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Join our Machine Learning and Optimization team to shape the future of conversational AI at Chase.
You'll help transform customer interactions by leveraging advanced LLMs and cutting-edge NLP techniques.
This is an opportunity to grow your career, collaborate with experts, and make a real impact on our digital products.
As a Computational Linguist in the Machine Learning and Optimization team, you will optimize features, models, and AI capabilities for the Chase Digital Assistant and other conversational AI products.
You will drive the transition to LLM-based, context-rich conversational AI, develop scalable intent taxonomies, and refine conversation flows.
You will work closely with cross-functional teams to deliver high-quality models and innovative solutions, ensuring scalability and resiliency.
You will collaborate with annotation leads, product managers, and ML engineers to enhance training data and conversational flows.
Your expertise will support continuous improvement in customer experience and journey design, while maintaining documentation and best practices for Natural Language Understanding processes.
Job Responsibilities
* Manage, monitor, and evaluate the Chase Digital Assistant's intent and entity taxonomy and the model training.
* Collaborate with developers, machine learning engineers, and quality assurance teams to resolve model-related issues as they occur.
* Serve as a subject matter expert, engaging with various stakeholders throughout the product lifecycle, and maintain a strong understanding of the Chase Digital Assistant's model from both customer and technical perspectives.
* Work closely on the adaptation to LLM-driven workflows, ensuring seamless integration of LLMs with existing conversational AI architectures and event tracking systems.
* Work closely with Product Managers, ML Engineers, and Analytics by providing linguistic expertise and direction for new NLP capabilities (e.g., dialogue, ambiguity, inference).
* Design, evaluate, and optimize prompts and intent/flow descriptions for LLM-powered chatbots, ensuring more intelligent dialogue management and generative repair capabilities.
* Partners closely with Annotation Lead to review and optimize training data, including large-scale refreshes and revisions of training sets and intent/flow/slot descriptions.
* As a subject matter expert, be a resource for the annotation team for their understanding and evaluation of customer language and the models.
* Collaborate on the transition from single-utterance, manual analysis to full-conversation, structured context analysis, leveraging LLMs for nuanced understanding and targeted optimization.
* Implement and monitor performance metrics (e.g., F1 Score), report results to identify gaps and performance optimization opportunities.
* Implement current metrics to assess LLM-powered chatbot performance, and strengthen the evaluation process by introducing new metrics t...
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Type: Permanent Location: Wilmington, US-DE
Salary / Rate: Not Specified
Posted: 2025-10-30 08:20:03
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Join JPMorganChase as an Account Specialist III and be the primary contact for clients with complex financial needs.
Deliver exceptional service by processing transactions, resolving issues, and identifying opportunities to enhance client relationships.
Utilize your expertise in account services and technology to drive innovative solutions and contribute to team success.
Develop your leadership skills in mentoring and strategic thinking while making a meaningful impact in a dynamic environment.
As an Account Specialist III within JPMorganChase, you will be the primary contact for our clients with more intricate financial products or services.
Your role will involve providing exceptional customer service, processing transactions, and troubleshooting issues, all while identifying opportunities to refer services based on customer needs.
You will be expected to apply your broad knowledge of account services and protocols to perform a wide range of tasks within established procedures.
Your ability to analyze data, manage conflicts, and use technology effectively will be crucial in this role.
Additionally, your innovative thinking will be valued as you contribute to solutions for new issues.
As part of a team, you will also have the opportunity to develop your skills in mentoring, team building, coaching, delegation, and strategic thinking.
Job responsibilities
* Provide comprehensive customer service to clients with complex financial products, addressing inquiries, processing transactions, and troubleshooting issues using your proficiency in data analytics and computer literacy.
* Identify and manage conflicts that may arise during client interactions, utilizing your conflict management skills to facilitate discussions and create optimal solutions.
* Contribute to the generation of revenue by selling moderately complex financial products directly to individual consumer clients, leveraging your understanding of customer service and innovation.
* Assist in the development of team members by providing guidance and support in specific skills and knowledge areas, utilizing your developing skills in mentoring, coaching, and delegation.
* Participate in strategic thinking initiatives by using data to understand issues and opportunities, collaborating with the business and partners on strategy and priority development.
Required qualifications, capabilities, and skills
* Customer interaction and support skills with at least 2 years of experience in phone or face-to-face settings, while being able to multitask with computer systems and work accurately.
* Baseline knowledge of account services operations, including transaction processing and troubleshooting.
* Demonstrated proficiency in data analytics, with the ability to interpret models and diagrams to provide continuous insight.
* Proficiency in computer literacy, with the ability to use technology to perform tasks, solve problems, and communicate professi...
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Type: Permanent Location: Heathrow, US-FL
Salary / Rate: Not Specified
Posted: 2025-10-30 08:19:53
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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
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* 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: Nashville, US-TN
Salary / Rate: Not Specified
Posted: 2025-10-30 08:19:52
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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 Operations Lead in a Chase Branch, you'll be at the heart of our branch operations, working closely with the Branch Manager, branch employees, and our team of experts.
Your role is crucial in ensuring that our clients' financial transactions are handled with precision and care, all while adhering to our policies, procedures, and regulatory requirements.
A typical day will involve assisting clients with their transactions, but it doesn't stop there.
You'll have the opportunity to make a real difference by introducing clients to self-service options that simplify their banking experience and by building lasting relationships with them.
Throughout the week, you'll also dedicate time to reviewing branch operations and keeping the branch team informed about the latest policies and procedures.
Your leadership will ensure that our branch not only meets but exceeds control expectations, setting a positive tone for everyone who walks through our doors.
Job responsibilities
* Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community.
* Greet clients warmly as they enter the branch, making them feel valued and appreciated.
Demonstrate genuine care and concern during interactions, assisting with transactions, managing lobby flow, and scheduling meetings to build trusted relationships.
* Engage clients with clear, polite communication to understand and help them effectively.
Anticipate their needs while checking them into the waiting queue, ensuring a smooth visit.
* Lead branch operations, including managing cash devices like the cash vault and ATM.
Resolve any client issues quickly and effectively, paying attention to detail and striving for consistency while adhering to all bank policies and procedures.
* Introduce clients to our friendly branch team, who collaborate to deliver seamless service with care and sincerity.
Work together to build lasting relationships and assist with any specialized financial needs, elevating the client experience.
* Simplify clients' banking experience by sharing self-service options, allowing them to access their accounts anytime, day or night.
* Work closely with the Branch Manager to support all aspects of branch operations, including maintaining high standards for loss control, compliance, and audits, ensuring the branch operates smoothly and securely.
Required qualifications, capabilities, and skills
* You take pride in adhering to policies, procedures, and regulatory banking requirements, ensuring everything runs smoothly and efficiently.
* You are committed to main...
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Type: Permanent Location: Midland, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-30 08:19:51
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At JPMorganChase, you'll be at the forefront of delivering exceptional customer service, where each day presents the same opportunities to make a meaningful difference.
You'll engage in creative and exciting work, consistently offering innovative solutions and options to assist our valued customers.
While the duties may be routine, your role remains dynamic and impactful, enabling you to build strong relationships and contribute to our business success.
As a Specialist I in Fraud at JPMorganChase, you will be the first point of contact for our clients, providing exceptional customer service for various financial products.
Your role involves handling inbound calls, building strong customer relationships, and offering innovative solutions to meet client needs.
You'll thrive in a fast-paced call center environment, leveraging your communication, multitasking, and results-oriented skills.
You will be working within a well-defined framework, performing routine tasks and following established procedures, with any non-standard issues referred to your supervisor.
Job responsibilities
* Manages a high volume of inbound calls (potentially over 100 daily), delivering comprehensive support for financial products
* Utilizes customer service expertise to interpret needs and deliver continuous insights
* Navigates multiple computer systems with efficiency, demonstrating adaptability and resilience
* Excels both independently and collaboratively, driving team success and achieving goals
* Follows all regulatory and departmental practices and procedures diligently
* Takes ownership of each customer interaction while treating them with respect and responding with empathy
Required qualifications, capabilities, and skills
* Reading and speaking in both Spanish and English fluently is required for this role
* Communication, information gathering, and decision-making skills
* Customer interaction and support skills with at least 1 year of experience in phone or face-to-face settings, while being able to multitask with computer systems and work accurately
* Ability to manage complex customer interactions using empathy, composure, and sound judgment
* Ability to adjust to new situations and effectively navigate different cultural contexts and workplace environments
* Adaptability and efficiency in fast-paced, dynamic, and results-driven environments
* Ability to solve problems and effectively present and explain solutions
* Ability to learn products and systems quickly, embrace challenges as opportunities, and actively seek feedback to improve performance and achieve goals
* Proficient computer literacy skills, with experience in using technology to solve problems and communicate in a professional setting
* High school diploma or GED required
Preferred qualifications, capabilities, and skills
* Developing ability to use data to understand issues and opportunities
* Develo...
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Type: Permanent Location: San Antonio, US-TX
Salary / Rate: Not Specified
Posted: 2025-10-30 08:19:46
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Are you ready to transform how payments disbursements, operations, and controls are developed and delivered in the public sector? As a Product Delivery Lead in our Commercial & Investment Bank Payments Team, you will leverage your problem-solving skills to thrive in a fast-paced environment and drive customer-centric strategies.
As a leader in delivery, you will collaborate closely with Technology, Operations, Legal & Contracts, and Risk & Control teams to deliver tailor-made product solutions that meet clients' needs.
As a Product Manager in the North America Public Sector Product Team, you are an integral part of a team that defines and configures complex solutions for key client relationships.
You are responsible for acting as the voice of the customer by understanding their needs and communicating feedback to cross-functional teams leveraging your knowledge of treasury, payments and Public Sector products and solutions.
Job Responsibilities
* Develops a product strategy and product vision that delivers value to Federal Government customers.
* Manages discovery efforts and market research to uncover customer solutions and integrate them into the product roadmap.
* Owns, maintains, and develops an agile product backlog that enables development to support the overall strategic roadmap and value proposition.
* Partner with 3rd party vendors / partners to enhance product offering.
* Work with both North America and Global Public Sector teams to replicate best practices and across several client scenarios and solutions to drive stickiness.
* Collaborate with cross-functional teams including Technology, Design, Operations, Legal & Contracts, Risk & Controls to integrate high-value experiences into product development processes, ensuring seamless and customer-centric solutions.
* Articulate and present product strategies and decisions to leadership, clearly communicating the value and impact of our solutions.
Required Qualifications, Capabilities, and Skills
* 5+ years of relevant work experience, with a focus on complex business processes in banking or similar industries, including experience in public sector challenges.
* This role supports US Federal government contracts that require, U.S.
citizenship or lawful permanent status
* Proven ability to lead and structure agile delivery, ensuring high-quality execution.
* Experience in assessing the impact of business value and product strategy to drive successful organizational outcomes.
* Demonstrated ability to understand and work effectively with engineering teams particularly within public sector and regulated environments.
* Bachelor's Degree or deep relevant work experience.
Preferred Qualifications, Capabilities, and Skills
* Experience in designing for financial services, insurance, payments, and government solutions, with a focus on public sector challenges, is a plus.
A Government Security Clearance may be required ...
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Type: Permanent Location: Jersey City, US-NJ
Salary / Rate: Not Specified
Posted: 2025-10-30 08:19:44
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At Chase Travel, we are dedicated to transforming the way our customers experience travel.
As part of JPMorgan Chase, we leverage cutting-edge technology and innovative strategies to deliver exceptional travel solutions.
Our Digital Channels team is at the forefront of this mission, creating seamless and engaging digital experiences for our customers.
We are seeking a strategic and experienced Vice President of Product to join our Digital Channels team.
In this role, you will focus on driving strategic initiatives that enhance the travel experience, as well as developing overall product strategies and disciplines to achieve productivity and efficiency gains over time.
You will collaborate with cross-functional teams to create innovative solutions that meet customer needs and elevate the Chase Travel brand.
Job Responsibilities:
* Collaborates with team members to identify and drive strategic initiatives that enhance the travel experience for our customers, ensuring alignment with Chase Travel's overall vision and goals.
* Contributes to the development and implementation of a comprehensive product vision and strategy for Chase Travel's digital channels, focusing on long-term growth and customer satisfaction.
* Owns the prioritization of the product backlog, ensuring that initiatives align with strategic objectives and customer needs while balancing available resources.
* Leads discussions around capacity trade-offs, making informed decisions that optimize resource allocation and enhance productivity.
* Works closely with engineering, design, marketing, and operations teams to support product development from concept to launch, ensuring timely delivery and quality standards.
* Conducts market research and customer feedback analysis to identify opportunities for product enhancements and new features, ensuring our offerings meet the evolving needs of travelers.
* Assists in establishing key performance metrics to measure the success of digital products, continuously optimizing based on data-driven insights to drive productivity and efficiency gains.
* Communicates product insights and updates to senior leadership and key stakeholders, ensuring alignment and support across the organization.
Required Qualifications, capabilities, and skills :
* Bachelor's degree in Business, Marketing, Technology, or a related field
* Minimum of 7+ years of experience in product management, with a focus on digital channels and customer-facing products.
* Proven track record of successfully launching and managing digital products in the travel, e-commerce, or financial services industries.
* Attention to detail and ability to manage multiple tasks and priorities simultaneously is critical for success.
* Strong analytical skills with the ability to leverage data to drive decisions and product enhancements.
* Exceptional communication and interpersonal skills, with a demonstrated ability to colla...
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Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-10-30 08:19:42
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Join JPMorganChase as an Account Specialist III and be the primary contact for clients with complex financial needs.
Deliver exceptional service by processing transactions, resolving issues, and identifying opportunities to enhance client relationships.
Utilize your expertise in account services and technology to drive innovative solutions and contribute to team success.
Develop your leadership skills in mentoring and strategic thinking while making a meaningful impact in a dynamic environment.
As an Account Specialist III within JPMorganChase, you will be the primary contact for our clients with more intricate financial products or services.
Your role will involve providing exceptional customer service, processing transactions, and troubleshooting issues, all while identifying opportunities to refer services based on customer needs.
You will be expected to apply your broad knowledge of account services and protocols to perform a wide range of tasks within established procedures.
Your ability to analyze data, manage conflicts, and use technology effectively will be crucial in this role.
Additionally, your innovative thinking will be valued as you contribute to solutions for new issues.
As part of a team, you will also have the opportunity to develop your skills in mentoring, team building, coaching, delegation, and strategic thinking.
Job responsibilities
* Provide comprehensive customer service to clients with complex financial products, addressing inquiries, processing transactions, and troubleshooting issues using your proficiency in data analytics and computer literacy.
* Identify and manage conflicts that may arise during client interactions, utilizing your conflict management skills to facilitate discussions and create optimal solutions.
* Contribute to the generation of revenue by selling moderately complex financial products directly to individual consumer clients, leveraging your understanding of customer service and innovation.
* Assist in the development of team members by providing guidance and support in specific skills and knowledge areas, utilizing your developing skills in mentoring, coaching, and delegation.
* Participate in strategic thinking initiatives by using data to understand issues and opportunities, collaborating with the business and partners on strategy and priority development.
Required qualifications, capabilities, and skills
* Customer interaction and support skills with at least 2 years of experience in phone or face-to-face settings, while being able to multitask with computer systems and work accurately.
* Baseline knowledge of account services operations, including transaction processing and troubleshooting.
* Demonstrated proficiency in data analytics, with the ability to interpret models and diagrams to provide continuous insight.
* Proven ability to manage conflicts effectively, with experience in facilitating discussions and creating practical solutions.
...
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Type: Permanent Location: Heathrow, US-FL
Salary / Rate: Not Specified
Posted: 2025-10-30 08:19:40
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Description
The Portfolio Management Group (PMG) is the implementation engine for Private Banking's discretionary investment business, providing leverage for investment advisors and other front office partners as they pursue the Firm's growth initiatives.
PMG is responsible for implementing the investment strategy and portfolio construction as dictated by the Private Banking Strategy team.
PMG rebalances and manages risk in accounts across our investment management and trust portfolios.
Job Responsibilities :
* Implementation of portfolio construction based on Strategy team's calls and investment vehicle selection
* Maintain knowledge of the investment solutions utilized throughout Private Banking, including, mutual funds, exchange traded funds, structured notes, hedge funds, and separately managed accounts
* Maintain knowledge of each account's unique requirements and sensitivities
* Drive innovative solutions to increase efficiency of the team as well as broader group
* Partner on strategic initiatives across the broader team
* Review and trade portfolios, manage orders and execute trades across managed account business including the following:
* Monitoring client activity such as: new account initial investing and phase in's, monitoring cash and security activity, and liquidating accounts
* Timely implementation of strategic and tactical shifts when announced by Portfolio Construction
* Monitoring accounts for model drift and strategy deviation
* Collaborate with cross-functional teams to deliver projects successfully, including planning, execution, and reporting updates to senior stakeholders
* Relationship management with internal clients (client facing teams) and work with various internal partners to complete business initiatives
Required Qualifications, Skills and Capabilities:
• Bachelor's degree in a finance - related discipline with a minimum 3.3/4.0 GPA.
CFA or progress toward attaining CFA designation preferred, but not required
• 3-7 years' work experience in financial services industry with Private Wealth Management experience preferred
• Demonstrated solid understanding of investments with keen interest in broadening knowledge of portfolio management
• Demonstrated track record of building relationships with internal and external partners
• Prior experience operating within a risk framework
Demonstrated passion and understanding of investment solutions
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today 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 inclu...
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Type: Permanent Location: Newark, US-DE
Salary / Rate: Not Specified
Posted: 2025-10-30 08:19:38
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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 an...
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Type: Permanent Location: Highland Park, US-IL
Salary / Rate: Not Specified
Posted: 2025-10-30 08:19:37
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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 and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
* Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
* Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
* Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
* Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
* Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
* Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
* Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
* Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
* Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
* Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
* Ability to quickly and accurately learn products, services, and procedures.
* Client service experience or comparable experience.
* High school diploma or GED equivalent.
Preferred Qualifications, Capabilities, and Skills
* Strong desire and ability to influence, educate, and connect customers to technology solutions.
* Cash handling experi...
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Type: Permanent Location: Raleigh, US-NC
Salary / Rate: Not Specified
Posted: 2025-10-30 08:19:36
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Are you customer focused, enjoy building relationships and leading a team? You have found the right team.
As a Treasury Sales Group Manager in Commercial Banking, you will lead and develop Treasury Management Officers, Associates and our Analyst group.
You will play a key part in delivering an exceptional experience for clients while mitigating risk and appropriately guiding the team.
You will develop partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.
You will use your deep understanding of the treasury and leadership skills to develop and execute a strategy localized to market, growth, and product.
Job Responsibilities
* Lead, hire, and manage a team of Treasury sales professionals to achieve positive performanceresults
* Leads withdirection and coordinationbuilding successful relationships
* Monitorsstaff performance, provides appropriate coaching, recognition and feedback
* Buildscollaborative internal relationships with Regional Treasury Sales Team, bankers and other internal partners
* Participatesin partner meetings and communicateskey Treasury Management messages in a timely and accurate manner
* Protects the firm by applying sound risk management protocols and adhering to regulatory requirements
* Develop and implement client, market, people, and business strategies
Required qualifications, capabilities, and skills
* 7+ years of sales and industry experience
* 3+ years of sales leadership experience with a demonstrated ability to build, direct and manageasales/relationship management team of parallel size and scope
* Knowledge of treasury products and solutions
* Highly motivated, independent worker within a team-oriented cultureand focus on DE&I
* Excellent client management skills
* Ability to communicate and present to large groups
* Demonstrated sales coaching abilitiesincluding successful sales and marketing skills
Preferred qualifications, capabilities, and skills
* Familiar with Microsoft Word, Excel, and PowerPoint
* Bachelor's degree; advanced degree preferred
* Superior analytical and quantitative skills
Exceptional verbal and written communication skills
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including 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 cas...
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Type: Permanent Location: Portland, US-OR
Salary / Rate: Not Specified
Posted: 2025-10-30 08:19:34
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Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.
As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients.You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategywhiledeveloping partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams.
Job responsibilities
* Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships
* Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
* Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
* Lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
* Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
* Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms
* Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships
Required qualifications, capabilities, and skills
* 10+ years of cash management, sales and relationship management experience
* Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
* Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
* Excellent verbal and written communication skills
* Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
* Strong time management, organizational and planning skills
* Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor
Preferred qualifications, capabilities, and skills
* Bachelor's degree
* Certified Treasury Professional designation
* Strong creative solution and problem-solving abilities
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 20...
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Type: Permanent Location: Portland, US-OR
Salary / Rate: Not Specified
Posted: 2025-10-30 08:19:32
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Fuel your passion for product innovation and harness your expertise in development and optimization by spearheading customer-focused initiatives, inspiring transformative solutions, and shaping the future with your strategic vision and influence.
Utilize user research, analyze key metrics, and collaborate within one of the world's most pioneering financial organizations to drive meaningful change and craft innovative products that align with the dynamic needs of our customers.
As a Product Manager in Customer Application Experience, you play a pivotal role in driving innovation through the development of products and features that delight customers.
You leverage your expertise to challenge traditional approaches, remove barriers to success, and foster a culture of continuous innovation.
Your contributions inspire cross-functional teams to create groundbreaking solutions that address customer needs.
Job responsibilities
* Collaborate with business partners and product teams (architecture, tech, design) to identify new product opportunities using data analytics and market discovery.
* Assess upstream and downstream impacts of new product features on the overall product experience.
* Support user research, journey mapping, and market analysis to inform the strategic product roadmap.
* Analyze and track product metrics, ensuring alignment with time, cost, and quality targets throughout the development lifecycle.
* Write requirements, epics, and user stories, maintaining Jira hygiene for effective product development.
* Develop data mapping to ensure accurate service data transfer and documentation.
* Assist with onboarding new services and features.
* Define acceptance test criteria in JIRA and create automated tests using BDD/TDD methodologies.
* Create technical diagrams (Class, Sequence, Flow/Activity) using Confluence, VISIO, or similar tools.
* Champion AI integration within the Credit Card opening process and seek innovative applications.
* Own the product backlog, driving feature enhancements and modernization from inception to production.
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in product management or a relevant domain area
* Experience as a technical product manager with a strong background in preferably with experience managing technical platforms and/or data-focused capabilities.
Individual with good understanding of technologies including Automation test suite (Gherkin, Saucelabs, Mock tools), UI, API, Microservices, Kafka, AWS, etc.
Prior software development experience is a plus.
* A customer obsessed individual with the ability to build and maintain strong, productive relationships with engineers and technical partners, and an ability to translate customer needs into clear business requirements.
* Demonstrated experience leading teams through discovery, requirements gathering, and backlog creation...
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Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-10-30 08:19:31
-
You enjoy leading strategic initiatives, delivering innovative customer experiences, driving value for customers, guiding successful launches, and exceeding expectations.
Join our dynamic team and make a meaningful impact while sharpening your product management skills.
As a Product Manager in the Customer Acquisition Experiences team, you will be integral to the delivery of exciting customer experiences, and you will lead the end-to-end product life cycle.
As a core leader, you are responsible for partnering with your development team(s) across all scrum activities, maintaining a health backlog and engaging cross-functional teams on dependencies.
You will guide the successful launch of products, gather crucial feedback, and ensure top-tier client experiences.
You will build products that meet the highest standards of scalability, resiliency, and stability.
Job responsibilities
* Owns, maintains and develops a healthy product backlog
* Facilitates all scrum activities for your development team(s)
* Engages cross-functional teams on dependencies to ensure timely and satisfactory delivery
* Mentor Product Associate(s) on how to write requirements, support scrum activities and engage internal partners
* Manages key relationships - Work with engineering, architecture, and a diverse set of product teams across the enterprise to collaborate and drive results
* Communicates effectively and often my being vocal.
Share strategy, roadmap, progress, and insights broadly and systematically.
Craft the narrative and cadence for different partner and stakeholder audiences
* Be a subject matter expert and have a deep curiosity about the digital product experience space and a desire to connect that curiosity and knowledge to the teams that can effect change
* Be a Technical & Customer Problem Solver by asking questions, define the problem and recognize where our platform sits in the Chase ecosystem
* Understands the technologies and approaches in use and those we should be using to drive our plans for the future
* Builds the framework and tracks the product's key success metrics such as conversion rates, engagement and performance
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in product management or a relevant domain area
* Advanced knowledge of the product development life cycle, design, and data analytics
* Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
* A customer obsessed individual with the ability to build and maintain good, productive relationships with engineers and technical partners, and an ability to translate customer needs into clear product delivery or technical requirements
* Experience driving change within organizations and managing stakeholders across multiple functions
* Demonstrated ability to build...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-10-30 08:19:30
-
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: Arcata, US-CA
Salary / Rate: Not Specified
Posted: 2025-10-30 08:19:29
-
tbd
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.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success.
We are an equal opportunity employer and place a high value on diversity and inclusion at our company.
We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.
We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.
Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co.
is an Equal Opportunity Employer, including Disability/Veterans
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-10-30 08:19:28
-
Join our dynamic team as a Client Service Delivery Associate I and become a vital part of our mission to elevate client experiences.
As a Client Service Delivery Associate I within JPMorganChase, you will play a pivotal role in delivering exceptional customer service and operational support to our clients in a call center environment.
Your role will involve addressing client inquiries, processing transactions, and troubleshooting issues, all while identifying opportunities to refer services based on client needs.
You will leverage your broad knowledge of banking principles and practices to make informed decisions that impact our team and departmental goals.
Your developing ability in strategic planning, conflict management, and digital literacy will be key in driving our service delivery forward.
This role is an opportunity to apply your skills in a dynamic environment, contribute to team objectives, and enhance client relationships.
Job responsibilities
* Provide comprehensive client service by addressing inquiries, processing transactions, and troubleshooting issues, utilizing your proficiency in strategic planning and digital literacy.
* Protect both the client and the institution from potential financial and reputational damage.
* Contribute to the change management process, assisting in strategic communications and stakeholder impact mitigation to ensure smooth transitions during operational changes.
* Utilize your knowledge of market products to provide informed advice to clients, maintaining an understanding of current industry practices and regulations.
* Participate in the development and implementation of process automation initiatives, applying systems architecture and automation technologies to optimize service delivery.
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise in a client service role within a financial institution.
* Excellent influencing, negotiation, and communication skills, with the ability to develop and maintain collaborative relationships.
* Experience in change management, with the ability to facilitate strategic communications and mitigate stakeholder impact.
* Proficiency in digital literacy, with a willingness to understand and implement new/emerging technologies that impact business operations.
Preferred qualifications, capabilities, and skills
* Ability to analyze a process and recommend ways to improve quality, control, and efficiency.
* Drive continuous improvement initiatives for high-quality client experiences.
* Experience in client-facing roles working across multiple business areas and/or functions to deliver results.
* Analytical, problem-solving, critical thinking, and decision-making skills, with the ability to work independently and multi-task in a fast-paced environment.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions ...
....Read more...
Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-10-30 08:19:26
-
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: Wheeling, US-WV
Salary / Rate: Not Specified
Posted: 2025-10-30 08:19:25
-
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 ex...
....Read more...
Type: Permanent Location: Saint Augustine, US-FL
Salary / Rate: Not Specified
Posted: 2025-10-30 08:19:25
-
Shape the future of product delivery while crafting solutions that enhance and optimize customer experiences.
Lead end-to-end processes, manage dependencies, and liaise with stakeholders as part of a team at the forefront of innovation.
As a Product Delivery Manager in the CAMP Customer Acquisitions Experiences team, you work to enhance and optimize the way products are delivered to customers.
As a key member of the team, you create solutions and efficiencies that enable successful implementations in an expedient and organized way.
Job responsibilities
* Leads end-to-end product delivery processes including intake, dependency management, release management, product operationalization, delivery feasibility decision-making, and product performance reporting, while escalating opportunities to improve efficiencies and functional coordination
* Leads the completion of change management activities across functional partners and ensures adherence to the firm's risk, controls, compliance, and regulatory requirements
* Effectively manages timelines and dependencies while monitoring blockers, ensuring adequate resourcing, and liaising with stakeholders and functional partners
* Manages cross platform/cross functional collaboration for solution definition and execution
* Provides metrics tracking and analytics for large scale program progress
* Supports stakeholder engagement and communication
Required qualifications, capabilities, and skills
* 5+ years of experience or equivalent expertise in product delivery or a relevant domain area
* Demonstrated ability to execute operational management and change readiness activities
* Strong understanding of delivery and a proven track record of implementing continuous improvement processes
* Experience in product or platform-wide release management, in addition to deployment processes and strategies
* Technical proficiency in JIRA, Confluence, and Microsoft Office suite.
* Strong written and verbal communication skills
Preferred qualifications, capabilities, and skills
* Proficient knowledge of the product development life cycle, design, and data analytics
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benef...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-10-30 08:19:23
-
You enjoy delivering innovative customer experiences, driving value for customers, guiding successful launches, and exceeding expectations.
Join our dynamic team and make a meaningful impact while sharpening your product management skills.
As a Senior Product Associate in the Customer Acquisition Experiences team, you will be integral to the delivery of exciting customer experiences, and you will support the end-to-end product life cycle.
You are responsible for partnering with your development team(s) across all scrum activities, maintaining a health backlog and engaging cross-functional teams on dependencies.
You will guide the successful launch of products, gather crucial feedback, and ensure top-tier client experiences.
You will build products that meet the highest standards of scalability, resiliency, and stability.
Job responsibilities
* Owns, maintains and develops a healthy product backlog
* Facilitates all scrum activities for your development team(s)
* Engages cross-functional teams on dependencies to ensure timely and satisfactory delivery
* Manages key relationships - Work with engineering, architecture, and a diverse set of product teams across the enterprise to collaborate and drive results
* Communicates effectively and often - Be vocal.
Share strategy, roadmap, progress, and insights broadly and systematically.
Craft the narrative and cadence for different partner and stakeholder audiences
* Be a subject matter expert - The candidate has deep curiosity about the digital product experience space and a desire to connect that curiosity and knowledge to the teams that can effect change
* Be a Technical & Customer Problem Solver - Ask questions, define the problem and recognize where our platform sits in the Chase ecosystem
* Understands the technologies and approaches in use and those we should be using to drive our plans for the future
* Builds the framework and tracks the product's key success metrics such as conversion rates, engagement and performance
Required qualifications, capabilities, and skills
* 2+ years of experience or equivalent expertise in product management or a relevant domain area
* Knowledge of the product development life cycle, design, and data analytics
* Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
* A customer obsessed individual with the ability to build and maintain good, productive relationships with engineers and technical partners, and an ability to translate customer needs into clear product delivery or technical requirements
* Good team player and leader that inspires action and builds credibility across the enterprise
* Good partnership, consulting, and influence skills
Preferred qualifications, capabilities, and skills
* Experience collaborating with external third parties, external vendors and external par...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-10-30 08:19:23
-
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P.
Morgan's U.S.
Private Bank.
If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P.
Morgan is the place for you.
You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As the Head of Investments and Advice in the U.S.
Private Bank, you will lead the Investor team within the respective market and manage responsibilities as a Senior Investor.
Collaborating closely with the Regional Investment Team Leader and Market Manager, you will help drive the overall priorities of the Investor team.
Furthermore, you will play a key role in coordinating sales initiatives with Capital Advisors, Fiduciary Administrators, and Wealth Advisors.
Job Responsibilities
* Keep up to date with markets, investments and new solutions
* Hold weekly Investor team meeting to communicate information, priorities, identify target client opportunities appropriate for sales and investment priorities, etc.
* Execute and measure a sales and risk management process, to achieve numerous business goals
* Actively engage with Investors in preparing for client and prospect meetings, as well as post call debriefs
* Create, schedule, lead internal training sessions about investments and new products
* Implement standards around client experience relating to investments throughout entire sales and relationship continuum (initial meeting/pitch, portfolio management, ongoing advice, client review)
* Partner with Market Manager on various items including: executing market strategy to achieve business results, assessing current landscape and strategy to prosecute opportunities within the market, sales management (NNC, Flows, AUM, Priorities, etc.)
Required Qualifications, Capabilities, and Skills
* Bachelor's degree required
* Ten plus years of experience in Private Banking or Financial Services industry.
* Prior experience providing complex investment solutions to Ultra and High Net Worth families and/or individuals.
* FINRA Series 7, 66, 9, 10 and Insurance licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 120 days of start date
Preferred Qualifications, Capabilities, and Skills
* MBA or CFA preferred
* Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals.
* Meaningful experience and/or knowledge of hedge funds, private equity and alternative investments.
* Able to execute trades smoothly and seamlessly in regard to executing and managing brokerage activity.
* Demonstrated understanding of wealth management including, but not limited t...
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Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-10-30 08:19:22
-
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 US Government Platform Product Team, you will leverage your expertise in software, applications, and technical processes to contribute to the infrastructure engineering discipline.
Your role involves applying technical knowledge and problem-solving skills across various applications of moderate scope.
You will play a key role in supporting the modernization, automation, and maintenance of these applications.
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 applications
* Resolves most nuances and determines appropriate escalation path
* Executes conventional approaches to build or break down technical problems
* 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
* Considers upstream/downstream data and systems or technical implications
* Be accountable for making significant decisions for a project consisting of multiple technologies and applications
* Adds to team culture of diversity, opportunity, inclusion, and respect
Required qualifications, capabilities, and skills
* Formal training or certification on infrastructure engineering concepts and 3+ years applied experience
* Experience with VMWare platforms, specifically hypervisor
* Accountable for making significant decisions for a project consisting of multiple technologies and applications
* Strong knowledge of one or more infrastructure disciplines such as VMWare / ESX, Linux / Unix, Microsoft Windows, hardware, networking terminology, databases, storage engineering, deployment practices, integration, automation, scaling, resilience, and performance assessments
* Strong knowledge of one or more scripting languages (e.g., Scripting, Python, Terraform, 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
* Experience with multiple cloud technologies with the ability to operate in and migrate across public and private clouds
* Drives to develop infrastructure engineering knowledge of additional domains, data fluency, and automation knowledge
* Partners with application and infrastructure teams to identify potential capacity risks and govern remediation statuses
* Considers upstream/downstream data and systems or technical implications
Preferre...
....Read more...
Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-10-30 08:19:20
-
You enjoy delivering innovative customer experiences, driving value for customers, guiding successful launches, and exceeding expectations.
Join our dynamic team and make a meaningful impact while sharpening your product management skills.
As a Senior Product Associate in the Customer Acquisition Experiences team, you will be integral to the delivery of exciting customer experiences, and you will support the end-to-end product life cycle.
You are responsible for partnering with your development team(s) across all scrum activities, maintaining a health backlog and engaging cross-functional teams on dependencies.
You will guide the successful launch of products, gather crucial feedback, and ensure top-tier client experiences.
You will build products that meet the highest standards of scalability, resiliency, and stability.
Job responsibilities
* Owns, maintains and develops a healthy product backlog
* Facilitates all scrum activities for your development team(s)
* Engages cross-functional teams on dependencies to ensure timely and satisfactory delivery
* Manages key relationships - Work with engineering, architecture, and a diverse set of product teams across the enterprise to collaborate and drive results
* Communicates effectively and often - Be vocal.
Share strategy, roadmap, progress, and insights broadly and systematically.
Craft the narrative and cadence for different partner and stakeholder audiences
* Be a subject matter expert - The candidate has deep curiosity about the digital product experience space and a desire to connect that curiosity and knowledge to the teams that can effect change
* Be a Technical & Customer Problem Solver - Ask questions, define the problem and recognize where our platform sits in the Chase ecosystem
* Understands the technologies and approaches in use and those we should be using to drive our plans for the future
* Builds the framework and tracks the product's key success metrics such as conversion rates, engagement and performance
Required qualifications, capabilities, and skills
* 2+ years of experience or equivalent expertise in product management or a relevant domain area
* Knowledge of the product development life cycle, design, and data analytics
* Proven ability to lead product life cycle activities including discovery, ideation, strategic development, requirements definition, and value management
* A customer obsessed individual with the ability to build and maintain good, productive relationships with engineers and technical partners, and an ability to translate customer needs into clear product delivery or technical requirements
* Good team player and leader that inspires action and builds credibility across the enterprise
* Good partnership, consulting, and influence skills
* Experience working in financial services, acquisition, digital products, online and mobile platforms, etc
Preferred qualifications, capabil...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-10-30 08:19:19
