from around the world.
As a Product Implementation Associate within the Commercial & Investment Bank, you will be responsible for the overall client experience and project management of technical commercial product implementations.
Partner with client and internal stake holders to help provide a best-in-class experience.
In this role you are often the clients first true experience working with JP Morgan Chase.
Job Responsibilities
* Own the product implementation and training experience for your assigned clients
* Meet and connect with clients through Zoom, Email and other collaborative technologies
* Build and maintain strong relationships with key partners in Relationship Management, Sales, Service, Operations and Product Management
* Manage client and partner expectations and understanding throughout the implementation process
* Implement mixed payable solutions and support our clients with file mapping exercises
* Work with partners in Operations and Product Management to streamline processes
* Identify instances of business risk and show ownership of issues when they arise
* Scope client requests and translate business requirements into detailed technical specifications for treasury services
* Use Microsoft Office tools to document meeting agendas and minutes and project plans.
Use of workflow tool for status updates and document repository
* Demonstrate creative problem solving and judgement and be empowered to escalate when necessary
* Manage client and internal partner expectations by establishing timeliness and dependencies with the goal to exceed expectations
Required Qualifications, skills and capabilities
* An appreciation for being a 'keeper of our brand' with 3+ years of applicable experience and a passion for delivering a consistent, stellar client and partner experience
* Technical project management experience or experience with complex treasury implementations and comfort in a fast paced, dynamic client-facing environment
* Ability to clearly communicate, partner and influence - leading others to a common goal
* Exhibit adherence to policy and procedures and meet or exceed established SLA
* Comfort in using technology such as WebEx, Zoom and other collaboration tools for enhanced client discussions
* Experience in coaching or mentoring employees and proven ability to successfully manage conflict
* Strategic thinking with the ability to adapt to change
* Microsoft Office Suite experience and project Management, Payments and Receivables experience or eagerness to learn
* Technical Consulting or business analysis experience in the Enterprise Resource Planning (ERP), systems integration or Application Programming Interface (API) space
...
....Read more...
Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2025-05-10 08:45:57
-
At J.P.
Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families.
Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth.
You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
* Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
* Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills.
This will be done with a consistent focus on relationship management, not portfolio management
* Demonstrate a deep understanding of financial markets and sound business judgement
* Exhibit unwavering integrity that points toward doing right by clients at every opportunity
* Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
* Provide a holistic view of clients' needs and financial coaching beyond investments
* Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
* At least 2 years in a Financial Advisor role or equivalent financial services experience
* Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
* Demonstrated ability and commitment to goals-based planning and advice
* A valid and active Series 7
* A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
* A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
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: Phoenix, US-AZ
Salary / Rate: Not Specified
Posted: 2025-05-10 08:45:56
-
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion.
Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture.
You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences.
You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
* Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
* Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
* Assists clients and the branch team by helping with new account openings when needed
* Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
* Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
* Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
* Strong desire and ability to influence, educate, and connect customers to technology
* Cash handling experience
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their fina...
....Read more...
Type: Permanent Location: Braselton, US-GA
Salary / Rate: Not Specified
Posted: 2025-05-10 08:45:55
-
Join the forefront of innovation with the Controls Room Team, the central hub for control-related information across the firm! As part of our mission to enhance the firm's control environment, we provide rapid access to data, advanced analytics, and proactive issue identification.
By developing systems that support key operational risk frameworks, we elevate monitoring and management capabilities.
Our team standardizes and automates the recording and reporting of operational risks, delivering valuable business risk insights.
Be a part of a dynamic team that collaborates across disciplines to swiftly address and remediate control issues, ensuring robust risk and control oversight.
As an AI/ML Model Developer in Control Management, you will data mine to identify insights and build models for production.
You will collaborate with other machine learning model developers and work closely with stakeholders to deliver business value.
Your role will be pivotal in advancing the analytics and AI/ML program.
Job responsibilities
* Research data to discover insights and develop innovative ML-based solutions to some of Control Management's hardest problems.
* Understand the AI/ML program journey to formulate relevant high impact business questions that can be answered through data analysis.
* Develop strong data science capabilities that can be scaled across various business use cases.
* Collaborate with Tech partners to design and deploy Machine Learning services that can be integrated with strategic systems.
* Leverage internal reusable components and cutting-edge external tools strategically to advance capability development.
* Document and convey approaches and results to non-technical audiences, such as business stakeholders and executive leadership.
* Research and implement state-of-the-art methods and models.
Required qualifications, capabilities and skills
* Master's degree/Ph.D.
in Data Science, Computer Science or Technology-related discipline
* Minimum of 5 years of AI/ML model development experience
* Hands-on experience in building and managing large-scale Data Science and Machine Learning models, including their monitoring and upkeep in production
* Hands-on experience with Deep Neural Network packages (examples: PyTorch, Keras/TensorFlow, HuggingFace packages like Transformers, Datasets etc).
* Strong understanding of various machine learning concepts, including Natural Language Processing (NLP) and Large Language Models (LLMs)
* Strong ability to develop and debug in Python with extensive experience with machine learning APIs and computational packages (examples: Scikit-Learn, NumPy, SciPy, Pandas, XGBoost etc)
* Experience in exploring and analyzing data using SQL, including writing queries and extracting insights from large datasets
* Experience in developing solution using cloud technologies such as AWS Sagemaker, Azure etc
* Able to work both individually...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-05-10 08:45:54
-
J.P.
Morgan Asset Management is a leading global alternatives manager with a 40-year legacy of delivering innovative solutions across market cycles.
Our specialized teams manage alternative investment strategies, supported by the extensive resources and governance of J.P.
Morgan Asset Management.
We offer a diverse range of strategies, including real estate, private equity, credit, infrastructure, transportation, liquid alternatives, and hedge funds, all designed to achieve specific client outcomes and provide uncorrelated returns to traditional asset classes.
Our customized portfolios are tailored to meet individual client needs.
Job Summary:
As an Associate in the Fund Accounting Team at J.P.
Morgan Asset Management, you will support the financial reporting of one of the largest Commercial Real Estate portfolios.
Your responsibilities will include maintaining two sets of accounting books, one adhering to historical cost GAAP and the other to FV (Fair Value) reporting standards, to support the non-traded REIT.
You will have the opportunity to collaborate with a team of seasoned professionals, overseeing various aspects of real estate financial analysis, accounting, structuring, and internal controls for properties within a designated geographic area.
Additionally, you will work closely with investment professionals on acquisitions, dispositions, and capital restructures, focusing on accounting treatment and transaction execution for REA funds and investors..
Job Responsibilities:
* Cultivate and maintain strong relationships with REA investment team members, joint venture partners, and property managers.
* Conduct financial due diligence for acquisitions, collaborating with various REA departments, third parties, sellers, JV partners, and legal counsel.
* Reconcile and analyze differences between historical cost and fair value accounting to provide insights into the financial performance and valuation of real estate assets.
* Provide oversight and guidance on accounting treatment, offering periodic feedback on the quality and thoroughness of work products.
* Review monthly operating results of investments for Fund consolidation and pricing, serving as an escalation point for reporting issues.
* Analyze financial statements and performance metrics (IRR, equity multiples, time-weighted returns, etc.) of real estate investments.
* Engage with independent external auditors and tax practitioners.
* Prepare and review materials valuable for business management, internal stakeholders, and investors.
* Manage outsourced staff, ensuring adherence to responsibilities and deadlines.
Required qualifications, capabilities, and skills:
* 5+ years of accounting experience , with a strong understanding of historical cost GAAP and FV (Fair Value) reporting standards.
* 3+ years of real estate experience
* Bachelor's degree in Accounting
* Strong understanding of complex real estate investmen...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-05-10 08:45:53
-
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 realworld challenges that impact our company, customers and communities.
Our culture in Risk Management and Compliance is all about thinking outside the box, challenging the status quo and striving to be best-in class.
As a Senior Associate in the GFCC Financial Crimes Analytics team, you will work at the intersection of business and technology to develop intelligence that identifies and monitors risk trends.
You will leverage your statistical, analytical, and technical skills to produce dashboards and reports that inform senior management.
This role offers the opportunity to collaborate with diverse groups across the firm, driving program objectives to successful completion.
Job Responsibilities:
* Develop actionable financial crimes intelligence that illuminates existing and emerging risk trends to inform senior management.
* Develop and track production of various financial crimes intelligence dashboards and reports.
* Support requests for specialized analytics by researching data sources and developing custom logic.
* Manage the GFCC Information Owner program.
* Support projects involving various Corporate, Technology, and Line of Business groups to identify and implement new intelligence opportunities.
* Effectively communicate observations to various levels of management.
* Cultivate relationships across Corporate, Legal, Technology, and Line of Business groups to drive program objectives to successful completion.
* Facilitate as a backup for other analytics positions within FCA.
Required Qualifications, Capabilities, and Skills:
* 2+ years of experience building complex SQL statements and working knowledge of database platforms such as Oracle and Teradata.
* 2+ years of programming experience with SAS.
* 2+ years of experience working in Cloud Data Platforms such as AWS, Databricks, and Snowflake.
* 2+ years of advanced dashboard development experience with QlikView, QlikSense, Tableau, or similar.
* 1+ years of programming experience with Python and/or Spark.
* 2+ years of experience applying data science techniques using statistical analysis to analyze large data sets.
* 2+ years of experience building complex workflows leveraging Alteryx Designer.
* Strong analytical skills to enable efficient, accurate, and objective decision-making.
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...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-05-10 08:45:52
-
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: Gainesville, US-VA
Salary / Rate: Not Specified
Posted: 2025-05-10 08:45:51
-
Are you are a strategic thinker, passionate about delivering solutions to clients? You have found the right team.
As a Market Readiness Manager on the Market Management & Client Solutioning team, you will equip the sales team with the necessary strategy, value proposition and client messaging tools to effectively sell treasury and payments products across all market segments within the Commercial Bank.
You will drive a successful sales readiness strategy for product launches.
Job Responsibilities
* Collaborate with strategy and initiative leads to manage projects across various payment product cohorts
* Support development of sales-focused training (industry and persona-based)
* Support development of client messaging (industry and persona-based conversation starters and pitchbooks)
* Support an ambitious roadmap of sales readiness for new products, capabilities, and partnerships
* Lead initiatives and bring new, exciting solutions to market by supporting sales readiness efforts
Required Qualifications, Capabilities and Skills
* 7+ years of relevant Product, Strategy or Consulting experience within Payables/Commercial Card and/or banking domains
* Ability to translate product vision into sales and customer-friendly language, followed by execution of a go-to-market product launch
* Proven track record collaborating across cross-functional teams, such as Product, Operations, Service, Sales, Onboarding, Marketing and Finance
* Sales enablement experience with bringing new product capabilities to market and supporting sales education
* Ability to communicate complex ideas, storytelling (verbal and written), and influence both upward and downward
* Demonstrated communication and diplomacy skills to work cross-organizationally to influence others, drive results/change and implement projects/processes on simultaneous projects
Preferred Qualifications, Capabilities and Skills
* BA/BS degree and strong MS Office skills required; MBA preferred
* Nice-to-have: Good knowledge of traditional and emerging methods of payment (e.g., ACH, Wire, Real Time Payments, Wallets and Card)
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 o...
....Read more...
Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-05-10 08:45:51
-
Become an integral part of J.P.
Morgan Advisors team where you will have the opportunity to work in a fast-paced organization and each day will be unique! This role provides a platform for professional growth and skill enhancement.
Be part of a team that is results-oriented, with a focus on attention to detail and quality.
As an Administrative Assistant in J.P.
Morgan Advisors team, you will need to work well in a team environment, be able to represent the manager/group with professional courtesy and acumen, and deliver flawless work output.
Your daily routine also includes interaction with various executive level internal clients across the lines of businesses.
You will need to adapt procedures, processes and techniques to complete assignments in line with the department's activities and goals.
Job responsibilities
* Maintain complex and detailed calendars
* Screen incoming calls and determine the level of priority, while using caution in dispensing information
* Manage the coordination and logistics of both internal and external meetings
* Arrange and coordinate complicated domestic and international travel
* Organize all aspects of internal and external events, including catering and transportation
* Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines
* Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access
* Produce high quality emails and messages to individuals at all levels of the organization
* Maintain department documents, including current organizational charts and Executive Bio's
* Handle regular activities without prompting, and advise in advance with issues or delays
* Assist in editing spreadsheets and presentations, including printing and binding, for client meetings
Required qualifications, capabilities, and skills
* At least three years of administrative experience
* Advanced ability to organize
* Discretion and good judgment in confidential situations, and proven experience interacting with senior management
* Strong interpersonal, written, and oral communication skills
* Strong proficiency in Microsoft Office
* Excellent telephone etiquette and ability to manage competing priorities i.e.
calendar management
Preferred qualifications, capabilities, and skills
* Experience supporting at the Managing Director level (or equivalent) or above
* College degree is a plus
Note: This role requires five days in the office (Mon-Fri) and will not support Hybrid options.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonp...
....Read more...
Type: Permanent Location: Boston, US-MA
Salary / Rate: Not Specified
Posted: 2025-05-10 08:45:50
-
We have an opportunity to impact your career and provide an adventure where you can push the limits of what's possible.
As a Lead Software Engineer at JPMorgan Chase within Credit Technology, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way.
As a core technical contributor, you are responsible for conducting critical technology solutions across multiple technical areas within various business functions in support of the firm's business objectives.
Job responsibilities
* Executes creative software solutions, design, development, and technical troubleshooting for the technology that supports JP Morgan's Credit Derivative Trading Technology
* Partner directly with product teams, trading, quantitative research, and other key partners to identify and implement technical solutions to workflow automation and trading efficiency
* Develops secure high-quality production code, and reviews and debugs code written by others
* Identifies opportunities to eliminate or automate remediation of recurring issues to improve overall operational stability of software applications and systems
* Leads evaluation sessions with external vendors, startups, and internal teams to drive outcomes-oriented probing of architectural designs, technical credentials, and applicability for use within existing systems and information architecture
* Leads communities of practice across Software Engineering to drive awareness and use of new and leading-edge technologies
* Adds to team culture of diversity, equity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on software engineering concepts and 5+ years applied experience in software engineering
* Hands-on practical experience delivering system design, application development, testing, and operational stability
* Experience in developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages.
* Proficiency in automation and continuous delivery methods
* Proficient in all aspects of the Software Development Life Cycle
* Advanced understanding of agile methodologies such as CI/CD, Application Resiliency, and Security
* Demonstrated proficiency in software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* In-depth knowledge of the financial services industry and their IT systems
* Practical cloud native experience
Preferred qualifications, capabilities, and skills
* Understanding of Credit market structure including Credit Default Swaps and CDS Indices
* Experience in building large systems in Python
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutio...
....Read more...
Type: Permanent Location: Chicago, US-IL
Salary / Rate: Not Specified
Posted: 2025-05-10 08:45:49
-
Job Description
J.P.
Morgan Asset Management is a leading global asset manager with a robust platform and a commitment to delivering exceptional investment solutions.
Our Risk Management team is dedicated to safeguarding the firm's assets and ensuring the stability and integrity of our investment processes.
Join the Asset Management Risk team as the Global Head of Risk for Equities, a pivotal role for a seasoned executive to ensure our Risk Management culture remains strong and resilient.
You will help the firm grow responsibly by anticipating new and emerging risks and using your expert judgement to solve real-world challenges that impacts our company, clients, and communities.
Our culture encourages thinking outside of the box, challenging status quo, and striving to be best-in-class.
Job summary
As a Senior Risk Manager within the Asset Management Risk team, you will be responsible for overseeing the risk management framework within the organization.
We are looking for a strategic thinker with a deep understanding of financial markets, regulatory requirements, and risk management principles.
In this role, you will ensure that our risk management practices are robust and effective.
Your strong analytical and communication skills will be key in managing risk within the asset management industry.
Job responsibilities
* Spearhead a team of risk professionals dedicated to safeguarding the Asset Management Equities business.
* Steer the risk management team with strategic views, ensuring alignment with the Equity business's overall objectives and fostering a forward-thinking approach to overseeing risks business.
Offer insightful risk management counsel to senior leadership, guiding strategic decisions with a holistic view of risk.
* Provide independent oversight of risk as part of an integrated and multi-layered Risk Management Framework.
Ensuring that risk management practices are effective and aligned with the AM business's strategic initiatives and fulfilling our fiduciary responsibilities.
* Work closely with the business and other stakeholders to integrate risk considerations into all aspects of the firm's operations.
* Promote a Risk-Aware Culture by fostering a strong culture of risk awareness across Asset Management encouraging best practices and continuous improvement in how risk is managed across.
* Utilize advanced analytical tools and methodologies to provide insights into risk exposures and inform strategic decision-making process, including top-tier industry-wide tools.
* Provide comprehensive risk assessment and monitoring, identifying potential vulnerabilities and areas for improvement.
* Establish and maintain robust risk governance structures, ensuring that risk management practices are transparent, accountable, and integrated into the organization's decision-making processes.
* Ensure compliance with all relevant regulatory requirements and industry standards, maintaining the f...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-05-10 08:45:48
-
Play a vital role in shaping the future of an iconic company and make a direct impact in a dynamic environment designed for top achievers.
As a Senior Manager of Software Engineering at JPMorgan Chase within the Markets - Prime Finance Services, you serve in a leadership role by providing technical coaching and advisory for multiple technical teams, as well as anticipate the needs and potential dependencies of other functions within the firm.
As an expert in your field, your insights influence budget and technical considerations to advance operational efficiencies and functionalities.
Job responsibilities
* Provide overall direction, oversight, and coaching for a team of entry-level to mid-level software engineers that work on basic to moderately complex tasks
* Be accountable for decisions that influence teams' resources, budget, tactical operations, and the execution and implementation of processes and procedures
* Ensures successful collaboration across teams and stakeholders
* Identifies and mitigates issues to execute a book of work while escalating issues as necessary
* Provides input to leadership regarding budget, approach, and technical considerations to improve operational efficiencies and functionality for the team
* Creates a culture of diversity, equity, inclusion, and respect for team members and prioritizes diverse representation
Required qualifications, capabilities, and skills
* Formal training or certification on Java/Spring/Spring Boot concepts and 5+ years applied experience
* Experience in managing, developing, debugging, and maintaining code in a large corporate environment with one or more modern programming languages and database querying languages like Oracle, MySQL or NoSQL databases like MongoDB
* Experience leading teams of technologists
* Ability to guide and coach teams on approach to achieve goals aligned against a set of strategic initiatives
* Experience with hiring, developing, and recognizing talent
* In-depth knowledge of the services industry and their IT systems
* Hands-on in designing high level software architectures including data models, APIs and system integration.
* Experience across the whole Software Development Life Cycle
* Exposure to agile methodologies such as CI/CD, Applicant Resiliency, and Security
* Emerging knowledge of software applications and technical processes within a technical discipline (e.g., cloud, artificial intelligence, machine learning, mobile, etc.)
* Experience in Computer Science, Engineering, Mathematics, or a related field and expertise in technology disciplines
Preferred qualifications, capabilities, and skills
* Experience working at code level
* Practical cloud native experience - preferably AWS.
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...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-05-10 08:45:48
-
JPMorgan Chase & Co.
is a leading global financial services firm with assets of $2 trillion and operations in more than 60 countries.
The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, financial transaction processing, asset management and private equity.
Across Latin America, J.P.
Morgan is a leading financial provider and among the top global banks in all product areas.
As a result of our long-standing regional presence, we have built long-term and trusted relationships with Latin American industry leaders, financial institutions, governments, family-owned businesses and private clients.
J.P.
Morgan's commitment to the region enables us to deliver a broad range of capabilities to meet our clients' financial needs in the local and global markets in the areas of investment banking, asset management, treasury services, wealth management and corporate banking.
As a Capital Management- SFT - Risk Weighted Assets Reporting- Analyst within JPMorgan Chase & Co., you will take on the responsibility of calculating and reporting monthly and quarterly Securities Financing Transaction Risk Weighted Asset (RWA) results.
Your role will also involve analyzing and interpreting RWA trends, performing quantitative impact analysis on the firm's RWA and other capital exposures under Basel rules, and supporting external regulatory reporting deliverables.
Job Responsibilities:
* Calculate and report monthly and quarterly Securities Financing Transaction Risk Weighted Asset (RWA) results
* Analyze and interpret RWA trends and present drivers to senior management
* Perform quantitative impact analysis on the firm's RWA and other capital exposures such as SLR and GSIB under Basel rules
* Support external regulatory reporting deliverables
* Own end-to- end production process and evaluate controls on key processes and functions
* Maintain procedure documents (SOP) for the production process.
Maintain Implementation guidance documents detailing the data, associated rule implementation for RWA calculation and reporting
* Use regulatory capital knowledge to drive the Basel 3 and Basel 3 Expanded Risk Based Approach rule implementation as a Subject Matter Expert (SME)
* Assist in various impact analysis to support senior management's capital related decision making process
Required Qualifications, Skills and Capabilities:
* Bachelor's degree required
* 1 year of experience in Finance, Risk Management, or related field or internship in relative field
* Exceptional excel/database/desktop skills
* Ability to work in pressure-oriented environment and able to handle multiple tasks
* Strong analytical, critical thinking, and problem solving skills with a track record of execution against deliverables; including the ability to take ownership and work independently while contributing to the broader team
* Results oriented individual who can e...
....Read more...
Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-05-10 08:45:46
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You're energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you'll also have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As an Associate Relationship Banker in our Branch Banking team, you'll take a lead role in delivering an outstanding experience to Chase customers.
You'll welcome and assist customers that walk into our branches using your financial knowledge to offer thoughtful solutions to help address their financial needs, by opening the right accounts and products for customers contributing to the success of the branch.
You'll be making the lives of customers easier by sharing and setting up self-service
Job responsibilities
* Engages clients making them feel welcomed and delivering an exceptional customer experience by acting with a customer-first attitude
* Engages with clients that enter the branch by making a personal connection, asking open ended questions, and listening to make recommendations on their accounts, financial, and complex servicing needs
* Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs, whenever, wherever, and however they want.
* Meets with branch assigned customers in person and over the phone to continue building lasting relationships, discover financial needs, tailor products, and offer new tools to help customers meet their consumer banking and investment goals.
* Partners with licensed bankers, financial advisors, mortgage bankers, and business relationship Managers to connect customers to experts who can help them with specialized financial needs
* Assists branches by performing branch operations when needed, which may include acting in dual control and assisting with maintenance of cash devices including cash vaults and ATMs while adhering to all bank policies and procedures.
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills in person and over the phone with proven ability to tailor features and benefits of products and services to customers with differing needs
* Ability to work branch hours, including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
* Profes...
....Read more...
Type: Permanent Location: Florence, US-KY
Salary / Rate: Not Specified
Posted: 2025-05-10 08:45:46
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: Charlotte, US-NC
Salary / Rate: Not Specified
Posted: 2025-05-10 08:45:45
-
If you are passionate about supporting initiatives and executing processes that enhance efficiency and the client experience, then a role as a Not-for-Profit Business Solutions Banker is for you.
As a Not-for-Profit (NFP) Business Solutions Banker in Business Banking, you will be helping to improve the lives of our NFP clients and the well-being of their businesses by offering financial solutions, education and advice.
You will manage a portfolio of NFP clients, and build relationships through providing financial education and innovative solutions with a focus on client experience.
Job responsibilities
* Deliver an outstanding experience to Chase Business Banking NFP clients by proactively providing comprehensive business banking solutions tailored to the financial needs and circumstances of the businesses
* Plan and conduct regularly-scheduled, agenda-based meetings with each client to understand their needs and goals; identify their banking needs, analyze current product usage, and pinpoint growth opportunities through Zoom and phone engagement; engage with clients through screen share tools to educate, guide, and assist the client with Chase online systems
* Use knowledge of banking, industry trends and internal tools to identify, recommend, and promote solutions that best serve the client while still working within risk parameters that protect the bank and ensure profitability of the portfolio
* Manage a portfolio of 250 high-value NFP clients by cultivating relationships to ensure a seamless client experience throughout Chase
* Understand the client's short-term and long-term capital needs to identify and manage credit opportunities up to $250,000
* Understand the client's cash flow cycle to identify Cash Management, Card, and Payment Solutions to help streamline and optimize processing efficiency for the client; understand and recommend ways to keep clients' funds and accounts protected
* Own client experience from end-to-end, engaging appropriate service teams to resolve issues; own the survey results for all assigned clients; and know when to escalate issues that require additional assistance or resolution
Required qualifications, capabilities, and skills
* Minimum 3 years' experience in a Business Banking Relationship Management or portfolio management role, or related business experience
* Maintain strong Zoom/phone-based and written communication skills with individuals at all levels internally and externally
* Ability to proactively build relationships with clients and internal partners, and influence others in a fast-paced environment to achieve desired outcomes
* Ability to take initiative and develop rapport to build and maintain client relationships virtually; to identify opportunities and issues by asking targeted questions to assess current client needs and goals; and to assess and recommend viable and appropriate solutions for the client
* General knowledge of co...
....Read more...
Type: Permanent Location: Tempe, US-AZ
Salary / Rate: Not Specified
Posted: 2025-05-10 08:45:44
-
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.
You are energetic and enthusiastic as the face of Chase to our retail branch customers.
From a personal standpoint, you will have the opportunity to take ownership of your career development through a variety of cross-training opportunities.
As a Relationship Banker in Branch Banking , you will take a lead role in delivering an outstanding experience to Chase customers.
You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch.
You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.
Job responsibilities
* Delivers an exceptional customer experience by acting with a customer-first attitude
* Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
* Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
* Influences, educates, and connects customers to technology
* Possesses initiative and knowledge to provide financial options for customers using a consultative approach
* Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
* Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
Required qualifications, capabilities, and skills
* 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
* High school degree, GED, or foreign equivalent
* Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required.
All unlicensed applicants must obtain their licenses within 180 days of hire
* Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
* Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
* Ability to work branch hours including weekends and some evenings
Preferred qualifications, capabilities, and skills
* College degree or military equivalent
...
....Read more...
Type: Permanent Location: Cardiff By The Sea, US-CA
Salary / Rate: Not Specified
Posted: 2025-05-10 08:45:44
-
We are on the lookout for a talented Audit Manager to join our Consumer and Community Banking Internal Audit team.
This is your opportunity to play a crucial role in enhancing our organization's governance and operational excellence!
As an Audit Manager on the Consumer and Community Banking Internal Audit Team, you will develop and execute the annual audit plan, manage audit engagements, oversee and perform audit testing, and participate in applicable control and governance forums.
Job responsibilities
* Lead and participate on audit engagements, from planning to reporting, and produce quality deliverables to both department and professional standards, while ensuring audits are completed timely and within budget
* Work closely with global Audit colleagues in the early identification of emerging control issues, and report them in a timely manner to Audit management and business stakeholders
* Partner with stakeholders, business management, other control groups (i.e.
risk management, compliance, fraud prevention), external auditors, and regulators, establishing strong working relationships while maintaining independence
* Effectively manage teams where required, performing timely review of work performed and providing honest and constructive feedback
* Implement and execute an effective program of continuous auditing for assigned areas, including monitoring of key metrics to identify control issues and adverse trends
* Stay up to date with evolving industry trends, external news and regulatory changes, and analyze the impact to the business
* Find ways to drive efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required qualifications, capabilities and skills
* 7+ years of internal or external auditing experience, or relevant business experience
* Bachelor's degree (or relevant financial services experience)
* Experience with internal audit methodology and applying concepts in audit delivery and execution
* Solid understanding of internal control concepts, with the ability to evaluate and determine the adequacy of controls by considering business and technology risks in an integrated manner
* Knowledge of applicable laws and regulatory requirements related to broker/dealer and fiduciary activities
* Strong interpersonal and influencing skills, with the ability to establish credibility and build partnerships with senior business and control partners; adept at presenting complex and sensitive issues to senior management
Preferred qualifications, capabilities and skills
* CPA, CIA, and/or Advanced Degree in Finance or Accounting is 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 a...
....Read more...
Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-05-10 08:45:43
-
As a Vice President, Learning Innovation in the JPMorgan Payments team, you will play a strategic role in delivering compelling Learning and Development programs and assets in the Merchant Services business.
This position offers a unique opportunity to join a dynamic and growing team to deliver exceptional programs for Merchant Services colleagues, Treasury Management Officers, and Bankers across diverse industries and lines of business.
You will have the opportunity to design and develop learning and development programs that align with Merchant Services capabilities and Strategic Industry initiatives, ensuring they resonate with key stakeholders across various functions and levels.
This role is ideal for a dynamic self-starter eager to make a significant impact in a fast-paced, collaborative environment.
Job Responsibilities:
* Leverage instructional design principals to develop comprehensive learning and development engagements including e-learning modules, workshops, and seminars.
* Create compelling assets that tell a story and effectively communicate key insights, themes, and initiatives.
* Collaborate with senior leaders and key stakeholders to ensure deliverables align with the company's strategic goals.
* Enhance employee performance and engagement through innovative learning solutions.
* Manage content effectively to ensure it meets the needs of diverse stakeholders across industries and lines of business.
* Coordinate and communicate across various functions and levels to ensure successful program delivery.
* Partner with GTM and Commercialization teams to drive and track asset management and meet deadlines.
Required Qualifications, Capabilities, and Skills:
* 5+ Years experience in Payments
* 3+ years of experience in Learning and Development, Training, or related fields.
* Proficiency in content management and asset creation.
* Excellent written and verbal communication skills with individuals at all levels.
* Strong knowledge of financial services industry, products, and services, with a payments background.
* Experience in designing and developing learning programs that align with strategic objectives.
* High levels of communication, collaboration, and coordination skills.
* Ability to independently curate and develop training materials and resources.
* Creative thinker with the ability to offer comprehensive and customized programs and solutions.
Preferred Qualifications, Capabilities, and Skills:
* Experience working in a highly matrixed, complex organization.
* Ability to negotiate, influence, and collaborate to build successful relationships.
* Experience in the digital space to drive support of strategic initiatives across the business.
* Strong creative thinking and problem-solving skills.
* Proficiency and experience with eLearning tools such as Captivate and ProBuilder.
* Public speaking and/ or facilitation e...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-05-10 08:45:42