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J.P.
Morgan Advisors, the ultra-high net worth division of J.P.
Morgan Wealth Management, offers U.S.
based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world.
Our small size and broad scope allow us to customize solutions tailored to clients' specific needs.
As a Client Associate in J.P.
Morgan Advisors, you will provide dedicated business support to Financial Advisors and their clients.
You will establish, maintain, and build relationships while delivering exceptional client service.
In this role you will have extensive client contact and will be involved in all activities that touch prospective or existing clients.
Job responsibilities:
* Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures
* Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders, fixed income trades and private investments
* Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite
* Perform daily administrative and operational duties that support the Financial Advisor(s) and clients, including direct communication with clients regarding money transfers, account maintenance, portfolio review preparation and ad hoc requests, and attending client meetings
* Serve as a liaison between the Financial Advisor team, branch management, compliance and various other business units throughout the firm
* Proactively supports firm and regional initiatives and remediations, and actively participate in recurring local, national and technology team meetings
Required qualifications, capabilities, and skills:
* Bachelor's degree or equivalent experience
* Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date
* Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
* Proactively identify and deliver appropriate solutions that address the needs of our clients
* Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations
Preferred qualifications, capabilities, and skills:
* Able to adapt and stay abreast of changing technology and regulatory policies
* Highly proficient user of Word, PowerPoint, and Excel
Chase is a leading financial services firm, helpi...
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Type: Permanent Location: Philadelphia, US-PA
Salary / Rate: Not Specified
Posted: 2025-02-20 07:58:51
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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
*
* 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: Carmel, US-IN
Salary / Rate: Not Specified
Posted: 2025-02-20 07:58:49
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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: Brighton, US-MI
Salary / Rate: Not Specified
Posted: 2025-02-20 07:58:48
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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
*
* 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: Kansas City, US-MO
Salary / Rate: Not Specified
Posted: 2025-02-20 07:58:47
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DESCRIPTION:
Duties: Design, develop and implement software solutions.
Solve business problems through innovation and engineering practices.
Involved in all aspects of the Software Development Lifecycle (SDLC) including analyzing requirements, incorporating architectural standards into application design specifications, documenting application specifications, translating technical requirements into programmed application modules, and developing or enhancing software application modules.
Identify or troubleshoot application code-related issues.
Take active role in code reviews to ensure solutions are aligned to pre- defined architectural specifications.
Assist with design reviews by recommending ways to incorporate requirements into designs and information or data flows.
Participate in project planning sessions with project managers, business analysts, and team members to analyze business requirements and outline proposed solutions.
QUALIFICATIONS:
Minimum education and experience required: Bachelor's degree in Electronic Engineering, Computer Science, Computer Engineering, Computer Information Systems, or related field of study plus 5 years of experience in the job offered or Software Engineer, IT Consultant, or related occupation.
Skills Required: Requires experience in the following: Linux; Unix; Windows; Agile SDLC; Application Architecture Disciplines; Infrastructure Architecture Disciplines; Apache Kafka; Docker; J2EE; Jenkins; NodeJS; Spring; C++; CSS; Hibernate; HTML; Java; Javascript; JQuery; Python; React; Selenium; Shell Scripting; SQL; Typescript; XML; Angular; Apache Tomcat; Bootstrap; REST; WebSphere; Maven; Swift; JSON; Kubernetes; Apache Zookeeper; AWS Cloud Services; Dynatrace; Hadoop; Hive; Splunk; Apache Subversion; GIT; Cucumber; Junit; Automated Testing; Blackbox Testing; Functional Testing; Manual Testing; Performance Testing; Regression Testing; Smoke Testing; System Integration Testing; Unit Testing; and User Acceptance Testing.
Job Location: 8181 Communications Parkway, Plano, TX 75024.
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...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-02-20 07:58:44
-
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: Indianapolis, US-IN
Salary / Rate: Not Specified
Posted: 2025-02-20 07:58:43
-
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: Lutz, US-FL
Salary / Rate: Not Specified
Posted: 2025-02-20 07:58:42
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DESCRIPTION:
Duties: Collaborate with business partners by leveraging analytics and data insights to improve marketing campaign performance.
Create audiences for marketing and servicing communications through multiple channels including owned, paid media and non-digital campaigns.
Support acquisition and engagement across Credit Card, Auto, Retail, Home Lending, and Payments.
Utilize data tools to define, size, and execute on audiences.
Develop and manage customer attributes and research new data elements for insights.
Produce data validation on campaign populations to ensure marketing requirements are met.
Identify correlations and trends in data, and communicate impacts that could affect results of the campaign.
Recognize and implement ideas for global process improvements to increase department efficiency.
Represent the Audience Management group in technical meetings with IT and other areas.
QUALIFICATIONS:
Minimum education and experience required: Master's degree in Economics, Marketing, Market Research, Statistics, or related field of study plus 2 (Two) years of experience in the job offered or as Quant Analytics, Marketing Analyst, Marketing Strategy Analyst, or related occupation.
The employer will alternatively accept a Bachelor's degree in Economics, Marketing, Market Research, Statistics, or related field of study plus 5 (Five) years of experience in the job offered or as Quant Analytics, Marketing Analyst, Marketing Strategy Analyst, or related occupation.
Skills Required: Requires experience in the following: Data processing using SQL; Data processing using SAS; Data processing using Alteryx; Data processing using Python; SQL; Relational databases such as Oracle or Teradata; VB; VBA; Python; Unix shell scripting; Decision modeling; Rules engines; Sapiens; Segment; Data migration to AWS; Data migration to Snowflake; Data visualization using Tableau; Paid media planning; Performance marketing platforms; Audience creation, campaign management, and in-platform optimization techniques; Excel, including pivot tables and conditional formatting.
Job Location: 8181 Communications Pkwy, Plano, TX 75024.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based ...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-02-20 07:58:39
-
DESCRIPTION:
Duties: Design, develop and implement software solutions.
Solve business problems through innovation and engineering practices.
Involved in all aspects of the Software Development Lifecycle (SDLC) including analyzing requirements, incorporating architectural standards into application design specifications, documenting application specifications, translating technical requirements into programmed application modules, and developing or enhancing software application modules.
Identify or troubleshoot application code-related issues.
Take active role in code reviews to ensure solutions are aligned to pre- defined architectural specifications.
Assist with design reviews by recommending ways to incorporate requirements into designs and information or data flows.
Participate in project planning sessions with project managers, business analysts, and team members to analyze business requirements and outline proposed solutions.
QUALIFICATIONS:
Minimum education and experience required: Bachelor's degree in Engineering (any), Computer Science, Computer Information Systems, or related field of study plus 5 years of experience in the job offered or as a Software Engineer, Technology Lead- US Specialist, Senior Software Engineer, Programmer Analyst, or related occupation.
The employer will alternatively accept a Master's degree in Engineering (any), Computer Science, Computer Information Systems, or related field of study plus 3 years of experience in the job offered or as Software Engineer, Technology Lead- US Specialist, Senior Software Engineer, Programmer Analyst, or related occupation.
Skills Required: Requires experience in the following: Windows; Agile SDLC; Waterfall SDLC; Microservices; J2EE; Jenkins; Spring; CSS; Hibernate; HTML; Java; JavaScript; SQL; Typescript; XML; Angular; Apache Tomcat; REST; SOAP; Maven; MongoDB; Oracle; Apache Spark; Splunk; Tableau; GIT; Cucumber; Junit; Automated Testing; Functional Testing; Performance Testing; Regression Testing; and Unit Testing.
Job Location: 8181 Communications Parkway, Plano, TX 75024.
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.
T...
....Read more...
Type: Permanent Location: Plano, US-TX
Salary / Rate: Not Specified
Posted: 2025-02-20 07:58:39
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Commercial Banker is for you.
As a Commercial Banker within the Middle Market Banking team, your role is to be the focal point of client acquisition and ongoing relationships; Bankers work both independently and as part of a team to introduce our comprehensive solutions to clients.
As a Banker, you are responsible for growing and retaining profitable relationships within the Middle Market and Specialized Industries target space.
Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and Chase Paymentech Solutions.
Our strongest Bankers have a methodical approach to the market activity and prospecting.
We deliver locally and therefore our ideal candidate has deep local connections and market knowledge.
Job responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required qualifications, capabilities and skills
* Five plus years direct lending or credit support related experience with a focus on business relationships
* Understanding of Commercial Banking products and services
* Ability to collaborate with internal partners and resources
* Demonstrated experience of meeting or exceeding sales goals
* Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
* Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
Preferred qualifications, capabilities and skills
* Bachelor's degree and formal credit training preferred
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
* Excellent business judgment, strategic thinking, self-directed, proactive and creative
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
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.
...
....Read more...
Type: Permanent Location: Santa Clara, US-CA
Salary / Rate: Not Specified
Posted: 2025-02-20 07:58:38
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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...
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Type: Permanent Location: Lake Grove, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-20 07:58:36
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J.P.
Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions.
Wealth Management, which includes the US Private Bank, helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
The Strategy team manages mission-critical projects ranging from developing growth strategies, to assessing and planning entry into new markets, to implementing organizational restructurings and operational efficiencies, and more.
Projects are typically team-based and include close collaboration with senior executives.
As a US Private Bank Strategy Associate, you will play a pivotal role in propelling key projects.
Your responsibilities will include conducting and managing detailed analyses, and creating comprehensive presentations related to strategic planning, business enhancement, and optimization.
You will also participate in various internal consulting initiatives.
You will collaborate closely with senior team members in conducting analysis and research, and work extensively with other colleagues across Asset and Wealth Management, including investment professionals, client advisors/market managers, and functional teams.
This role offers you the chance to formulate and present recommendations to senior leadership and engage in regular interactions with senior management.
Job Responsibilities:
• Develop and drive the strategic priorities for the USPB, and for the AWM line of business more broadly, serving as an objective thought partner to the C-Suite and other senior leaders
• Collaborate with teams across LOBs and across functional areas including sales, marketing, product, finance, risk, operations, data science, product, and technology team members
• Structure and conduct quantitative and qualitative analyses to derive strategic recommendations for business development and optimization, including organic and inorganic opportunities for growth
• Build decision frameworks, methodologies, and strategic recommendations that drive key business priorities and change efforts
• Analyze operational and financial data to determine P&L impacts, uncover insights, and support business decision-making
• Research and analyze industry landscape to evaluate new opportunities and identify emerging trends
• Support creation of CEO-level executive communications
Required Qualifications, capabilities, and skills:
• 3+ years in consulting with a top-tier management consulting firm or an internal consulting / corporate strategy team, or equivalent experience
• Ability to provide structure in ambiguous situations and apply analytical tools to develop solutions
• Strong client management and executive-level communication skills
• Open, collaborative, team-oriented operating style
• BA/BS required
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to million...
....Read more...
Type: Permanent Location: New York, US-NY
Salary / Rate: Not Specified
Posted: 2025-02-20 07:58:36
-
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
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve thei...
....Read more...
Type: Permanent Location: San Luis Obispo, US-CA
Salary / Rate: Not Specified
Posted: 2025-02-20 07:58:35
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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
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act.
As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve thei...
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Type: Permanent Location: Greenfield, US-CA
Salary / Rate: Not Specified
Posted: 2025-02-20 07:58:33
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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: Canby, US-OR
Salary / Rate: Not Specified
Posted: 2025-02-20 07:58:31
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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- Market Expansion 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
* 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 and performing account origination for consumer clients
* Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals
* Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
* 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
* Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience
Required qualifications, capabilities, and skills
* 6+ months of customer service experience
* High school diploma or GED equivalent
* Reading and speaking in both Spanish and English fluently is required for this role
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....
....Read more...
Type: Permanent Location: Nashville, US-TN
Salary / Rate: Not Specified
Posted: 2025-02-20 07:58:30
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You are customer focused and enjoy learning about financial solutions for middle market clients.
A role as a Middle Market Banking Analyst is for you.
As a Core Analyst in Middle Market Banking Specialized Industries, you will work both independently and as part of a team to introduce a broad spectrum of banking & payments solutions to clients.
As an analyst in the hybrid banking/treasury rotation you are responsible for supporting Bankers, and Treasury officers through business development, deal execution and client management.
The Middle Market Banking Specialized Industry Analyst Program is a 2.5 year rotational experience designed to expose you to the many areas of direct client work across banking, treasury, and credit analysis with client-facing work, as well as extensions of these functions through strategic project work and more.
Throughout your program timeline you will hone your financial and client-facing skills to build your career in the financial services industry.
Job Responsibilities
* Work on financial models to support financing transactions
* Assist in the completion of credit approval memos
* Prepare marketing materials for use in client meetings (covering topics such as financing alternatives, working capital optimization, and industry analysis)
* Learn how to identify treasury product solutions to benefit clients' long-term planning
* Develop an understanding of the full breadth of J.P.
Morgan products and service offerings
* Conduct client and prospect research to support business development effort
Required Qualifications, Capabilities and Skills
* Minimum GPA 3.2 required
* Superior analytical, leadership, interpersonal and written/verbal communication skills
* Keen attention to detail and creative mindset
* Proven ability to multi-task and meet deadlines in a fast-paced environment
* Exhibit sound judgement, agility, and the ability to work as a team player
Preferred Qualifications, Capabilities and Skills
* 1+ years relevant experience post-college graduation; experience in financial services, accounting, or a related field is a plus
* Completed BA/BS degree (Business, Finance & Accounting preferred; all majors considered)
* Some exposure to credit fundamentals and/or previous client exposure is a plus
* Knowledge of the market dynamics and its business environment preferred
This role is not eligible for employer sponsored immigration support of any kind
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 re...
....Read more...
Type: Permanent Location: Atlanta, US-GA
Salary / Rate: Not Specified
Posted: 2025-02-20 07:58:29
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Join our team to play a pivotal role in mitigating tech risks and upholding operational excellence, driving innovation in risk management.
As a Tech Risk & Controls Lead in Network Services for Infrastructure Platform, you will be responsible for identifying, and mitigating compliance and operational risks in line with the firm's standards.
You will also provide subject matter expertise and technical guidance to technology-aligned process owners, ensuring that implemented controls are operating effectively and in compliance with regulatory, legal, and industry standards.
By partnering with various stakeholders, including Product Owners, Business Control Managers, and Regulators, you will contribute to the reporting of a comprehensive view of technology risk posture and its impact on the business.
Your advanced knowledge of risk management principles, practices, and theories will enable you to drive innovative solutions and effectively manage a diverse team in a dynamic and evolving risk landscape.
Job responsibilities
* Ensure effective identification, quantification, communication, and management of technology risk, focusing on root cause analysis and resolution recommendations
* Develop and maintain robust relationships, becoming a trusted partner with LOB technologists, assessments teams, and data officers to facilitate cross-functional collaboration and progress toward shared goals
* Execute reporting and governance of controls, policies, issue management, and measurements, offering senior management insights into control effectiveness and inform governance work
* Proactively monitor and evaluate control effectiveness, identify gaps, and recommend enhancements to strengthen risk posture and regulatory compliance
Required qualifications, capabilities, and skills
* 7+ years of experience or equivalent expertise in technology risk management, information security, or related field, emphasizing risk identification, assessment, and mitigation
* Familiarity with risk management frameworks, industry standards, and financial industry regulatory requirements
* Proficient knowledge and expertise in data security, risk assessment & reporting, control evaluation, design, and governance, with a proven record of implementing effective risk mitigation strategies
* Demonstrated ability to influence executive-level strategic decision-making and translating technology insights into business strategies for senior executives
Preferred qualifications, capabilities, and skills
* Working knowledge and experience in the Network domain, infrastructure, architecture, and/or engineering practices
* CISM, CRISC, CISSP, or similar industry-recognized risk and risk certifications are 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 ...
....Read more...
Type: Permanent Location: Columbus, US-OH
Salary / Rate: Not Specified
Posted: 2025-02-20 07:58:27
-
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- Market Expansion 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
* 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 and performing account origination for consumer clients
* Provides proactive client outreach to gauge success and offer new tools to help them meet their consumer banking and investment goals
* Champions new Associate Banker skills such as tablet utilization, account opening, and other key initiatives, helping Associate Bankers as they learn
* 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
* Shares best practices across the supported branches to deliver a strong controls environment and exceptional customer experience
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 hear...
....Read more...
Type: Permanent Location: Chesterfield, US-VA
Salary / Rate: Not Specified
Posted: 2025-02-20 07:58:24
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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: Jackson, US-NJ
Salary / Rate: Not Specified
Posted: 2025-02-20 07:58:22
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DESCRIPTION:
Duties: Work on the agile Software development lifecycle and work with the global Engineering team, AI/ML strategists and stakeholders.
Conduct the following Technology Product ownership tasks - strategy, roadmap, and design.
Define engineering stories.
Conduct testing and release management.
Gather Business requirements, validate design proposals and demonstrate software product deliveries.
Conduct competitor analysis and industry research on toolsets to understand best practices.
Triage product features by value, feasibility, and urgency.
Report status and risk to Executive level employees.
Define and track product Key Performance Indicators.
Track Technology Regulation across 50+ national and regional jurisdictions.
Document Technology Regulatory Change Management process so they may be reengineered or automated using Artificial Intelligence and Machine Learning.
Source thousands of mandatory Financial Technology and Security Controls to validate completeness and accuracy of customized AIML models.
Conduct technology Risk Management through advanced reporting and analytics.
Stay abreast of latest AIML Natural Language Processing and Large Language Models to align needs of Cybersecurity and Technology Controls.
Collaborate with executive stakeholders to identify and define opportunities from AIML.
Partner with engineering and data science teams to translate the business use-case and product requirements into technical requirements for software, hardware, cloud and AIML models.
Conduct usage and user analytics.
Define JPMC's user experience and user interface guidelines.
QUALIFICATIONS:
Minimum education and experience required: Bachelor's degree in Electronic Engineering, Computer Information Systems, Computer Science, Computer Engineering or related field of study plus 6 (Six) years of experience in the job offered or as Product Management, Software Engineer, IT/Programmer Analyst, Computer Systems Analyst, IT Associate/Consultant, Technical Lead, or related occupation.
Skills Required: Requires experience in the following: Product research, roadmap planning, analysis, technical writing and marketing; Agile and SCRUM methodology; Identification, impact assessment and change management for emerging technical regulations and legal requirements; Database design and querying skills; Deploying and configuring applications on Private cloud infrastructure; GRC software Applications such as Archer, Metricstream or SAI 360; Deploying AIML Models onto AWS Sagemaker or internal Private Cloud environments; Training and testing of Large Language and Machine learning models; Code version tracking using GITHUB or Subversion; Change and incident management using ServiceNow; Using Postman to test and validate Web Services including REST API; Enterprise Design Tools including Figma, Axure or Microsoft Visio.
Job Location: 10430 Highland Manor Drive, Tampa, FL 33610.
JPMorganChase, one of the oldest financial institutions, offers innovative...
....Read more...
Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-02-20 07:58:20
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Be at the heart of transforming visions into market-ready products, while you navigate through and solve complex challenges.
In this dynamic environment, you ensure smooth product delivery and support change initiatives, marking a significant step in your career growth and innovation journey.
As a Senior Product Delivery Associate in Omnichannel & Biometrics Product Delivery Team , you are trusted with enabling the delivery of products in a stable and scalable way.
Work with cross-function teams, build key relationships, and enable the product to continuously deliver value.
Job responsibilities
* Collaborates with the Product Delivery Manager to execute on key delivery tasks and identify ways to boost efficiencies
* Supports the completion of change management activities across functional partners and monitors adherence to the firm's risk, controls, compliance, and regulatory requirements
* Raises blockers and other impediments to the Product Delivery Manager to manage dependencies and ensure adequate resources
* Leads end-to-end product delivery processes for our clients including intake, dependency management, release management, product operationalization, delivery, feasibility decision-making, and product delivery reporting, while escalating opportunities to improve efficiencies and functional coordination
* Leads the completion of client rollout 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
* Accountable for the overall success of all Merchant Implementations into market from the Sales cycle through implementation and into production rollout.
Overseeing sales and discovery activities, technical requirements gathering, onboarding and other implementations activities, pilot, and device rollout
* Responsible for all reporting, monitoring and tracking on all project status, tying to printed revenue.
Accountable for escalating matters early and often to keep project delivery on schedule to meet the merchant's expectations
* Lead and drive all components and dependencies associated with the merchant's implementation including additional components beyond what JPMC is providing.
You will be the primary Point of Contact and accountable to all stakeholders, including the merchant throughout the product delivery lifecycle
Required qualifications, capabilities, and skills
* 3+ years of experience or equivalent expertise in product management or a relevant domain area
* Demonstrated performance in either product management or relevant domain area
* Experience executing operational management and change readiness activities
* Experience in product deployment processes
* Strong project management with expertise in technical and business p...
....Read more...
Type: Permanent Location: Tampa, US-FL
Salary / Rate: Not Specified
Posted: 2025-02-20 07:58:18
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If you are customer focused, enjoy building relationships, and providing financial advice to Not-for-Profit clients, then a role as a Business Relationship Manager Senior Government Not-for-Profit is for you.
As a Business Relationship Manager (BRM) Senior Not-for-Profit in Business Banking, you'll manage existing client relationships and develop new business strategies focused on client selection.
You'll provide an outstanding client experience, and maintain adherence to the regulatory, legal, and risk management frameworks unique to these client segments.
Job Responsibilities
* Build collaborative internal and external relationships to provide the best in client advice and service, develop the business to ensure a seamless experience for the client who has multiple products and services
* Serve as a trusted advisor to the client in delivering comprehensive and customized business banking products and solutions tailored to the financial needs and circumstances of Not-for-Profit clients
* Manage a portfolio of clients; grow portfolio by prospecting for new clients and deepening relationships with existing clients
* Manage credit opportunities within assigned portfolio up to $40 million
* Utilize extensive referral networks and centers of influence to identify and pursue potential new clients, looking for ways to cultivate a long-term relationship
* Build relationships by calling on existing clients to truly understand their organizations/institutions and analyze product and service growth opportunities and ensure profitability of Not-for-Profit portfolio
* Protect the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
* Minimum of 8 years' experience in business banking relationship management role or related business lending experience
* Bachelor's degree in Finance or related field, or equivalent work experience
* Knowledge of the unique requirements, laws, regulations, and risk management for Not-for-Profit client base; familiarity with the formal Request For Proposal process and due diligence
* Able to identify innovative solutions to best serve client and/or manage risk
* Demonstrate seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches segment trends and outcomes to anticipate client needs and present proactive solutions
* Strong current business network; viewed as a leader in community organizations such as Chambers of Commerce, Non-Profit boards
Preferred qualifications, capabilities, and skills
* Expert knowledge of business, credit underwriting with commercial credit training.
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 relations...
....Read more...
Type: Permanent Location: The Woodlands, US-TX
Salary / Rate: Not Specified
Posted: 2025-02-20 07:58:17
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You are customer focused, enjoy building relationships and providing financial advice to your clients.
A role as a Government Commercial Banker is for you.
As a Government Commercial Banker within our dynamic team, you will play a pivotal role in acquiring new clients and nurturing existing relationships.
Our team manages over 2500 client relationships nationwide, with a focus on cities, counties, school districts, and other government entities.
You will collaborate with dedicated product specialists from various sectors such as Treasury and Security Services, Public Finance, Securities Trading, and Asset Management and Leasing to deliver our comprehensive range of services and products to our clients and prospects.
Job responsibilities
* Champion a culture of innovation and a customer centric mindset
* Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
* Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
Required qualifications, capabilities and skills
5 + years direct lending or credit support related experience with a focus on business relationships
Understanding of Commercial Banking products and services
Ability to collaborate with internal partners and resources
Demonstrated experience of meeting or exceeding sales goals
Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
Excellent verbal and written communications skills; able to effectively communicate clearly and concisely
Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
Preferred qualifications, capabilities and skills
* Bachelor's degree and formal credit training preferred
* Sales management, business development skills, proficiency in building and maintaining positive client relationships
* Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
* Excellent business judgment, strategic thinking, self-directed, proactive and creative
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Morgan and Chase brands.
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on 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...
....Read more...
Type: Permanent Location: Clayton, US-MO
Salary / Rate: Not Specified
Posted: 2025-02-20 07:58:15
-
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: Peoria, US-AZ
Salary / Rate: Not Specified
Posted: 2025-02-20 07:58:12
